Think about all of the admin tasks that drain you time and take you away from the work that you enjoy.

They might be essential but they don’t interest you so you put them off and then they feel overwhelming.

Imagine how it would feel to be able to delegate all of those tasks to someone who actually enjoys doing them! You decide what you keep and what you hand over. You get the peace of mind of knowing that your inbox is clear and organised, your record keeping is up to date and you won’t miss any appointments.

Everyday Admin

How we can work together

Inbox management

  • Daily inbox checks to make sure nothing is missed

  • Triaging your emails and flagging those that need your personal attention

  • Unsubscribing from clutter

  • Replying to routine enquiries on your behalf, in your tone

  • Drafting responses for you to check and send

  • Inbox decluttering to restore calm to chaotic inboxes

  • Inbox setup - folders, labels, rules etc

  • Email template creation

Diary management

  • Managing your calendar so you can see what’s coming up at a glance

  • Scheduling, confirming and rearranging meetings and appointments

  • Sending reminders to you and your clients ahead of key dates

  • Blocking out time for focused work, breaks and recovery

  • Making sure that you are never double booked

Record keeping and data entry

  • Entering and updating information in spreadsheets, databases or your CRM

  • Setting up and maintaining a clear digital filing system

  • Keeping client and supplier contact details accurate and up to date

  • Typing up handwritten notes, forms or recordings

  • Tidying existing records, removing duplicates and filling gaps

Organisation of finance records

  • Collating digital receipts and invoices to provide to your accountant

  • Setting up folders for storing financial paperwork

  • Spotting and chasing missing documents

  • Checking invoices against statements

  • Combining invoices for the same repeat client into consolidated invoices for billing

  • Combining purchases from the same supplier into one consolidated amount for payment

Bookings management

  • Booking appointments, venues and meeting rooms

  • Arranging travel and accommodation

  • Organising the practical details for events, workshops and training

  • Setting up and managing online booking systems for your clients

  • Sending confirmations and following up on cancellations or changes