Operations Partner (OBM) &
HR Support Services
Admin support for business owners and sales teams
— plus HR support and compliance tracking —
so your day runs smoother and revenue-driving work gets your focus.
Remote support | CRM + inbox + calendar | HR admin + compliance tracking
Pick Your Path
Sales & Admin Support (OBM)
I manage the admin and follow-through that steals selling time — so your inbox is handled, your calendar is protected, and your CRM stays accurate.
Common Tasks
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Email + inbox management (sorting, responses, flagging priorities)
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Calendar scheduling + meeting coordination
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CRM data entry, cleanup, and pipeline updates
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Follow-up reminders + task tracking
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Document formatting + file organization
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Light reporting (basic spreadsheets / weekly status)
- Bookkeeping
Tools
- Google Workspace / Microsoft 365
- Salesforce
- Excel / Google Sheets
- Slack / Teams / Zoom
- Asana / Trello
- QuickBooks
- Canva
Outcome
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Faster follow-through
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Cleaner pipeline + fewer missed leads
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More time spent selling or leading
HR Support & Compliance
I help you stay organized and on top of HR tasks and compliance tracking so you can grow without worrying that something important is being missed.
What I Can Help With
- Onboarding/offboarding admin support
- HR document organization + employee records
- Policy/document assistance (formatting, updates, distribution tracking)
- Compliance task tracking + reminder systems
- SOPs and process documentation
- Training tracking / acknowledgements organization
What This Is / Isn’t
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This is: HR admin + organization + compliance tracking support
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This isn’t: legal advice
Note: HR support is provided for administrative and organizational purposes only. This service does not replace legal counsel. For employment law or compliance questions specific to the state where you reside, a licensed attorney or HR legal professional should be consulted.
3 Ways To Work Together
One-Time Setup / Cleanup
Inbox cleanup, CRM cleanup, HR file organization, SOP creation
Ongoing Monthly Support
Weekly task coverage + consistent follow-through
Sales Support Retainer
CRM upkeep + follow-ups + calendar + admin for sellers
Most clients start with a quick cleanup or a 2–4 week trial, then move into monthly support.
How
It
Works
1. Quick Call
We discuss what’s currently slipping, your priorities, and where support would have the biggest impact.
2. Simple Setup
We confirm access to the tools you use, define the scope of support, and set clear boundaries so expectations are aligned from day one.
3. Weekly Momentum
I manage agreed-upon tasks, provide updates, and keep work moving forward week to week.
Frequently Asked Questions
What CRMs do you support?
I support Salesforce. This includes data entry, cleanup, pipeline updates, activity logging, and basic reporting. If you’re using a different system, we can review it during a quick call.
Do you offer hourly and monthly support?
Yes. Support is available for one-time projects, hourly assistance, and ongoing monthly support. Most clients choose monthly support for consistency and follow-through, but I’m happy to start with a smaller engagement if that makes sense for your needs.
How quickly can we start?
In most cases, support can begin within a few business days after our initial call. Start time depends on scope, access, and current availability, which we’ll confirm upfront.
How do you handle access and confidentiality?
Access is limited to only what’s necessary to complete agreed-upon tasks. All information is handled confidentially and professionally, and clear boundaries are established during setup to protect your business and data.
Can you work with my existing systems and processes?
Yes. I work within your current tools and workflows whenever possible. If something isn’t documented or could be improved, I can help organize or streamline it while keeping your preferences and business needs in mind.
What if I’m not sure what I need?
That’s very common. During our initial call, we’ll talk through what feels overwhelming or keeps getting pushed aside. I’ll help identify where support will be most helpful and recommend a clear, manageable starting point.
Do you support sales follow-ups and pipeline updates?
Yes. I help with CRM updates, follow-up tracking, task reminders, and pipeline organization so sales activity stays current and nothing important is missed.
Can you help with HR compliance tasks?
I provide HR administrative support and compliance tracking, such as document organization, onboarding/offboarding admin, and reminder systems. This support is administrative in nature and does not replace legal advice.
Ready to get support that actually sticks?
Tell me what’s on your plate — I’ll tell you what I can take over.
