Social Media Support
Helping small business owners stay visible, consistent, and connected online.
- Social media scheduling across Facebook, Instagram, LinkedIn, TikTok, and YouTube
- Creating/managing content calendars
- Simple video editing for reels, shorts, promotional clips
- Writing captions and basic copy
- Simple Canva graphics
- Uploading/formatting YouTube videos
- Monitoring comments/messages
- Boosting posts and managing paid ads
- Tracking engagement and monthly summaries
- Hashtag/trend/competitor research
- Repurposing content across platforms
Email & Inbox Management
Keeping your inbox organized, prioritized, and running smoothly so nothing slips through the cracks.
- Inbox cleanup/folders/ongoing organization
- Flagging/prioritizing important messages
- Rules, filters, automations
- Drafting/sending routine emails
- Managing customer inquiries/follow-ups
- Unsubscribe from spam/reduce clutter
- Monitor shared inboxes
- Templates for common replies
- Tagging/categorizing emails
- Client coordination for timely responses
- Confidentiality/Security
Calendar & Scheduling Management
Making sure your days run smoothly, your appointments stay organized, and your time is protected.
- Scheduling meetings, appointments, events
- Outlook and Google Calendar expert-level proficiency
- Recurring events/reminders/follow-ups
- Time-blocking
- Coordinating multi-person availability
- Calendly setup
- Custom scheduling links
- Syncing calendars across devices/platforms
- Agendas and meeting confirmations
- Deadlines/important dates
- Buffer time between meetings
- Personal + business calendar organization
- Troubleshooting conflicts/double bookings
- Color coding
- Travel days/PTO/Blackout dates
CRM & Business Systems Support
Helping small business owners get more from their technology, organize their customer information, and simplify the processes that keep their businesses running.
CRM Administration & Implementation
- CRM setup, configuration, and customization
- Ongoing CRM administration and maintenance
- Contact, company, deal, and ticket organization
- Pipeline and lifecycle configuration
- CRM migration and implementation support
- System troubleshooting and optimization
Workflow Automation & Business Systems
- Workflow design and automation
- Automated notifications, reminders, and follow-ups
- Business process mapping and improvement
- Reducing repetitive manual tasks
- Configuration of compatible business tools
- Integration support for compatible systems
- Process documentation and standard operating procedures
Reporting, Data & Optimization
- CRM data cleanup and quality improvement
- Reporting and dashboard configuration
- KPI tracking and operational reporting
- Customer service performance reporting
- Sales performance reporting
- Workflow reviews and optimization recommendations
- Improving data consistency and operational visibility
We work with businesses to understand their needs, identify practical solutions, and configure systems that support the way you operate. Whether you’re setting up a CRM for the first time, improving an existing system, or looking for ways to reduce repetitive work, Compass & Clover can help you move forward with confidence.