We’ll ensure your projects and clients never fall through the cracks again!
✓ We set up and maintain a project management system
What is project management?
As a small business owner with a long to-do list, you know the importance of being organized. Properly managing your schedule and projects keeps your business productive, focused, and profitable, Plus, it also helps to keep you sane!
While it is very easy to talk about being organized, staying organized is something else entirely. Entrepreneurs and small business owners have so many balls up in the air at once that they may find it difficult to constantly monitor and maintain their projects, team members, and schedules. As a virtual assistant that specializes in project management, I can help you keep your business running smoother than ever.
Why is project management so important?
The most effective way to help clients better manage their business is to set them up an online project management system. It is very easy to let things slip through the cracks if they are only written on little sticky notes all over your office. By entering all of your clients, projects, and tasks into a project management system, you’ll be able to set due dates and assign tasks to the proper team members, ensuring that all tasks are completed in a timely manner and nothing is forgotten.
How we can help?
We can set up a web and mobile application designed to enable project management for your business. You can use it to manage and organize projects, tasks, files, and timelines for your clients. Project management systems eliminate disorganized notes and emails about tasks. Ensuring that each project/task is completed in a timely manner and nothing slips through the cracks! Your clients will be delighted to see how organized you are!
Project Management software we set up:
Project Management services we provide:
- Contact (CRM) setup
- Client creation
- Project creation
- Task creation
- Lead setup
- Questionnaire setup
- Contract setup
- Invoice/Payment setup
- Time tracking setup
- Workflow setup
- Template creation
- Live and recorded training sessions
What to expect?
✓ Simple onboarding we streamline your business with project organization
✓ Live and recorded training to show you the best way to use the software
✓ Continued support need help moving your projects forward, we are here to help
Still unsure? Check out what some of my clients say about our project management services.