Your Business, Systemized: Efficiency Packages
I provide highly efficient Administrative & Systemization Support to help you take back control of your business operations. Whether it's Executive Inbox Management, Workflow Automation, CRM administration, or Project Management support.
Your Efficiency, Systemized:
I provide highly efficient Administrative & Systemization Support to help you take back control of your business operations. Whether it's Executive Inbox Management, Workflow Automation, CRM administration, or Project Management support, I handle the entire back-end workflow. Let's eliminate the stress of manual admin processes so you can focus 100% on scaling your business.
The Quick-Start
Executive Inbox Management: Daily filtering, organizing, and prioritizing of emails; responding to simple inquiries.
Priority Calendar Scheduling: Managing meeting requests and scheduling appointments across time zones.
High-Priority Task Delegation: Triage and tracking of urgent action items and follow-ups.
Basic Document Filing: Organizing, naming, and saving electronic files to the appropriate cloud storage folders.
Efficiency Packages
READY TO DELEGATE? CHOOSE YOUR EFFICIENCY PACKAGE
(20 hours/month)
$360 USD/MONTH ($18 USD/hour)
The Workflow Systemizer
Includes All Quick-Start Services, PLUS:
Project Management Tool Administration: Setting up new projects, tracking task status, updating deadlines, and organizing files within tools like ClickUp.
CRM Data Entry & Cleanup: Managing and updating client records, ensuring contact information and activity logs are current in your CRM (e.g., General CRM platforms).
System Documentation (SOPs): Creating simple written guides (Standard Operating Procedures) for 1-2 key administrative workflows (e.g., "How to Schedule a Client Meeting").
Client Onboarding Prep: Preparing necessary documents, contracts, and welcome emails for new clients before they start.
(40 hours/month)
$640 USD/MONTH ($16 USD/hour)
Includes All Workflow Systemizer Services, PLUS:
Weekly Workflow Mapping & Optimization: Quarterly reviews of your administrative processes to identify bottlenecks and propose improvements.
Full Client Onboarding/Offboarding Management: Managing the entire process from contract signing to final file delivery and client follow-up.
Monthly Activity Reporting: Providing a summary of key metrics (time spent, tasks completed, system health) to show the value delivered.
Advanced Document Creation: Creating simple branded templates (e.g., meeting agendas, proposal drafts) for client use.
(80 hours/month)
$1,200 USD/MONTH ($15 USD / hour)
The Full Efficiency Partner
Not Sure Which System is Right For You?
Book a free consultation, and we'll map out your biggest time-wasting tasks to find the perfect efficiency package.
