Scope of Work
A breakdown of our services, so you can see exactly what support looks like at each stage of your business.
Virtual Assistance
This is the day-to-day backbone: the inbox, the calendar, the invoices, the scheduling… all the tasks that are essential to running your business but have no business taking up your time. VA support is available as a monthly retainer, so you always have someone in your corner without the overhead of a full hire.
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Inbox and calendar management
Scheduling meetings and calls
Data entry and CRM updates
Travel booking and logistics
Basic customer service replies (FAQs, order/appointment status, etc.)
Document formatting and file organization
Meeting notes and follow-up emails
Creating templates from existing brand guidelines
Executing tasks within established SOPs
Repetitive, recurring admin (invoicing, basic bookkeeping data entry)
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Responding to routine client emails/DMs
Sending appointment reminders and confirmations
Onboarding new clients using existing forms/welcome packets
Updating client records in the CRM
Sending intake forms and collecting paperwork
Basic scheduling and rescheduling
Sending thank-you notes or check-in templates
Flagging client issues to the founder or OBM
Following up on outstanding invoices (using existing scripts)
Maintaining client files and documentation
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Scheduling and posting content across platforms
Formatting and uploading email campaigns (Flodesk, etc.)
Basic engagement (replying to comments/DMs using guidelines)
Resizing and formatting graphics from provided templates
Proofreading copy for typos/consistency before it goes out
Updating email lists and segments
Pulling basic analytics (likes, opens, clicks) into a report
Repurposing existing content into different formats (caption to Story, etc.)
Filing/organizing content in a content library
Sending out newsletters on a set schedule
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Setting up and formatting the sales page (from existing copy/template)
Creating and organizing student/participant access (enrollment, welcome emails)
Managing the waitlist (adding names, sending confirmation emails)
Setting up registration/checkout links and testing them before launch
Monitoring and replying to routine participant questions (FAQs)
Sending reminder emails (cart closing, live call starting, etc.)
Organizing launch assets (graphics, copy, swipe files) in one place
Tracking basic launch metrics (sign-ups, email opens, sales numbers) into a report
Coordinating logistics for live calls/webinars (links, reminders, recordings uploaded)
Managing the tech stack day-to-day during the live launch window (posting in a private community, monitoring chat, etc.)
Business Operations Support
Ops support goes deeper than task management. Its main focus is to build the infrastructure your business needs to grow without depending entirely on you. Whether you need a one-time systems build or an ongoing OBM partner, this is where the real transformation happens.
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Designing the full client journey/experience (inquiry to offboarding)
Building and refining onboarding systems (not just sending them)
Creating client communication scripts and email sequences
Setting policies for scope, boundaries, and expectations
Handling escalated or sensitive client issues
Auditing client satisfaction and retention (why clients stay or leave)
Managing referral and testimonial systems
Overseeing contractor/team member interactions with clients
Building feedback loops (surveys, check-ins) and acting on results
Deciding when/how to offboard a client and setting that process
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Creating and refining SOPs (not just following them)
Project and launch management across teams
Managing contractors/team members (delegation, check-ins, accountability)
Systems audits and setup (choosing/implementing tools like Asana, HoneyBook, etc.)
Workflow optimization and bottleneck troubleshooting
KPI tracking and reporting to the founder
Budget oversight and vendor management
Hiring, onboarding, and training support
Quality control across deliverables
Translating founder vision into operational decisions
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Building the content strategy and pillars
Writing/directing brand voice and messaging guidelines
Planning campaigns around launches, promotions, or offers
Analyzing performance data and adjusting strategy accordingly
Deciding platform priorities (where to show up, and why)
Managing relationships with designers, copywriters, or freelancers
A/B testing subject lines, formats, or posting times
Building out email funnels/sequences (welcome, nurture, sales)
Setting KPIs for marketing efforts and reporting on ROI
Deciding when to pivot strategy based on results
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Uploading course/program content into the platform (Kajabi, Teachable, etc.)
Scheduling launch emails and social posts per the provided calendar
Compiling participant feedback/surveys post-launch
Assistance with building the launch timeline and strategy
Assistance with writing or directing sales copy and messaging
Planning the email/content sequence (what goes out, when, and why)
Assistance with deciding platform and tech stack for the launch
Overseeing the sales page build and structure
Managing affiliate/partner relationships (if applicable)
Analyzing launch data in real-time and adjusting strategy mid-launch
Running the post-launch debrief and identifying what to change next time
Content Coverage
Consistency on socials is crucial for growth and visibility. But between running your actual business and having a life, content always falls last. We handle strategy, graphics, captions, and scheduling so your audience sees a brand that shows up, not one that disappears for three weeks and comes back with an apology post.
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A focused 2-hour content session for brands that need a quick, strategic footage refresh. Includes planning, filming, and editing Reels.
Includes:
2 hours of on-site content coverage
Initial strategy call
Content inspiration research, creative direction + inspiration board
Custom content shot list
High-quality day-of video footage
2-3 edited Reels (standard turnaround: 5 business days from shoot date)
Reel creation + editing
Access to all raw footage
Not Included:
Location not included.
Photography not included.
Reel cover design not included.
Travel fees may apply.
Does not include posting, scheduling, captions, or social management.
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A 3-hour content capture session designed to give you strategic, high-quality video footage to support your content calendar. Includes planning, filming, and edited Reels.
Includes:
3 hours of on-site content coverage
Initial strategy call
Content inspiration research, creative direction + inspiration board
Custom content shot list
High-quality day-of video footage
4-5 edited Reels (standard turnaround: 7 business days from shoot date)
Reel creation + editing
Access to all raw footage
Not Included:
Location not included.
Photography not included.
Reel cover design not included.
Travel fees may apply.
Does not include posting, scheduling, captions, or social management.
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A 5-hour production experience designed to fully stock your content library for weeks, or even an entire quarter. Includes planning, filming, and edited Reels.
Includes:
5 hours of on-site content coverage
Initial strategy call
Content inspiration research, creative direction + inspiration board
Custom content shot list
High-quality day-of video footage
8-10 edited Reels (standard turnaround: 10 business days from shoot date)
Reel creation + editing
Access to all raw footage
Not Included:
Location not included.
Photography not included.
Reel cover design not included.
Travel fees may apply.
Does not include posting, scheduling, captions, or social management
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Need content support that doesn't fit neatly into a package? Whether your session runs long or you need a standalone hour of filming or creative direction, additional time is available at our standard content production rate.
Includes:
Filming or creative direction as needed
Flexible, as-needed support beyond your package scope
A minimum of one full hour of coverage is required.
Not Included:
Studio/location cost not included
Travel fees may be an additional cost
Does not include editing or social media management (posting, scheduling, captions)
Optional add-on: Edited Reels, Reel Covers and more
Our Process
Get to Know You
Every partnership starts with a conversation, not a sales pitch. We learn about your business, where you're stretched thin, and what success actually looks like for you.
Build the Right Fit
No two clients need the same thing. Once we understand your goals, we put together a scope built around your business, not a one size fits all package.
Set Up to Support You
Once you're on board, we get to work behind the scenes, learning your systems, your voice, and your priorities so we can support you like we've been part of your business all along.
Show Up, Consistently
This isn't a one time handoff. We stay close to the work, communicate clearly, and adjust as your business grows, so you always know what's being taken care of.
Ready to see what this could look like for you?
Book a discovery call and let's talk through where your business is now, what support would actually help, and whether we're the right fit.
