About Me
In my career I’ve had the opportunity to grow by working in multiple industries, and it never ceases to amaze me when some little tidbit of knowledge I picked up along the way helps me out in a completely different area! The common denominator for positions I’ve loved has been this: the opportunity to assist others by fully utilizing my wide array of skills.
Services
All services are billed at $39/hour under a retainer so you’ll never be surprised by the bill!
CRM and Communication
- Customer Service and Support
- Front line email monitoring and support
- Prompt communication to clients and customers
- New client onboarding
- Scheduling
- Email coordination between clients and service providers
- Google Workspace email monitoring
- Zendesk monitoring
- Zoom meeting setup
- Project Management software such as Podio, Asana, and Monday
Document, Filing, and Data Management
- File management following best practices for file size
- Shortcut creation for ease of use
- Storage management including strategic deletion and redundancy checking
- Data Entry
- Software Migration
- Documentation creation for database upkeep
- Document preparation and delivery
- Print optimization
- Fillable form creation
- Proofreading via the suggestion mode in Word/Docs
- Editing for readability and accessibility
- PDF editing
- PDF protection for sensitive files
Commerce and Metrics
- Payment processing
- Invoicing
- Shopify support
- Kajabi and Thinkific Upkeep
- Metric collection (Keap, MGS, Shopify)
- Keap reporting (email stats, inactive users, demographics)
- Metric presentation (Excel)
Marketing
- Mass Email deployment with personalization
- Keap Email campaign creation and management
- Newsletter deployment
- Minor Photo/Graphics editing
- Virtual Event Management and Monitoring