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Tasks We Can Help You With
Administrative & Executive Support
Calendar & appointment management (including reminders and follow-ups)
Inbox management and email triage
Travel booking with detailed itineraries
Meeting preparation: agendas, minutes, and follow-up tasks
Document formatting and creation (slides, letters, reports)
Operations & Project Management
SOP creation, editing, and organization
Project timeline tracking in ClickUp, Asana, or Trello
Vendor and contractor coordination
CRM data entry and pipeline tracking
Internal team updates and project dashboards
Marketing & Social Media
Social media scheduling and engagement
Newsletter setup and formatting in Mailchimp, ConvertKit, etc.
Blog formatting, SEO optimization, and publishing
Podcast guest research and outreach
Monthly content calendars creation
Bookkeeping & Finance Support
Categorizing transactions in QuickBooks or Wave
Monthly reconciliation and report generation
Invoice creation and client follow-ups
Grant fund expense tracking for nonprofits
Preparing financial snapshots for board reports
Client Relations & Sales Support
Lead generation list building from LinkedIn or directories
Client onboarding checklist management
Proposal formatting and submission tracking
Responding to inquiries and support tickets
Scheduling sales calls and sending pre-call questionnaires
Creative & Digital Support
Basic Canva graphics (quote cards, flyers, IG stories)
Slide deck beautification for webinars and presentations
Website edits (text/images) on Wix, Squarespace, or WordPress
Audio transcription and clean-up for video content
YouTube video upload with descriptions, tags, and thumbnails
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