SERVICES
Simple
Calendaring/
Scheduling
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meeting and appointment coordination
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weekly scheduling
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booking for flights and lodging
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recurring meeting set-up
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other scheduling is available upon request
Document Editing and Reviewing
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copy editing
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line editing
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graphics layout
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other document editing and reviewing is available upon request
Data
Tasks
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entry
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analysis
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management/organization
Simple Internal Document Creation
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meeting minutes
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presentation/powerpoint creation
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other types of documents are available upon request
External (Client-Facing) Document Creation
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correspondence drafting (e.g. emails, etc.)
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promotional writing (e.g. fliers, etc.)
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web content writing (e.g. newsletters and blogs, etc.)
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other documents available upon request
Inbox
Triage
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sorting cluttered emails by priority, subject, and sender
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creating sorting categories that fit your organization's needs
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reviewing then deleting and archiving emails
Records Management
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help choosing which platform is best to store your data (Google, Microsoft, Dropbox, etc.)
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file organization
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account management (e.g. locating and deleting items upon request, etc.)
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data storage troubleshooting
Complex Internal Document Creation
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training materials
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compliance documentation
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project brief writing
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SOP and SOW development
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product documentation (user guides, release notes, FAQs, troubleshooting guides)
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other types of documents are available upon request
Social Media Management and Updates
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content related tasks (post creation, curation, ads, and scheduling; developing a content calendar)
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community and engagement (channel monitoring, responding to inquiries, relationship building, managing giveaways, etc.)
Other Bookkeeping
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budget tracking
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expense reporting
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accounts payable
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invoice management
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credit card reconciliation
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reimbursement processing
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additional bookkeeping is available upon request
Complex Calendaring/Scheduling
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monthly scheduling
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work travel itinerary arrangements
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other scheduling is available upon request
CRM
Tasks
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help choosing which CRM platform is best for your customer relations needs
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contact and lead management
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record maintenance
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activity logging of customer interactions
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client follow-up automation
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other CRM tasks are available upon request
Inventory Management
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logging inventory (e.g. when you are low on stock of items, you can inform us and we'll update records accordingly)
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demand forecasting (analyzing sales data to predict future product demand and optimize inventory levels)
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performance reporting (creating reports on stock levels, turnover rates, and other metrics)
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lead time tracking (tracking product order to delivery times)
Operating Procedure Review and AI Integration
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review existing SOPs and observe work processes to provide process improvement advice (if apt, also suggest how to incorporate AI to improve workflows)
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format and structure SOPs for coherence
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identify automation opportunities (i.e. use AI analytics to review current operations, identify bottlenecks, and pinpoint repetitive tasks that are ideal for automation)