Services/tasks:

• General administrative support

• Data entry, analysis, and reconciliation

• Document formatting and proofreading/editing

• Document preparation

• Database and spreadsheet management

• Referral coordination (for healthcare/wellbeing clients)

• Billing and invoicing

• Managing client/patient records

• Maintaining internal systems or CRMs

• Onboarding/offboarding staff or clients

• Preparing reports, meeting notes, or summaries

• Coordinating internal or external communications

• Guided content creation and content scheduling

Optional packages on offer:

• Starter: Basic data entry + document formatting

• Professional: Full administrative management + billing/invoicing

• Clinic Support: End-to-end client admin + referral tracking + reporting

Services/tasks:

• Client onboarding and offboarding

• CRM management and updates

• Client communication via chat/email

• Responding to enquiries and customer service support

• Managing feedback forms, surveys, or follow-ups

• Booking or scheduling appointments for clients

• Tracking client interactions and outcomes

• Client record updates and documentation

• Calendar and meeting coordination for client interactions

• Support with social media messaging

Optional packages on offer:

• Client Care Lite: Basic inbox management + enquiry responses

• Full Client Experience: CRM updates + communication + onboarding support

• Engagement Pro: Relationship management + client retention strategies

Services/tasks:

• Diary/calendar management

• Travel and accommodation booking

• Inbox and email management

• Personal errands coordination (virtual)

• Organising personal documents or digital files

• Appointment booking and reminders

• Research and information gathering

• Expense tracking and reimbursements

• Transcription and typing

• Support with personal project coordination (e.g. moving, events, etc.)

Optional packages on offer:

• Essential PA: Calendar + email + travel support

• Premium PA: Full lifestyle management + inbox + expense tracking

• Executive PA: Business + life admin combined

Canva Design & Template Creation

Services/tasks:

• Creating or editing branded Canva templates (presentations, social posts, invoices, proposals, etc.)

• Designing simple, on-brand graphics for social media or client materials

• Formatting and polishing PDFs, reports, or guides

• Setting up editable Canva templates clients can reuse

• Repurposing existing materials into visually cohesive designs

Digital Systems & Workflow Support

Services/tasks:

• Setting up and maintaining digital filing systems (Google Drive, OneDrive, Dropbox)

• Creating folder structures and naming conventions

• Organising and decluttering digital files or shared drives

• Creating and maintaining workflow documents (SOPs, step-by-step guides)

• Setting up forms, spreadsheets, and templates for everyday use

• Uploading and formatting documents or resources to online platforms