Service 03
Admin & Operations
The work nobody sees, done before anyone notices it was needed: documents, systems, research and the small tasks that pile up.
What’s included
Write and update your standard operating procedures
Organize Google Drive, Dropbox or Notion
Keep your CRM and spreadsheets up to date
Research suppliers, venues and quotes
Book travel and keep track of subscriptions
How it works
Every month starts with a short list of priorities. I work through it, log what is done and flag anything that needs your decision.
Good to know
Once a process is written down, it’s yours. If you ever grow a team, your SOPs are ready.
Not sure where to start?
Make your hand-off list. It adds up the hours and shows the plan that covers them.
Most clients start with one or two areas, then hand off more once the first Friday wrap-up lands.
01
Inbox & Calendar
Your inbox sorted twice a day and your calendar kept honest.
Sort, label and archive every day
Draft replies in your voice
Book, confirm and reschedule calls
02
Client Care
Every client feels looked after, from first inquiry to thank-you note.
Answer new inquiries within a day
Send contracts and welcome packets
Run your onboarding checklists
03
Admin & Operations
The behind-the-scenes work that keeps the business running.
Write and update your SOPs
Tidy your Drive and your CRM
Research quotes, venues and suppliers
04
Bookkeeping Support
Clean records, ready for your accountant.
Send invoices, chase late payments
Match receipts in QuickBooks
A monthly report for your accountant
05
Social Media Support
Posts out on schedule, comments answered, messages routed.
Schedule from your content plan
Simple graphics in your Canva templates
Your monthly numbers on one page
06
Launch & Project Support
An extra pair of organized hands for launches and events.
Build the timeline in Asana or ClickUp
Set up your email sequences
Manage sign-ups and the waitlist
