I create tailored packages for entrepreneurs who want to focus their energy on billable aspects of their business. Services include:Business ConsultationCreate Employee Onboarding MaterialCRM CleanupCRM ManagementData Entry and OrganizationDigitizationDocument PreparationEmail and Communication ManagementEntity FormationInvoicingProject ManagementResearch and ReportingScheduling and Calendar ManagementSpecial Projects SupportTravel Arrangements and LogisticsVacation (Short-Term) Call CenterWorkflow OptimizationI have additional experience in working with insurance, real estate, and home improvement professionals to recapture prospects they've collected and need additional follow up with.

-Leadership Development: Identify and nurture leadership within chapters, providing training and support to current and prospective chapter leaders to ensure effective chapter management.-Recruitment and Retention: Involved in recruiting new members and retaining existing ones. -Training and Education: Conduct training sessions for members and chapter leadership teams on networking skills, referral marketing strategies, and BNI's core principles. This is crucial for maintaining the effectiveness of the networking group and ensuring members get the most out of their membership.-Chapter Support and Development: Responsible for providing ongoing support and guidance to BNI chapters. This includes helping chapters grow their membership, improve member engagement, and increase the volume and quality of referrals exchanged among members.

Responsible for creating client leads through various marketing efforts. Client data and relationship management, client profiling and direct sales. Once in the sales process, I was required to have continual outreach between the client and our underwriting office to ensure all paperwork was completed correctly and submitted. State mandated licensing and continued educational training were also a requirement. I am still licensed in California but only to service my existing clients.

Commission-based sales of mens attire. Was responsible for creating client relationships and keeping in contact with them for specific items they wanted. Also was responsible for opening/closing procedures with the cash drawer, inventory and staffing.