What's included

• Centralized Inbox & Calendar Management System

  A proactive system for managing key communication and scheduling, ensuring nothing is missed and time is optimized. This creates a seamless and professional front-facing operation. Includes: Inbox Management: Triage, filtering, labeling, and responding to or archiving emails in primary business inboxes (e.g., info@, hello@, executive's inbox). Calendar Management: Scheduling and coordinating meetings, appointments, and events across multiple time zones, resolving conflicts, and sending reminders. Meeting Preparation: Distributing agendas, pre-reading materials, and dial-in/link information to all participants in advance.

• Document & File Organization Hub

  A logically structured and easily navigable digital filing system. This eliminates time wasted searching for documents and ensures critical information is accessible and secure. Includes: Cloud Storage Structuring: Organizing Google Drive, Dropbox, or SharePoint with a clear folder hierarchy, naming conventions, and permission settings. Document Maintenance: Creating, formatting, and proofreading business documents, presentations, spreadsheets, and reports. Data Entry & Management: Accurate input and organization of data into spreadsheets, CRM, or other databases.

• Travel & Logistics Coordination

  End-to-end management of business travel and logistical arrangements, creating efficient and stress-free itineraries. Includes: Itinerary Planning: Booking flights, accommodations, and ground transportation that align with preferences and budget. Detailed Itinerary Creation: Compiling all reservations, tickets, maps, and important contact information into a single, master document. Logistical Support: Arranging for meeting spaces, catering, or other event-specific needs.

• Standard Operating Procedure (SOP) Library

  A living repository of documented processes for recurring administrative tasks. This ensures consistency, enables easy training, and makes the business more resilient and scalable. Includes: Process Documentation: Step-by-step guides for tasks like expense reporting, new contact entry, invoice processing, and meeting protocols. Password & Vendor Management: Secure management of login credentials and primary contact points for frequently used services and vendors.

• Research & Reporting Bundle

  Timely, well-synthesized research on various topics to support decision-making in marketing, strategy, and operations, saving key personnel countless hours. Includes: Market & Competitor Research: Summarizing industry trends, competitor activity, and market opportunities. Ad-hoc Reporting: Compiling data and creating reports on specific metrics, such as website traffic summaries or sales lead sources. General Research: Sourcing potential vendors, compiling contact lists for events, or researching specific topics as requested.

• Personal Executive Support

  Discreet and efficient handling of personal tasks that occupy an executive's mental space and time, allowing them to maintain focus on high-level business priorities. Includes: Personal Errands: Online shopping, gift ordering, and making personal appointments. Light Personal Tasks: Managing personal correspondence or making reservations for dining and entertainment.