virtual assistant packages.
Monthly management of your crm account and client communications
Had a CRM setup and it's been amazing, but you still need a little extra help day-to-day to manage and maintain it?
That's where my monthly retainer packages come in! I will dive into your CRM account daily (weekdays only, of course!) and make sure that everything is working the way it should be, helping you to send out any proposals, invoices, schedulers, approving any tasks that need to be approved, whatever you need me to do to make sure your client journey is running as smoothly as possible.
This is perfect for you if...
You simply have no time or energy to learn your CRM fully and just want to hand the day-to-day uptake of this over to a pro.
Need More Than Just CRM Maintenance?
Does your business need a little more than someone to come and help you with your emails? Maybe it's time to hire an OBM (Online Business Manager).
An OBM can help you with:
Operations Management - manage projects/leads in your CRM, prepare and send proposals
Course/Membership Management - onboard new customers, data collection, launch promo
Team Management - delegate tasks, oversee team duties, create SOP's
Marketing Management - affiliate partner management, blog writing/scheduling, email marketing, social media scheduling
Sales Management - creating and updating workflows, forms, and emails in your CRM
Finance Management - monitor invoices, chase overdue invoices, manage sub-contractors invoices, day-to-day bookkeeping, prepare data for accountant
Here's what happens next!
complete a form
Click the 'apply now' button to apply to work together and fill in the application form. This form will give me some basic info about your needs.
Book a convenient time for us to meet virtually for a discovery call to discuss your needs and find out if we are a good fit.
make it official
If we're the perfect fit you'll be sent a contract to sign and your first retainer payment will be due to commence work.