CRM systems – These are essential to keeping up with your clients or donors. They can store some important facts that will help you navigate how you interact with your network. But when they are not updated regularly things can get messy! In fact, if you don’t keep up with removing people who opted out, you may get blocked by the platform. Don’t wait too long! Regular maintence is key to a healthy CRM and I can help. I can also set up CRMs for solo entrepreneurs and small business that do not have one.
 
Emails Creation & Sequences - Creating Newsletters and emails – while I do not write copy, I do build them out for you and schedule them for when you want them to send. There are many situations where more than one email is required, for example when someone opts in to your course you will want to make sure they get an immediate acknowledgement and a sequence that will provide them information throughout. Let me help you plan out and set up those emails.
 
Inbox and Google Suite Management – Have your folders gotten out of control? Do you find your inbox overwhelming? Do you find it hard to locate the important emails in the pile that comes in daily? Are you spending way too much time looking for that one document in your Gsuite folder? Let me help you get organized!
 
Scheduling appointments – Need help setting up a scheduling service? Do you need someone to take live calls to set up the perfect time and meeting for you? Scheduling also means rescheduling and cancellations which can be a hassle! Let me help take the stress out of getting thing sorted.
 
Invoices and donor/customer tasks – Sending out invoices, checking on people's payment methods when a payment fails or troubleshooting their membership issue, it takes a keen eye for details and having had 9 years in troubleshooting these kinds of issues means I can help you resolve them!
 
Creating PDFs, memes and other elements - The report is written. The course supplement is ready. You want a transcript that isn’t bland. Having the copy ready and putting that into a branded more attractive presentation takes time. Creating a PDF that delivers your style along with your report or proposal is one of my joy tasks to do! I can also create memes and banners.
 
Transcripts – Yes, there is automation that can create a rough draft of a transcript. However it often requires a person to review it and edit it for errors, typos and cleaning up the “filler words” like ums and ahs so that it reads professionally. I started out with transcripts and eventually over saw a team of transcriptions that helped provide course materials and program information. Know your transcripts are in good hands and you will get work that is thoroughly done!

Looking for something else? Let's talk about it!