Boost your productivity & set your business up to scale:

• Inbox organization & prioritization to save you time

  • Inbox Zero, everyday.

  • Rest assured - I will be in your inbox M-F and will send a reply out within 24 hours of any email. (But Julie, how? We can collaborate and make some templates to assure your voice and brand is being heard. Or, I can organize it so when you have time it’ll be e.a.s.y)

  • Urgency and priority flagging

  • Deleting & unsubscribing

  • Category labels and category colors

  • Templates for quicker response times

• Replying to customers for optimized follow-ups, scheduling, & invoicing (especially when you’re out of the office!)

  • Auto responder if wanted

• Create, design, & distribute email newsletters.

This all occurs though email delegation, no password sharing necessary!

• Create a master calendar: Use one calendar as the central hub for organizing all your events and tasks.

  • Prioritize tasks: Plan your day, week, or month in advance to prioritize important tasks and meetings.

  • Optimize meetings: Make sure meetings have clear agendas and follow-up items. Including clear title headlines.

  • Set reminders: Set reminders for important meetings and deadlines.

  • Implement time blocks: Improve the efficiency of your workday, and depending on your goals, work life balance. (lunch time, sleep schedule, personal events, etc.)

  • Keeping your calendar accessible, clear and realistic by aligning with your goals

Nothing is worse then hiring an amazing team-member and NOT having a smooth transition you and they deserve. Allow me to see where you are, and where you want to be by creating:

• Customized Onboarding Checklists: Create personalized onboarding checklists and templates that guide new clients through each step, from initial paperwork to introductions and scheduling, ensuring a smooth and consistent start for every client.

• Automated Communication and Document Management: Set up automated emails and reminders for contract signing, welcome messages, and orientation sessions, and manage essential documents in a centralized system, making the process easy for both the client and your buddy.

• Seamless Offboarding Procedures: Develop an offboarding process with exit surveys, final deliverables, and a checklist to ensure all loose ends are tied up professionally, leaving clients with a positive, lasting impression of the business.

I help business owners streamline their workflow by handling data entry tasks with precision and speed.

Whether it’s organizing spreadsheets, inputting client details, or managing databases, I ensure your information is accurate and up to date—giving you more time to focus on what matters most: growing your business.

For business owners who want consistent visibility and nurture - without the mental load.

I build and manage your email system so your audience stays engaged, informed, and ready to buy.

What’s Included

Month 1 – Full System Setup

• Flodesk account configuration

• Brand colors, fonts, and domain integration

• Email footer + compliance setup

• Creation of one primary opt-in form or landing page

• Audience segment setup (leads, clients, past clients, inquiries, etc.)

• Existing email list import + organization

• 3-email nurture sequence built and activated

• 3 branded rotating newsletter templates created

Ongoing Monthly Management

2 Strategic Emails Per Month

Value / Authority Email
Educational content, insights, launches, offers, or industry updates.

Nurture / Relationship Email
Connection-driven content designed to build trust and stay top-of-mind.

Plus:

• Resend-to-unopens optimization

• Asana or Trello board for streamlined collaboration

• Monthly analytics snapshot (opens + clicks)

Investment

Month 1: $1,400
Ongoing: $1,200/month

For brands ready to connect their email marketing with Instagram automation.

This package combines email marketing with Instagram automation so your audience can move from comment → DM → email list — automatically.

Everything in Email Marketing Management, plus:

• Advanced automated workflows beyond the initial nurture sequence

• Multi-step funnel builds

• Up to 3 Flodesk forms or landing pages created and connected to segments

Instagram Automation Setup

I fully set up your ManyChat system so your Instagram can automatically collect emails and deliver your freebie.

This includes building the automation flow that:

• Triggers when someone comments or sends a keyword (ex: “Comment EMAIL”)

• Automatically responds via DM

• Delivers your freebie or link

• Collects their email address

• Sends that email directly into your Flodesk segment

• Triggers the appropriate nurture sequence

Your system is tested, connected, and fully activated so leads move seamlessly into your email marketing.

Important Note About Instagram Lead Collection

Instagram does not natively collect emails.
To automatically capture emails through Instagram DMs, a third-party tool such as ManyChat or Stan Store is required.

Subscriptions to these platforms are paid directly by the client.

Investment

Month 1: $1,700
Ongoing: $1,400/month

1. Freebie Creation & Strategy Support

If you don’t yet have a lead magnet, I can help you develop one that aligns with your audience and marketing goals.

Includes:

• Lead magnet concept strategy

• Outline + messaging support

• Copywriting

• Branded PDF design

• Delivery integration into Flodesk and/or ManyChat

Investment: $300 one-time

2. Newsletter Repurposing for Blog

Extend the life of your email content by turning your monthly newsletter into a polished, SEO-friendly blog post for your website.

Includes:

• Blog formatting + light SEO refinement

• Headline optimization

• Upload and publish to your blog platform

This allows you to:

• Strengthen website visibility

• Build long-term searchable content

• Maximize the value of content you’re already creating

Investment: +$200/month

• An active email marketing platform subscription (such as Flodesk) is required and paid directly by the client.

• A 3-month minimum commitment is required to ensure proper implementation and measurable results.

Track client interactions and ensure follow-ups are timely and meaningful.

I’ll make sure every lead gets entered quickly and accurately, with the right tags, stages, and notes—so you always know who’s who and what’s next.

No more missed opportunities! I’ll set up and maintain follow-up reminders, drip campaigns, and task workflows to keep you in front of your leads consistently.

Old leads? Duplicate contacts? Outdated info? I’ll keep your CRM clean and up-to-date so you can rely on it as your go-to client database.