A calm, organized business starts with a strong back office. But keeping operations on track can quickly eat up your time. Emails pile up. Projects stall. Small gaps in admin work turn into huge headaches.
Our Operations & Administration services are designed to free you up from the day-to-day details while ensuring everything keeps moving. Whether it’s coordinating projects so deadlines aren’t missed, managing your inbox so nothing slips through, or setting up systems that make onboarding new clients a breeze – we step in where things often get stuck.
Inbox organization & email handling:
For many execs, this is a good place to start. Whether you need to clear thousands of unread emails or create a filing and triage system, this can get your inbox back down to manageable levels. We can also keep a daily eye on your inbox to ensure nothing important slips through the cracks.
Project management & coordination:
Whether it’s taking over the project oversight or helping to keep you on track and on time. We can handle everything from setting up the key checkpoints, assigning tasks, to setting you up with a custom project management board on Click Up or Trello. Whatever the project, we can help ensure you meet your targets.
Onboarding workflows, manuals & SOPs
Client onboarding can take time, but if you don’t have the right systems in place, it can also mean things get missed. We streamline the process, create the needed assets and can implement the checklists to ensure onboarding is effortless and consistent.
When it comes to workflows and SOPs, these can run hand in hand. For entrepreneurs and owners, SOPs are memory based, and too often require your input. We help streamline the process, get it out of your head and onto paper so others can step in and take over. Scaling your business effectively and without losing the heart that is your unique approach.
Client gifting & event planning:
Thank you gifts, celebrations, and holidays don’t have to be a scramble and inconsistent. We help plan ahead, keep things consistent and on time. If you have a tradeshow, client appreciation, speaking engagement coming up, we can jump in with making it happen. From editing documents to having supplies printed and shipped to booking travel, hotels, and more. We can help keep the hectic preparation off your plate.
Webinar setup, hosting & follow-up
Webinars are becoming a much more popular way to educate, communicate and engage your community. They can also be a lot of work. From lead-up drip campaigns to tech setup, co-hosting and managing attendees, to follow-up campaigns, we’ve done it all.
Our Virtual assistant programs can help with a one-off event or as part of your ongoing support program.
Real estate deal processing:
Tired of managing your real estate deals? We can help. From listing and buyer presentations to uploading paperwork or marketing the property. We have an assistant for that. Our team can create drip campaigns, market reports, and create checklists for your buyer and seller clients.
CRM setup, management & automations
CRMs are the last place you want to spend your time, and it shows. We can help segment your database, create automations, and drip campaigns. Clear out old leads and help you focus your time where it matters, on conversations. We make your system work harder for you.
Website maintenance & minor updates
Websites are a critical part of your business but they aren’t set and forget systems. As any marketing team will tell you, you need to keep it up to date. Adding blogs, refreshing images, and removing old team members are just part of what makes your website work for you. We can help, managing incoming leads, updating blogs, and ensuring your company shows properly.
Basic integrations
Everyone is using AI these days, but using the tools effectively makes all the difference. We can help automate information flows so you can be more hands off and let tech handle the basics.
The goal isn’t just to “do tasks.” It’s to put the right structure in place so your business can run without constant intervention from you. You didn’t start this business to be trapped in the weeds of admin. We handle the moving parts so you can keep your attention on strategy, growth, and the work only you can do.