Category 1: Admin & Ops Tasks

Task Name: Inbox Reset & System Setup

Client Provides:

  • Email access (or shared screen rules)
  • Priority categories
  • Preferred labels/folders

We Deliver:

  • Inbox fully organized
  • Filters & labels created
  • Archived irrelevant emails
  • Short system guide (PDF or notes)

Turnaround: 2-3 business days

Revisions: 1 minor revision

Task Name: Calendar Cleanup & Scheduling
System

Client Provides:

  • Calendar access
  • Rules (availability, buffers)
  • Priority meeting types

We Deliver:

  • Cleaned calendar
  • Meeting rules applied
  • Scheduling link setup (if needed)

Turnaround: 1-2 business days

Task Name: CRM Cleanup & Standardization

Client Provides:

  • CRM access
  • Required fields & format

We Deliver:

  • Cleaned records
  • Removed duplicates
  • Standardized fields

Turnaround: 3-5 business days

Task Name: Qualified Lead Research

Client Provides:

  • Target criteria
  • Industry / location
  • Output format preference

We Deliver:

  • X number of qualified leads
  • Spreadsheet with key data
  • Notes per lead

Turnaround: 3-5 business days

Task Name: Market & Competitor Snapshot

Client Provides:

  • Industry / niche
  • Key questions to answer

We Deliver:

  • Summary document
  • Competitor list
  • Key insights & links

Turnaround: 4-6 business days

Task Name: Social Media Caption Pack

Client Provides:

  • Brand tone
  • Platform
  • Content topic or visuals

We Deliver:

  • X captions
  • Hashtag sets per post
  • Light editing for clarity

Turnaround: 3-5 business days

Task Name: Content Upload & Scheduling

Client Provides:

  • Final content
  • Platform access
  • Posting schedule

We Deliver:

  • Scheduled posts
  • Correct formatting
  • Confirmation summary

Turnaround: 2-3 business days

Task Name: Static Social Media Post Creation

Platforms: Instagram, Facebook, LinkedIn

Client Provides:

  • Brand guidelines (if any)
  • Topic or message
  • Logo / assets (optional)
  • Examples they like (optional)

We Deliver:

  • X static posts (image or carousel)
  • Caption per post
  • Hashtags per post
  • Platform-optimized sizing

Scope Boundaries (Important):

  • Template-based design
  • Light branding only
  • No deep brand strategy
  • No ad creatives (organic only)

Turnaround: 3-5 business days

Revisions: 1 round (copy or minor design tweaks)

Task Name: Short-Form Video Repurposing & Creation

Client Provides:

  • Raw video OR long-form content
  • Branding preferences
  • Platform(s)

We Deliver:

  • X short-form videos (15–60s)
  • Basic captions
  • Hashtags
  • Optimized aspect ratio & formatting

Includes:

  • Basic cuts
  • Captions/subtitles
  • Simple transitions

Excludes:

  • Advanced motion graphics
  • Heavy animations
  • Paid ad creatives

Turnaround: 4-7 business days

Revisions: 1 minor edit round