Projects
Projects & Resources
Scheduling weekly social media posts
Capture weekly social media metrics
Engage with your clients as a point of contact for customer care.
Maintain daily/weekly spreadsheets
Open, sort and respond to incoming email correspondence
Manage and maintain my client’s schedule.
Conduct outreach to individuals on behalf of my clients via email (basic sales ops, not sales outreach)
Research, Research, Research
Curate on-boarding gifts to send to your clients.
Acquire, distribute and store supplies
Manage online communities
Update events in calendars
Set up Zoom meetings
Manage and maintain my client’s schedule.
Moderate Zoom meetings
Manage breakout rooms in Zoom meetings
Keep records of current clients and programs
Some of my favorite projects include:
Working with Luisa Molano
Working with Luisa is such a gift in itself, as she is a solopreneur who leads with her heart and her being bleeds into everything she creates. An ongoing project I take ownership in is curating onboarding gifts for her new clients. I order custom made items from an online store, wrap the items carefully, include thoughtful notes from Luisa, and create an experience for the recipient of the gift to feel the thoughtfulness that went into the gift which bursts with love.
Working with John Patrick Morgan & the Creating team
Working with JP Morgan and his Creating team is also a gift in itself. His being and his philosophies are at another level and I am in awe each and every time we meet. When a new client commits to a Creating journey program on the WeAreCreating.com website, I create welcome emails and welcome announcements in Basecamp (a project management app) which is the first thing the client will experience along their 8 week or 8 month journey. Throughout their journey, I have the pleasure of creating a client experience where they are treated like royalty through my expertise of client care. I answer whatever questions they may have. I also have the pleasure of moderating the live Zoom events, which includes creating background music playlists, welcoming new guests, spotlighting speakers, answering questions in the chat or dropping pertinent links to upcoming events or CTAs, ensuring an event runs as smoothly as possible.
Working with Claire
Claire a brilliant mindset coach who guides working mothers looking for career clarity. Claire desired for her website to be cleaned up and what we co-created in our discovery call was pure magic. Within a week, the result was a brilliant cohesive website that looks and exudes professionalism.