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My Services Will Be Personalized to Meet Your Business Needs
I will work with you on-line, on the phone, or in-person if available
Online Business Management
As an Online Business Manager (OBM), I take action to reach my client’s goals. Clients bring their vision, and I execute the steps to turn that big vision into reality.
Under this role, my responsibilities include Project Management, Team Management, Operations Management, and Strategic Planning Support for online and physical businesses.
1) Project Management – As Project Manager, I ensure that all the details and pieces of a project come together from start to finish.
2) Team Management – In my role as Team Manager, I’m involved in hiring and onboarding, training new team members, and off-boarding. I understand how a company’s team operates while creating cohesion for sustainability and growth.
3) Operations Management – As an Operations Manager, I supervise other team members and work directly with other business partners such as Web Designers, Accountants, additional Virtual Assistants, etc. I delegate tasks and ensure that they are completed well and on time. I’m the middle person and, at times, a mediator if needed.
4) Strategic Planning Support – If you’re launching a new product or service, or your business is going through a big transition, I can help you strategize to go high level with your business. Are you using the systems and programs that your business needs? Do you have the right people in the right job? I can help you answer questions and brainstorm while acting as a sounding board to position yourself well in your industry.
Virtual Assistant Services
As a Virtual Assistant, my support is more task-oriented, and I’m responsible for specific jobs that require instructions.
Under this role, my responsibilities include routine tasks such as social media scheduling, calendar management, bill payment, etc., and other jobs such as research work, newsletters, website updates, and more.
Here’s a more detailed list of the things I can take care of:
Bookkeeping
- Data entry in QuickBooks or Wave Accounting
- Client invoicing and follow up on outstanding invoices
Technology
- Selection and set up of client database using a CRM
- Cloud based file sharing set up
- Program tutorials
- Password management
- Email set up on all of your devices
- Set up for a new email platform (Office 365/Google for Business)
Marketing & Communications
- Custom designed PowerPoint slide templates
- Electronic letterhead, business card design
- Auto-responder creation
- Customer surveys
- Add video and audio files to your websites
- Podcast updates
- Proofread, format and publish newsletters
- Set up and manage social media pages and updates
Sales
- Conduct discovery calls
- Answer inquiries about product or services
Daily Operations
- Assistance with Property Management
- Schedule and manage client appointments and your calendar
- Set up automated appointment scheduling and link your calendar to your website
- Screen/answer emails
- Enter contacts and information and manage your client database
- Order supplies, equipment and business gifts
- Post articles and special products and events to your social media accounts
- Set up recurring payment transactions
- Assistance with new client on-boarding
- WordPress website updates
- Creation/updating spreadsheets for tracking business metrics
- Creation and management of e-sign documents
- Research work
Business Formation
- LLC creation
- Obtain EIN
- Document notarization
- Document translation (English & Spanish)
Certifications
Real Estate Investment Coaching & Mentoring Program
The VA Launch Pad Program
State of Connecticut Notary Public
