Services

 
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Business Support and Email Marketing packages available

 
 

Operations Review & Strategy Session

A focused strategy session where we audit your current systems, identify inefficiencies, and give you a clear, actionable plan to improve and streamline your business.

What’s Included

  • Review of your current systems, tools, and workflows

  • Identification of inefficiencies and bottlenecks

  • CRM and client process feedback

  • Operations and workflow recommendations

  • Personalized action plan with clear next steps

Session Details

  • 1–3 calls (60–90 minutes each)

  • Pre-call questionnaire or audit form

  • Post-call summary with recommendations

Ideal For

  • New or growing businesses needing direction

  • Business owners feeling disorganized or overwhelmed

  • Startups wanting expert insight before scaling

Add-Ons

  • Written SOPs based on recommendations

  • Implementation support

  • Follow-up strategy call (30 days later)

You’ll walk away with a clear understanding of what’s working, what’s not, and exactly what to do next to run your business more efficiently.

Business Support Services

Services can be customized and combined into tailored packages based on your business needs, with support typically ranging from 10–15 hours per week.

Administrative

  • email and calendar management

  • appointment scheduling

  • data entry and database management

  • file organization (Google Drive, Dropbox, etc.)

  • document formatting and proofreading

  • customer support

Accounts & Financial Support

  • invoice creation and tracking

  • expense tracking

  • basic QuickBooks support

  • payment follow-ups

CRM Management & Oversight

  • CRM setup and customization

  • contact database management and cleanup

  • lea tracking and pipeline updates

  • automation setups (follow-ups, reminders, tagging)

  • integration with email marketing and other tools

  • reporting and performance tracking

  • ongoing CRM maintenance and optimization

  • user support and team training

HR Administration & Team Support

  • employee onboarding and offboarding coordination

  • new hire paperwork and document management

  • HR file organization and compliance tracking

  • job positing and candidate screening support

  • interview scheduling and coordination

  • policy and handbook formatting/updates

  • time-off tracking and employee records management

  • internal communications and team coordination

Research services

  • market research

  • competitor analysis

  • product or vendor sourcing

  • lead generation

Project Management Support

  • task tracking (Asana, Trello, Basecamp, etc.)

  • timeline coordination

  • team communication support

  • workflow organization

Email Marketing Services

  • set up of your account (including switching accounts from another provider)

  • list management

  • template creation to match your brand

  • create and customize professional-looking campaigns to including landing pages, funnels, and automations

  • research and scheduling

  • SMS marketing

  • monitor reporting and provide feedback

  • event registration and management

  • sync your Shopify store with Constant Contact to better engage with your customers

I’ve been a proud Constant Contact Partner since 2019. Schedule a call with me and ask me how I can get you a FREE 30-day trial!

Just want an account with Constant Contact and work on it yourself? I can still help! Use my referral link and get a 30% discount on your membership! https://go.constantcontact.com/signup.jsp?pn=imyva