Admin & Ops

• Docs management
• Email management
• Calendar management
• Travel planning
• Meeting prep & coordination
• File management
• Task management
• Zoom/Teams setup
• Event scheduling
• Staff training
• SOP setup

Finance & Data

• Invoicing & payments
• Bookkeeping
• Data entry
• Data analysis
• Reports
• Client onboarding
• Database setup & upkeep

Clients & Marketing

• Email marketing
• Social media
• Prospect management
• Client relations
• Client gifting
• Video uploads (IG, YouTube, etc.)
• Website FAQ updates