Systems
Setting up, updating and maintaining Customer Relationship Management (CRM) systems/databases
Entering data
Creating, editing and formatting templates
Envelopes
Forms
Invoices
Labels
Letters
Managing digital files
Creating, implementing and maintaining naming conventions and/or filing systems in a server or cloud-based digital storage environment (i.e. creating a paperless office)
Creating and updating business policy, procedures, operations and training manuals
Creating and updating cheat sheets, checklists and tracking lists
Creating client welcome and exit packages
Creating and maintaining cloud-based accounts
DropBox
Google Drive
Document creation, proofreading, editing and formatting
Agendas and minutes
Forms and questionnaires
Labels
Letters
Mail merge
Sending Christmas cards, birthday cards and thank you notes to clients by regular mail
Manuals and guides such as business policy, operations, procedures, training, etc.
Newsletters
Presentations, reports and workbooks
Templates
Online business support
Researching online, proofreading and editing content for blog posts, eBooks, newsletters, social media and websites
Inserting/checking links
Scheduling and posting for blog posts: Squarespace and Weebly platforms
Scheduling and posting for social media: Facebook, Instagram and LinkedIn accounts
Creating graphics for blog posts, eBooks, newsletters, social media and website using Canva
Other
Creating online forms or surveys using SurveyMonkey or Google Forms
Microsoft Office projects: Excel, PowerPoint, Publisher, Word
Creating PowerPoint presentations
Creating templates, checklists and spreadsheets
G-Suite projects: Docs, Forms, Sheets, Slides
Creating Slide presentations
Creating templates, checklists and spreadsheets