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Services

Email Marketing, Social Media Management and Websites

Stuck with your social media, exhausted by email marketing and worried your website is not working hard enough?

This is how we can help:

  • Email Marketing – Designing templates, writing content and implementing your email marketing campaigns on your chosen platform. Mailchimp is our preferred platform as Ann is a Mailchimp Partner. We love setting up automation too, letting the tech take the strain.
  • Social Media Management – Creating social media strategies and auditing your accounts. Implementing as much as you want, writing and scheduling social media or teaching you how to do it yourself. We love LinkedIn and Instagram the most! Monitoring your insights and analytics, ensuring you get the most out of the platforms and are hitting your target audience. 
  • Websites – Updating your WordPress or Wix website, loading content when you can’t, adding extra pages and functionality or completing an audit to suggest improvements to increase navigation.

Productivity, Competitor Research and Data Management

Can’t keep up with competitor activity, not looking at your customer data or want to drive more sales with smart solutions?

This is how we can help:

  • Productivity Project Work – Power up your productivity by reviewing and streamlining your processes and systems. Installing and training you on new productivity tools like Trello and Slack.
  • Competitor Analysis – Tracking and analysing what is going on in your industry and what your competitors are doing.  Putting alerts and processes in place to keep up with the crowd.
  • Customer Relation Management (CRM) and Databases – Drilling down, sorting and cleaning up your customer data. Setting up streamlined systems and maintaining your CRM ensuring every lead is captured and followed up on. We love Hubspot, Airtable and setting up whizzy Excels and Google Sheets.

Diary
Organisation,
Email Inbox Management

Not sure how to keep up with your inbox? Can’t find emails or double-booking appointments?

This is how we can help:

  • Diary Organising – Setting up ways or working to protect your time, keeping you on track by colour coding and time blocking. Setting up calendar management tools like Calendly or Microsoft Bookings that will save you essential time organising. Researching and booking venues for meetings or events, liaising with customers and clients and ensuring every detail is captured. Setting up Eventbrite accounts and monitoring and managing attendee communications.
  • Email and Inbox Management – Screening, filtering and prioritising your emails, even answering on your behalf if required. Inbox detoxing to clear everything down. Setting up auto rules for forwarding or filing to ensure your inbox and mind never get clogged again.

Document and Form Design, Branded Business Assets

Need a professional presentation, form, brochure, letterhead, social media graphics, eBook or suite of documents designed?

This is how we can help:

  • Canva – Canva Pro is our chosen design tool. Design a complete series of branded assets for your business like social media graphics, corporate brochures, proposal documents, eBooks and more!
  • Microsoft Documents – Prepare, update or design from scratch professional and punchy PowerPoint presentations. Create Excel spreadsheets for you to track performance and KPIs or set up a suite of Word templates and letter-headed documents.
  • Forms – Design, create, monitor replies and analyse data on any form-building tool like Survey Monkey, Jotform, Typeform, Mailchimp or Google Forms.

Sales Tracking, Invoicing, Expenses and Receipts

Struggling to see where sales are generated? Late sending invoices and not chasing late payers? Not claiming expenses and always losing receipts?

This is how we can help:

  • Sales Tracking – Set up tracking systems and reports within your accounting platform to monitor sales performance.
  • Invoicing – Create and send invoices to clients on your behalf. Set up reminders and a tracking system to ensure prompt payments. We love Xero.
  • Expenses – Advise on the best tools for keeping on top of receipts and expenses. Get you away from piles of paper to digital files. Upload and monitor receipts using your chosen digital tool. Hubdoc, Pleo and Receipt Bank (now Dext) are some of our favourite tools. Liaising with your bookkeeper and accountant to ensure there’s a trail for business costs.

Personal Tasks, Travel Booking and Lifestyle Management

Too busy to book a holiday?  Missing events and the family? Letting life admin get you down and stressing about gift buying?

This is how we can help:

  • Events and venues – Manage as much or as little of your business event as required. Source and book the best venues and arrange team or social events, small meetings or large-scale conferences.
  • Travel – Research and book the most cost-effective travel options for your itinerary. Produce detailed itineraries for you to ensure you keep on track when you are travelling. Find the perfect accommodation for your event or occasion.
  • Lifestyle Admin – Support with personal arrangements like gift purchasing, holidays, or booking your car in for a service.

Anxious about outsourcing?

That's ok, Ann has over 20 years PA, admin and marketing experience and The PA Portal only work with accredited and highly skilled Virtual Assistants in our Associate Team. Head over and read our testimonials for peace of mind.