Administrative Support Premium Package

pro

Adrienne Moreno

5

(1)

Starting at

$

25

/hr

About this service

Summary

Elevate your business with a streamlined, automated approach to managing your schedule, client communications, and projects. This Admin Support Package is designed to boost efficiency, optimize workflows, and elevate your customer experience—all while fostering sustainable growth.
Using tools like Zapier, Calendly, QuickBooks, Slack, and Monday.com, I automate essential tasks to boost efficiency and streamline operations. From scheduling and task management to client communication and follow-ups, my focus is ensuring smooth workflows. By integrating your platforms with Zapier, tasks such as expense tracking, invoice creation, and financial reporting are kept organized and up-to-date. This comprehensive approach reduces administrative workload and fosters sustainable growth.

Process

1. Initial Consultation
What to Expect: We start with a brief consultation to discuss your business needs, challenges, and goals. This helps me understand what you're looking for and ensures we're a good fit.
What’s Covered: We’ll talk about the areas where you need support (admin, finance, automation) and the tools you already use or are open to implementing.
2. Proposal & Plan
What to Expect: After understanding your needs, I’ll provide a customized proposal detailing the scope of services, timelines, and deliverables.
What’s Covered: The proposal will outline the specific tools and strategies we'll use, whether it’s streamlining workflows through Zapier, managing finances with QuickBooks, or project coordination with Asana or Monday.com.
3. Onboarding & Setup
What to Expect: Once the proposal is accepted, we’ll go through a brief onboarding process to set up all necessary tools and platforms (e.g., Zapier, Slack, ). I’ll ensure everything is tailored to your business needs.
What’s Covered: I’ll create or integrate systems for communication, automation, and financial management, and ensure all tools are properly configured.
4. Execution & Delivery
What to Expect: I’ll begin executing the plan by handling day-to-day tasks, such as managing admin workflows, preparing financial reports, or automating specific processes.
What’s Covered: You’ll receive regular updates on progress, milestones, and any adjustments needed. For projects like automation, I'll ensure everything runs smoothly and that any challenges are addressed promptly.
**Estimated Time: 17-30 hours per week depending on the complexity and scope of the tasks involved.**

FAQs

  • Why Work With Me?

    (1) Tailored Solutions: I customize every service to fit your unique business needs, whether you’re a consultant, ecommerce business, or small/medium enterprise. (2) Comprehensive Toolset: I leverage a wide range of tools, including Zapier, QuickBooks, Asana, and Slack, to streamline your processes and help you grow. (3) Clear Communication: You’ll always know what to expect, with regular updates and open communication throughout our work together.

  • Data Privacy

    Data privacy is taken very seriously. Any "personal information" displayed in my uploaded works is entirely fictional and used solely for demonstration purposes. Any personal data obtained during the process is destroyed by or at end of contract.

What's included

  • Scheduling and Calendar Management

    Efficiently manage appointments, team meetings, and deadlines to ensure smooth daily operations. Leverage scheduling and task prioritization tools like Microsoft 365, Asana, and Monday.com to optimize time management and maintain focus on high-priority tasks.

  • Client Communication & Correspondence

    Handle email management, respond to client inquiries, and ensure timely follow-ups. Using tools such as Outlook and Slack, I ensure professional, clear communication with clients, boosting satisfaction and maintaining strong relationships.

  • Data Organization and Maintenance

    Organize and maintain client databases, templates, and project files to ensure seamless access to up-to-date information. I help keep everything structured and accessible, improving workflow efficiency and reducing the time spent searching for data.

  • Financial Reporting & Tracking

    Simplify expense tracking and invoice creation with QuickBooks and Excel. I provide clear, organized financial reports that allow you to monitor your spending, income, and profits with ease, giving you better control over your finances and making tax season easier.

  • Project Management Support

    Assist with managing project timelines, task delegation, and progress tracking using Asana or other project management tools. I help ensure your projects stay on track, meet deadlines, and are completed efficiently with clear communication and team coordination.

Example projects

Streamlined Project Management: Timelines, Tasks & Goals

Mindful Spending Expense Inventory Report

Personalized Templates Designed for Efficiency

Recommendations

(5.0)

Gwendolyn Jones

Client • Dec 5, 2024

Recommended

"Working with Adrienne was a game-changer for my 28th Awards Ceremony program. She skillfully leveraged Zapier to automate and streamline my event feedback process, creating a seamless system for eliminating the need for manual email distribution. Her expertise not only saved me valuable time but also ensured data was well-organized in a custom database. I’m looking forward to collaborating with her on automating parts of my upcoming course enrollment for my recovery support group.

Skills and tools

Virtual Assistant
Business Consultant
Calendly
monday.com
Quickbooks
Slack
Zapier

Industries

Small and Medium Businesses
E-Commerce
Sustainability

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