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Admin strategy & support

Regain a sense of clarity and feel like you’re on top of your biz.

 

You love your business but you’re overwhelmed with the chaos of growing, keeping your clients happy, and you’re drowning in all of the messages, files and tools that go with it.

You started your business because you are damn good at what you do, and passionate about helping more people, but OMG there is so much more to running a business right?

You know there’s gotta be an easier way but you’re too busy in the trenches just getting it done.

You could hire new staff or outsource some things, but there’s no time to stop and train someone or even figure out what parts of your business you CAN delegate.

You’ve heard it’s possible to set up automations and software that make things easier, but which one is best and… HOW?

 
 

Wouldn’t it be nice if you and your team could feel on top of everything and know exactly what needed to happen next?

To get advice and strategies from someone who’s been growing a team, and setting up systems, processes, and techy tools for years.

You’d get some breathing room back and feel clear, calm and in control.

Our Admin Strategy and Support services are customised to your needs to get systems, processes and automations in place that suit your biz, save you time and allow you to grow.

 

Examples of What We Can Do

Information Management

  • Develop and collate monthly KPI reporting on metrics such as, new clients, cancellations, income, mailing list sign-ups etc.

  • Create staff information hub for easy access to policies, procedures, forms, templates and resources.

  • Develop process for tracking NDIS plan dates/funding, outstanding claims

  • Develop online forms to easily collect information and signatures for client intake, HR, referrals, feedback and many more uses, to be automatically saved as PDFs, added to spreadsheets or integrated with other software.


Automations

  • Set Up Call scheduling or appointment booking systems.

  • Work out the tricky advanced functionality of the software you are already using to get the full benefit.

  • Set up auto invoice reminders to encourage payments on time.

  • Develop and set up an automated series of welcome emails for your mailing list, to improve engagement.

  • Setup and train on using Password management software that enables secure sharing and quicker logins to all-the-websites.


Better Processes

  • An easy way to create procedure and training materials.

  • Develop a process for content creation (blogs, newsletters, social media etc) that can be easily delegated.

  • Streamline your billing process to improve income and cashflow

  • Develop a reliable, easy to follow client intake process to ensure everyone gets the information they need with minimal data entry and manual tasks.

How we can help you:

 

And of course we can provide ongoing admin support if you’re looking to outsource to our amazing local team!

 
 
 

What’s Next?

If what you’ve read here resonates, and you want to take that first step to making a change, then please complete the form below.

That will give us a chance to review your responses before we jump on an introductory chat on the phone. We want to make sure we can provide what you need, and that we CLICK for a good working relationship.. 

 
I always find Nerin easy to work with, she takes the time to explain things in a way I can understand..
— SHANE WILLIAMS - TOTALLY WORKWEAR PORT STEPHENS
Nerin is structured, efficient and knowledgeable with a range of tools available.
— KATHRYN RIMMER - YIN YANG CONSULTING