You will get Monthly Executive Assistant Retainer — Senior-Level Support, Every Month
Project details
Running a business means a constant stream of tasks that pull you away from the work only you can do. This retainer puts a senior-level executive assistant in your corner every single month — someone who learns your business, anticipates your needs, and handles the details so you do not have to.
The difference between this and a standard virtual assistant service is experience and continuity. You are not getting a rotating pool of contractors or someone following a task list. You are getting me — Carissa, founder of Sam Consulting Co. — with nearly
30 years of senior admin and operational experience, showing up consistently every month as a invested partner in your business.
Common monthly tasks include email and calendar management, document preparation and formatting, research and reporting, correspondence drafting, filing system maintenance, vendor coordination, meeting prep and follow-up, and general operational support.
Choose the package size that fits where you are right now. Start with Starter if you need to test the waters. Move to Standard or Advanced when you are ready for deeper support.
Unused hours do not roll over. This is a monthly engagement billed per cycle.
The difference between this and a standard virtual assistant service is experience and continuity. You are not getting a rotating pool of contractors or someone following a task list. You are getting me — Carissa, founder of Sam Consulting Co. — with nearly
30 years of senior admin and operational experience, showing up consistently every month as a invested partner in your business.
Common monthly tasks include email and calendar management, document preparation and formatting, research and reporting, correspondence drafting, filing system maintenance, vendor coordination, meeting prep and follow-up, and general operational support.
Choose the package size that fits where you are right now. Start with Starter if you need to test the waters. Move to Standard or Advanced when you are ready for deeper support.
Unused hours do not roll over. This is a monthly engagement billed per cycle.
Language
EnglishWhat's included
| Service Tiers |
Starter
$350
|
Standard
$650
|
Advanced
$1,250
|
|---|---|---|---|
| Delivery Time | 30 days | 30 days | 30 days |
Number of Revisions | 0 | 0 | 0 |
Number of Hours of Work | 5 | 10 | 20 |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | |||
Formatting & Clean Up | |||
Project Management Support | |||
Travel Planning |
Optional add-ons
You can add these on the next page.
Additional hour beyond monthly package
+$75Frequently asked questions
About Carissa
Small Business Operations Consultant | Executive Admin | Zoho CRM Spec
Omaha, United States - 10:07 pm local time
I founded Sam Consulting Co. with one clear purpose: to give small and micro-sized businesses access to the kind of senior administrative and strategic expertise that is usually reserved for large corporations. The entrepreneurs and solo operators I work with are passionate and capable — but many are unknowingly exposed. No documented procedures. No compliant filing systems. No marketing infrastructure. I have seen what happens when that catches up with a business, and I am here to prevent it.
Whether you need operations tightened, your Zoho CRM finally working for you, a brand refresh executed, or just someone reliable to support the day-to-day — I bring 29 years of cross-sector experience, a high internal drive, and a genuine investment in your success.
Honor, integrity, and excellence are not just words. They are how I work.
WHAT I OFFER — TWO STRENGTHS, ONE CONSULTANT
ADMINISTRATIVE & OPERATIONS
→ Executive & virtual admin support — C-suite-level assistance tailored to small business needs
→ Policies & procedure writing — clear, practical documentation that protects your business
→ Electronic filing system setup — organized, accessible, and built to last
→ Business operations & process review — identifying inefficiencies and building better workflows
→ SWOT analysis & business overview — a high-level diagnostic of where your gaps are
→ High-level accounting overview — helping owners understand what they're looking at and when to call a professional
MARKETING & AUTOMATION
→ Zoho CRM & marketing automation — workflow builds, pipeline setup, and integrations that run without hand-holding
→ Marketing strategy & campaigns — plan development, digital campaigns, and materials tailored to small businesses
→ Brand strategy & rebranding — from positioning through execution across product lines
→ eNewsletter design & execution — consistent, on-brand communication to your audience
→ Project management — coordinating developers, vendors, and stakeholders to deliver on time
→ Digital delivery & certification workflows — automated systems built to scale
NOTABLE ACCOMPLISHMENTS
$1M in tax credit recapture prevented — identified and corrected years of NIFA non-compliance issues for a real estate investor, resolving problems that predated my employment.
$60,000+/yr in labor cost savings — detected administrative inefficiencies at a small family-owned business, then proposed and executed solutions that delivered immediate, measurable results.
1,500+ contractors trained across North America — co-led the build and launch of an integrated online learning platform, including CRM integration, automated certification delivery, and physical card fulfillment — still running today since October 2020.
Culture transformation — repeatedly turned process-heavy, low-morale office environments into high-performing, engaged teams — because efficiency and joy are not mutually exclusive.
Certified Living As A Leader Facilitator®
INDUSTRIES & SECTORS SERVED
Non-profit · Real estate & property management · Higher Education · Retail · Manufacturing · Financial services · Micro & Small Business
CORE SKILLS
Zoho CRM · Zoho Marketing Automation · Workflow & automation · Executive Assistance · Project Management · Policies & Procedures · Business operations · Process improvement · Brand Strategy · Rebranding · Marketing Strategy · eNewsletter Design · CRM integration · Compliance Documentation · Filing System Setup · Digital Campaign Management · Leadership Development Workshop Facilitation and Coaching · Fractional COO / Business Strategy · SOP Development · Small Business Consulting
Steps for completing your project
After purchasing the project, send requirements so Carissa can start the project.
Delivery time starts when Carissa receives requirements from you.
Carissa works on your project following the steps below.
Revisions may occur after the delivery date.
Onboarding & Alignment
We start with a focused onboarding conversation to map out your priorities, preferred communication style, tools, and recurring needs — so month one starts with momentum, not guesswork.
Monthly Priority Setting
At the start of each month we align on the highest priority tasks and projects so your hours are always spent where they matter most to your business.