• Calendar Management
  • Email management
  • Appointment Scheduling
  • Make/Receive phone calls/inquiries

Client Contact

  • Meeting setup
  • Client follow-up
  • Coordinate thank you cards and gift-giving

Travel & Event Planning

  • Research airfare, hotel, and event location
  • Map out trip itinerary
  • Send out invitations and coordinate registration and responses


  • PowerPoint – create and edit using charts, graphs, and animation
  • Excel – create and manage spreadsheets utilizing charts and formulas
  • Word – summarize data into documents


  • Bookkeeping and bill pay
  • Invoicing
  • Manage vendor relationships
  • Expense reports
  • Tax/Audit preparation
  • Proposal and bid writing

Website/Social Media

  • Maintain social media accounts
  • Manage blog and post content, filter and reply to comments
  • Content research
  • Email newsletters

Project Management

  • Track deliverables and deadlines
  • On-line research
  • Strategy brainstorm


  • Travel and event planning
  • Thank you notes
  • Bookkeeping
  • Personal errands

This list is by no means exhaustive.  If I can’t do it, I will make it my personal mission to find someone that can!

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