Blog Archive

Business Presentation and Reporting Center

Data Import, Preparation and Analysis

  • Importing data from source large data sets from many digital sources
  • Cleanse, parse and blend data
  • Perform advanced calculations and functions –  Vlookup, pivot tables, Conditional Formatting, Access Queries


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Business Intelligence Reporting and Data Visualization

  • Design and package business reports
  • Create interactive dashboards
  • Proofread presentations or reports
  • Transform data into charts, graphs, infographics or communications
  • Turn data into interactive formats and embed dashboards on a website
  • Research and write new content, adhering to your company style guidelines

Types of  Reports and Presentations

    • Annual Reports
    • Mass Emails or Postal Mail Campaigns – Mail Merge
    • Interactive Pdf Presentations
    • Monthly or Quarterly Executive Summaries
    • Budgeting & Forecasting Overview
    • Sales and Marketing Campaign Analysis
    • Financial statements: Income Statement, Balance Sheet, Statement of Cash Flows
    • Infographics
    • Human Resource Reports/Organizational Charts
    • Flowcharts/Process Maps/Mind Maps
    • Event Analysis
    • Website or Blog Audience Reports
    • Interactive PDF Reports
    • Short Video Reports

Loyalty Program

  • Conduct CRM analytics to research create, edit, and publish loyalty program materials and plans
  • Developing integrated marketing materials across channels including print, brochures, email and web
  • Coordinate and ensure the delivery of the rewards to customers
  • Oversee loyalty programs’ customer service and inquiries
  • Analyze campaign performance and report rewards statistics to owners

Marketing Automation Ultimate

  • Build more complex campaigns for Newsletters, ebooks or eCommerce landing pages
  • Integrate with advanced plugins for greater functionality
  • Customize campaign elements with custom HTML and CSS
  • Generate analytics reporting on lead and conversion metrics

Marketing Automation Advanced

  • Manage products and Shopping cart
  • Produce quotes, invoices, and track payments
  • Track recurring payments
  • Create checkout pages
  • Conduct maintenance on projects and campaigns to keep as current as possible

Marketing Automation Starter

  • Enter and track a small contact subscriber list
  • Managing subscriber lists and tag based on behaviour, demographics, and interests
  • Build basic automated email templates, web forms of Landing Pages using your logos and branding
  • Set up basic broadcast emails
  • Run basic reports for campaigns

Gifting and Recognition

  • Personalized and branded thank you note or certificate
  • Produce individual items: such as postcards, water bottle, notepads, folders
  • Produce custom award certificates for (up to 350)
  • Research personal gifts to recognize contributions of presenters
  • Custom branded swag packs: clothing, mugs, tote bags or other unique business gifts
  • Production of video short message of thanks or congratulations (created in Camtasia)

Event Management Ultimate

Everything from the Advanced package plus:

  • Design two pieces of custom branded collateral (Brochures, Agendas, White Papers, Short Videos, Surveys, Quizzes, Infographics)
  • Coordinate all logistics and materials including researching and booking venues, speakers, catering, and swag
  • Setup online meeting platforms for the events using: GoToWebinar, Google Hangouts,, Zoom or other platforms
  • Manage the administrative back end responsibilities of web conferencing including account creation and management, customization, tracking, polling, status checks, backchannel chat, voice and video sharing, etc.
  • Moderate chat during the event
  • Participate in post-event assessment activities and analysis

Event Management Advanced

Everything from the basic package plus:

  • Communicate and coordinate with guest speakers and vendors
  • Setup online registration forms
  • Online customer support to registrants
  • Manage digital assets such as images, videos and presentations

Event Management Starter

  • Design event marketing materials
  • Update contact lists; distribute and track invitations
  • Source images for social media event promotions
  • Plan and manage deliverable calendar

WordPress Site – Ultimate

Everything from the Advanced package plus:

  • Develop SEO strategy and connect to tools such as Google Analytics and Yoast
  • Implement proper categorization and tagging of blogs
  • Ensure images, look and feel of blog pages meet your standards
  • Optimize pages for mobile devices
  • Content Layout design for up to 5 additional pages
  • Work with your content team to post blogs to event web sites
  • 10 Days of email support
  • Set up of up to 5 sidebar widgets (links, recent posts, recent comments, tags cloud, advertising)
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WordPress Site Support – Advanced

Everything from the Starter Package plus:

  • Add WordPress advanced security and SEO functionality and PlugIns
  • Create a detailed landing page, RSVP forms and Speaker Bios
  • 3 hours of phone or email support
  • Connect to Social Media (Facebook, Twitter, LinkedIn, etc.)
  • Training on WordPress to be able to maintain a site
  • Website speed test upon launching
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WordPress Site Support – Starter

  • Search for and register domain hosting provider
  • Choice of any theme from hundreds of WordPress theme designers
  • Up to 5 Pages with your supplied content (About, Services, Contact, etc.)
  • Addition of your logo to the header area of the theme
  • Customize a theme of your choice with licensed images chosen from Stock photo sites
  • Include a basic contact or quote form
  • Create event or membership details page and calendar plugin


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