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How Working With Me
Works
How We’ll Work Together
Step 1: Discovery Call
Before anything else, we chat. This is a free, 20-minute call where we talk about your needs, your pain points, and how I can help lighten your load.
Step 2: Proposal & Agreement
After our call, I’ll send you a customized proposal. This will outline the services I recommend for you, pricing, and how we’ll work together. Once you’re ready to move forward, you’ll sign a contract and submit your first payment.
Step 3: Onboarding & Setup
I’ll gather everything I need from you—logins (securely stored), brand details, workflows, etc. If we’re setting up new systems, this is when we map them out.
Step 4: We Get to Work
Now, you get to breathe. I’ll start tackling your to-do list, managing your inbox, or whatever magic we agreed upon.
Step 5: Regular Check-Ins & Updates
I’ll keep you in the loop. Whether it’s via email, Voxer, or scheduled check-ins, you’ll always know what’s happening behind the scenes—without micromanaging a thing.
Step 6: Scaling & Growth
Once we have a rhythm, we’ll refine and optimize. This could mean improving workflows, automating more tasks, or adjusting services as your business evolves.
Q: How do payments work?
A: I offer flat-rate packages for automation setups and monthly retainers for ongoing support.
Q: What forms of payment do you accept?
A: Payments are processed via Stripe, PayPal, or bank transfer.
Q: What happens if I need additional support?
A: If you need extra hours beyond your package, we can add them as needed.
Q: What are your working hours?
A: I’m available Monday–Friday, 9 AM–6 PM EST.
Q: How will we communicate?
A: I primarily use email, Slack, or Voxer—whichever keeps us both productive and in the loop.
Q: What’s your response time?
A: I reply to all non-urgent messages within 24 business hours.
Pricing + Payments
Availability + Communication
Q: What parts of client management do you handle?
A: I can onboard new clients, manage contracts and invoices, track project progress, and send follow-ups. Basically, I make sure nothing falls through the cracks.
Q: Will you be responding to emails on my behalf?
A: If you’d like me to, yes! We’ll create guidelines so I can handle responses while keeping your voice and tone intact.
Q: How do you manage my inbox?
A: I categorize, filter, and respond (if needed) to keep your inbox organized and only show you what truly matters.
Q: Can you schedule meetings for me?
A: Yep! I’ll manage your calendar, send meeting invites, and make sure you’re never double-booked.
Q: What project management tools do you use?
A: I work with ClickUp, Asana, Trello, and Notion —but I can adapt to whatever system you prefer.
Q: Will you track deadlines for me?
A: Yes! I’ll set reminders, assign tasks, and follow up to make sure nothing falls through the cracks.
Q: Can you help manage my team’s tasks as well?
A: Absolutely. I can delegate, check progress, and keep everyone accountable for their responsibilities.
Q: I have files all over the place. Can you fix that?
A: Yes! I’ll create a smart, structured filing system that makes finding documents fast and easy.
Q: What platforms do you use for file organization?
A: I work with Google Drive, Dropbox, OneDrive, and internal company servers—or whatever system you prefer.
Q: Will you maintain the system long-term?
A: Yes! I’ll keep files updated, archived, and easily accessible so you never have to waste time searching again.
Q: Can you schedule meetings on my behalf?
A: Yes! I’ll handle scheduling, send invites, and manage reschedules when needed.
Q: How do you keep meetings organized?
A: I’ll create agendas, reminders, and post-meeting notes so you always know what’s next.
Q: What if I need to reschedule last minute?
A: No worries—I’ll handle rescheduling, notifying attendees, and making sure everything stays on track.
Executive Assistance
Inbox Management
task + Project management
document + File organization
client management
meeting coordination
frequently asked questions
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Q: What platforms do you create content for?
A: I specialize in Instagram, Facebook, and Pinterest, but if you have a different platform in mind, let’s talk!
Q: Do you write blog posts and newsletters, too?
A: Absolutely. Whether it’s SEO-friendly blogs, email sequences, or newsletters, I’ll craft content that informs, engages, and sells—without sounding pushy.
Q: I struggle to come up with content ideas—can you help with that?
A: Absolutely! I don’t just write captions—I create a full content strategy tailored to your brand, audience, and goals. That means fresh ideas, engaging content, and no more last-minute “What do I post today?” panic.
Q: Will you write content in my brand voice?
