how we help

WHAT DO WE OFFER?

Our dedicated customer care, administration and business system support frees up your time and reduces costs, while offering you peace of mind knowing your business is in great hands.

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We are passionate about helping small business owners have their cake and eat it too.

It’s very achievable to have a successful business that provides substantial profits at the same time as having the freedom to spend quality time with the people and activities you love.

We provide a tailored personal service and deliberately invest time to really get to know our clients.

This goes beyond the superficial understanding of the services they provide and the names of their children.

By taking the time to understand our clients’ big-picture goals and their “why” that drives their decisions, we can catch the vision for who they are and what they’re working to achieve. This enables us to play a more significant role in helping them get there faster and smarter.

OUR CORE SERVICES

Our relationship-based approach to understanding your business will allow us to tailor a solution that is specific to your needs. Here are some of the ways we can support you:

  • CUSTOMER CARE

    Let us take care of your:
    • Appointment reminders
    • Enquiry follow ups
    • Client onboarding
    • Special occasion cards and gifts
    • Satisfaction surveys
    • Client re-engagement
  • ADMINISTRATION

    Our administration support can look after your:
    • Emails and calendars
    • Digital files
    • Data entry
    • Guest post screening
    • Documents and reports
    • Spreadsheets and surveys
    • Travel and accommodation
    • Research
    • Webinars
    • Interviews
    • Article and post publishing
    • Transcription
    • Order supplies
  • SYSTEMS

    To help your business be more efficient and scalable, we can:
    • Develop, refine and update SOPs (Standard Operating Procedures)
    • Develop training manuals
    • Create and refine workflows
    • Develop automations
    • Create value-add strategies and processes

YOUR JOURNEY WITH US

1. INITIAL CONVERSATION

We arrange a 20-minute conversation via Zoom to discuss what you would like to achieve with our assistance.

2. STRATEGY SESSION

During this 30-minute session we focus on creating the framework for the support you would most appreciate from the ground up.

3. PROPOSAL DEVELOPMENT

A Service Agreement proposal is created based on all the aspects we have discussed and agreed upon.

4. PROPOSAL REVIEW

Together we work through the proposal from top to bottom in this 30-minute appointment.

5. ONBOARDING SESSION

During this 1-hour appointment we work with you as a business owner to setup all the necessary access and documentation to effectively complete the agreed services.

ADDITIONAL SERVICES

We work closely with trusted partners who have expertise in the following areas:

  • BAS Agent Bookkeepers

  • Certified Public Accountants (CPA)

  • Copy Writers

  • Finance Brokers

  • Graphic Designers

  • IT Support

  • Legal Advisors

  • Marketing

  • Print Brokers

  • Printing & Embroidery Companies

  • Registered Training Organisation

  • Remote CFOs (Chief Financial Officer)

  • Strategic Alliance Development

  • Website Developers