Lead + client organization
Keep contact details, status and next actions easy to find.
Focused help with leads, follow-ups, clients, calendar updates and quote/invoice prep — without hiring full-time.

Keep leads, approved follow-ups, calendar updates and recurring admin moving without carrying every task yourself.
Keep contact details, status and next actions easy to find.
Prepare and send agreed follow-up emails and record the next step.
Keep agreed appointments, reminders and due dates current.
Organize the client information needed for quotes and invoices. No bookkeeping.
We agree on the recurring tasks and what should come first.
I handle the agreed tasks within your monthly hours.
Completed items and next actions stay clear.
Up to 8 hours each month for leads, follow-ups, calendar updates, quote/invoice prep and client organization.
No. I handle the agreed support tasks within the monthly package. Decisions and approvals stay with you.
No. Live phone calls, bookkeeping, accounting and tax work are not included.
Full content creation is a separate service. VA support can help with approved recurring admin tasks.
Use your monthly hours on the recurring tasks that keep slipping to later.