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WHAT I DO

Five Ways I Support
Your Business Daily

Each service is designed to remove friction, save time, and ensure nothing falls through the cracks — no matter how busy things get.

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black blue and yellow textile

Admin & Scheduling

Your calendar and administrative tasks handled with precision so your day flows without interruption. Never miss a meeting, deadline, or follow-up again.

  • Calendar management

  • Appointment scheduling

  • Deadline tracking

  • Document organization

  • Meeting prep & agendas


SERVICE 01

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black blue and yellow textile

Email Management

A clean, organized inbox isn't a luxury — it's a business asset. I manage your email so every message gets handled, prioritized, and responded to professionally.

  • Inbox organization

  • Email filtering & labels

  • Response drafting

  • Priority flagging

  • Newsletter management

  • Inbox zero strategy


SERVICE 02

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black blue and yellow textile

Social Media Management

Consistent, on-brand social presence managed for you. From content scheduling to engagement, your audience stays connected to your business even when you're heads-down in work.

  • Content scheduling

  • Caption writing

  • Platform management

  • Engagement monitoring

  • Analytics reporting

  • Brand consistency


SERVICE 03

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black blue and yellow textile

Client Onboarding & CRM

First impressions last. I build and manage client onboarding experiences that are smooth, professional, and make new clients feel confident they made the right choice.

  • Onboarding workflow setup

  • Welcome sequences

  • CRM data management

  • Contract coordination

  • Client portal setup

  • Relationship tracking


SERVICE 04

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black blue and yellow textile

Travel Arraignments & Planning

Business travel planned down to the last detail — flights, hotels, ground transportation, itineraries, and contingency plans — so you arrive focused, not frazzled.

  • Flight & hotel booking

  • Itinerary building

  • Ground transportation

  • Conference coordination

  • Expense documentation

  • Last-minute changes

SERVICE 05

Disclosure

Chloe Rodriguez is a licensed independent financial professional with Revolution Financial Management (RFM), providing life insurance, retirement products and services through World Financial Group Insurance Agency, LLC (WFGIA). No specific results are guaranteed. All strategies are subject to individual qualifications.

All financial professional products, services, and business opportunities offered are connected through Revolution Financial Management (RFM) and offered through the World Financial Group Insurance Agency (WFGIA) platform, ensuring families receive reputable, compliant, and industry-leading solutions.

Securities offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC.

Non-securities products and services are not offered through TFA. Insurance products offered through World Financial Group Insurance Agency, LLC (WFGIA), World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc. nor WFG Insurance Agency of Puerto Rico, Inc. (collectively referred to as “WFG”). These agents offer insurance products through World Financial Group Insurance Agency, LLC (In California, doing business as World Financial Insurance Agency, LLC), World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., and /or WFG Insurance Agency of Puerto Rico, Inc. (collectively WFGIA)

WFGIA Headquarters: 6400 C Street SW, Cedar Rapids IA 52499. Phone: 770.453.930

RFM Headquarters: 1321 Murfreesboro Road., Suite 501, Nashville, TN 37217. Phone: 615.852.5830