Running a business means often having to spin many plates, from creating content to book keeping. You love your business but the never ending to do list is just overwhelming and you need some extra support. I'm here to help free you up to concentrate on the higher value tasks.
I not only offer the below administrative support but I also offer a full sales/account management support range. Arrange a free 30 minute discovery call today to find out how I can help!
Traditional PA Support
- Diary management, arranging meetings and travel.
- Inbox support whether daily, weekly or just while your on holiday.
- Travel planning and booking.
- Call handling.
- Typing .
- File and folder creation.
- Managing clients profiles/files.
Documents & Research
- Spreadsheet creation and maintenance.
- Database set up.
- Document creation.
- Database management.
- Data entry.
- Proofreading.
- Competitor analysis.
- Mystery shopping online.
- Research on market trends.
- Responding to online reviews from clients/customers.
Bookkeeping
- Sending invoices.
- Chasing payment, monitoring outstanding invoices and keeping client updated.
- Following up on quotes.
- CRM management, updating existing client records and creating new ones.
- Using systems such as Trello to organise workloads.
I can help with your sales and account management needs by offering the following:
- Account management - contacting customers to keep records up to date and touch base on how their business is going. Update the CRM with any communications and new customer information.
- Sending out new catalogues and highlighting to customers any hero or new products.
- Upload and manage products in the system.
- Looking at sales data to help advise on slow/best sellers and produce reports to show data research.
- Keep track of any quotes/new customers on the system and update the system for when the customer/quote is converted to a sale.
- Produce a spreadsheet of leads including customer information, relevant product information, etc.
- Make initial contact with potential new customers, then hand over when the lead is warm.
- Onboard new clients.
- Monitor clients' orders, ensuring they are put into production correctly, and advise customers of any delays.
- Deal with any customer complaints/issues.