Ongoing virtual operations support

This service is for entrepreneurs and small companies who need steady, reliable operational support — without hiring full-time staff.

I work behind the scenes to keep your systems organized, your communication clear, and your projects moving forward. If you’re carrying too many moving pieces, I help steady the load.

How I Support You

Every partnership is tailored to your needs, but support may include, but not limited to:

Operations & Organization

  • Calendar management and appointment scheduling

  • Travel planning

  • Keeping priorities and projects on track

  • 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

  • Contact database management

  • Order supplies, equipment, and client gifts

  • Research vendors, software solutions, venues, or tools

  • New client onboarding support

course & workflow setup

  • Set up and organize online courses within your platform (Kit, etc.)

  • Upload and structure modules, lessons, and content

  • Create a clear, user-friendly student experience

  • Build workflows and automations to support enrollment, onboarding, and delivery

  • Set up email sequences tied to course access and engagement

  • Ensure all course materials, links, and resources are properly connected and functional

  • Coordinate timelines for launches or program delivery

  • Document workflows so your programs can run consistently and efficiently

Technology & Systems Setup

  • CRM selection and setup

  • Client database creation and management

  • Cloud-based file sharing setup

  • Email platform setup

  • Email configuration across devices

  • Domain purchasing and setup

  • Password management systems

  • Screen-sharing application setup and training

  • Electronic signature platform setup and training

  • 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

  • Schedule 4–6 emails per month (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

retreats & events

  • Campaign coordination and task management

  • Product launch email broadcasts

  • Sales page setup

  • E-commerce setup (Stripe, PayPal, shopping carts)

  • Event planning support

  • Webinar setup, promotion, and technical support

  • Click here for a more detailed list of retreat execution

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