Creative
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Sketch-look and Photo-realistic
Chief
SketchUp
Mydoma Studio Rendering Platform
Revit
2020
InDesign
Homestyler
Podium
Lumion
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Floor Plans
Elevations
CDs
Furniture Plans
AutoCAD
Chief
2020
Revit
SketchUp
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Administration
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Client Presentations
Client Invoicing
Purchase Orders
Order Placing
Sample Ordering
Order Tracking
Client Management
Scheduling Deliveries
Customer Service
Proposals
Vendor Management
Studio Management
Email Communications
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Studio Designer
StyleRow
Ivy/Houzz Pro
Mydoma
Design Studio
Design Files
Trello
Asana
Airtable
Google Drive
Client Binders
Procurement
Marketing
Pro Services
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Website Account Setup
Domain Transfer/Registration
Website Design/Development
Content Creation
SEO
Maintenance and Updating
WordPress
Squarespace
Wix
Weebly
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Email Newsletter Copy
Blog Posts
Website Copy
Social Media Copy
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Post Creation
Scheduling
Engagement
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Brand Collabs
Digital Product or Course Launch
Paid Community
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QuickBooks & Studio Designer
Categorizing Transactions
Accounts Payable
Accounts Receivable
Payroll
Income and Expense Tracking
Reconciling
Financial Statements
Quarterly Sales Tax
Tax Prep Documents to Hand Off to CPA
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Business Assessment
Profit & Cash Flow Targeting
Monthly Reports
Help Determining Action Plan
Help Outlining Long Term Plan
Bookkeeping Services (as listed above)
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Streamlining Processes and Systems
Identifying Roles and Responsibilities
Creating SOW for Roles
Assisting with Hiring Virtual Team Members
Creating Sales Strategies
Creating Profitability Strategies
Creating Productivity Strategies
Client Onboarding Guides
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Handling Projects from Designer
Creating Timelines, Checklists, and Spreadsheets
Ensuring Design Phases are Met
Assigning Tasks to Team Members
Scheduling and Coordinating with Trades
Design Research
Selections
Deliverables (such as proposals, presentations, and budgets)
Procurement
Client, Vendor, and Trade Communications
NOTE:
Administration Tasks consist of invoicing, purchase orders, proposals, presentations, tracking shipments, procurement, emailing, scheduling, client management, vendor management, and back-end office-type tasks.
Online Business Management (OBM) would be more of the streamlining processes and systems, identifying roles, creating SOW for the roles, assisting with hiring for those roles, creating a sales strategy, profitability strategy, productivity strategy, etc.
Project Management is the management of the actual projects - taking them from the designer's hand-off and managing through the rest of the process, staying on top of all aspects of the organization and implementation of the project.
Design Work includes CAD drafting, 3D renders, 3D modeling, sourcing, and design collaboration.