“Have a project you aren’t sure how to move forward?
Let’s dream together and create an action plan to get going.”
Administration & Office Management
- System Creation
- Document management
- Mailchimp
- CRM
- Monthly reports and confidential letters.
- Sourcing and installing software and training staff.
- Client and supplier communication.
- Invoicing and payment follow up.
- LOOM – create training videos
Diary & Email Management
- Bookings
- Itineraries
- Correspondence
- Appointment Rescheduling
- Email Management and detox
Events & Meetings
- Planning
- Organisation and Management
- Creation of itineraries and agendas
- Event promotion on site (may incur additional cost if travel is required.)
Lifestyle Support
- Research
- Managing your utilities
- Online shopping
- Gift Sourcing
- Restaurant Reservations
- Dinner Parties/Private Chef
- Travel Concierge
- Holiday Bookings
- Visa Applications
Document Control
- Board pack submissions
- Collection of data
- Agenda/minutes
- Power point presentations
- Proof reading
- Audio transcription
- Spreadsheet creation and updating
- Electronic filing organization
Customer Service
Remote/Virtual Reception
- WebEx – App on mobile phone, Phone system on pc
- 8×8 Phone system
- Replying to online enquiries and customer calls to be redirected.
- Trip Adviser
- Google Reviews
Residential and Commercial Property
- Jupix- CRM
- Street- CRM
- Listings on Rightmove/Property 24
- Good Lord- Lease Agreements
- Sign off EICR, EPC, UK Property Law and Ethics
- Spec-booking of property images
- My deposit – Deposits
- Pay Prop-Landlord, Tenant, and Maintenance Invoicing
- Smart Search – UK personnel check
- Let Alliance
- IRE Inspect Real Estate
- SME Professional
You don’t have to do it by yourself. Let’s Chat