Let’s create your unique roadmap to productivity together!
I specialize in guiding solo professionals and small business owners toward efficient task management, allowing them to dedicate more time to meaningful work.
Here’s a sample of what I can do for you, for a more in-depth list
MANAGING THE DAY TO DAY
- Schedule and manage client appointments and your calendar
- Setup automated appointment scheduling and link your calendar to your website
- Screen/answer emails
- Enter contacts and information and manage your client database
- Order supplies, equipment, and business gifts
- Post articles and special products and events to your blog and social media accounts
- Social media engagement
- Client invoicing and follow up on outstanding invoices
- Setup recurring payment transactions
- Expense management
- Assistance with new client onboarding
- Proofread emails, social medial content, blogs, slide decks, landing pages and other copy
- Follow up with clients with deadlines approaching
- Create PDFs
MARKETING & COMMUNICATIONS
- Custom designed email signatures
- Custom designed PowerPoint slide templates
- Electronic letterhead, business card design
- Auto-responder creation
- Customer surveys
- Podcast transcription
- Create, format and publish your newsletter
- Format and upload blog posts
- Set up and manage your social media pages and updates
- Automate connections between social media accounts
- Website review and critique for improvements
- Set up a service to collect email addresses via text
LIFE & HEALTH AGENTS, HEALTHCARE, REAL ESTATE & MORTGAGE
- Sales Training
- Lead Generation
- Appointment Setting
- Customer Service
- Social Media Management
- Social Media Lead Outreach
- Email Management
- Document Management
- Client Referral Tracking
- Virtual Event Management
CONSULTING
- Resourceful Ally
- Hourly Consulting Calls
- Personal Advisory Sessions
- Sales Representative/Agent Support
- SNF, AL, and IL guidance of resources
SALES/BUSINESS DEVELOPMENT STRATEGIES
- Customized for the healthcare, real estate, and mortgage industries.
- Assisting your company in boosting revenues through our outlined methodology for revenue generation!
- Introduction – Overview of the current state of client’s business
- Situation Analysis – S.W.O.T.
- Target Market Analysis – Identify potential referring sources
- Goals and Objectives – Specific, measurable, achievable, relevant, and time-bound objectives
- Strategies and Tactics – Develop a streamlined process for referring sources to make referrals
- Implementation – Timeline breakdown of activities and milestones over the designated period
- Monitoring and Evaluation – Regularly track key performance indicators (KPIs)
- Conclusion – recap of the ales/business development plan. Commitment to ongoing improvement and adaptation to achieve long-term success
TECHNOLOGY SET UP
- Computer purchasing, setup and backup
- Selection and set up your client database using a CRM
- Password management
- Cell Phone purchasing, set up and training
- Blog creation and web hosting
- Email set up on all of your devices
- Migration and set up for a new email platform
RESEARCH
I’ll find just the person, place, or thing you’re looking for whether it’s a hotel to host an event or the latest technology for your business or personal needs. Something for your pets – we’ve can accommodate you with that. Since earning my honors certification as a paralegal in 1990, my ability to swiftly type documents and conduct thorough research has stayed top-notch, despite my time away from traditional law firm roles.
While I have hands-on experience in the mentioned areas and sectors, I also work closely with a diverse group of experienced professionals spanning various fields
Click my calendar HERE for a FREE 30-minute discovery call if your business or task is not mentioned and you have a project to discuss.
I have known MJ for fifteen years. She has incredible work ethic and determination. She was always coming up with creative solutions and has a great ability to efficiently and effectively finish projects. She will be a great asset to business owners.
Daniel Cartledge, MD
I’ve known and worked with MJ for many years. She is a tenacious leader who cares very deeply about doing a great job and is very focused on delivering tangible results. And on top of those qualities, she is a high-quality person, honest, trustworthy, and a great one to have on your team. She’ll roll up her sleeves and get to work. I can’t recommend her highly enough if you are considering her for a business development role.
Lou Hughes
CEO and Founder
Moving Minds