Flow Tasks
A custom business dashboard that runs daily tasks, client projects, networking and sales in one place. Each area has its own hub with due dates, pinned work and quick views.
- Systems builder
- Operations manager
- Web developer
- Chief of staff
Someone who runs your day so you can run the business.
An executive assistant protects your time. I manage your inbox and calendar, prepare you for meetings, take notes, follow up on what was promised and keep your projects moving, all remotely, for only the hours you need.
Triage, replies, scheduling and reminders so nothing slips.
Agendas, notes, action items and the follow up afterward.
Clients, vendors and leads, handled before they go cold.
The big list broken into steps and actually finished.
Proposals, presentations and polished reports.
Dashboards and checklists so your week runs itself.
This is part of my Remote Assistant service.
A custom business dashboard that runs daily tasks, client projects, networking and sales in one place. Each area has its own hub with due dates, pinned work and quick views.
An assistant desk system built into Flow Tasks for delegating work to a remote team. Each assistant gets a desk with daily routines, tasks, call logs, hours, paperwork and training.
A lead tracker that shows every prospect by stage, flags hot leads and suggests the next follow up. Each lead opens into a full profile with progress, tasks and notes.
An online portal where a client sees her business expenses organized the way her tax preparer needs them. It tracks receipts, flags missing information and exports to Excel.
A bookkeeping site and landing page for a CPA led firm in Chandler, Arizona. It focuses on monthly bookkeeping, cleanup and a free consultation.
A TikTok for a public car auction in Peoria, Arizona, grown to 86.4K followers with bilingual English and Spanish videos. One video passed 150K views.
A virtual executive assistant manages an owner's or leader's time: inbox, calendar, meetings, follow up, travel, documents and projects. The difference from a general assistant is that the focus is on you and your priorities.
My assistant support starts at $55 an hour with a minimum of 5 hours a month, with no long contract.
Yes. I run a weekly leadership meeting for a client now: I prepare the agenda, take notes, track the to dos and follow up so the next meeting starts where the last one left off.