My Process
I don't just offer administrative support, I help create a smooth, professional experience for you and your clients. Here's how we'll work together:
1. Initial Consultation
We'll discuss your goals, priorities, and workflow, and identify where support is needed most.
2. Onboarding & Setup
I'll review your systems (calendars, CRM, emails, and client records) and set clear procedures for scheduling, follow-ups, and client communications.Â
3. Ongoing Support
Respond promptly to client messages
Manage scheduling and appointments
Maintain organized records and workflows
Supporting your staff during busy periods
Suggest improvements to keep processes running smoothly
4. Review & Feedback
Regular check-ins to ensure expectations are met, adjustments are made, and insights are shared to enhance client care and workflow efficiency.