The fastest way to sum up how I support my clients is that I handle everything administrative (minus bookkeeping and graphic design) in their businesses and sometimes personal lives, and I’m their “left”-hand person!
If you prefer a sort of menu of services, check out the list below. It’s not inclusive, though, so if you don’t see something you need support with, reach out!
Clients, Partners, Team Members, Vendor Communication and Management
- CRM updates
- Research venues for team member events, and communicate with vendors
- Send thank you notes, gifts
E-Mail and Calendar Management
- Color-code calendar entries
- Draft replies to emails on behalf of the client
- Schedule meetings (internal and external)
- Sort emails for several accounts
- Time block
Lifestyle Management
- Make reservations
- Research contractors/vendors
- Schedule appointments
- Manage calendar(s)
- Send holiday and birthday cards
Social Media Assistance
- Use Canva or AI to create post images, templates, websites, etc.
- Monitor platform comments
- Send newsletters (e.g., Mailchimp)
- Upload blog posts to website
- Upload platform-related posts (e.g., LinkedIn, Facebook, Instagram)
Travel Assistance
- Research options for flights, lodging, transportation
- Book flights, make lodging and rental car reservations
- Update calendar with all trip information
Miscellaneous
- Administrative consulting, e.g., work style, office layout
- Create, update, proofread, edit, and run various documents, presentations, reports, processes/SOPs
- Expense reports/credit card reconciliation
- Make website updates
- Meeting and event planning, including retreats and weddings
- Organize cloud files
- Project management (high level)
🌟 Check out my LinkedIn profile for client testimonials! 🌟
Taylored Services LLC 