let's talk Services
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
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
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
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
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