
1. CRM Setup & Management
– Set up, organize, update, and maintain customer databases, pipelines, and lead tracking systems.
2. Software Setup & Integration
– Assist with installing, configuring, and connecting business tools such as Monday.com, Google Workspace, Microsoft 365, and other platforms.
3. Workflow Automation
– Automate repetitive tasks, email notifications, appointment scheduling, and follow-up processes.
4. Website Management & Updates
– Maintain websites, update content, upload images, manage GoDaddy or WordPress, and perform basic website troubleshooting.
5. Basic IT Support & Troubleshooting
– Assist with software issues, email configurations, account setup, user access, and basic technical problems.
6. Data Management & Reporting
– Organize databases, manage spreadsheets, generate reports, and track business performance using Excel, Google Sheets, and CRM tools.
7. Email & Cloud Management
– Set up and manage business emails, organize cloud storage, configure file-sharing permissions, and maintain Google Drive, OneDrive, and SharePoint systems.
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