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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.

Testimonial

Jonathan R.

Founder and Coach

I contacted Shimul because I needed someone who could get me fresh leads for my business. He did exactly what I requested and stuck to what we agreed upon. Everything was delivered on time and working with him was very pleasant. He makes sure that you are satisfied with his work and if you aren’t he is very willing to fix it. In my case, he even provided me with some extra leads. If you are looking for an expert on Lead Generation, Shimul is the guy to go for!
 5/5

Altug T.

CEO

Shimul is a professional freelancer who has done some Data Entry Lead Generation and CRM Management project for me. His work quality was really very professional and effective. He meets every single deadline perfectly. If you finding out a Data Entry, Lead Generation professional, Shimul will be your perfect choice. I will rehire him for my next project. Highly recommended.!!
 5/5

Corey W.

Sales Executive

Shimul is a consummate professional in all aspects. I managed him for several months across many projects. His work is exemplary his attention to detail was excellent (and I don’t say that lightly) – and his ability to complete work in a timely manner was amongst his top deliverables. But easily his #1 asset is his Accountability. On occasion when I would find a mistake appear in one of his projects he would quickly own up to the mistake, swiftly repair the error, apologize without any pride getting in the way, and would commit to never making that error again. If I had 100 Shimul’s at my disposal with similar traits I could run a company that would dominate the marketplace.
 5/5

Suresh A.

CEO

We can’t speak highly enough about how much of a pleasure it was working with Mr. Shimul. He has been a precious resource, and we couldn’t be any happier with the work that he provided. We recommended this freelancer with no reservation, and we are looking forward to working with him again.
 5/5

Elizabeth F.

Insurance Broker

I’m working with Shimul for the last two years. He has done hundreds of projects for me. Still, now I’m working with him, hopefully, I will continue in the future because he is a masterpiece. He can handle any situation, any pressure, and always trying to give me the maximum output. If you finding out a personal assistant to handle your daily tasks, Shimul will be your perfect choice. I’m highly recommending him to you!!
 5/5

Scott T.

Financial Advisor

Shimul was fantastic and a pleasure to work with. He had a deep understanding of what work was needed and performed above and beyond expectation. He is really a hard worker and professional freelancer I ever saw. If you finding out an Administrative Assistant Shimul will be your perfect choice.
 5/5

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