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Professional Executive Support Services NO AGENCY FEE
Virtual Assistance - No Agency Overhead Fees
A virtual solution means there's no need to provide onsite workspace, equipment, or supplies.
What's more, with Perfect Fit you can forget about paying an agency fee for your VA.
Let's talk about what you need, your budget, and timelines.
You pay for results, not overhead.
I can't wait to impress you!
IF YOU'RE HERE you're looking for admin support for your business
Let me help you!
My mission: to zap stress, chaos, and inertia with productivity tools in perfect alignment with my clients' needs.
With many years of boots-on-the-ground experience running businesses and supporting high-level executives in public, private, non-profit, and small businesses, I welcome the opportunity to provide a personal customized solution to fulfill your objectives.
I'll work with you to determine a perfect fit that aligns with your objectives, whether it's support with conventional apps, AI-driven automations, or a hybrid mix of both.
I keep my prices low and highly competitive by using the same cost-busting tools that I offer my clients.
Feel free to reach out for a no-obligation chat.
What we do, how we do it
Run your business, your way
I'll work with you to choose, customize, and manage the right apps, implement an AI solution, or create a hybrid mix to align with your business goals and objectives.
Love your current app?
Love the app you're using? There are tons of tried-and-true productivity apps available. You may already be using one that works great for you. Or maybe you've done your investigation and you've chosen one that you want to work with. With years of experience dealing with all the popular business productivity apps, I can help you set up or manage any of the common apps. From Asana to Zoom, from Agent Locator to ZOHO, (as well as many proprietary corporate apps), I'm here to support you. Contact me to discuss how I can help you maximize the value of your app.
Harness the power of AI (Artificial Intelligence)
Artificial artificial intelligence, or AI, is technology that enables computers and machines to simulate human intelligence and problem-solving capabilities. Think robotics, GPS, and self-driving vehicles for example. Sounds complicated (and it can be), but it can also translate to simple productivity tools to design logos, create business plans and ebooks, convert data and text to visual form, and check spelling and grammar. Brick-and-mortar businesses can gain a competitive advantage by collecting permission-based data by relevant location or user behavior from nearby mobile devices. Gone are the days when AI tools ate up a month's revenue for a small business. Today, many AI-powered platforms have subscription plans that start as low as Netflix making it easier than ever to reap the benefits of AI. I'll work with you to suggest simple yet powerful packaged tools to help increase your productivity. Packaged plans start at $16.99 USD per month.
What's your biggest pain point in 2024?
If you're like most small business operators, attracting leads, converting and keeping customers is a fundamental challenge.
Despite being increasingly complex, most Customer Relationship Management systems (CRMs) offer too little functionality to be effective.
You need to click less and get better results with a comprehensive system that generates stand-alone data with the option to unify it for a high-level perspective.
Welcome to the SugarCRM and SuiteCRM platforms. the perfect marriage of intuitive brilliance with ease of use - you just log on and away you go.
The genius of SuiteCRM - out-of-the-box automation customized for your business
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Pre-set criteria to automatically assign priority status to the lead.
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Automate your pipeline to nurture contacts with a customized action workflow.
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Automate customer experience with segmentation for a personalized experience and consistent messaging.
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Record and automate key touchpoints with the Calls, Meetings, Tasks, and Notes modules.
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Integrate core business apps like Microsoft 365, Google Suite, Outlook, DocuSign, Quickbooks, WhatsApp, Zoom, etc.
Connect the dots
Securely connect all of your workplace apps, view data and complete tasks in one simple unified screen view.
Complete tasks across your apps efficiently without needing to navigate away from your work.
View related data from multiple information silos based on contact or search criteria. Click any app icon for a more detailed view.
Support your team by providing consistent processes that save time and reduce inefficiencies and errors.
Check your calendars, invoices, project to-dos, and CRM activities to determine what tasks to prioritize.
No need to sync, save, or store data locally. Your information stays securely in place in its own app environment.
Empower teammates with the insights and actions they need to excel without sharing sensitive login credentials. Save money on purchasing extra subscription seat licenses for team access.
Case Studies
Check out some scenarios where Perfect Fit comes to the rescue.
Connect the way you want.
Use the feedback form, or book a phone call or video chat.
Use the feedback form
Hit the button to contact me. I'll review your info and provide a custom quote, often within 2 or 3 hours.
Book a 15-minute phone or video call
Let's talk about what you need. Book a phone call or video chat with me.
Core Services
Real Estate Agent and Broker Support
* MLS data management * transaction coordination and deadline management * booking and coordinating service providers * ad creation and media management * property showings - booking and follow up * creating and managing event recognition programs, i.e., client birthdays * In-house brokerage management support * closing coordination * FINTRAC document management * managing lead funnels - Zillow, web form submissions, etc.
Document Creation & Management
* Docusign and other electronic forms execution and management * file sharing (Google docs, OneDrive, Dropbox, etc.)
Administrative Support & Client Care
* manage communications and provide client support * single-click screen sharing * newsletter and email campaigns (Mailchimp, Constant Contact, AWeber, etc.)
Travel and event arrangements
* travel arrangements
* hotel bookings
* catering arrangements
Research
* online research to your criteria
CRM setup and management
* assistance in choosing a new CRM to suit your objectives * experience working with numerous proprietary platforms like Pipedrive, monday, ZOHO, Hubspot, Salesforce, etc. * Real Estate Agent-specific platforms like Agent Locator, Dotloop, FollowUp Boss, Top Producer, Lion Desk, etc. and national broker-based systems
AI-powered business analytics, budgeting, and forecasting
* no guesswork, spreadsheets, or pie-in-the-sky predictions * sales metrics to gauge performance and progress towards overall goals * increase in engagement & net dollar retention
Automated presention creation
* AI-based Intuitive slide deck presentations * embed anything from GIFs, charts, and videos
Social media solutions
* all-in-one AI-driven options for scheduling, hashtag, and analytics tool for Instagram, Facebook, LinkedIn, and TikTok
* brainstorm content ideas, write new posts, and repurpose existing long-form content into bite-sized social media captions
* scheduled posting
* analytics
Automated phone call transcription
* individual phone call summary * fully searchable records available immediately after each call * automated responses to common questions pop up in real time
saas solutions (Software as a Service) subscription integrations like Google Suite and Microsoft Office
* standalone or integrations with other platforms
AI graphics creation
* create original images and artwork from simple text prompts. * combine concepts, attributes, and styles to generate realistic or abstract images * create multiple versions * edits from text instructions
Business writing
* copy - writing drafts and revisions * proofreading * AI editing for spelling and grammar checks * text-to-audio and audio-to-text
Website and mobile app creation
* lead-edge continuous scroll websites * animations, i.e., whiteboard and explainer video presentations * basic mobile apps built using templates
AI driven meeting management and transcription
* pre- and post-meeting management * notetaking (searchable by snippets and references) * screen recording * a collaborative video hub
Payments
I use PayPal and Stripe to generate invoices, process secure payments, and manage payment history. An optional escrow payment plan is available for your protection. Your payment funds are held by Trustap (https://www.trustap.com/benefits) pending release upon your approval of your delivered order. 3rd party products or services (like postage, physical marketing materials, printing services, etc.) must be paid in advance.
Company Contact Info
Location
201A 4th St NE, Suite #246
Calgary, AB T2E 3S1