What's included

• Calendar & Schedule Management

  1. Weekly updated calendar with color-coded blocks 2. Appointment scheduling and conflict resolution 3. Reminders and follow-ups

• Inbox & Email Management

  1. Organized and filtered email inbox (Gmail/Outlook) 2. Pre-drafted replies and email templates 3. Spam clean-up and important flagging

• Client Onboarding Support

  1. Setup of onboarding forms (Google Forms, Typeform, etc.) 2. Creation of welcome email templates and checklists 3. CRM updates (Airtable, Notion, Trello, etc.)

• Data Entry & Document Formatting

  1. Accurate data entry (Google Sheets, Excel) 2. Clean, branded document formatting (Docs, Slides, PDF) 3. File management and naming system setup

• Meeting Notes & Task Tracking

  1. Transcription and action-point summaries 2. To-do list updates and deadline tracking (Notion, ClickUp, Trello)

• Admin System Setup (Optional Add-on)

  1. SOP creation for repeat tasks 2. Workflow and automation setup for admin processes