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Services

This is executive support done differently.

A rare combination of executive assistance, operations leadership, project management, and marketing coordination — supporting both the day-to-day details and the bigger picture.

Leadership Assistance

Fractional Executive Assistant & Chief of Staff Support

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

Freedom doesn’t come from doing more.

 

It comes from delegating well.

​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.

​The shift happens with trusted support that 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.

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

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 Support

Great ideas stall without structure.

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

• 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 support for writing, speaking, and program development

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

Asana 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.

• 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

Calm operations. No fires. No dropped balls.

People, Processes & Client Management Systems

Behind every smooth operation is a strong system.

I help leaders implement and manage client management systems and internal workflows that support growth without unnecessary complexity.

• SOP creation and workflow documentation

• Internal communication structure and expectations

• Hiring coordination and onboarding support

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

• Client lifecycle tracking from inquiry through ongoing support

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

Because clarity beats chaos — every time.

Quickbooks Online Support

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

• Invoicing and accounts receivable

• Bill payments and vendor coordination

• Payroll support 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 Support

Practice Management for EOS Implementers & Executive Coaches

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

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

Session & Client Support

• 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 support and coordination

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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