At Proactive Assistants we offer ten services as listed on our website, but this doesn’t really break the surface of the type of things we get involved in with our clients. This is great as we love to feel a valued part of the team and know that we are offering good value to businesses.
Last week I got really excited about looking for a suitable CRM for one of our clients, so I did a simple flowchart of everything it was needed to do and all the apps to be integrated with. I researched the many systems available and looked at responses in various forums before coming up with my suggestions and recommendations.
We have also recently been looking for a premises for another client looking for a warehouse and office to rent. We are hoping that they secure the property they are interested in very soon.
Often, we are asked to do a Mail Merge for a marketing campaign to post out literature to prospective clients and then to follow this up with a phone call to see if it is of interest. We take pride in both elements of this task and realise the importance of following up.
In September we attended the first face to face meeting for an Association we look after, with most members in attendance. It was great to be able to meet everyone as until then all interaction with committee members had been via Teams. This was an interesting meeting as most of my time was spent collating nominations for committee members and votes.
This last week we have been asked to source a new venue for them which is more convenient for all members that are spread across the UK. It’s great that venues are back up and running for those that are comfortable with face-to-face meetings again.
We also have a relatively new client who we look after in a PA Secretarial support capacity. We look after their diary and emails to make sure that nothing gets overlooked or forgotten. We also schedule meetings with clients and often attend to take minutes. This is highly sensitive work, so we have invested in 2 Factor Authentication and Device Encryption. It has also been a steep learning curve for us to understand this sector and their acronyms and terminology but are loving every minute of it.
Another challenge has been to design a way to record hours and expenses for an expanding team that is easy to use for everyone and ultimately a good tool to collate all the information for the client to be billed.
So, with only eight weeks to go until 2022 is here – have you set your goals and targets for next year? We are really looking forward to the new year and what it will bring both in business and personally.
If anything, we have mentioned is something we can help with please get in touch 07969199325, it’s always interesting to hear other people’s ideas and challenges.
