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Behind every thriving founder is a strong foundation—Rooted-Ops builds it

Executive & Admin Support

  • Calendar and scheduling across time zones

  • Inbox and email management (triage, follow-ups, delegation systems)

  • Meeting preparation (agendas, minutes, and follow-ups)

  • Travel coordination (domestic & international)

  • Bookkeeping, expense reports, invoicing, and budget tracking

  • Document organization (Dropbox, Google Drive, OneDrive)

  • Presentation and board deck creation

  • Investor relations, data room setup & upkeep

  • Data entry and CRM updates

  • Research and quote comparisons

  • PowerPoint, infographics, and invitation design

Operations & Workflow Management

  • Process documentation and SOP creation

  • Internal wiki and knowledge base structuring

  • Onboarding/offboarding workflows

  • Project tracking and dashboard setup (Asana, ClickUp, Notion)

  • Vendor management and follow-ups

  • Recruitment support (screening & coordination)

  • Website updates, blog publishing, and form building

  • Survey creation and internal feedback tracking

  • AI automation of repetitive tasks 

People & Culture

  • Team celebrations and shoutouts (birthdays, anniversaries)

  • Virtual and in-person event planning (offsites, retreats, town halls)

  • Event budget management and logistics

  • Care packages, swag, and guest communications

  • Recognition programs and company values integration

  • Engagement initiatives and casual team touchpoints

Team Talk_edited.jpg

Personal Assistant Support

  • Personal calendar and appointment management

  • Family event planning and reminders

  • Personal travel and reservations

  • Gift sourcing and handwritten notes

  • Household vendor coordination

  • Membership and subscription tracking

  • Receipt organization and tax prep support

  • Monitoring personal inboxes or RSVPs

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