Services

The following represents a selection of services offered. Additional requirements for small businesses may exist; please refer to the Credentials page for illustrative examples of my areas of expertise.

Administrative

  • Managing calendar/schedule 
  • Building or managing databases (of contacts, for example) 
  • Booking appointments and calls
  • Making travel arrangements 
  • Monitoring voicemail 
  • Online file management (in Google Drive, Dropbox, etc.) 
  • Generating reports 
  • Creating forms 
  • Preparing slideshows 
  • PDF conversions 
  • PDF merging or splitting 
  • Drafting letters, emails, internal communication, etc. 
  • Preparing agendas 
  • Personal online shopping 
  • Setting up spreadsheets 
  • Drafting presentation slides 
  • Coordinating with vendors 
  • Collecting documents for tax season 
  • Updating member records 
  • Uploading presentations
  • Creating questionnaires or surveys 
  • Creating email signatures 

Database management

  • Define and set up categories and rules
  • Enter new information into the database on a regular basis
  • Keep the database updated
  • Create data spreadsheets and graphs
  • Create reports for your clients
  • Instruct your clients on how to use the database in your absence

Customer Service

  • Processing orders and shipments 
  • Processing refunds 
  • Handling customer inquiries 
  • Following up on orders, inquiries, etc
  • Preparing meeting minutes 
  • Chasing outstanding payments 
  • Inviting/approving requests to join a membership community (e.g. Facebook) 

Email Inbox Management

  • Setting up Gmail or any other email client 
  • Replying to common questions 
  • Flagging important messages that need a reply 
  • Following up on sent emails 
  • Unsubscribing from unwanted promotional lists 
  • Tagging and archiving emails 
  • Forwarding messages and inquiries to other team members 
  • Using email plugins to optimize 
  • Deleting spam 
  • Drafting responses
  • Setting up a system for labeling, replying or filing incoming emails
  • Setting up automatic filters
  • Forwarding messages to other team members
  • Drafting replies to frequently asked questions

Email support

  • Reply to common customer service questions
  • Troubleshoot customer problems
  • Handle customer complaints
  • Issue refunds
  • Proactively reach out to customers to check for satisfaction with your client’s product
  • Report back to your client about the common complaints with the product
  • Spot patterns in customer dissatisfaction and report them back to the product team

Finance

  • Creating invoice templates 
  • Sending invoices 
  • Processing payments 
  • Managing affiliate payouts 
  • Updating a profit and loss statement 
  • Handling basic payroll duties 
  • Cash flow maintenance 
  • Payroll 
  • Sending payment reminders 
  • Entering payables and receivables 
  • Creating month-end reports 
  • Creating year-end reports 
  • Dealing with delinquent accounts 
  • Reconciling bank and credit cards 
  • Finding cost savings opportunities

Bookkeeping

  • Generating invoices and following up in case of non-payment
  • Making sure bills are paid on time
  • Issuing refunds
  • Preparing balance sheets
  • Paying employees and contractors
  • Reconciling bank and credit card statements
  • Help prepare your quarterly or annual taxes
  • Maintaining financial data in the software preferred by the client

Website management

  • Updating plugins 
  • Repairing/updating broken links 
  • Managing/replying to comments 
  • Tracking 404 errors (via a plugin) 
  • Removing unwanted pages and posts 
  • Tracking website metrics (e.g. Google Analytics) 
  • Integrating social media links on website 
  • Making content mobile-friendly

Website maintenance

  • Making security updates 
  • Managing backups 
  • Setting up new sites 
  • Adding new pages 
  • Customizing themes 
  • Installing and updating plugins 
  • Setting up integrations (with social media, mailing lists, etc.) 
  • Setting up and integrating a shop page and/or payment gateway 
  • Creating a custom favicon 
  • Making and installing a custom 404 page 
  • Ensuring that website information stays up-to-date 
  • Creating contact forms 
  • Setting up affiliate plugins or program
  • Fixing broken links 
  • Renewing domains and hosting plans 
  • Testing browser compatibility 
  • Testing site loading speeds
  • Updating plugins
  • Cleaning up unwanted elements from themes
  • Setting up social media integrations 
  • Setting up or refreshing contact forms
  • Managing regular backups
  • Managing security updates
  • Deleting unused media files
  • Unpublishing unwanted pages and deleting old drafts
  • Optimizing images
  • Checking privacy policy compliance

Online store management

  • Registering domain names and setting up the storefront 
  • Uploading product images 
  • Uploading product specifications 
  • Writing product descriptions 
  • Setting up payment options 
  • Setting up inventory management platforms 
  • Setting up fulfillment systems 
  • Managing marketplace accounts 
  • Product SEO-optimization 
  • Product category management 
  • Processing and fulfilling the orders 
  • Coupon data entry 
  • Managing inventory 
  • Managing the payment systems 
  • Setting up gift certificates and coupons 
  • Liaising with suppliers and other contractors (such as product 
  • Setting up refund policies

Setting up an online store

  • Registering domain names and setting up the website
  • Uploading product images
  • Uploading product specifications
  • Writing product descriptions
  • Setting up payment options
  • Setting up inventory management platforms
  • Setting up fulfillment systems;
  • Setting up gift certificates and coupons
  • Setting up refund policies

Content production and support

  • Sourcing photos 
  • Editing photos 
  • Creating graphics 
  • Uploading posts 
  • Setting featured images 
  • Formatting posts to be published 
  • Scheduling posts for publication 
  • Adding internal links to posts 
  • Proofreading posts 
  • Editing posts 
  • Generating topic ideas 
  • Putting together resource pages 
  • Drafting content 
  • Topic research 
  • Designing fliers and brochures
  • Logo design 
  • Infographic design 
  • Fixing broken links
  • Adding internal or external links
  • Adding affiliate links
  • Eliminating or adding tags
  • Reassigning posts to categories
  • Optimizing images, both in terms of size and placement in the post
  • Adding social sharing buttons
  • Adding or refreshing content upgrades
  • Fact-checking the information to see if it’s still accurate