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.

I know you’ve got those little tasks that somehow take up your whole day—

Pop-by gift tags? Got you.

Client appreciation invites? Done.

Eye-catching social posts for open houses or new listings? Say no more!

Using Canva, I’ll help you create all the branded, professional-looking graphics that make your marketing pop—without you lifting a finger.

• Build your online presence

  Don’t have extra time to check-in and build relationships with viewers on your socials? Allow me to help you grow by using your style and rhetoric to promote engagement.

• Audience and Community Engagement:

  Respond to comments, messages, and inquiries M-F with a 24 hour turn response time in professional manner, fostering positive interactions with followers.

• Captivating Captions:

  Craft compelling captions that align with the brand voice, encourage interaction, and connect with the target audience.

• Profile Enhancement:

  Update bios, highlights, and profile details to keep the brand’s Instagram presence cohesive and inviting.

Community is everything, as you pour into them, they will pour into you.

• Community Monitoring: Respond to comments and messages on posts to ensure followers feel heard and valued, fostering a strong community.

• Group Management: Oversee Facebook Groups by approving member requests, moderating discussions, and keeping the group environment supportive and on-brand.

• Event Support: Assist in setting up and promoting events, handling RSVPs, and engaging with attendees to boost participation.

• Optimized Titles and Descriptions:

  Write engaging titles and descriptions for videos to grab viewer interest while aligning with the brand's voice.

• Comment Interaction: Engage with viewers in the comment section, answering questions and showing appreciation for feedback.

• Captivating Thumbnails: Design eye-catching YouTube thumbnails that reflect the video’s content, attracting more clicks and increasing viewer interest.

• Captions That Connect: Craft short, captivating captions that capture attention and encourage viewers to like, comment, or follow.

• Audience Engagement: Respond to comments to keep the conversation going and build a supportive, engaged community.

• Influencer Outreach: Identify influencers who align with the brand for potential partnerships, helping expand reach and brand visibility.

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.

Keep your leads engaged and your name top of mind with professionally crafted email campaigns and newsletters. I utilize Flodesk to design beautiful, effective emails and automate your outreach, making it easy to nurture relationships and turn prospects into clients - without the hassle.