Assists with client management and the onboarding process

Handles customer service emails, chatbots, phone calls, cold calling, reservations

Email management

Responding to inquiries/leads

Calendar/Event Management

Handles private information professionally, assists with data entry, edits slide shows, documents, and customer service process

Assists with various organizational and executive assistant tasks

I evaluate and improve your customer service processes to create a ground breaking client experience

Provides records of Customer Service Protocols to ensure consistency

Assists with creating and maintaining coaching program, workshops, virtual events, retreats, training courses, and educational materials

Creates milestones for clients to work toward and ensures they have all information to be successful

Assists customers with setting up and navigating programs or software

Promotes the value of the product

Upsells services and products while complying with the brand image and company's values