Case studies
How we help others
Client: VALLEY SURVEYING COMPANY
Key services offered:
The problem
Valley Surveying initially requested us to review already implemented systems and refine, if necessary. Secondly, they expressed interest in reconnecting with previous clients and updating their present CRM.
Outcomes
Freelancer PA initiated task management for weekly and monthly updates. Successful implementation of streamlining and updating processes and systems, for efficiency and functionality was also achieved. SOPs, Health & Safety policies were left in place for new office manager and we are presently undertaking active customer engagement.
How we helped
Using our expertise we were able to recognise several points of improvement that could be made for our clients. Our tasks initially revolved around updating SOPs, Health & Safety policies, and reviewing systems for seamless operation of Xero’s ‘Workflow Max’ – updating spreadsheets and the system – thus assisting their office manager. Our on-going work has been to implement CRM strategies to enable Valley Surveying continuous networking, marketing support for their database and ensuring proposals were consistent, with follow-ups for clients.
Key Wins
Comprehensive manuals, SOPs, protocols and onboarding documentation in place. Refining use of Workflow Max.
Key Gains
Improved office management processes and strategies. Sales and marketing, and lead generation management
Key Stats
20 hours saved per week.
Services provided for this client
Office Manager Manual
Filing system review
Policy amendments
Office Manager desk files
On-boarding procedures
HR checklists
Create lead processes
HR templates
Updating email templates
Providing (owner) strategies Workflow Max – collaboration
Workflow Max – updated Health & Safety policies updated
Sales and marketing
Customer relationship management