Data Entry Assistance

Service Description

Whether it’s entering client data, keeping your CRM current, or organizing folders so things are easy to find, we provide reliable, detail-oriented support that saves you time and keeps your systems running smoothly. Take a look at our packages below. Simple Sort: 10 hours/month Foundational support to keep your digital workspace tidy and accurate. For entrepreneurs who need help staying on top of recurring data entry tasks—like spreadsheets, client records, or content logs—without hiring a full-time admin. Includes: - Basic spreadsheet entry and formatting - Light CRM or database updates - File naming and folder organization (Google Drive, Dropbox, etc.) - Transcription or note cleanup - Weekly check-in with completed tasks Organized Ops: 20 hours/month Streamlined systems and accurate records—without the hassle. For small business owners with multiple systems, contacts, or logs to maintain. You want to keep your business running smoothly behind the scenes. Includes: - Spreadsheet creation, updating, and cleanup - CRM and client data input (Dubsado, HoneyBook, Airtable, etc.) - File organization & tagging - Transcription from meetings or voice notes - Weekly summary + optional process improvements Workflow Sync: 40 hours/month Efficient, ongoing data support that keeps your systems sharp and scalable. For business owners with growing teams, ongoing data needs, or complex tracking systems who want proactive support managing the details. Includes: - Comprehensive spreadsheet & form management - CRM or client portal setup + updates - Systematized file structuring and archive cleanup - SOP tracking or process documentation (light) - Ongoing support for recurring reports or audits - Weekly progress updates + process optimization check-ins