💼 What It Is?
Helping busy executives and business owners manage their schedules, organize meetings, and keep their email inboxes streamlined.

🔹 Tasks Included:
✔️ Scheduling meetings, appointments, and reminders
✔️ Managing Zoom, Google Meet, or Microsoft Teams invites
✔️ Filtering and prioritizing important emails
✔️ Drafting and responding to emails professionally
✔️ Creating email templates for frequently used responses
✔️ Setting up and managing email automation tools

🔹 How It Helps Executives?
✔️ No more back-and-forth scheduling
✔️ Only sees high-priority emails (AI filters unimportant ones)
✔️ Pre-written email responses save time

STARTING AT $750/MO

✔️ Meeting & appointment scheduling
✔️ Inbox filtering & email prioritization
✔️ Drafting & responding to emails
✔️ Email automation & template creation
✔️ AI-enhanced email organization

💼 What It Is?
Assisting in the execution of business projects by tracking deadlines, managing team communication, and ensuring timely completion.

🔹 Tasks Included:
✔️ Creating and updating project plans in Slack, Trello, ClickUp, or Asana
✔️ Assigning and tracking tasks for team members
✔️ Coordinating meetings, deadlines, and deliverables
✔️ Managing files and documentation related to projects
✔️ Monitoring progress and providing project status reports

🔹 How It Helps Executives?
✔️ AI prioritizes urgent tasks
✔️ Sends automatic task reminders
✔️ Reduces decision fatigue by recommending task order

STARTING AT $1,050/MO

✔️ Task tracking in project management software
✔️ Assigning & monitoring deadlines for team members
✔️ Coordinating meetings, project updates, and deliverables
✔️ Managing project documentation & progress reports
✔️ AI-powered project automation & reporting

💼 What It Is?
Managing and optimizing customer communications across email, chat, social media, and helpdesk platforms to deliver seamless, professional, and timely support experiences.

🔹 Tasks Included:
✔️ Managing customer service inboxes (email, chat, helpdesk)
✔️ Responding to customer inquiries, tickets, and messages
✔️ Processing orders, returns, and refunds
✔️ Handling client onboarding and offboarding
✔️ Monitoring and managing social media DMs
✔️ CRM updates and client record maintenance
✔️ Tracking and escalating urgent issues
✔️ Creating FAQ documents and knowledge bases
✔️ Reporting on customer service metrics and trends

🔹 How It Helps Executives?
✔️ Frees up executive time by managing day-to-day customer interactions
✔️ Enhances client satisfaction and brand reputation
✔️ Provides consistent, professional responses with AI-supported tools
✔️ Tracks support trends to identify business improvement opportunities

STARTING AT $900/MO

✔️ Dedicated customer support representative
✔️ Inbox & ticket management (email, chat, helpdesk)
✔️ Client onboarding & offboarding support
✔️ Order processing & refund management
✔️ CRM updates & reporting
✔️ AI-supported response templates & automation

💼 What It Is?
Providing high-level executive assistance with day-to-day administrative tasks to help CEOs, executives, and business owners stay organized, productive, and focused on growth.

🔹 Tasks Included:
✔️ Managing calendars and scheduling appointments
✔️ Inbox management and professional email communication
✔️ Preparing documents, reports, presentations, and proposals
✔️ Organizing digital files and document systems
✔️ Conducting online research and compiling data
✔️ Coordinating team communications and meetings
✔️ CRM updates and client record maintenance
✔️ Travel planning and itinerary preparation
✔️ Vendor and client communications
✔️ Data entry and light bookkeeping tasks

🔹 How It Helps Executives?
✔️ Frees up executive time by handling essential admin tasks
✔️ Keeps operations running smoothly and efficiently
✔️ Improves organization with streamlined systems and processes
✔️ Enhances professionalism in internal and external communications

STARTING AT $900/MO

✔️ Calendar & inbox management
✔️ Document creation & file organization
✔️ CRM updates & data entry
✔️ Travel planning & meeting coordination
✔️ Process streamlining & admin system optimization
✔️ AI-assisted document templates & email responses

💼 What It Is?
Managing and optimizing social media presence, content creation, and engagement to enhance brand visibility and audience growth.

