• Invoice templates and payment tracking setup
• Client intake forms and document packages
• Contract and agreement templates (basic formatting and setup)
• Standard Operating Procedures (SOPs) for daily workflows
• Scheduling and calendar system setup
• Software setup (invoicing, CRM, communication tools)
• Business email and account setup
• File organization and digital structure
• Process mapping and workflow organization
• Basic brand setup across platforms (email, profiles, consistency)
• System organization to support day-to-day operations
• And other foundational setup tasks as needed
• Invoice templates and payment tracking setup
• Client intake forms and document packages
• Contract and agreement templates (basic formatting and setup)
• Standard Operating Procedures (SOPs) for daily workflows
• Scheduling and calendar system setup
• Software setup (invoicing, CRM, communication tools)
• Business email and account setup
• File organization and digital structure
• Process mapping and workflow organization
• Basic brand setup across platforms (email, profiles, consistency)
• System organization to support day-to-day operations
• And other foundational setup tasks as needed
