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Services...

General Admin Support

  • format, proofread, and polish documents, emails, and blog posts

  • transcribe video or audio content into written notes or summaries

  • upload materials (like PDFs, videos, or worksheets) to courses or membership sites

  • create simple graphics in tools like Canva (social posts, quotes, documents)

  • convert documents into clean, branded PDFs or fillable forms

  • prepare and send newsletters using tools like Mailchimp

  • help organize and update client to-do lists, tasks, and reminders

  • schedule meetings, calls, or interviews using online calendars (Google, Calendly, etc.)

  • track and follow up on tasks your client assigns to others

  • set up and send out invoices or forms

  • monitor or organize client inboxes - sort by priority, flag what needs a response

  • keep folders in DropBox or Google Drive tidy and easy to navigate 

  • manage recurring tasks or checklists (like monthly reports or team reminders)

  • create daily to-do lists and summaries

  • set up and manage online forms using tools like Google forms or Jotform

  • create SOPs (Standard Operating Procedures) based on how the client likes tasks done

Documentation + Systems Building

  • create structure that your client (and their future team) can rely on

  • maintain SOPs for repeatable tasks

  • document "how-tos" for tools, workflows, and client preferences

  • organize systems for onboarding, off boarding, and team training

  • build simple operations manuals and handbooks using Google Docs

  • maintain a central hub for important links, logins, files, and resources

Admin + Info Management

  • maintain clean folders and naming systems in Google Drives or DropBox

  • keep important documents up to date and easily accessible 

  • track login credentials in shared password managers like LastPass

  • build and maintain contact or vendor directories

  • organize internal meeting notes, action items, and follow-up tasks

Travel Agent specific tasks

  • itinerary building support

  • group support

  • post client payments

  • communicate with clients via email

  • advanced itinerary support

  • advanced group support

  • travel planning and research

  • hand written client thank you notes

A monthly newsletter on practical things small business owners need to know to launch new projects faster.

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