Operational Reboot : Business Coach

Client

Business Coach (B2C)

Problem

Attracting, engaging with and booking in prospective new clients for calls was becoming a huge burden on our client, whilst also managing a large team and nurturing his existing client base. All of this meant he was hitting a wall.

Action

We integrated one of our Virtual PA’s seamlessly into our client’s onboarding process; implementing a fool-proof system on the client’s CRM system and taking care of the initial contact with leads; fielding for legitimacy and booking warm leads in for a call in the client’s diary via a pre-agreed method.

Result 

After only 3 weeks of our involvement, our client found that they had more than doubled their diary bookings with potential leads.

Our VA had also found a way to maximise the outreach process, making the leads contacted far more likely to book in for a call!

Service


A Second Pair of Hands : Website Design Agency

Client

Web Design Agency & Sales Funnel Extraordinaire (B2B)

Problem

Struggling to juggle existing client workload alongside growing their own business and bringing in new clients.

Action

We matched them with one of our more techy VA’s, who perfectly complimented their skillset and working style – someone who had experience working on WordPress websites and other systems so that they could action certain tasks from our client’s to-do list, filtering work for our client.

 

Additionally, we implemented a ‘ticketing’ system so that all new enquiries from customers were received and sorted in a timely manner – our VA acting as the initial point of contact to act as a buffer to our client.

Result 

Once the client communications and website editing was taken care of by the VA, it freed the client up to make and nurture those connections that would have been missed.

The client is now experiencing rapid growth and increased sales due to the implementation of our VA.

Service


Operational Overhaul: Nutritionist

Client

Nutritionist (B2C)

Problem

Callum had a full client list, all at various stages in their journey with him.  This journey, however, was clunky, inefficient and highly laborious for both parties. Clients were becoming disengaged at certain points and regularly not receiving or sending the information they were scheduled to on time, resulting in a loss of momentum.

Action

We dismantled the existing customer journey in order to pinpoint the bottlenecks – weak areas where customers were ‘falling off the wagon’ and requiring firefighting, causing headaches all round! 

Some, clunkier steps were eliminated and others replaced with smart automation to remove the need for manual interjection. This, together with some fine-tuning of the rest of the process resulted in a seamless customer journey. 

We also worked in some value pieces to further retain engagement and position for an upsell/retention at the end of the programme.

Result 

Less work required throughout by our client, with his customers much happier – receiving everything they should when they should – and, ultimately, better positioned to be upsold to thereafter.

Service

Operational Strategy, followed by Virtual Assistance to action our client’s steps throughout the customer journey. 


PA Support: Entrepreneur

Client

Problem

Action

Result 

Service 

Entrepreneur | Public Speaker (B2C) | Coach

No previous PA support resulting in an unorganised diary and inbox and, resultedly, regularly missed engagements, comms and opportunities.

Immediate integration of a VA to act as the first line of support and tackle and maintain the inbox and calendar; quickly encouraging external parties to come to themselves rather than our client.  

Introducing calendar management, conferencing and project management tools not previously considered. 

Regular, daily and weekly updates to the client, documenting progress and providing an update on actions taken, outstanding issues and key points.

Freedom from his inbox. No longer anxious, constantly aware of where he is with XYZ (and where he should physically be, too!) and the peace of mind to get on with the profitable elements of his operation.