Email Management
We’ve all had it. That feeling of dread when you open up your inbox and see the number of emails you have received. Then there is the added worry you might have missed something. When you are in meetings all day or dealing with other tasks you will no doubt be checking your emails in the evening, possibly missing out on quality famliy time or catching up on the latest box set. I can help with this by managing your inbox, flagging anything important and responding to frequently asked questions. I can also delete anything that is not relevant. For many clients this is a weight off their minds. Who doesn’t love a nice and tidy inbox.
Appointment Making
Your business is growing. Clients want to meet with you to discuss potential business opportunities. You just don’t have the time to set all these meetings up. I will take care of that for you, calling or emailing people back and getting that important appointment confirmed in the diary, making sure the opportunity isn’t lost.
Diary Management
There’s more to arranging meetings than just making the appointment. There are also room bookings to make, hotels to book, travel to arrange, paperwork to prepare. If you are meeting someone for the first time, a good impression counts! I willl ensure you have travel time booked in the diary in between appointments allowing time to get to and from one place to the other and schedule in time for you to have some lunch! I will make sure your day runs as smoothly as possible.
Minute Taking
The meeting is set. Everyone has accepted. You are ready to present that all important presentation. I will attend the meeting virtually and take the minutes for you. Having been in the situation where I have had to present at a meeting and takes notes, I know how difficult this can be. Your job is to chair and contribute to the meeting, so leave the minute taking to me.
Travel Research and arrangements
Travel is a big part of any business owner’s day. This could local, national, or overseas. I can help prepare your itinerary, plan your journey and the best possible routes, research and book flights and/or hotels and book a restaurant ready for your arrival.
Credit Control
Have you ever had a client who is behind on their payment? This can become rather awkward. I will help chase payments, send reminders and resend invoices on your behalf so you don’t need to have those conversations. I will also electronically file any invoices in a logical order and add them onto Xero for you to approve.
Contact Management/CRM
Is your email marketing list GDPR compliant? Are all your contacts secured in a safe place? How do you monitor your leads and follow up to ensure you don’t miss any opportunities? All of this can be handled by a good CRM system. Send me those business cards and I will update your CRM system in no time at all. If current contacts need updating I will do this too.
Research
Research can be very time consuming so why not get a Virtual Assistant on the case? I will research whatever you need online and present my findings back to you, so you can utilise the information immediately.
Proofreading
When you have spent hours writing a piece of material it can be really hard to identify any minor errors that can make all the difference in making the right first impression. I will proofread any important documentation for you giving you the piece of mind you need so you can get out there and make a good impression.
Meeting Preparation
The meeting with your client is all set up, but there is a lot of background preparation to be done. This could be researching their company, preparing a presentation, or planning the best way to get there and organising car parking if necessary. I can help you get ready and make sure you’re prepared for when you arrive.
