Business Operations & Administration

  • Office management (scheduling, filing, correspondence)
  • Customer service (in both French and English)
  • Membership services and client relationship management
  • Agreement review and clause analysis
  • Vendor and client negotiation support
  • Drafting, revisions, and final documentation
  • Daily transaction entry and account reconciliation
  • Expense tracking and income reporting
  • Preparation for tax season or accountant review
  • Analyzing spending patterns for inefficiencies
  • Forecasting and goal-oriented planning
  • Tailoring financial plans to suit business needs

Client Relationship Management

  • Setting up and maintaining CRM systems
  • Developing communication plans for outreach and follow-ups
  • Building client retention strategies

Organizational Coaching

  • Structuring internal systems for clarity and productivity
  • One-on-one or team-based support for workflow optimization
  • Creating tailored tools (checklists, calendars, trackers)s

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