Admin, Systems and Processes
Drowning in a sea of messy files and folders, with a paper trail that keeps you awake at night?
Admin Support
Let me help you get super organised by setting up simple, easy to use systems, folders and files that are easy to find, keep track of and use, so you never have to spend endless hours searching for stuff again.
Diary and inbox Management
Can’t find important emails? Keep losing track of important appointments?
Losing information and keeping up with emails from potential clients could cost you dearly – literally. By clearing out all the dead mail from the essential stuff, organising folders to help manage your tasks and setting up rules for emails, you’ll be in control again.
Document support
Including document generation, formatting, and management.
Transcription
If you deliver your services virtually and record them (ie on Zoom), a workbook can be created to present to your clients to save time and deliver accurate, on brand information.
Standard templates for emails, reports
Includes setting up templates, emails, presentations, reports, and anything else that needs a consistent brand identity.
System Setup
CRM set up and management
Trying to keep on top of all your clients is a nightmare while you’re busy running your business.
By having all your clients in one place, you can keep an eye on where everything is, and keep up to date with everything. Say goodbye to mind numbing searches through emails looking for client details! Instead, be safe in the knowledge you’re there to give the best service to your clients.
Do you have any questions?
