Executive Operations & Support

Efficient, reliable assistance for the details that keep your business moving.

• Calendar and schedule management

• Inbox cleanup, organization, and email correspondence

• Document formatting, proofreading, and version control

• Project management and coordination

• New client onboarding support

• Travel planning, invoicing, and expense tracking

• Holiday and thank-you card coordination

• Bill payment and supplies ordering

• For EOS Implementers, my services are a perfect fit. I’m well versed in EOS principles and already collaborate with Implementers to provide expert administrative support that helps leadership teams maintain focus and gain traction.

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Technology Optimization

Clean, smart setups and systems that make your tools work for you.

• Cloud file system setup and organization

• Device setup and training (phones, laptops, tablets)

• CRM configuration and client database management

• Microsoft 365 and Google Workspace setup

• Email, calendar, and account setup across devices

• Workflow design and process streamlining

 

Brand Presence & Client Engagement

Support that ensures your communications are consistent, on-brand, and client-ready.

• Email newsletter formatting and publishing

• Customer survey design and implementation

• Online visuals

• Website updates and content edits (Wix)

• Social media content posting and basic engagement

 

Event & Experience Management

Polished, well-run events and meetings with every detail handled.

• Venue research, booking, and coordination

• Invitation and RSVP tracking

• Catering, vendor, and service coordination                 

• Print and digital prep for agendas, handouts, and signage

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Specialty Service: Hospitality & Vacation Rental Support

Designed to streamline operations and enhance guest experiences for vacation rental owners and retreat properties.

• Listing creation and optimization (Airbnb, VRBO, etc.)

• PMS setup and system integrations

• Self-check-in process design and guest portals

• Standard Operating Procedures (SOPs) for cleaning and care teams
   

 (I offer this service selectively, drawing on my professional background to provide a personalized, high-touch approach that meets the unique needs of your property and guests.) ​

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