Unlock Growth for Your Business

An Organized and Thorough Business Partner

“Lana has been an asset to my company with her organization, thoroughness, and follow-up. She quickly learned my invoicing software, entering invoices and producing reports to ensure I was current. She updated my LinkedIn profile and also assists me with connecting with potential clients after networking events. I’m looking forward to the next project with Lana because I know it will be a great success!”

Page Leindecker, President

Technology Support

  • Set-up client database using Customer Relationship Management (CRM) software

  • Set-up cloud-based file sharing (Google Drive, OneDrive, Dropbox, Box)

  • Set-up password management system

  • Set-up and training for screen sharing applications

  • Digital organization of files and documents

  • Office 365 and Google for Business

  • Set-up automated appointment scheduling and link calendar availability to company website

  • Train team members on new software

  • Research new apps and software when a change is needed

Marketing and Communications

  • Custom designed email signatures

  • Create/edit presentation templates in PowerPoint and Canva

  • Create and send out client surveys

  • Create, format and publish newsletters

  • Format and upload blog posts

  • Website review/audit and critique for improvements

  • Set-up and manage social media pages

  • Transcribe videos

Managing the Day-to-Day

  • Project management

  • Process improvement

  • Business logistics and strategic planning

  • Create and update spreadsheets for tracking business metrics

  • WordPress website updates

  • Manage client database by entering new contacts and updating information

  • Assist with client and consultant on-boarding and off-boarding

  • Prepare and send out client documents

  • Follow-up with clients on tasks, as needed

  • Expense report management

  • Update/monitor software subscriptions

  • Proofread and edit documents

Your Trusted Partner!

As you build your business, having a strategic partner that can shift with your needs is crucial. If you don’t see the services you need listed here, let’s jump on a call and see how we can work together to achieve your business goals.