managing the details, supporting the vision

From transaction coordination and administrative tasks to marketing support and business operations, I help keep the details organized so you can spend more time serving clients, growing your business, and doing what you do best.

-Amanda The Assistant

General Administrative

  • Calendar & Scheduling (calendar management, scheduling, meeting coordination, sending reminders)

  • Email Management (inbox organization, responding to general inquiries, drafting emails for approval, customer support emails, creating email templates)

  • Client & Customer Support (onboarding, sending welcome packets, managing contact forms, sending contracts and questionnaires, tracking client communication)

  • CRM & Data Management (CRM setup and maintenance, data entry, updating client records, lead tracking, list cleanup and maintenance, spreadsheet creation and maintenance, data collecting, basic reporting, tracking KPIs, inventory tracking, survey tracking)

  • Document Management (creating and formatting docs, proofreading, organizing digital files, creating folders and filing systems, converting files, doc preparation)

  • Project & Operations Support (project management assistance, task tracking, workflow creation, SOP creation, process documentation, team and vendor communication)

  • Customer Experience (sending thank you notes, birthday and anniversary outreach, holiday card coordination, client appreciation planning, collecting testimonials, post-project follow up, customer satisfaction surveys, etc).

  • Business Support (creating forms/templates, setting up automations, organizing business systems, ordering office supplies, coordinating team meetings)

  • Financial Admin (invoice preparation, invoice follow up, expense tracking, receipt organization)

List of Services

Marketing & Branding

  • Content Creation & Management (blog creation and management, monthly newsletter creation and writing, social media management and scheduling, video editing, testimonial posting and management, online review monitoring)

  • Email & Direct Mail Marketing (email list management, newsletter distribution)

  • Graphic Design & Branding (canva graphic design, marketing material creation, information resource design, brand consistency across all platforms and materials)

  • Website & Online Presence (website creation and maintenance, website updates and content uploads, form creation and management)

  • Relationship Marketing (gift management, mailing cards, handwritten notes, client appreciation support, referral and client retention campaigns)

  • Tech & Platform Support (course platform management, tech troubleshooting coordination)

Transaction Coordination

  • Contract Management (file setup and organization, contract distribution, signature verification, amendment and addendum preparation)

  • Deadline Tracking (calendar management, earnest money verification, compliance tracking, closing department submissions)

  • Coordination (inspection scheduling, appraisal and loan follow-up, title and closing support, vendor and repair coordination)

  • Communication (updates to all parties involved, deadline reminders, next-step coordination, post-closing follow-up)

For more information, email: va@mamasmilkdreams.com

or schedule a connection call:

using this link.