Service Item Options:
IT Consulting
System Performance Check: Run diagnostic tests on key business systems (e.g., CRM, ERP, website) to ensure they are operating efficiently.
Software Update Management: Review and install updates for critical software tools and security patches.
Security Audit: Conduct a basic cybersecurity check, including password management and review of firewall settings.
Data Backup and Recovery Test: Perform monthly data backups and test the recovery process to ensure business continuity.
Cloud Storage Review: Check usage, file organization, and ensure files are correctly stored in the cloud (Google Drive, Dropbox, etc.).
IT Support Ticket Review: Review and resolve 3-4 internal IT support tickets from staff or clients.
Business Strategy
Goal Setting & Tracking: Set or refine monthly goals and track progress on previously established business goals.
Customer Feedback Analysis: Gather and analyze customer feedback (surveys, reviews, etc.), then create a plan for action.
Risk Assessment: Perform a brief assessment of current risks to the business and prepare risk mitigation plans.
Marketing & Sales
Social Media Audit: Review and analyze the performance of the last month’s social media posts and create a plan to adjust based on insights.
Email Campaign Execution: Design, test, and send a marketing email campaign to customers or prospects.
SEO Review: Conduct an SEO check on the website and update page titles, meta descriptions, and keywords to improve visibility.
Content Creation for Blog: Write and schedule a blog post, ensuring it's aligned with SEO and current business needs.
PPC Campaign Review: Review Google Ads or Facebook Ads performance, adjust bids, keywords, and audience targeting to optimize for results.
Operations Management
Process Improvement Review: Identify and document any bottlenecks in business processes and suggest improvements (e.g., order processing, customer service).
Supplier Relationship Check-in: Review supplier performance and negotiate terms for any upcoming purchases or contracts.
Customer Service Analysis: Review customer service logs, identify any common issues, and propose solutions to improve service.
Project Timeline Review: Evaluate progress on ongoing projects and adjust timelines or resources if necessary to stay on track.
Workflow Optimization: Review internal team workflows, identify any inefficiencies, and propose adjustments to improve productivity.
Human Resources
New Employee Recruitment: Write job descriptions, post openings, screen candidates, and conduct interviews for new hires (limited to one per month).
Employee Performance Review: Conduct a check-in meeting with up to two employees to assess performance and set goals for the next month.
Conflict Resolution Services: Mediate employee disputes and create conflict resolution strategies to maintain a positive work environment.
Employee Retention Strategies: Develop employee recognition programs and implement strategies to improve employee retention.
Compliance & Policy Updates: Monthly review and update employee handbooks to ensure compliance with labor laws and regulations.
Workplace Culture Review: Assess the company’s culture, and check-in with employees to gauge engagement and satisfaction.
Payroll Review: Review employee time sheets, process payroll, and ensure tax withholdings are accurate.
Financial Planning & Analysis
Monthly Budget Review: Review and update the business budget, including tracking actual vs. projected spending.
Cash Flow Analysis: Assess current cash flow to ensure liquidity for day-to-day operations and prepare recommendations if needed.
Expense Audit: Review all recent expenses for potential savings or opportunities to reduce costs.
Financial Reporting: Prepare financial reports, including profit & loss statements, balance sheets, and cash flow statements.