AUTOMATING GROWTH
OPTIMIZING WORKFLOWS
Services
What We Offer
Project Management
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- Tools - Asana, Clickup, Jira, Todoist, Trello, RealtimeBoard, Notion, Process Street, Monday.com, Basecamp, and more
- Setting up Project Management software to track the project and creating templates
- Scrum implementation
- Project planning
- Project scheduling
- Discover, refine, and mapping out requirements, along with sample user stories and tasks
- Project documentation (User flow, road maps, customer journey maps, etc.)
- Running standups and Sprints
- Managing calendars to organize meetings and map out both long term and short term projects
- Risk management
- Analyze and optimize business processes or ideas
- Problem-solving
- Lean / Agile processes and tools optimization
- Planning, managing, solving, negotiating and all other activity for a successful project
Virtual Summit Planning & Execution
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- Platforms - WordPress, Clickfunnels, MailChimp, SendFox, Facebook, Instagram, JotForm, Google Forms, Survey Monkey, DocuSign
- Organizing, managing, and executing the webinar/summit
- List building
- Lead generation
- Legal agreements (Drafting and setting up) using DocuSign, JotForm
- Email address setup
- WordPress setup
- Google calendar setup and integration with Zoom
- Correspondence with Leads
- Guests Onboarding
- Zoom setup for Discovery calls and Final interview
- Promo Pack (emails, social media posts, WordPress pages, and tracking links)
- Email Automation (MailChimp, Constant Contact, SendFox, Aweber, Active Campaign)
- Inbox Management
- Surveys (Survey Monkey, SoGo Survey, JotForm, Typeform, Google Forms)
- Other technical support
Systems Integration & Implementation
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- Project Management systems - Asana, Clickup, Jira, Monday.com, Todoist, Trello, RealtimeBoard, Notion, Process Street, Basecamp, and more
- Accounting tools - Quickbooks, WAVE Accounting, XERO, Freshbooks, Google Spreadsheet, Microsoft Excel, and more
- CRM - Hubspot, Capsule, SalesForce, Teamwork, Bitrix24, Pipedrive, and more
- Calendar Management Tools - Calendly, Acuity Scheduling, Google Calendar, Book Like a Boss, and more
- Email Clients - Gmail, Outlook, FastMail, and more
- Communication and VoIP Tools - Slack, Zoom, Skype, Uberconference, Dialup and more
- Email Automation - MailChimp, Constant Contact, SendFox, Aweber, Active Campaign, and more
- Time Tracking Apps - Hubstaff, Apploye, Harvest, EverHour, and more
- Content Management System - WordPress, Wix, SquareSpace, MS SharePoint
- Surveys and Forms - Survey Monkey, SoGo Survey, JotForm, Typeform, Google Forms, and more
- Design Tools - Canva, Adobe Photoshop, Adobe Illustrator, Adobe Indesign, and more
- Social Media Platforms - YouTube, Facebook, Instagram, Twitter, Pinterest
- Documentation Tools - Suralink, DocuSign, HelloSign, Word Doc, Google Doc and more
- Cloud File Storage Platforms - Dropbox, Google Drive, Mega.nz, and more
- Online Course platforms - Teachable, Kajabi, and more
- Google Suite
- MicroSoft 365 Suite
Financial Planning and Modeling
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- Financial modeling and projection
- Developing metrics and key performance indicators (KPIs)
- Budgeting
- Financial Analysis for Decision Making
- Cashflow Planning and Forecasting
- Tools - Google docs, Google spreadsheet, MS Excel, MS Word
Accounting and Bookkeeping
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- Platforms - Quickbooks Online, Bill.com, Hubstaff, Apploye, Wave app, XERO, Freshbooks, Suralink, Quicken, MS Excel, Google Spreadsheets, Salesforce
- Full cycle accounting per GAAP and IFRS
- Invoicing and billing
- Financial report preparation
- Cashflow forecast
- Commission reports
- Monthly and yearly close
Social Media Management
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- Platforms (Facebook, Instagram, Twitter, Pinterest)
- Engagement with prospects, businesses, and customers
- Creating and managing Facebook Pages, Groups
- Creating and managing Instagram business and brand accounts
- Creating and Managing Pinterest Business Account
- Planning content calendar for social media
- Design post
- Content creation
- Keywords and Hashtags Research
Content Planning & Creation
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- Developing a content strategy
- Planning content calendar for social media
- Content design
- Content writing
- Commercial writing for websites
Email Marketing & Automation
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- Platforms - MailChimp, Constant Contact, SendFox, Aweber, Active Campaign, InfusionSoft
- Platform setup and integration
- Autoresponders
- Nurture Sequence
- Upsell and Downsell
- Newsletter
- Content Strategy
- Content calendar
- Content design and writing
Virtual Assistant & Executive Assistant Services
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- Scheduling
- Calendar management
- Human resource management (recruitment, drafting agreements, setting up payroll, onboarding, offboarding, drafting job descriptions, posting jobs, short listing candidates)
- Bookkeeping
- CRM management
- Inbox management
- Social media management
- Setting up communication channels (Slack, Skype, Zoom, etc.)
- Managing and implementing cloud-based technology
- Managing teams
- Optimizing workflows
- Other ad-hoc tasks
Why Should You
Work With Us?
Are you looking for a summit manager who has the technical skills and experience to organize and execute your online web summits?
Or are you a growing business looking forward to implementing and automating systems and processes through Design Thinking?
We are proud to deliver high quality services by understanding the client needs. Whether you are a startup, a small business, an entrepreneur, influencer, a coach or an e-commerce store, WE GOT YOU!
Our services include, but are not limited to virtual assistance, project management, process re-engineering, change management, developing systems and processes with a problem solving mindset and Design Thinking approach, organizing summits for coaches and influencers, executive assistant services, full-cycle accounting, strategy design and goal setting with KPIs, financial planning, social media management, content creation and so much more.
Our greatest asset is the reputation we have built through SMART work and quality deliverance of services.
Let’s book a FREE consultation to discuss how we can HELP YOU GROW YOUR BUSINESS.
Get In Touch
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Unlocking Success— With the Power of Effective Project Planning for Entrepreneurs and Online BusinessesWith the growing number of small businesses online, especially in the realm of software development, the need to have a good project manager is becoming crucial. But it’s important to understand that a project manager is not an online business manager or a virtual assistant. Let’s look at the role of a good project manager and what sets them apart. It all starts with the ability to do effective project planning. If executed successfully, it can be a driving force behind your business growth. But do you need project planning for your business? The answer to this question is simple, ‘Yes!’, especially for online businesses in the product or service industry. Although the management approach for the service business is different from the product-based business, the growing need for project management is there. To understand what successful project management includes, let’s discuss in...
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