Online Customer Relationship Management Services I Provide
- Inbox Management
- Client Onboarding, Management, and Offboarding
- Calendar and Schedule Management
- Facebook Group Moderation
- Facebook Page Moderation
Inbox Management
If you’re looking for someone to help organize, answer, and send emails, my Inbox Management services are a perfect fit.
I work closely with you to:
● Sort incoming emails
● Give you only the emails you need to answer
● Respond to emails based on your Standard Operating Procedures and templates
● Help send mail to JV partners for collaborative relationships
Client On boarding and Management
Client On-boarding, Management, + Off-boarding services will help give your clients the close
attention they deserve.
You no longer have to worry about the systems behind-the-scenes. Let me handle the technical
details so you can give your clients 100% of your brain power.
I work closely with you to:
● Onboard clients with contracts + invoices
● Answer client questions via email or direct message
● Manage Discovery Call schedule + calendar of appointments
● Work in your project management system to manage clients
● Offboard clients + gather testimonials and feedback
Calendar + Schedule Management
Let me handle the back end details of your schedule so you can focus on helping your clients.
I work closely with you to:
● Manage Discovery Call Schedule
● Reschedule appointments as needed
● Send + Receive needed information for calls
● Gather necessary intake forms and send feedback forms
Facebook Group Moderation
Don’t let spammy commenters get you down! Allow me to take care of the day-to-day systems
of your Facebook Group.
I work closely with you to:
● Approve members to join group
● Moderate comments for spam + group rules
● Encourage members
● Help answer program questions
● Post regular threads
Facebook Page Moderation
Let me help you keep your Facebook Page up-to-date, so you can focus on what you do best.
I work closely with you to:
● Schedule + post regular content
● Curate content to share in your niche
● Schedule Livestreams
● Answer comments + questions
● Respond to private messages