Sample Engagement

 

  • Calendar management (scheduling of all meetings, conference calls, personal appointments, etc.)

  • Email management (correspondence and organization)

  • Expense reporting and/or invoicing

  • CRM management

  • Participation in one meeting per week (internal team huddle, client
    meeting or other)

  • Ad hoc projects or research

  • Travel management

and more…

  • Participation in 2+ meetings per week (internal team huddle, client
    meeting or other)

  • Client liaison and coordination

  • Personal concierge 

  • Event planning and execution

  • Project management

  • Presentation creation or support

List of Services

Our goal is to provide a bespoke experience for each client. This is a sample service menu.

Calendar management: scheduling of all meetings, conference calls, personal appointments, etc.

Email management: Correspondence + organization

Expense reporting or invoicing

CRM management

Business travel management

Client support

Database management

Account Coordination

Client gifts (purchasing + sending)

Participation in one meeting per week 

Participation in two+ meetings per week 

Ad hoc projects or research

Personal concierge (making reservations, travel research, gift buying + shipping, etc.)

Proofreading

Spreadsheet creation + management

Personal correspondence (Thank You cards, gifts, etc.)

Project team coordination

Event planning and execution

Project management

Presentation creation or support

Customer service + client inquiries

Mail blasts

Data entry

Task management