What's included

• Inbox and Communication Support

  Daily or weekly inbox clean up. Tagging, sorting, replies, and follow ups that keep everything organised. Includes priority filtering so the client always sees what matters first. Two revision rounds for preferences.

• Calendar and Scheduling Management

  Smooth calendar planning with smart scheduling, reminders, meeting prep notes, and follow up summaries. Includes optional calendar cleanup and meeting cadence setup. Two revision rounds.

• Document and File Management

  Neat organisation of files, folders, templates, and internal documents. Delivered through Google Drive or any preferred tool. Includes naming standards and a clear structure. Two revision rounds.

• Research and Information Gathering

  Market research, competitor checks, lead lists, vendor research, or any fact finding needed to support business decisions. Delivered as a clean document or spreadsheet. Two revision rounds.

• CRM and Database Upkeep

  Setup or clean up of CRM records, pipeline updates, lead tracking, and client data organisation. Works with tools like HubSpot, Notion, or Airtable. Two revision rounds.

• Process and SOP Documentation

  Simple and clear operating procedures that help teams work without confusion. Delivered through Notion or Google Docs. Two revision rounds included.

• Meeting Support

  Preparation notes, agenda planning, action item tracking, and meeting summaries with next steps. Includes one revision round for style or format.

• Task and Workflow Support

  Daily or weekly task setup, reminders, follow ups, and progress checks so nothing slips. Works inside tools like Notion, Trello, or ClickUp. Two revision rounds included.

• Executive Assistance

  Support for travel planning, light personal tasks, vendor coordination, or purchase research when needed. One revision round for preference adjustments.

• Revisions Policy

  Each deliverable includes two rounds of revisions unless noted. Extra revisions or new scope can be added as an hourly or add on service.