WHAT I DO

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

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

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

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

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

Professional Disclosure

Financial Services

Chloe Rodriguez is a licensed independent financial professional with Revolution Financial Management (RFM), providing financial education, life insurance, and retirement products. No specific results are guaranteed. All strategies are subject to individual qualifications.

Administrative & VA Services

The administrative, workflow optimization, and virtual assistant services provided under the Plan with Chloe brand are independent of her affiliation with Revolution Financial Management.

Service Scope: While Chloe leverages over a decade of experience as a Senior Paralegal to provide high-level organizational strategies, these services do not constitute legal advice or paralegal services for hire.

Current Offerings: Please note that Plan with Chloe is currently focusing on executive administrative support. Bookkeeping and specialized tax preparation services are not currently offered, as Chloe is in the process of completing professional certifications in these areas.

"Join the Team" Opportunities

Opportunities to "Join the Team" refer to independent agent positions within Revolution Financial Management.

Independent Contractor Status: Joining the team involves becoming an independent contractor, not an employee of Chloe Rodriguez or Plan with Chloe.

Earnings Disclaimer: Success in this field is based on individual effort, licensing, and market conditions. No specific income is guaranteed.