Delegate.
Elevate.
Grow.

Admin
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Calendar management & scheduling
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Email inbox management
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Travel planning & itinerary coordination
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Document creation & formatting
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Meeting prep & follow-up
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Data entry & database maintenance
Social media
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Social media scheduling & content organization
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Engagement tracking & basic analytics reports
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Blog formatting & posting (WordPress, Squarespace)
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Email marketing setup (Mailchimp, Flodesk, ConvertKit)
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Basic Canva graphics for posts or newsletters
Business
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CRM setup, updates & upkeep (e.g., HubSpot, Zoho, Dubsado)
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Client onboarding & offboarding support
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Standard Operating Procedure (SOP) documentation
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Project management support (ClickUp, Asana, Trello)
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Light bookkeeping & invoice follow-up
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Research for tools, vendors, and trends
Sales support
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Lead generation research & list building
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Proposal and quote formatting
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Client follow-ups & appointment setting
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CRM tagging & pipeline management