CRM Mgmt
Data Entry
Inbox/Calendar Mgmt
Testimonial Requests
CRM Mgmt
Data Entry
Handwritten Cards
Inbox/Calendar Mgmt
Testimonial Requests
Expense Tracking
Invoicing
Research
CRM Mgmt
Data Entry
Handwritten Cards
Inbox/Calendar Mgmt
Testimonial Requests
Expense Tracking
Invoicing
Research
Gifting
On/Offboarding
Handwritten Cards
Inbox/Calendar Mgmt
Check daily email
Draft replies to FAQs
Forward messages to team members
Manage spam
Create + maintain filing & labeling system
Record Keeping
Launch+ maintain cloud computing accounts (DropBox, OneDrive, Google Drive, etc.)
Spreadsheet management
Data Entry
Research
Industry research
Vendor research
Client research
CRM Mgmt
Build database
Entries + updates
Facebook enhancement
Create reports
Training on database
Testimonial Requests
Draft + Send Request
Create Custom Link
Set up Testimonial Planform(s)
Graphic to Share on Social Media
Gifting
Research on client
Purchase + sending of gift
Birthday + anniversary reminders
On/Offboarding
Client folder setup + organization
Zoom link creation
Expense Tracking
Invoicing
Prepare + send invoices to be paid
Follow up on unpaid invoices
Issue refunds
Design
Brochures
Flyer + E-Blasts
Invitations
PDFs
Postcards
Pop By Tags
Presentations
Social Media Graphics
Branding
Business Cards
Email Signature
Event Marketing
Final ALTA Mailout
Inbox Detox
Google Drive Detox
Newsletters
System Creation & Automation