Client Intake & Scheduling Assistant

I need reliable day-to-day help keeping our client pipeline organized and moving. You will greet new leads, gather their details, and guide them through our onboarding steps so nothing falls through the cracks. Once the paperwork is in, you’ll record each data point manually in Microsoft Excel—names, contact info, service package, next-step dates—maintaining clean, accurate sheets I can reference at a glance.

When it’s time to meet, you’ll reach out, coordinate calendars, and lock in appointment slots, confirming times with both the client and me so everyone stays on the same page. If you prefer Google Sheets or another tool, I’m open to that as long as everything remains tidy and exportable, but my current workflow is Excel. Strong written English, a calm phone manner, and a habit of double-checking entries are essential.

Deliverables I’ll review weekly:
• Updated Excel file with all new client data and status notes
• Confirmation logs for scheduled appointments
• Brief summary of any onboarding issues that need my attention

If you’re organized, detail-focused, and comfortable juggling these three core tasks—client onboarding, manual data entry, and appointment scheduling—I’d love to keep this running partnership long-term.