Your virtual business manager.
I answer and return your calls, work with your clients, keep your calendar full and keep your systems up to date, all online, so you can focus on the work only you can do.
One person who knows your whole business.
I don't just check boxes. I learn your clients, your systems and how you like things done, then I run them like they're my own.
Calls, clients and calendar
Calls
Answering and returning calls, taking messages and following up the same day.
Clients
Working directly with your clients, from questions to follow-ups and onboarding.
Calendar
Scheduling calls and appointments on your calendar, with reminders.
Inbox
Sorting and answering email, so nothing slips through the cracks.
Systems
Keeping EZLynx, Trello, your CRM and your spreadsheets up to date.
Projects
Tracking tasks and deadlines, with a weekly check-in summary for you.
I speak EZLynx.
I support First Light Insurance Group in Knoxville every week: client service in EZLynx, quote and renewal follow-ups, projects in Trello and their social media. If you run an agency, I already know how your day works.
New to a system? I love learning new software and databases, and I'll learn yours too.
Hours that fit your business
- Client follow-ups and emails
- Scheduling calls on your calendar
- CRM, EZLynx or Trello updates
- Weekly check-in summary
- Everything in Essential
- Answering and returning calls
- Working directly with your clients
- Quote and renewal follow-ups for agencies
- Monthly systems and process review
- Everything in Professional
- Your front office, run day to day
- Priority same-day response
- New system setup and data cleanup
- Monthly business review call
Extra hours: $50/hour. Unused hours don't roll over. Plans start with a 3-month commitment, then continue month to month.
Up and running in a week
1. A 15-minute call
We talk about what's on your plate and what to hand off first.
2. Access and a short handoff
You share logins to your phone line, calendar and systems, and walk me through how you like things done.
3. I take it from here
I start on your list, with a weekly summary so you always know what's done.
Business management FAQs
Are you a virtual assistant?
I'm more like a business manager. I work with your clients, run your systems and keep projects moving, not just one-off tasks.
Do you work in my time zone?
Yes. I work Monday through Friday, 9 am to 5 pm Eastern, and can match your business hours by arrangement.
Is my information safe?
Yes. I use your accounts with my own login wherever possible, never share your data and follow your agency's privacy rules.
What if I need more hours one month?
Extra hours are $50 an hour, and you can move up a plan anytime.
Hand it off and breathe.
Book a 15-minute call and we'll pick the first three things to take off your plate.