Operations & Systems Support
For business owners who need focused, reliable support on specific projects and operational tasks, without hiring full-time staff. I step in to organize your systems, manage the details, and keep things moving, so you can stay focused on the work only you can do.
What This Can Include:
Every engagement is scoped to what you actually need. This is a starting point, not a menu.
Operations & Organization
Calendar management and appointment scheduling
Travel planning and coordination
Project and priority tracking — clear task lists and timelines so nothing falls through the cracks
CRM setup, organization, and ongoing management
File, tool, and cloud system organization
Create and document basic SOPs with internal teams
Coordinate with vendors, service providers, and contractors
Ensure recurring programs, events, and initiatives run smoothly
Create clear task lists and timelines so nothing falls through the cracks
Client invoicing and follow-up
Order supplies, equipment, and client gifts
New client onboarding support
Technology & Systems Setup
CRM selection and setup
Client database creation and management
Cloud-based file sharing setup
Email platform setup
Email configuration across devices
Password management systems
Set up automated appointment scheduling
Recurring payment and invoice system setup
Email Marketing & Communication
Organize email lists and audience segments
Set up and schedule campaigns (Mailchimp, Kit, etc.)
Build reusable email templates
Newsletter formatting and publishing (content provided )
Auto-responder creation
Format and publish newsletters
Email signature design
Customer surveys
Marketing & Content Execution
Canva graphics for marketing and content
Upload and schedule social media posts (with approval)
Electronic letterhead, business card design
Custom PowerPoint slide templates
““Michelle is extremely organized, reliable and computer literate. Since she began working with Territory Inc. she self taught and took outside classes at her own expense in order to create the various marketing mediums we wanted to build. She was given no in house direction and yet on her own helped us build a whole line of physical and electronic collateral. She also directed our web design, our outside Public Relations firm and led the creation of our corporate Face book. She also at a great savings to the company determined the best vendor and created numerous email campaigns from the data base she developed and maintained. To do this she taught herself Photoshop and other smaller programs. Michelle works best independently and interdependently. She works well with the team and is at her best when not micromanaged. She is flexible and willing to work on any project that is assigned to her. She was truly invested in the work of everyone at our firm, and in the success of the company as a whole. It goes without saying that Michelle would have an immediate and positive impact at any company..”
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