Project Management

Are you having a difficult time managing projects, tasks, team members, and your schedule? You need to keep your business organized with a great project management system!

We ensure your projects and clients never fall through the cracks again!

  • We ensure your business will run smoother than ever
  • We help organize your to-do list to maximize productivity
  • We set up and maintain a project management system
  • We facilitate sending all your file backups to the cloud

Project management services we provide:

  • Contact (CRM) setup
  • Client creation
  • Project creation
  • Task creation
  • Lead setup
  • Questionnaire setup
  • Contract setup
  • Invoice/Payment setup
  • Time tracking setup
  • Workflow setup
  • Template creation
  • Live and recorded training sessions

Project management software we set up:

  • Teamwork
  • Wrike
  • Trello
  • Slack

What to expect?

Simple onboarding: We streamline your business with the perfect project management platform.

Project management selection: We help you select the best project management system for your needs.

Data input: We set up your entire project management system, putting in your clients, tasks, and projects.

✓ Live and recorded training: We show you the best way to use the software for your business.

Continued support: We monitor projects and offer the necessary to help move your projects forward!


What is project management?

As a small business owner with a long to-do list, you know the importance of being organized. Properly managing your schedule and projects keeps your business productive, focused, and profitable. Plus, it also helps to keep you sane!

While it is very easy to talk about being organized, staying organized is something else entirely. Entrepreneurs and small business owners have so many balls in the air at once that they may find it difficult to continually monitor and maintain their projects, team members, and schedules. As a virtual assistant that specializes in project management, I can help you keep your business running smoother than ever

Why is project management so important?

The most effective way to help clients better manage their business is to set them up an online project management system. It is easy to let things slip through the cracks if they are only written on little sticky notes all over your office. By entering all of your clients, projects, and tasks into a project management system, you’ll be able to set due dates and assign tasks to the proper team members, ensuring that all tasks are completed in a timely manner with nothing forgotten.

How can we help?

We can set up a web and mobile application designed to enable project management for your business. You can use it to manage and organize projects, tasks, files, and timelines for your clients. Project management systems eliminate disorganized notes and emails about tasks, ensuring that each project/task is completed promptly with nothing slipping through the cracks! Your clients will be delighted to see how organized you are!

Still unsure? Check out what some of my clients say about our Project Management Services.