A: Yep! Whether you’re polished and professional or fun and sassy, I’ll match your brand’s tone so every post sounds like you.
Q: Do you create graphics, or do I need to provide them?
A: I can do both! If you already have branded templates, I’ll use them. If not, I’ll create custom, scroll-stopping graphics that match your brand’s aesthetic.
Q: What does social media management actually include?
A: I handle everything from strategy to execution, including:
✔ Content planning & scheduling – So you’re always consistent.
✔ Hashtag & SEO optimization – So the right people find you.
✔ Community engagement – Responding to DMs, comments, and building relationships.
✔ Analytics tracking & adjustments – Because strategy should be data-driven.
Q: Do you post content for me, or do I have to do it?
A: I handle scheduling and posting so you don’t have to. If you prefer to post yourself, I can provide everything in advance.
Q: I don’t have a brand identity—can you help me create one?
A: Yes! I’ll develop a brand strategy that includes your voice, messaging, visuals, and overall aesthetic to make sure your brand is cohesive and recognizable.
Q: Do you design logos and brand visuals?
A: Absolutely! Your logo, fonts, colors, and visual elements will all be designed to create a strong, consistent brand identity.
Q: What if I already have branding, but it feels outdated?
A: I can refresh your branding to better align with where your business is today—without losing the essence of what makes it unique.
Q: Will my branding be applied across my website and social media?
A: Yes! Cohesion is key, so I ensure your branding flows seamlessly across all platforms.
Q: Will you respond to comments and messages?
A: Yes! I can engage with your audience, answer FAQs, and keep conversations going so your brand feels active and approachable.
Q: Can I approve posts before they go live?
A: 100%! I provide content in advance for your approval, ensuring everything aligns with your brand before it’s scheduled.
Q: How do you track social media success?
A: I monitor engagement, reach, and conversions and adjust strategy based on what’s working. You’ll get regular updates with insights and recommendations.
Content Creation +
Social Media Management
content creation
social media
management
branding + visual
identity
frequently asked questions
Q: I don’t have a CRM—can you help me pick the right one?
A: Absolutely! Whether it’s HoneyBook, Dubsado, ClickUp, Notion, Trello, or something else, I’ll help you choose the best CRM based on your business needs, then set it up for maximum efficiency.
Q: What exactly can you automate in my CRM?
A: So much! I can set up:
✔ Automated onboarding workflows – So contracts, invoices, and welcome emails go out without you lifting a finger.
✔ Lead tracking & follow-up systems – So you never lose a potential client again.
✔ Task & project management tools – So deadlines, client work, and team tasks stay organized and stress-free.
Q: How long does it take to set up CRM automation?
A: Depending on your needs, setup can take 1–4 weeks to ensure everything runs smoothly and is fully customized to your workflow.
Q: Will automated emails make me sound like a robot?
A: Nope! The key to great automation is that it still sounds human and personalized. I craft email sequences that feel like you—just on autopilot.
Q: What types of emails can be automated?
A: Pretty much any email you send repeatedly, including:
✔ Welcome & onboarding sequences – So new clients feel taken care of from Day 1.
✔ Lead nurturing sequences – To keep potential clients engaged until they’re ready to buy.
✔ Payment & reminder emails – Because no one likes chasing invoices.
✔ Canned responses & templates – For common questions, saving you hours of inbox time.
Q: I already use an email marketing tool—can you optimize what I have?
A: Yes! Whether you’re on Mailchimp, Flodesk, ActiveCampaign, ConvertKit, or another platform, I can clean up, optimize, and automate your email systems for better engagement and conversion.
Q: Can you set up a system that lets clients book and pay without me being involved?
A: 100%. I integrate tools like Calendly, Acuity, HoneyBook, and Stripe to create a seamless scheduling & payment system, so bookings and payments happen on autopilot.
Q: What if a client doesn’t pay on time?
A: I set up automated invoice reminders that politely (but firmly) nudge clients until they pay—so you never have to send an awkward “Hey, just checking on that invoice…” email again.
Q: Can you help me streamline my digital product sales?
A: Yes! Whether you sell courses, templates, or memberships, I set up automation to:
✔ Deliver products instantly after purchase.
✔ Send follow-up emails to keep customers engaged.
✔ Track sales & customer activity so you know what’s working.
Systems + Automation
crm + workflows automation
payment + scheduling automation
email + communication automation
frequently asked questions
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