Admin Support Package: Scheduling & Client Communication

pro

Adrienne Moreno

5

(1)

Contact for pricing

About this service

Summary

I optimize your administrative processes with efficient solutions tailored to your needs. Harnessing tools like Calendly, Office 365, Monday.com, Slack and Zapier, I provide tailored scheduling and communication solutions to owners looking to enhance their customer experience workflows. By focusing on both the strategic overview and the details, I empower S&M businesses to run smoothly, giving them more time to focus on growth and client satisfaction. These seamless workflows not only save you time but also enhance your client interactions—helping your business grow sustainably and with ease.

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 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 (depending on the volume of appointments, meetings, rescheduling, emails, inquires, and follow-ups):
Base Package: 18-27 hours / month depending on client size and task volume
With Add On service : 4-6 hours for setup

FAQs

  • Who Is This Package For?

    Ideal for busy professionals or small teams who need streamlined administrative support.

  • 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

  • Streamlined Scheduling and Calendar Management

    Automate and manage appointments, team meetings, and project deadlines across tools like Google Calendar or Microsoft Outlook to ensure smooth daily operations and avoid scheduling conflicts.

  • Client Communication & Correspondence

    Handle inbox management, promptly respond to client inquiries, and automate follow-up reminders to maintain clear, professional communication on platforms such as Slack, Teams, or email.

  • Advanced Client Communication Reporting (Optional Add-On)

    Track and analyze client communication metrics, such as response times, follow-ups, and resolution rates. Receive actionable insights to enhance customer interactions and ensure high levels of client satisfaction.

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
Microsoft Office 365
monday.com
Slack
Zapier

Industries

E-Commerce
Small and Medium Businesses
Sustainability

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