Services Overview

Services Overview

I help entrepreneurs and small business owners operate more efficiently, so that they can focus on the work that they’d rather be doing.

The services overview below is a sample of what I can do for you:

Technology Set Up:

Selection and set up your client database using a CRM
Set up automations
Set up cloud-based file sharing
Application training
Password management
Set up/training using screen sharing applications
Domain purchasing (URL) and set up
Email set up
Migration and set up for a new email platform (Microsoft 365/Google Workspace)

Marketing and Communications:

Auto-responder creation
Customer surveys
Format and publish your newsletter
Format and upload blog posts
Proofread and edit articles and documents prior to publication
Website review and critique for improvements

Managing The Day to Day:

Schedule and manage client appointments and your calendar
Set up automated appointment scheduling and link your calendar to your website
Screen/answer emails
Enter contacts and information/manage your client database
Travel plan assistance
Order supplies, equipment and business gifts
Post articles and special products/events to your blog and social media accounts
Follow up on outstanding client invoices
Set up recurring payment transactions
Assistance with new client on-boarding
Basic WordPress website updates
Create/update spreadsheets for tracking business metrics

Product Promotion and E-Commerce:

Payment set up using credit cards and/or PayPal/Stripe
Create and set up affiliate (referral) marketing programs for your products/services
Send out email broadcasts to you customer database announcing/promoting your products/services
Event planning including promotion, invitations, accepting payments, catering, supplies, etc.

Event Management:

Webinar set up, support, promotion and training
Co-ordinate and/or co-host online events
Manage breakout rooms on Zoom
Manage presentation slides, surveys and questions from attendees
Post-event social media posting
Managing enquiries from attendees prior to and after event

Research:

Find just the person, place or thing you’re looking for, whether it’s a software solution, a hotel to host an event, or the latest technology

“All of us in business run the risk of getting bogged down with the day-to-day tasks that need to be done, but can take us away from what we are good at and also what brings in the revenue. Crucial VA offer a comprehensive service that can take care of the drudgery leaving you clear to focus on the truly important aspects of your business to help it thrive. I am happy to recommend Shani as I am confident, she will find a solution to suit your needs.”

Mark Bradshaw
Co-Founder
Pronounce Media Ltd

“Shani managed a webinar with multiple presenters where I was co-presenting. Even at the busiest of times she kept her calm managing the audience and presenters simultaneously, facilitating online polls and managing questions to the presenting team, coming from both the chatroom and in person. I had seen Shani in action at live networking sessions before and had no doubt she would perform brilliantly. Highly recommend her..”

Barbara Cação MBA
Managing Director
CC Finance