Brainstorm
Zoom with Lizzy, the CEO, where she will walk you through a brainstorming session to show you which tasks can be taken off your to-do list.
Delegate
Once a contract is signed, we do a kickoff Zoom meeting with your Assistant and Lizzy. The focus of this meeting is to show you how to best delegate the tasks we brainstormed together.
Execute
Within the first few weeks, you'll have learned the art of letting go. Your assistants will be executing your task list and be one step ahead of you.
Daily Assistance & Executive Administration
If you had an in-person, Executive Assistant, what would you have them do? We can do those tasks too!
We provide assistance in completing daily, weekly, and monthly routine tasks. We are great at strategizing new processes and procedures and can follow suit in existing ones. We pay exceptional attention to detail! Each Assistant has the ability to act as a gatekeeper and escalate relevant information to the Client. We create SOPs for all the tasks we learn to do along the way. Hiring a Virtual Assistant helps make sure you meet all of your deadlines.
Scheduling & Calendar Management
Do you juggle multiple needs on your calendars?
Do you spend too much time going back and forth scheduling meetings?
Our attention to detail is key when scheduling multiple meetings. We are efficient in scheduling multiple calendars; we can set up virtual meetings via Zoom or in-person with specific location details, reserving rooms/office space, and work in various time zones for multiple clients at one time.
Invoicing & Finance Management
Getting paid from your clients is a must.
But your time is not best spent keeping track of Account Receivables & Payables, let us help you!
We are familiar with various invoicing & bookkeeping programs such as QuickBooks, Dubsado, HoneyBooks, Gusto, and more. We can manage your outgoing invoices and maintain receipts and help organize your expenses. Taking things one step further we are in partnership with different Bookkeeping and CPAs who can make sure ALL your needs are covered.
Travel Arrangements & Expense Reporting
Traveling soon?
We understand the importance of adding in items such as
Per Diem and Hotel Costs on your invoice...
When our clients travel, we understand that they like to stay in the places they feel most comfortable. Are you a Marriott fan? Maybe you prefer Hiltons? Oftentimes, Clients travel by utilizing loyalty points and prefer to stay in certain places. Are you a frequent flyer on United Airlines? Maybe you have companion pass perks for Southwest? Let us know what your preferences are and we can make sure to book your routine travel requests for your satisfaction.
Email Management & Email Correspondence
Are you the type of person who has an extreme number of outstanding emails in your inbox with no time to file them?
We have spent many hours organizing and cleaning out overdue email inboxes. We can create systems that help ease the use of your inbox. With a little bit of guidance, we can start to respond on your behalf or save important emails that need your attention. We can create online file systems that save your important client emails so they are out of the way but safely tucked away.
Social Media & Blogging
Have you been wanting to post content & blogs but don't have the time? It's important to stay consistent!
We make sure that you are connecting with your target market, directly. We focus on who you are looking to work with specifically and we help you build out a game plan to make sure your graphics and your content are in alignment. We also make sure that you're up to date on publishing new blogs. We help write content and take your lead on the topics you want to share.
Commit to the commitment, not the program itself. It doesn't matter what program you use, we can learn it and make a commitment to utilizing it to the best of our ability.
Corporate / Common Programs
We are experts at using your everyday business programs and tools that help get the job done.
Microsoft Word, Excel, Teams, Sharepoint, Powerpoint, One Note, Outlook, and One Drive
Google: Gmail, drive, sheets, docs, photos, all G-suite programs.
Alignable
Asana
Basecamp
BNI Connect
Calendly
Click Up
Cloze
Constant Contact
Docusign
Dubsado
Evernote
FloDesk
Gusto
HoneyBooks
Hootsuite
Kajabi
Keap
LastPass
Loomly
MailChimp
PayPal
Stripe
Squarespace
Does your business use a unique program just for your industry?
We are always looking to grow our skillset and would love to learn more.
Clio Grow
Clio Manage
CHARM
EOS Worldwide
Eventbrite
Lawcus
LionDesk
Ninety.Io
Nutshell
Salesforce
Qount
Vistage Worldwide
WealthBox
Creative Programs & Schedulers
Are you looking to get creative in your next project?
Adobe Spark
Canva Pro
Google Photos
Handwrytten.com
Later
Loomly
Planoloy
Send Out Cards
Smugmug
Tailwind
PixieSet