RESULTS THROUGH PARTNERSHIP
Digital Business Support For Busy Entrepreneurs
Gain control of your business through dedicated systems and operations support. I’ll work closely with you to manage and automate your day-to-day operations, so that you have the bandwidth to focus on profit-generating activities and work that you’re passionate about.
Are you tired of running on the hamster wheel?
You started your business to build freedom in your life, but you’re hustling hard and heading towards burnout.
Tired of spending too much of your valuable time on repetitive admin tasks necessary to run your business?
Need a more efficient way of doing things and more structure in your business?
Worried you’ll drop the ball somewhere along the line because you don’t have a proper system in place?
It doesn't have to be this way!
“Roxy helped transform our business within weeks of joining our team!”
"Hiring Roxy was without a doubt the best business decision we made this year. She has been an incredible asset to our team through the attitude and energy she brings to every conversation and project, as well as her amazing work ethic and expertise."
Kelley Gibson, Director
Inkling Design
STRUCTURE THAT SCALES
Business Operations Support
Ongoing back-end operational support to keep you organized, proactive, and focused on what you do best.
- Inbox management with timely replies to client inquiries and internal requests. Set up and maintain templates to streamline communication.
- Client onboarding and offboarding support, ensuring every step of your client’s experience from the initial inquiry to offboarding is organized, professional, and seamless.
- Prepare and format client-facing documents such as intake forms, proposals, contracts, invoices, and reports. Maintain brand consistency across all external communications and documentation.
- Organize and maintain digital files, shared drives, and knowledge bases for streamlined information management.
- Track KPIs and operational metrics to give you clear visibility into project performance and client satisfaction.
- Create and manage a centralized SOP library that’s simple to update and easy to access, giving your team the clarity and structure they need to work consistently and efficiently.
OPTIMIZE AND AUTOMATE
Systems Design & Tech Setup
Set up, optimize, and maintain the core systems that keep your business running smoothly behind the scenes— so you can serve clients, and scale confidently.
- Evaluate your client delivery systems, internal processes, and team operations. Uncover bottlenecks, redundancies, tech friction points, and areas where efficiency can be improved.
- Recommend and implement automations and integrations across platforms to eliminate manual tasks, improve efficiency, and support scalable growth.
- Spearhead and manage the implementation of new tools—from assessment to onboarding, training, and adoption support.
- Customize and optimize your project management tool (e.g., ClickUp, Asana) to keep your projects on track and your team aligned.
- Automate client touchpoints (proposals, contracts, onboarding emails, and follow-up sequences) to deliver a white-glove service at every step (e.g., Dubsado)
GET ORGANIZED
Project Management
Strategic project management that keeps your initiatives organized, on-track, and executed with excellence, so you can launch, deliver, and scale with ease.
- Develop detailed, actionable project plans built inside your preferred project management tool (ClickUp, Asana, Monday, Trello, etc.), ensuring every milestone, task, and owner is clearly defined.
- Assign tasks, set priorities, manage due dates, and monitor progress across your team to maintain momentum and accountability at every stage.
- Adjust project scope, timelines, or deliverables as needed based on shifting priorities.
- Act as the liaison between clients, contractors, and vendors, ensuring everyone stays informed, aligned, and moving toward project goals.
- Set up project-specific folders, templates, dashboards, and communication hubs to keep everything organized and easily accessible.
ENGAGE, AUTOMATE, AND CONVERT
Email Marketing Management
Build email campaigns and funnels that nurture your audience, boost engagement, and drive conversions.
- Set up, optimize, and maintain your email marketing platform (such as Kit, MailerLite, Flodesk, and others)
- Craft and implement strategic lead capture funnels, from opt-in forms to automated sequences, ensuring a smooth and professional experience for every new subscriber.
- Design and build automated welcome sequences, nurture emails, sales campaigns, onboarding series, and re-engagement workflows tailored to your audience and goals.
- Organize your subscribers through tagging and segmentation strategies that allow for targeted, personalized communication—leading to higher engagement and better results.
- Design and set-up high-converting opt-in pages and forms to capture new leads and grow your subscriber base.
- Monitor metrics such as open rates, click-through rates, and others to continuously refine and improve your email marketing strategy
Monthly Retainer
Are you looking for consistent support? Are you wanted to off-load your day-to-day tasks? If so, then my monthly retainer service is for you!
The retainer consists of an agreed-upon minimum set of hours per month.
Project-Based
Project rates are based upon hours required to complete the project and technicality of tasks.
Not sure which package may be the right fit for you? Not a problem! Let’s hop on a consultation call and see how I can best support you.
