Admin & Operations, Scheduling
Inbox triage + customer follow-ups, appointment booking
Scheduling, calendar management, confirmations
Document organization (Google Drive), naming, filing
Vendor coordination and reminders
Sales & Customer Support
Respond to inquiries (email/text/chat scripts you approve)
Lead intake + qualification
Quote follow-up and appointment setting
CRM updates (HubSpot, Zoho, etc.)
Data Entry, Invoicing & Bookkeeping Support
Data entry, spreadsheets, cleanup, reconciliations prep
Invoice creation and collections follow-ups
Reports and weekly KPI dashboards
(We can support your bookkeeper/CPA — not replace them.)
Marketing Support
Google Business Profile posting + review response drafts
Simple social post scheduling
Basic Canva graphics (templates + resizing)
For light, consistent help.
Up to 10 hours/week
Dedicated support person
Shared task tracker + weekly update
For steady ops + faster response times.
Up to 20 hours/week
Priority turnaround
Weekly metrics + process improvements
Best for busy owners who want a single point of contact
Up to 40 hours/week
Dedicated assistant + backup coverage
SOPs + automation suggestions
One-time Setup (required): $250
Process review, tools access setup, templates, SOPs, and kickoff
(Tools/software subscriptions are not included.)
Customized plans available, contact us and let us know what you are looking for!