Project Management

Are you having a difficult time managing projects, tasks, team members, and your schedule? You need to keep your business organized with a great project management system!

We ensure your projects and clients never fall through the cracks again!

 We ensure your business will run smoother than ever
 We help organize your to-do list to maximize productivity
✓ We set up and maintain a project management system
 We facilitate sending all your file backups to the cloud

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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 in the air at once that they may find it difficult to continually 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 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 with nothing forgotten.

How can we 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 promptly with nothing slipping through the cracks! Your clients will be delighted to see how organized you are!

Ready to get started?

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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

Ready to get started?

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What to expect?

✓ Simple onboarding: We streamline your business with the perfect project management platform.
✓ Project management selection: We help you select the best project management system for your needs.
✓ Data input: We set up your entire project management system, putting in your clients, tasks, and projects.
✓ Live and recorded training: We show you the best way to use the software for your business.
✓ Continued support: We monitor projects and offer the necessary to help move your projects forward!

Ready to get started?

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Still unsure? Check out what some of my clients say about our project management services.

“Jennie is my “go-to girl.” When I need assistance with social media posts, formatting documents, assisting with web-based technologies, or just about any project or task that I can’t tackle, she’s the first contact I make. She is highly organized and frequently checks-in to be sure I have what I need. She sends me reminders when it’s close to a deadline, which helps keep me on task. And when I am crunched for time, she checks to see if there are things I have on my plate that she can assist with, decreasing my workload (and stress level). None of this is ever done in a way that feels like she’s trying to sell her services. Rather, it comes from her deep commitment to helping her clients succeed. I appreciate that Jennie always has work completed sooner than expected and checks to be sure the quality of her product meets my expectations.”

+ Deborah Lee | Better Choices Wellness

“WHAT would I do without Jennie?! This woman has single-handedly kept this insanely busy entrepreneur on track. I’ve worked with other personal and virtual assistants in the past, but Jennie is truly one of the most amazing people I have worked with. She listens carefully to my full vision of any project and has the intuition and insight to make it bigger and better than you could have imagined. She is also very organized, making her incredibly effective and efficient. She collaborates extremely well with everyone on my team. I am so lucky to have her, and you will be too. If you want results in your business and someone who can go with the flow, Jennie is your new virtual assistant.”

+ Heather K. Terry | Founder, Ggachi Bakery, NibMor Chocolate and author of From Broadway to Wall Street: Cautionary Tales of an Unlikely Entrepreneur

“Working with Jennie is such a delight! She’s one of the most organized virtual assistants I’ve ever come across. She always gets things done on time, if not even ahead of schedule. With the help of her knowledgeable, trustworthy support, she keeps all of my projects on track and takes multiple “to-do”s off my plate, freeing me up to focus on more important parts of my business. If you’re looking to grow your business, I highly recommend Jennie.”

+ Jennifer Fugo, MSc | Gluten Free School

Ready to get started?

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