Inbound Back Office "plugs into" your existing team to augment your capabilities and expand your resources at a fraction of the cost of hiring new people. We provide assistance so you can focus your time on sales, strategy, client services, and building your business.
You have help with all the main marketing tasks like content, digital ads, and SEO, but what about the day-to-day administrative tasks that keep piling up? That's where our Administrative Assistance team can help! From scheduling meetings, recording minutes, or setting travel plans, our team is ready to jump in and help you free up more time so you can focus on your business!
Our Administrative Assistance team can help with tasks like:
- Automation of Operations
- Research
- Microsoft Word, PowerPoint, Excel tasks
- Organization/clean-up of accounts/platforms
- Google Drive features
- Meeting minutes
- Transcription
- Spreadsheet data manipulation
- Filing system - setup and maintaining
- Oral and written communication
- Point of contact for external contacts
- Prepare docs for meetings
- Processing email
- Finding a way to improve administrative processes, or developing those processes
- Problem-solving
- Contact follow-ups
- Zoom scheduling/set up, meetings, and webinars
- Event planning assistance
- Time-consuming tasks that someone else can take care of!
They can also help with various calendar tasks including:
- Booking meetings
- Managing conflicts and re-scheduling
- Meeting confirmations and followups
- Travel arrangements and booking
- Inbox management ongoing or during vacations
For our Financial industry clients, they can help with:
- Schwab Paperwork
- Wealthbox
- RightCapital
- Elements
- Altruist
- Google Workspace
- Calendly
- Encyro
- Jump
Want to learn more? Schedule a call to learn how our team can help!