Services Overview

I help solo professionals and small business owners operate more efficiently, so they can work on the business instead of in the business.

Here’s a sample of what I can do for you:

Managing the Day to Day

  • Calendar management and appointment scheduling
  • Set up automated appointment scheduling software, such as Calendly, and link to email signature and/or website if desired
  • Email inbox cleanup, organization and management
  • Proofread and format documents, emails, and websites
  • Create and update Microsoft Excel or Google Sheet spreadsheets
  • Work with PDFs –  creation, conversion, merging and editing
  • Run reports
  • Data entry
  • Research and fact-finding
  • Send thank you notes and holiday cards
  • Order supplies, equipment, and business gifts

Technology Set Up

  • Computer purchasing, setup and backup
  • Selection and set up your client database using a CRM
  • Set up cloud based file sharing
  • Application training
  • Password management
  • Set up/training on screen sharing applications
  • Cell Phone purchasing, set up and training
  • Domain purchasing (url) and set up
  • Blog creation and web hosting
  • Email set up on all of your devices
  • Migration and set up for a new email platform
  • (Office 365/Google for Business)
  • Set up/training on electronic signature platforms
  • (Adobe Sign)

Research

  • Market and competitor analysis (pricing, target audiences, industry trends).
  • Product, vendor, or software comparison and sourcing.
  • Fact-checking, source verification, and compiling reference lists.
  • Summarizing long-form data, reports, or feedback (like customer reviews and forum discussions) into concise briefs.

Marketing and Communications

  • Custom designed email signatures
  • Custom designed PowerPoint slide templates
  • Electronic letterhead, business card design
  • Auto-responder creation
  • Customer surveys
  • Add video and audio files to your websites
  • Create podcasts
  • Create, format and publish your newsletter
  • Format and upload blog posts
  • Set up and manage your social media pages and updates
  • including Facebook, LinkedIn, Twitter and Instagram
  • Automate connections between social media accounts
  • Website review and critique for improvements
  • Set up a service to collect email addresses via text

Software and Platforms With Which I’m Experienced:

  • Salesforce & Redtail CRM
  • Microsoft 365
  • Microsoft Excel, Word, PowerPoint, Clipchamp, and OneNote
  • Microsoft Teams & Slack
  • Adobe Acrobat
  • Docusign & Adobe Sign
  • Zoom & Microsoft Teams virtual meetings
  • Trello project management
  • WorkBoard OKR tracker
  • QuickBooks
  • Gusto payroll and HR
  • Paylocity payroll and HR
  • Canva
  • Givebutter non-profit fundraising
  • eMoney, MoneyGuidePro & NaviPlan
  • Orion Advisor
  • Fidelity Wealthscape
  • Charles Schwab Advisor Services
  • Thomson & Black Diamond trading
  • Riskalyze
  • Private equity/credit platforms including CAIS, iCapital, Angelo Gordon, and Funded

“Wendy was an invaluable resource for our team during a project of repapering of our entire clientele, including tracking hundreds of document signatures, disclosures, and ensuring clients felt comfortable with the entire process. Her ability to operate in a number of different technology platforms was incredibly helpful. When we switched CRMs, she took the initiative to help the entire team get up to speed on a platform she already had experience with. Her detail-oriented mindset will be an asset to your business!”

Donna S.