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Services

This is executive support done differently.

Bringing together executive assistance, operations leadership, project management, and marketing coordination — one trusted partner for both the day-to-day details and the bigger picture.

Executive & Leadership Partnership

Fractional Chief of Staff & Executive Support

 

High-level partnership for leaders who need a strategic right hand — not another person to manage.

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Freedom doesn't come from doing more. It comes from delegating well.

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Most leaders aren't short on ideas or ambition. They're weighed down by the volume of decisions, emails, scheduling, follow-ups, and operational details that demand constant attention. When everything runs through one person, progress slows — even with nonstop effort.

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The shift happens with a trusted partner who understands how a leader thinks, what matters most, and how to execute without constant direction. That's when leaders stop reacting and start leading again.

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This work is designed for capable, accomplished leaders who are tired of being the bottleneck and ready to operate at a higher level.

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To make delegation easier, a practical, no-fluff guide is available to help identify what to hand off first — and how to do it with confidence.

Content, Creative & Marketing Operations

Great ideas stall without structure.

I manage the operational side of marketing and creative work so content, campaigns, and communications move forward without chaos.

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  • Marketing calendar coordination and campaign timelines

  • Content planning and asset organization

  • Podcast coordination and guest logistics

  • Social media scheduling and system management

  • Presentation and slide design

  • Research for writing, speaking, and program development

 

This is marketing coordination that keeps momentum strong — without turning you into a bottleneck.

Project Management & Workflow Optimization

Clear systems create calm leadership.

I design and manage Asana project management systems that bring clarity, consistency, and momentum — tailored to how you and your team actually work.

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  • Asana workspace setup and optimization

  • Project templates and workflow design

  • Intake forms that capture the right information upfront

  • Automations that reduce manual follow-ups

  • Dashboards that improve visibility and accountability

 

Ideal for executives, agencies, and growing teams who want fewer meetings and better execution.

Operations & Technology Support

Reliable, behind-the-scenes operational support that keeps your business running smoothly.

• IT ticket coordination and vendor communication

• Software, tools, and equipment purchasing

• Account provisioning and access management

• Subscription and license oversight

• Technology implementation and workflow modernization

• Thoughtful use of AI tools to streamline processes

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Calm operations. No fires. No dropped balls.

People, Processes & Systems

Great businesses are built on strong systems and people who feel valued.

From the workflows that keep operations running to the culture that keeps teams connected — I help leaders build the infrastructure that makes growth sustainable and people want to stay.

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People & Culture

  • Team offsite planning and coordination

  • Remote culture programming — lunch & learns, virtual team building, and connection events

  • Employee recognition — birthdays, work anniversaries, milestone gifts, and thoughtful touchpoints

  • Hiring coordination and onboarding

  • Contractor and vendor management

 

Processes & Compliance

  • SOP creation and workflow documentation

  • Internal communication structure and expectations

  • Client record compliance and data integrity

  • Onboarding workflows that set new hires and clients up for success


Systems & CRM

  • CRM setup, optimization, and ongoing management (HubSpot, HoneyBook, Zoho, Airtable, Notion, and similar platforms)

  • Client lifecycle tracking from inquiry through ongoing engagement

  • Automation for follow-ups, reminders, and key milestones


The systems run smoother. The people feel it.

Financial Operations & Bookkeeping

Accurate, organized financial oversight for individuals, entrepreneurs, and small businesses.

  • Invoicing and accounts receivable

  • Bill payments and vendor coordination

  • Payroll coordination for small teams

  • Monthly categorization and reconciliations

  • Expense and income tracking

  • Collaboration with your CPA for clean reporting

 

A calm, organized financial back office — without the overhead of a full internal team.

Coaching & EOS Practice Management

Practice Management for EOS Implementers & Executive Coaches

High-touch operational partnership for coaches, facilitators, and EOS Implementers who want to stay focused on their clients — not logistics.

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I handle the coordination so you can stay fully present in sessions, programs, and leadership work.

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Session & Client Management

  • Scheduling, reminders, and session prep

  • Materials, agendas, and follow-through

  • Client communication and touchpoints

  • File organization and onboarding

 

Programs & Cohorts

  • Cohort logistics and scheduling

  • Communication and milestone tracking

  • Resource creation and distribution

  • Participant coordination and communication

 

360° Feedback Coordination

  • Interview scheduling and management

  • Clear communication for participants

  • Documentation and summaries for leaders

 

Quiet, reliable execution that elevates the client experience.

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