Calendar Management
It's not just about scheduling appointments. We provide a professional and positivehigh-touch experience for your clients, prospects and colleagues. Additionally,we look for efficiencies with how you use your time so your work hours are focused with clear boundaries to recharge, rest and relax.
Client Onboarding
We are a reflection of how you like to engage with your clients. If you like to schedule all their appointments upfront, clearly explain your policies, invoice, handoff your W9, we’ll take care of it. We work with you to determine the experience you want for your client and then we make it happen.
Travel Management
We book your flights and hotels, or work with a travel agent to get it done. Need recommendations on where to stay? Choose from our carefully researched options that fall within your budget.
Need documents and presentations printed while away? Count on us to get it done and ready for pickup close to your location.
Take the stress out of navigating a new city by having us plan your itinerary. From riding the train to light rail or where to park, we get you from Point A to B seamlessly. To maximize your business trip, we schedule your meetings so your time is spent as efficiently as possible. (And when you’re ready for that well-deserved vacation, we can help with that too!
Event Management
Events require flawless coordination and planning. Whether your event style is modern and trend-driven or classic and timeless, we coordinate the venue, décor, catering, audio/visual and more to realize your vision. We make sure your event is ready so you can show up and do your thing.
Onsite Meeting Services
We travel with you to client meetings and take detailed notes for your attendees. Notes are professionally formatted and branded for you before handoff.
If you need to capture all or part of the meeting on video, we take care of that as well. We can play back during the event, or upload for playback at a later date.
Writing & Editing
Sometimes you need someone to get you started. We can take the first stab. Some things we write from scratch, some we edit. Let's talk about how we can support you.
Research
If you need some information on a competitor, prospect, new client, new client’s competitor(s), or more, if it exists, we can find and present the information you are looking for.
File Management
Tired of spending precious time searching for a document/form/proposal/client information/various other documents for your business? Let us understand your needs then recommend the best solution for document storage, nomenclature, and version control that works for you. Dropbox, Box, OneDrive, Google Drive – we work in the system you prefer (or we recommend a solution) and implement it for you.
Personal Concierge Services
From health and contractor appointments to dinner reservations and the spa, we schedule them so you don’t have to.
Those automated customer service phone calls to Comcast? We take care of it. And don’t forget those birthday/thank you/holiday/just because cards. We do those too.
Creative Services
You have your brand. We apply it. Your PPT will look polished, your documents clean, crisp, and proofread. You need more business cards? We can update your files and manage the printing.
DOCUMENTS
Do you have a bunch of handouts, forms, etc? We gather them all up, make sure they are all professional, proofed and reflect your brand from the logo to the colors and fonts. Don’t know exactly what the brand look/feel is? Don’t worry, we can help with that too.
EMAIL CAMPAIGNS
Have a newsletter to issue? We can manage that process from beginning to end. With experience creating templates in MailChimp (or similar program) and laying out content, we take care to find the right image(s) and place them so you and your brand look good. We can even upload your list, create groups, manage your mailings and track data from it.
PPT
We can lay out your presentations and advise you on best practices for content (but we will do it your way). If you want animations, you'll have them! If you need a new design, we'll create one for you.
WEBSITE & BLOG UPDATES
Need to update some copy? Add some new content? Change or add a photo? Post a new blog post? We've got you covered.
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