Business Support
Contact management
Have you recently attended a conference or networking event? I can help you with:
- Creating a spreadsheet of your new contacts;
- Adding contacts to your Customer Relationship Management (CRM) system;
- Adding contacts into your e-marketing system (if GDPR compliant);
- ‘Follow’ or ‘Like’ them from your social media accounts;
- Client/Customer surveys
- Confirming or making appointments.
Accounts preparation
Do you find yourself at the end of the year dreading having to prepare the paperwork for your accountant? I can help you with:
- Organising your receipts;
- Setting up or updating a spreadsheet to record your expenses;
- Entering your receipts on to your expenses log;
- Keeping your expenses up-to-date to ensure you have an accurate picture of your business.
Diary management
It can be difficult to find the time to arrange new appointments to grow your business. I can help you with:
- Arranging appointments;
- Booking meeting rooms;
- Arranging travel;
- Sending reminders;
- Following up your appointments.
Email management
It can be hard to find the time to respond to all those business emails. I can help you with:
- Monitoring emails and removing junk-mail;
- Responding to emails;
- Flagging important emails;
- Setting up autoresponders or an Out-Of-Office message to better manage client expectations.
Proofreading
It can be easy to miss errors – Whether it is marketing materials, a blog post or a presentation. I can help you with:
- Checking for typing errors;
- Highlighting areas for improvement;
- Re-drafting.
Debt chasing
It can be a difficult conversation for some when invoices are going unpaid, especially when you work so closely with your clients. I can help you with:
- Sending reminders;
- Chasing outstanding debts.
Business research
Finding possible clients or researching suppliers, which is one of the most time-consuming areas for a business. I can help you with:
- Sourcing images;
- Content for presentations;
- Supplier research;
- Identifying new leads.
Office management
Maybe you are so busy your office is disorganised, or your office systems just aren’t working for you. I can help you with:
- Organising and setting up your office;
- Organising and filing paperwork;
- Suggesting and implementing office systems.
- Facilities management
- Budget forecast
- Finding and setting up supplier accounts
- Fleet management, including tax, MOTs, insurance, and repairs and fuel cards.
HR support
Human Resources can be very admin-intensive, and process driven. I can help you with:
- Recruitment;
- Writing job descriptions;
- Advertising on job sites;
- Reviewing CVs;
- Shortlisting and response handling;
- Arranging interviews and finding suitable candidates;
- Preparing new starter packs and induction checklists;
- Preparing contracts;
- Setting up HR database
- Developing staff handbooks and policies;
- Managing Visa applications
- Research into Pensions
- Revising probation periods
Mail shots and letters
I can help you with:
- Preparing and sending thank you letters or cards;
- Sending invitations to an event;
- Sending Christmas cards and gifts;
- Preparing letters by mail merge from a database;
- Creating a database for a mail merge.
CONTACT ME
Need an expert? You are more than welcome to leave your contact info and I will be in touch shortly. Alternatively, please call 0203 290 8955 / 07850 675 065 , or email beatrice@beatricesotomartinez.co.uk