What's included

• Inbox and Calendar Management

  Streamlined email organization (labels, folders, filters) Flagging and prioritizing important messages Calendar setup and coordination of meetings Timely reminders and schedule updates

• Document Organization & File Structuring

  Folder hierarchy setup in Google Drive, Dropbox, or similar platforms Naming conventions and document tagging Digital cleanup and reorganization of existing files

• Research and Vendor Coordination

  Market, product, or vendor research summaries Vendor contact lists with pricing and availability Comparison spreadsheets for proposals or services Coordination of outreach and communication follow-ups

• Data Entry & Tracking Spreadsheets

  Creation or maintenance of data spreadsheets Input and organization of key information (clients, payments, deadlines, etc.) Regular updates and accuracy checks

• Client Communication & Appointment Scheduling

  Drafting and sending professional emails or messages Managing appointment bookings and confirmations Sending reminders and follow-ups Tracking client correspondence and preferences

• Creating Digital Forms, Templates & Internal Resources

  Creation of digital forms (Google Forms, JotForm, Typeform, etc.) Branded document templates for proposals, invoices, and reports Checklists, SOPs, and workflow guides Integration of forms into your existing systems or website