Customer Relationship Management
Wanna start playing with the big boys and upping your e-commerce success? 125,000 users trust Infusionsoft’s award-winning automation software, backed by 16 years of helping small businesses succeed and a worldwide community of experts dedicated to your success. Capture more leads, don’t miss a single opportunity to engage with your audience. Improve conversion rates, get in front of the people who want to buy from you at the right moment. Master e-commerce, provide a seamless online shopping experience, 24/7. Manage the sales process, easily manage who you follow up with and when. Save more time, say goodbye to the mundane tasks that hold you back. The Diligent Assistant can set up and run your system or provide you with the tools to run it yourself. Contact us for a customized quote.
From capturing leads on your website, to automatically following up with a questionnaire based on the client’s input, or sending them a proposal that will make them eager to select those big-ticket packages, Dubsado has you covered! Features include E-signatures, Client Portals, Automation, Sending Questionnaires and forms, lead tracking, Project Management, invoicing and payments and much more. The Diligent Assistant can help you set up your system with workflows, templates and packages as well as provide maintenance services to keep you up to date with your clients! Get in touch for a quote.
Messy books, no books, shoebox books, whatever you current “style” of bookkeeping I can help you set up streamlined processes and either maintain them for you on an ongoing basis or teach you how to do them yourself! I use various accounting software programs so that we can find the most cost effective and easy to use solutions for your bookkeeping needs!
“if one does not know to which port one is sailing, no wind is favourable” – Lucius Annaeus Seneca
Running a small business requires planning in order to be truly successful. Only with vision and and insight can you take your business to the next level. I specialize in pulling creative thinking from business owners and formulating that int concrete plans for success! Choose from the plans below to find a strategic planning session that meets your needs!
Brainstorming designed to help you hit the ground running with your business operations. A high level overview of your immediate growth goals and solutions to achieve those goals and help your business rise to the next level – good for planning the next 3-6 months of operational task focus. 2 hours of brainstorming and action checklist to hold you accountable
Operational business coaching at your pace! Hourly meet ups that can be scheduled bi-weekly, monthly or quarterly. These sessions are designed to keep up with your ever changing business needs and provide you with direction and tasks to ensure that your business surges forward
A full day of strategic planning either one on one or with your leadership team. Facilitated to encourage idea “flow” and help understand where you are and where you are going. Essentially building your road map for the next 12 months to help your business “flow” in the right direction and encourage company wide growth.
Small Business Organisation and Administration
From filing systems to contract management, all businesses need to have their “ducks in a row” to be successful. I can help you set up your systems and processes to make sure you are the most productive at all times! Services include:
- Data entry
- Social Media Posting
- Contract and document creation
- Automated and integrated system implementation – CRM, back house operations.
- Process development, handbooks & manuals