Scope Of Work

For Business In a Box Service

Social Media Management

Post Social Posts on

  • Facebook

  • Instagram

  • TikTok

  • LinkedIn

  • Google My Business

Post Types

  • Create posts with images and concise captions (e.g. Instagram)

  • Develop posts with carousel graphics (e.g. Instagram posts featuring 5+ graphics)

  • Craft posts emphasizing written content (e.g. Facebook)

  • Produce reels

  • Generate stories

Planning & Strategy

  • Guide/consult/provide social media content organization, scheduling and management

  • Guide/consult/provide strategy for content topics

  • Guide/consult/provide strategy for visual consistency

  • GUide/consult/provide branding support

  • Create a social media schedule (when to post on each platform)

Written Content Creation

  • Basic content writing for post copy

  • Niche-specific copy needs adhering to regulations

  • Long-form copywriting

Graphic Creation

  • Create graphics in Canva.com for social media accounts

  • Design logos and brand assets

  • Create PDFs, eBooks, and freebies

  • Create digital mockups and branding boards

  • Develop other custom graphic assets

Video Creation

  • Crop video footage (basic editing)

  • Add intro and outro to videos

  • Add music or background music to videos

  • Create video slideshows or presentations

  • Add basic text overlays and transitions

  • Create reels or videos for social media

  • Create other video media

Admin Support Tasks

All Admin tasks include anything on any of the below platforms. If not listed below, the client must provide an SOP, or Biz Box hours will be billed to create one.

  • CRM Done Better

  • Google Drive

  • Zapier

  • CRM Done Better

  • Zapier

  • Google Drive

Manage CRM & Data Entry

  • Reply to emails & phone calls inside CRM

  • Help the company organize, clean, update, and maintain client data and communication

  • Import client data

  • Process and handle product pricing and invoicing

  • Repetitive data entry

Calendar & Email Management

  • Pre-screen new potential clients to ensure they’re the right fit (via reviewing data - this does not entail speaking to clies, though AI Employee through CRM Done Better can do this)

  • Assist the staff/owner in managing their calendar

  • Prioritize and set up email filtering, and delete spam or unimportant emails

Newsletters & Campaigns

  • Design email templates for newsletters

  • Share content by email, including customer success stories, industry trends/news, product updates, etc.

  • Create an email marketing calendar for scheduled campaigns

  • Manage email marketing to create customized contact lists via automations

Document Creation

  • Create SOPs and internal support documentation

  • Create slide presentations for internal purposes

  • Create slide presentations for external purposes

Written Content Creation

  • Create basic content for web or landing pages

  • Create short blog posts (under 500 words)

  • Create long-form copy (over 500 words)

  • Help create FAQs

  • Generate new external content to assist with traffic and/or conversion

  • Other copywriting

Automations

  • Build and manage automations within the CRM (lead tracking, follow-ups, task assignments, etc.)

  • Monitor, troubleshoot, and optimize automation performance for efficiency

Payments

  • Set up invoicing

  • Set up recurring payments

  • Set up the ability to have tap-to-pay

  • Set up the ability to log cash payments collected

  • Any other payment options within CRM Done Better

Organizing Digital Files

Organizing here is based on the client’s directive. For strategy here, Ops Done Better provides full operating system implementation.

  • Upload/organize files into web-based systems

  • Re-organize files based on products/services/categories

  • Organize and input files by product, service, or client.

Research Assistance

Please note: Research and data gathering are time-intensive tasks, which may require considerable focus and effort depending on the project’s scope.

  • Conduct online competitor research

  • Search for supplier/vendor information to contact

  • Research white papers, blogs, etc.

  • Research what other companies are doing to learn from them

  • Research new content ideas and trends for blog posts

  • Research events the staff can attend or participate in Research event ideas the client can host

Data Sheets

For Google Sheets tasks beyond basic data entry, the client must provide an SOP or Biz Box hours will be billed to create one.

  • Update Google Sheets

  • Generate reports related to provided data

  • Additional work exclusively with Google Sheets (no Microsoft Excel support)

Website Management

Website Creation

We specialize in building full websites exclusively on CRM Done Better, offering:

  • Full website design and development

  • Custom landing pages and funnels

  • Responsive layouts optimized for all devices

  • DNS management and site performance setup

We no longer provide services for WordPress or other platforms.

Updating Content:

  • For CRM Done Better Websites:

  • Update links, copywriting, and graphics

  • Add reviews, properties, products, or other content to the website

  • Edit website pages, manage layouts, and update design elements

  • Add new sections, landing pages, or forms as needed

  • For Non-CRMDB Websites:

  • Make slight modifications such as adding text, swapping images, changing DNS settings, and adding embed codes

May require the client to provide an SOP or training via video, which will be counted towards Biz Box hours.

CRM Done Better

Hands On Support

  • Implementing tasks and directives as needed

  • Providing CRM training to help you get the most out of your system

  • Setting up and managing automations for streamlined workflows

  • Configuring and optimizing calendars

  • Adding and managing new users within the CRM

  • Updating tags, custom fields, custom values, pipelines, and more

  • Connecting funnels and websites

  • Creating custom systems and processes tailored to your CRM account

Basic Bookkeeping

Basic Bookkeeping

Coming soon. If desired, please request.

  • Categorize expenses from bank accounts and/or credit cards

  • Other basic bookkeeping tasks

Exclusive to Ops Done Better Program:

  • Operational Strategy & Standardization (SOP system/database creation, full business workflow optimization, naming structure standardization)

  • Advanced Automation & Integration (multi-platform integrations, customized workflow automation)

  • Company-Wide Systems Implementation (full operating system development, optimized tech-stack, structured communication)

  • Full-Service Digital File & Data Structuring (strategy-driven organization, version control, company-wide document management)

  • Hiring & Team Management Support (role definition, onboarding processes, performance tracking, hiring strategy, vetting and interviewing new hires)

  • Leadership & Executive Support (C-suite operational strategy, leadership development, high-level project oversight)

  • Scalability & Business Growth Planning (business structure strategy, long-term growth planning, process optimization)

  • Higher-Level Reporting & Analytics (custom KPI tracking, advanced data insights, real-time dashboards)

NOT in Scope for any service:

  • SEO

  • Digital Advertising

  • Customer ServiceLead Generation