Organizational & Operational Support 
for Business Owners 


 I help business professionals stay organized, manage their day-to-day 
operations, and keep businesses running smoothly. 
From setting up systems to handling administrative tasks, I take care of the
 behind-the-scenes work so you can focus on serving your clients and growing your business with confidence.

Click here to Connect with Kelly

 

Snapshot of Programs that I Can Support You With:

  • *Canva 

Beautifully designed visuals and branded content.  Newsletters, 

participant guides, marketing materials, and more.

  • Flodesk

Create elegant email campaigns and automations

  • HubSpot

Manage CRM, lead tracking, and client engagement

  • QuickBooks

Handle bookkeeping and financial clarity

  • SurveyMonkey

Collect feedback and insights with smart surveys

  • SharePoint

Collaborate and manage documents seamlessly

  • Microsoft Suite

Power productivity with Word, Excel, PowerPoint, Teams

  • Asana

Organize projects, tasks, and launch timelines

  • Website Support Services

From building your website to keeping it updated, secure, and running efficiently.

Need help with something custom? 

I also work with homegrown systems and unique projects tailored to your business needs. If it keeps your business moving, I’m here to help.

 

*Certified

Operational Support

  • Clerical support – managing documents, correspondence, and routine office tasks
  • Operational coordination – streamlining daily workflows and team logistics
  • Office management – organizing systems, supplies, and workspace efficiency
  • Back-office administration – handling records, data entry, and internal processes
  • Executive assistance – supporting scheduling, communications, and task prioritization

Brand and Content Support

  • Canva graphics for social media, lead magnets, and presentations
  • Editorial review of blog posts, newsletters, and course materials
  • Repurposing content into multiple formats

Pre-Session Prep & Execution

  • Pre-session surveys to validate ideas
  • CRM setup for email sequences, lead tracking, and client onboarding
  • Promo graphics, editing follow-up engagement materials

Post-Session Optimization

  • Feedback surveys to assess performance
  • CRM tagging and automation for follow-up offers
  • Content audit and refinement based on feedback

Portfolio

Sample Canva Products

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