A dedicated specialist. The recurring work that eats your time, handled.
Managed Business Support gives your business a trained, supervised specialist who works your CRM, your admin, your data, your customer inbox, and your social calendar — every week, without you having to manage them yourself.
Most clients don't start here. This is where the relationship goes once a first project — a Data Entry batch, a Build Your Business engagement, or another clearly scoped piece of work — proves out and there's steady work to hand off every week.
Not vague "operations support." Real duties, spelled out.
Every duty below explains exactly what it is, what your specialist does, and what that looks like week to week. Click any duty to expand it.
1Data Entry, Research & Spreadsheets+
Accurate, current data — entered, checked, and organized so you can trust it.
Your specialist does: enters, checks, and organizes data from the files and instructions you provide, and compiles basic research from public sources.
What this looks like in practice: records entered and validated against your source files, spreadsheets kept current and consistently formatted, and research compiled and delivered on the schedule you set.
- Enter data from spreadsheets, forms, PDFs, or other files you provide
- Standardize formatting across records
- Identify and flag duplicate entries
- Flag records with missing information
- Build and maintain spreadsheets and trackers
- Convert PDF or scanned data into spreadsheet format
- Research competitor pricing from public sources
- Research business contact details from public sources
- Compile market or industry information from public sources
- Organize files into the folder structure you specify
- Prepare a weekly progress report
2Social Media Scheduling+
Keeping your existing social presence consistent, without you touching the scheduler.
Your specialist does: schedules and publishes the posts you provide or approve, and monitors your profiles for messages that need your attention.
What this looks like in practice: your approved content scheduled and published on a set weekly calendar, with comments and messages checked and flagged daily.
- Upload and schedule posts you provide
- Format captions and images for each platform
- Confirm posts publish successfully
- Maintain a monthly posting calendar
- Monitor comments for questions or issues
- Monitor direct messages for questions or issues
- Flag comments or messages that need your response
- Track which posts have been published
- Organize approved content into a content library
- Prepare a weekly posting summary
3CRM & Customer Data+
Keeping the CRM you already use accurate, current, and easy to trust.
Your specialist does: works inside your existing CRM to keep leads, contacts, and deal records accurate, complete, and current, following the instructions and workflow you provide.
What this looks like in practice: new leads and contacts entered as they come in, records updated and cleaned as needed, and a weekly activity report so you always know what changed.
- Enter new leads and contacts
- Update customer names, emails, phone numbers, company info
- Add notes from calls, emails, and meetings
- Update lead, deal, and pipeline stages
- Assign follow-up tasks
- Record lead sources
- Add tags and categories
- Identify and flag duplicate records
- Update contacted, qualified, won, lost, and inactive statuses
- Upload documents you provide
- Check records for missing information
- Prepare a weekly CRM activity report
4Administrative Support+
The recurring admin work that quietly piles up when you're running the business yourself.
Your specialist does: handles your inbox, calendar, files, and routine coordination using the tools and instructions you already have in place.
What this looks like in practice: your inbox triaged daily, meetings scheduled without back-and-forth, and documents and files kept organized and easy to find.
- Triage and sort incoming email
- Draft routine email responses for your approval
- Schedule and confirm meetings and appointments
- Maintain and update your calendar
- Organize files and folders in your existing systems
- Prepare simple documents from a template or outline you provide
- Fill in and format spreadsheets or forms
- Send appointment reminders and follow-ups
- Coordinate scheduling with vendors or customers on your behalf
- Prepare a weekly summary of tasks completed
5Customer Support (Using Your Approved Responses)+
First-line customer support that sounds like you, because it follows guidelines you set.
Your specialist does: answers routine customer emails and chats using the response templates and guidelines you approve, and logs every conversation.
What this looks like in practice: routine questions answered same-day from your approved playbook, every ticket logged, and anything outside the playbook flagged to you with full context the same day.
- Respond to routine customer emails using your approved templates
- Respond to routine chat messages using your approved templates
- Log every customer interaction
- Tag and categorize support tickets
- Track ticket status from open to resolved
- Send order or appointment confirmations using your provided format
- Answer FAQ-type questions from your approved answer list
- Flag messages that fall outside your approved responses
- Escalate flagged messages to you the same day, with context
- Prepare a weekly support activity report
6Weekly Reporting+
A standing report so you always know what got done, without asking.
Your specialist does: compiles everything completed across your duties into one clear report, delivered on the same day every week.
What this looks like in practice: one report delivered every Friday, covering CRM activity, tasks completed, support handled, and content published, in plain language.
- Compile CRM updates completed that week
- Compile administrative tasks completed that week
- Compile support tickets handled that week
- Compile social posts published that week
- Note any items flagged for your review
- Note any items awaiting your input
- Format the report for quick reading
- Deliver the report on the same day each week
+Add-on: Finance & Bookkeeping Support+
Optional added capacity for businesses that also need help keeping the books organized.
Your specialist does: enters and organizes financial records so they're ready for your accountant or bookkeeper of record to review.
What this looks like in practice: transactions categorized against the chart of accounts you provide, invoices entered and tracked, and a reconciliation summary prepared on your schedule.
- Categorize transactions using your provided chart of accounts
- Enter invoices into your accounting system
- Track invoice payment status
- Match payments to invoices
- Assist with bank and account reconciliation
- Maintain expense records
- Organize receipts and supporting documents
- Prepare a reconciliation summary for your accountant or bookkeeper
- Flag discrepancies for review
- Prepare a weekly finance activity report
Consistent output you can see
Managed Business Support is judged on what shows up in your inbox every week — not on vague promises.
An updated CRM
Leads, deals, and records current and clean
A cleared inbox
Emails triaged, scheduling handled
A weekly report
What got done, delivered every Friday
Published content
Approved posts, live on schedule
You get management, not just a task list.
Hiring locally means recruiting, payroll, and management overhead. Freelancers mean juggling multiple people with no single point of accountability. Managed Business Support gives you one trained specialist and one company standing behind the work.
What's different
- No recruiting, interviewing, or severance costs
- We train, supervise, and cover the role — not you
- One accountable partner instead of a rotating freelancer pool
- Capacity scales up or down as your business changes
- Backed by a weekly report, not a promise
From first conversation to your first weekly report
The same agreed-scope-first process as every GMH engagement, applied to ongoing work. No duties begin without a written proposal, SOW, and price.
Inquiry
You reach out — new or already a GMH client.
Scope review & call
We review your workload; a short call fills in anything unclear.
Proposal, SOW & SLA
Duties, hours, communication channel, response standards, and reporting schedule, agreed in writing along with price.
Approval & payment
You approve and pay before onboarding begins.
Onboarding & training
We learn your tools, access, and instructions — from you.
Work begins
Your specialist starts on the agreed duties.
Weekly reporting
What got done, checked against the agreed scope every Friday.
Adjust or expand
Add hours and duties, or move into CRM & Business Organization or Marketing & Social Media as needs grow.
Tell us what's eating your week.
We'll show you exactly what a Managed Business Support specialist would take off your plate — and what it doesn't cover.
Get It Handled