Think about all of the admin tasks that drain you time and take you away from the work that you enjoy.
They might be essential but they don’t interest you so you put them off and then they feel overwhelming.
Imagine how it would feel to be able to delegate all of those tasks to someone who actually enjoys doing them! You decide what you keep and what you hand over. You get the peace of mind of knowing that your inbox is clear and organised, your record keeping is up to date and you won’t miss any appointments.
Everyday Admin
How we can work together
Inbox management
Daily inbox checks to make sure nothing is missed
Triaging your emails and flagging those that need your personal attention
Unsubscribing from clutter
Replying to routine enquiries on your behalf, in your tone
Drafting responses for you to check and send
Inbox decluttering to restore calm to chaotic inboxes
Inbox setup - folders, labels, rules etc
Email template creation
Diary management
Managing your calendar so you can see what’s coming up at a glance
Scheduling, confirming and rearranging meetings and appointments
Sending reminders to you and your clients ahead of key dates
Blocking out time for focused work, breaks and recovery
Making sure that you are never double booked
Record keeping and data entry
Entering and updating information in spreadsheets, databases or your CRM
Setting up and maintaining a clear digital filing system
Keeping client and supplier contact details accurate and up to date
Typing up handwritten notes, forms or recordings
Tidying existing records, removing duplicates and filling gaps
Organisation of finance records
Collating digital receipts and invoices to provide to your accountant
Setting up folders for storing financial paperwork
Spotting and chasing missing documents
Checking invoices against statements
Combining invoices for the same repeat client into consolidated invoices for billing
Combining purchases from the same supplier into one consolidated amount for payment
Bookings management
Booking appointments, venues and meeting rooms
Arranging travel and accommodation
Organising the practical details for events, workshops and training
Setting up and managing online booking systems for your clients
Sending confirmations and following up on cancellations or changes