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
Use this list to help identify which package is right for you
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