What's included

• Office Administration

  1. Email & Calendar Management Summary ~Description: Organizing and managing emails, creating and updating calendars, scheduling meetings. ~Format: Google Calendar, Gmail, Outlook. ~Revisions: 1-2 revisions for client alignment. 2. Task Management and Completion Report ~Description: Report on completed administrative tasks such as creating reports, organizing files, and preparing documents. ~Format: PDF, Google Docs. ~Revisions: 1-2 revisions 3.Document & File Organization ~Description: Organizing and categorizing business documents ~Format: Google Drive, Dropbox, OneDrive ~Revisions: 1 revision for additional documents

• Business Information Systems

  1. Data Entry & Database Management Report ~Description: Data entry and organization in CRM systems or databases ~Format: Excel, Google Sheets, CRM exports ~Revisions: 1 revision for data entry errors 2. Business Process Optimization Document ~Description: Document outlining optimized business processes, including workflows and system changes. ~Format: PDF, Google Docs ~Revisions: 1 revision for additional recommendations 3. System Integration& Improvement Report ~Description: Report detailing the integration of new business tools or improvements to existing systems. ~Format: PDF, Google Docs ~Revisions: 1 revision based on feedback

• Professional Services

  1. Client Communication & Support Logs\ ~Description: Logs and notes of all communications with clients, including emails, meetings, and tasks. ~Format: Google Sheets, PDF ~Revisions: 1 revision 2. Project Task Completion Report ~Description: Report on all tasks completed during the project, summarizing activities and achieved goals. ~Formats: Google Docs, PDF ~Revisions: 1 revision 3. Customer Service Process Improvement Recommendations ~Description: Recommendations for improving customer support processes and client experiences. ~Format: PDF, Google Docs ~Revisions: 1 revision

• Additional Notes

  ~Format: PDF, Excel, Google Sheets, Google Docs, CRM systems. ~Quantity: Most deliverables are provided in one format with all necessary information. ~Revisions: Some deliverables are may require 1-2 revisions after initial review, depending on client feedback.