let's talk Services
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Schedule Magic
Designed for the busy biz owner always running from meeting to meeting. Taking your schedule and putting a magic wand to it!
Calendar Management, Email Management, Appointment Scheduling, Schedule calls and Interviews
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Organization Guru
Let’s put out that fire in your filing system! We clean out those cobwebs and give your management system the white glove treatment.
File Management, Auto-responder creation, Data Entry
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Client FlowPro
The difference between an “eh” business & a THRIVING enterprise is flawless client management. Keep your clients a top priority without taking all your time.
Reference Checks, Customer Support, Client Onboarding, Client Support, Invoice & Receipt Management
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Software Savy
Let’s bring your business into 2024 with top-notch software management
Software Account Management, CRM Software Management, Email Set Up
The Rose Gold Beauty
For Soloprenuers Needing Monthly Help to Stay Organized
<5 hours/mo
- Monthly File Consolidation & Organization
- Weekly Calendar Appointment Management
- Monthly Receipt & Invoice Tracking
- Monthly Email Inbox Cleanup
$325/mo
The Silver Spoon
For Small Biz Owners of 2+ Years Look to Elevate the Client Experience
<9 hours/mo
All in Rose Gold
- Coordinating Calls/Appointments
- Weekly Email Inbox Cleanup
- Monthly CRM Clean-Up
- BiWeekly File Consolidation & Organization
$690/mo
All that Glitters is Gold
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For Seasoned Biz Owners Looking to Expand from Customer Retention
<15 hours/mo
All in Silver
- Weekly Customer Email Followups
- Weekly CRM Clean-Up
- CRM Set Up when Onboarding
- Weekly File Consolidation & Organization
- Client Onboarding/OffBoarding
- Customer Experience Support
$895/mo
Bright Like a Diamond
For Small-Medium Size Biz Owners Needing Daily Help with Mental Load
<25 hours/mo
All in Gold
- Daily Customer/Employee Email & Chat Responses
- Added to Phone Tree
- Customer Satisfaction Management
- Daily File & CRM Clean-Up
- Managing Day to Day Dealing with both Customers & Life Events
starts at $1580/mo
*Customization Available
Rose Gold package breakdown
<5 hours/$325 mo
*set up fee upon client onboarding
Weekly Calendar Appointment Management
- On a Designated Day of the Week (ex every Monday)
- Out of Office Set-Up
- Categorizing Calendars
- Reminders Set
- Organizing meetings based on existing information
Monthly File Consolidation & Organization
- Up to 1 System (Dropbox, Canva, or Google Drive)
- Archiving, Sorting & Organizing Digital Files on a Monthly Basis
- Keeping Databases Tidy for Easy File Management
Monthly Receipt & Invoice Tracking
- Keeping up with recurring vendor expenses
- Archiving Monthly Receipts & Invoices for Bookkeeping
Monthly Email Inbox Cleanup
- Up to 1 Inbox
Categorizing email folders - Prioritizing emails
- Unsubscribing as authorized
Silver package breakdown
<9 hours/$690 mo
Weekly Coordinating Calls/Appointments
- On a Designated Day of the Week (ex every Monday)
- Scheduling Specific Task Based Calls/Appointments with Clients Via Email
- Scheduling upcoming calls based on calendar
BiWeekly File Consolidation & Organization
- On a Designated Day of the Week (ex every Monday)
- Up to 1 systems
- Archiving, Sorting & Organizing Digital Files on a BiWeekly Basis
- Keeping Databases Tidy for Easy File Management
Weekly Email Inbox Cleanup
- Up to 1 Inbox
- On a Designated Day of the Week (ex every Monday)
- Categorizing email folders
- Labeling Email in Order of Importance & Urgency
- Unsubscribing as authorized
Monthly CRM Cleanup
- On a Designated Day of the Month
- Sending Invoice Reminders
- Tracking Outstanding Balances
- Contract Renewal Management
- Touching Base with Customers Regarding Tasks Marked as Incomplete
Gold package breakdown
<15 hours/$895 mo
Weekly Customer Email Followups
- On a Designated Day of the Week (ex every Monday)
- Responding to Unread Emails that May Be Neglected
- Gauging Customer Satisfaction for Follow Up
- Client Response Management
Customer Experience Support
- Keeping up with upcoming events
- Balance Due reminder
- Manage client renwals
- Sending Thank You, Anniversary, or Congratulations Gifts/Card
Weekly CRM Management
- On a Designated Day of the Week (ex every Monday)
- Creating, Managing, Sending Invoices
- Managing Contract Renewals
- Sending & Managing New Contracts
- CRM Clean Up & Tidying
- Outstanding Balance Track Down
CRM Set Up When Onboarding
- Optional CRM implementation for small set up fee when coming on as new client
- Automation Set Up
- Template Creation
Client Onboarding/Offboarding
- Up to 4 Clients/mo
- Organizing within CRM
- Sending Welcome Info
- Gathering & Organizing Client Passwords
- Sending Out Deliverables
- Auto-Sending Based in CRM
Weekly File Consolidation & Organization
- On a Designated Day of the Week (ex every Monday)
- Up to 2 systems (Dropbox, Canva, Google Drive, ETC)
- Archiving, Sorting & Organizing Digital Files on a Weekly Basis
- Keeping Databases Tidy for Easy File Management
Diamond package breakdown
<25 hours/starts at $1585
Customizable from Each Previous Tier. Choose 2+ Below
Daily Customer/Employee Email & Chat Response
- 1-2x per Day AM and/or PM
- Responding to Unread Emails that May Be Neglected
- Answering Chats & Texts from Employees or Customers
- Gauging Customer Satisfaction for Follow Up
- Client Response Management
- Creating Tasks Based on Emails & Texts
Managing Day to Day Dealing for Business/Life
- Scheduling Appointments
- Dealing with Small Miscellaneous Requested Tasks within Reason
Added to Phone Tree
- Added to Phone Tree as Back Up to Enhance Customer Experience
- Ensuring Customer’s Needs Are Met
Customer Satisfaction Management
- Sending Anonymous 3rd Party Customer Experience Follow Up
- Putting in Chart for Assessment
Daily File Consolidation & Organization
- Up to 3 systems (Dropbox, Canva, Google Drive, ETC)
- Archiving, Sorting & Organizing Digital Files on a Daily Basis
- Keeping Databases Tidy for Easy File Management