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Services Offered

Administrative Tasks

-Having someone to help you with these tasks will help you focus on your most important tasks, which is your 20%.

  • B2B Appointment Setting/ reminder (Business to Business)

  • Collecting Client Reviews 

  • CRM Management 

  • Create and Manage Team Tasks 

  • Database Cleanup 

  • Daily Appointment Confirmations 

  • Schedule Meetings 

  • Send an Anniversary Email, Card, or Message

  • Click HERE for a more extensive list

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