🔹 Tasks Included:
✔️ Creating and scheduling social media posts (LinkedIn, Instagram, Facebook, etc.)
✔️ Writing engaging captions and content for brand consistency
✔️ Responding to comments, messages, and audience interactions
✔️ Designing branded graphics using Canva or Adobe Spark
✔️ Monitoring analytics and adjusting content strategies
✔️ Researching industry trends and hashtags for visibility
✔️ Repurposing content for different platforms (blogs, newsletters, social posts)

🔹 How It Helps Executives?
✔️ Saves time by automating social media posting and engagement
✔️ Enhances brand visibility and credibility with professional content
✔️ AI-driven analytics optimize content strategy for better audience reach

STARTING AT $900/MO

✔️ Content creation & post scheduling
✔️ Engagement management (DMs, comments, responses)
✔️ Social media strategy & analytics tracking
✔️ Branded content design & repurposing
✔️ AI-driven content insights & automation

💼 What It Is?
Ensuring that business finances remain organized, invoices are sent on time, and payments are tracked.

🔹 Tasks Included:
✔️ Creating and sending invoices to clients
✔️ Tracking payments and following up on overdue invoices
✔️ Recording daily business expenses
✔️ Organizing financial data in QuickBooks, Wave, or FreshBooks
✔️ Preparing financial summaries for tax season

🔹 How It Helps Executives:
✔️ Reduces manual financial admin work
✔️ AI alerts for unpaid invoices & cash flow tracking
✔️ Automated expense categorization

STARTING AT $875/MO

✔️ Creating & sending invoices
✔️ Payment tracking & overdue follow-ups
✔️ Organizing financial data in QuickBooks, Wave, or FreshBooks
✔️ Preparing financial summaries for tax season
✔️ AI-powered invoicing & auto-pay setup (Stripe, PayPal)

💼 What It Is?
Handling all aspects of business travel and ensuring expense reports are well-documented.

🔹 Tasks Included:
✔️ Booking flights, hotels, and transportation
✔️ Managing itineraries and travel documents
✔️ Coordinating last-minute travel changes
✔️ Expense tracking and reimbursement requests
✔️ Organizing receipts and generating expense reports

🔹 How It Helps Executives?
✔️ No need to manually search for flights & hotels
✔️ AI picks best travel options based on past preferences
✔️ Expense reports auto-generate for easy reimbursement

STARTING AT $750/MO

✔️ Booking flights, hotels & transportation
✔️ Managing travel itineraries & last-minute changes
✔️ Expense tracking & reimbursement requests
✔️ Receipt organization & report generation
✔️ AI-driven expense tracking (Expensify, QuickBooks)

💼 What It Is?
Creating, formatting, and automating business documents and reports to ensure efficiency, accuracy, and professionalism.

🔹 Tasks Included:
✔️ Drafting and formatting business reports, proposals, and presentations
✔️ Automating report generation using AI-powered tools
✔️ Creating company policies, SOPs, and training documents
✔️ Designing branded templates for reports, invoices, and contracts
✔️ Organizing and managing document storage in cloud systems (Google Drive, OneDrive)
✔️ Summarizing meeting notes, transcripts, and research findings

🔹 How It Helps Executives?
✔️ Eliminates time-consuming manual report creation
✔️ Ensures consistent, professional-looking documents
✔️ AI-generated summaries and reports save hours of work

STARTING AT $500/MO

✔️ Business report drafting & formatting
✔️ AI-powered report automation & summaries
✔️ Branded document template creation
✔️ SOPs, proposals, and policy documentation
✔️ Secure cloud-based document organization

💼 What It Is?
Keeping track of client relationships, sales pipelines, and important business contacts.

🔹 Tasks Included:
✔️ Managing client and lead databases in CRM software (HubSpot, Zoho, Salesforce)
✔️ Updating customer interactions and notes in CRM
✔️ Organizing and segmenting contacts for marketing campaigns
✔️ Setting reminders for follow-ups with leads and clients
✔️ Running reports on client engagement and sales trends

🔹 How It Helps Executives?
✔️ Never misses a follow-up with clients
✔️ AI predicts which leads need urgent attention
✔️ Automates reminders & updates

STARTING AT 625/MO

✔️ Managing client & lead databases (HubSpot, Zoho, Salesforce)
✔️ Updating customer interactions & notes
✔️ Organizing & segmenting contacts for marketing campaigns
✔️ Setting follow-up reminders & sales pipeline tracking
✔️ AI-powered client engagement & automation

🔹 Starting at $500/month – Tailor a package that fits your exact needs!

📌 Mix & match services based on your business needs

📌 Flexible hours & scalable support

📞 Book a FREE 30-minute consultation to find the right package for you!