
Reliable Virtual Assistant Support for Busy Professionals & Mental Health Providers
Hello! I'm Nikki,
a Virtual Assistant & Administrative Specialist

SUMMARY OF WHAT I OFFER
I take care of your boring routine tasks that are piled up in your schedule so you can focus on important things.
Real Estate Support
Stay organized. Serve your clients. Close with confidence.
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Client database and CRM maintenance
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Lead tracking and follow-up organization
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Appointment scheduling and calendar management
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Listing administration and document organization
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Client communication and email management
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Transaction deadline and checklist tracking
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File organization and administrative recordkeeping
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Preparation of client onboarding materials
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General administrative and business support
Support tailored for mental health providers, agencies, and
community-based programs.
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Service Authorizations
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Insurance Eligibility & Medicaid Verification
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Audit Preparation & Clinical Chart Maintenance
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EHR Updates & Documentation Support
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Data Entry & Compliance Reporting
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Operational & Administrative Support
Behavioral Health Services Management
Event Planning Administrative Support
You create the experience. We help organize the details.
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Client inquiry and onboarding administration
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Event timeline and checklist development
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Vendor contact lists and information tracking
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Guest list and RSVP management
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Budget and expense tracking spreadsheets
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Meeting scheduling and calendar coordination
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Event document and file organization
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Client follow-up and email administration
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Event planning forms and templates
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Post-event administrative wrap-up
Administrative Tasks
Helping you stay organized and on top of your day-to-day operations.
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Calendar & Schedule Management
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Email Management
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Data Entry
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Research
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File Organization
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Contracts & Invoices
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Budget & Expense Reports
Business Systems & Organization
Better systems. Smoother workflows. A more organized business.
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Standard Operating Procedure (SOP) development
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Administrative workflow documentation
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Employee onboarding forms and document packets
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Google Sheets and Excel trackers
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Customized business dashboards
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Client intake and onboarding systems
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Digital file and document organization
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Process improvement and administrative reviews
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Business checklists and internal forms
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Training presentations, quizzes, and resource documents
For busy professionals who need support beyond the basics.
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Travel Arrangements
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Project Coordination
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Event Planning
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Task & Errand Planning
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Light Social Media Management
Personal Assistant Services




HOW IT WORKS
A Brief Summary of What to Expect
01.
Let's talk and find out what you are looking to achieve.
Discovery Call
02.
Approve & Payment
We will discuss payment details and your preferred method.
03.
This is where we discuss what you expect from me and my daily duties.
Kick Off Meeting
Pricing Plans
MY SERVICE PACKAGES
Flexible monthly support tailored to your business needs - No long-term contracts required.
Bronze Package
The Light Lift
$400
per month
10 Hours
Perfect for: Solo entrepreneurs or professionals who need
part-time admin help.
✔ Email inbox organization & basic management
✔ Calendar scheduling & appointment coordination
✔ Client follow-ups & confirmation emails
✔ Document formatting (Word, PDFs, Google Docs)
✔ Data entry & file organization
✔ General administrative support
Silver Package
The Right-Hand Package
$800
per month
20 Hours
Perfect for: Busy business owners ready to hand off key admin tasks and save time.
✔ Everything in Bronze, plus:
✔ Client intake coordination & onboarding support
✔ CRM & EHR management
✔ Workflow organization & task tracking
✔ Vendor & client communication support
✔ Light project coordination
✔ Weekly progress updates
Gold Package
The Premium Partnership
$1600
per month
40 Hours
Perfect for: CEOs, directors, or small teams needing dedicated admin backup and premium support.
✔ Everything in Silver, plus:
✔ Advanced calendar & meeting management
✔ Priority email management & communication handling
✔ Presentation & document creation (Canva, PowerPoint)
✔ Workflow setup & system optimization
✔ Event coordination support (virtual or local)
✔ Priority response time
✔ Bi-weekly check-in calls
All packages are customized to fit your business needs.
Additional hours and project-based support available upon request.


TESTIMONIALS
What People Say
Nikki is amazing! She is knowledgeable, organized, and makes everything run smoother;
a true lifesaver!”





