Online Business Management

Project Management


Project Outline

Setting up in PM system

Task List

Delegating Tasks

Follow through

Meetings and updates

Ensure deadlines are met or adjusted

Documentation of project objectives/ timeline/status/completion

Operations Management

Setting up/Maintaining CRM

Implementing Processes and Systems

Automating Processes


Creating Standard Operating Procedures

Branded Documents/Templates

Scheduling – Client calls/coaching, Podcast or other interviews, Seminars, etc.

Evaluate systems and procedures periodically to ensure they are still efficient and meet objectives of the business

Team Management

Assisting with hiring and on boarding team members

Set up objectives per team member

Team member proposals/contracts up to date and clear

Set up of duties in PM system

Daily/Weekly follow up 

Meeting team/team member deadlines

Scheduled team meetings

Dubsado Set Ups

Create sales/on boarding workflow

Streamline and automate your sales and on boarding process

Lead form and scheduler

Beautiful, customized and branded forms – Proposal, Contract, Welcome Packet, Feedback

Send your proposal/contract/invoice all in one email

Hand off call to walk through your Dubsado

What services do you need help with?  Is there something not listed?  Lets chat to discuss your needs.

Let me fill the missing pieces of your business

If you need help in your business I would love to discover how I can aide you in meeting your daily and long term goals.  If there’s something I don’t have listed, just ask and we can discuss it.

Contact Me at