EMAIL MANAGEMENT
Step 0: Check their preference and let them know the plan for how you will clean out their
CALENDAR MANAGEMENT
Step 1: Check the client’s time zoneStep 2: Know their preferencesStep 3: Plot recurring events, current events, and meetings in yourclient’s calendar (e.g. what are the things they do daily and weekly?)Step 4: Have a weekly check-in with your client regarding theircalendarsStep 5: Send daily or weekly updatesStep 6: Use color coding schemes
TRAVEL MANAGEMENT
Step 1: Gather information firstStep 2: Have a travel checklist and check the requirementsStep 3: Search for flight options and book the flightStep 4: Send recommendations and arrange car rentals and hotelStep 5: Send recommendations for restaurants, places, and activitiesStep 6: Create an itinerary for the whole tripStep 7: Update their calendar with all the details
EVENT MANAGEMENT
Step 1: Gather information firstStep 2: Look for venuesStep 3: Look for services, personnel & suppliersStep 4: Look for catering or food deliveriesStep 5: Send invites
FILE MANAGEMENT
Step 1: Check with clients what files to keep and what files could beremoved (what files have you not used for so long)Step 2: Create your folders or Categorize your filesStep 3: Invent a file naming systemStep 4: Stick with it!
MEETING MANAGEMENT
Step 1: Gather informationStep 2: Plan and Create the AgendaStep 3: Schedule the Meeting, InviteStep 4: Document the MeetingStep 5: Send Meeting Minutes
SOCIAL MEDIA MANAGEMENT
Step 1: Gather informationStep 2: Create a content calendarStep 3: Create posts, captions, and hashtagsStep 4: Schedule posts
PROJECT MANAGEMENT:Assisting with ongoing projects by organizing meetings, setting timelines, and assigning tasks.Tracking project progress and deadlines.Managing project documentation and reports.
Social Media Management:Post content created by our team on Instagram,
Project Management:Act as a liaison between clients and our team, communicating revisions and updates.Follow up with clients regarding invoices, revisions, scheduling, and other administrative tasks.Assist in scheduling our tea
Lead Generation and Ads Management:Gather
Expense ManagementUtilize the Expensify mobile app to capture expense receipts via photos or
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Wordpress Design - Elementor
Connect domain to hostingCreate a pre design using FigmaDevelop the design using assets from Ffigma and Elementor to develop design into WordPress.Giving all the access to the client.
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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