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Plan Packages 

Because our main focus is to streamline and systematize your business, the packages listed below have all been designed for your immediate use. We also offer semi-custom packages, as well as fully customized packages and Add-on's.


Pre-Designed 

On-Demand Packages

These are one time On-Demand Services include New Business Implementation and Project & Event Management.

All On-Demand Services require an Agreement, NDA, and 50% Deposit before services begin and

Consultations are a requirement. 

Includes:


  • Business Name Registration
  • Domain Name Registration
  • EIN Registration 
  • Acquire Licenses, Permits & Insurances -ONLINE ONLY




Includes everything from the rookie ​package  - PLUS!

  • Accounting System Setup
  • Business/Office Location Research
  • DUNS Account Registration
  • Social Media Account Creation - up to 2 accounts





Includes everything from the Semi-Pro package - PLUS!

  • Create and Order all Business Stationary (i.e. Business Cards, Brochures, Flyers, Letterhead, etc.)
  • Create & Set up WordPress Blog Account
  • Create & Set up Email Marketing Account
  • Social Media Account Creation & Set up - up to 4 accounts 

Includes:


  • Initial Consultation 
  • Planning Session
  • Weekly Consultation & Review - up to 8 weeks
  • Final Consultation & Overview






Includes everything from the "ROOKIE package - PLUS! 

  • Develop Budget
  • Research Venues, Speaker & Suppliers
  • Oversee Performance Schedule
  • Strategy Sessions - up to 12 weeks
  • Project/Event Completion Report






Includes everything from the SEMI-PRO Package - PLUS!

  • Budget & Forecast Development
  • Acquire Venues, Speakers, Suppliers, Vendors
  • Manage the Performance Schedule, KPI's & Punchlist's
  • Strategy Sessions - for the length of the project/event
  • Market & Promote project/event
  • Conduct Project/Event Meeting Overview & Report

Pre-Designed 

Monthly Retainer Packages

Monthly Retainer Services include Operations Management and Brand & Marketing Management, and can be retained separately or as a Bundle Package.

All Monthly Retainer Packages require an Agreement, NDA, and full 1st months payment before services begin,  and

Consultations are a requirement. 

Virtual Assistant - Operations Management

Includes:


  • Calendar Updates  & Reminders - 1 round per week
  • Travel Arrangements - 5 per month (Hotel, Flight, and Car Only)
  • Appointment Scheduling - up to 10 per month
  • Email Management - 2 times per day (weekday's ONLY)
  • A/P & A/R - 1 round per week (Up to 10 items ONLY)
  • Research, Proofreading or Database Project - up to 2 per month
  • Strategy Call - 1 per month
  • Written Updates - 2 per month
Virtual Assistant for Operations Managament

Includes everything from the rookie ​package  - PLUS!

  • Calendar Updates &  Reminders - 3 rounds per week
  • Travel Arrangements - 10 per month (Hotel, Flight, and Car Only)
  • Appointment Scheduling - up to 20 per month
  • Email Management - 4 times per day (weekday's ONLY)
  • A/P & A/R - 3 rounds per week (Up to 30 items ONLY)
  • Research, Proofreading or Database Project - up to 4 per month
  • Strategy Call - 2 per month
  • Written Updates - 4 per month
Virtual Assistant - Operations Management

Includes everything from the Semi-Pro package - PLUS!

  • Calendar Updates & Reminders - Daily (weekdays ONLY)
  • Travel Arrangements - 20 per month (Full Arrangements)
  • Appointment Scheduling -  up to 40 per month
  • Email Management - 6 times per day (weekday's ONLY)
  • A/P & A/R - Daily (unlimited )
  • Bookkeeping - Reconciliation
  • Research, Proofreading or Database Project - up to 8 per month
  • Strategy Call - 2 per month
  • Written Updates - 4 per month

Includes:


  • Evergreen Blog - 1 per month
  • Social Media Posts - 30 per month, per social media account (up to 2 accounts)
  • Email Marketing Campaign - 1 per month
  • Strategy Call - 1 per month
  • Written Report - 2 per month




Includes:

  • Evergreen Blog - 2 per month
  • Social Media Posts - 60 per month, per social media account (up to 3 accounts)
  • Email Marketing Campaign - 2 per month
  • Lead Generation Campaign - 1 per month
  • Strategy Call - 2 per month
  • Written Report - 4 per month



Includes:

  • Evergreen Blog - 4 per month
  • Social Media Posts - 120 per month, per social media account (up to 4 accounts)
  • Email Marketing Campaign - 4 per month
  • Lead Generation Campaign - 2 per month
  • Website Maintenance - 1 time per month
  • Strategy Call - 2 per month
  • Written Report - 4 per month

Add-On's

See a package you like, but need to add something to it. We've thought of that too. Add-On's can be added to any of the services at an additional cost, or selected as a standalone service. Add-On's can be On-Demand or Monthly Retainers. Add-On's are customized to fit your needs. Whether as an Add-On or a Standalone service, all Add-On's  require an Agreement, NDA, and full 1st months payment (monthly retainer services) or 50% Deposit (on-demand services) before services begin, and

Consultations are a requirement. 

  • Social Media Management
  • Email Marketing
  • Event Promotion
  • Proofreading
  • Email Management
  • Accounting
  • Bookkeeping
  • Research​
  • Website Design
  • Vendor Management
  • Blogging
  • Go Paperless

Contact Us

800-527-5317

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