Case Studies
I am both VA and OBM for this training company, managing all support tasks, including, dealing with all emails and requests for information and quotes, drafting all standard forms and letters, taking bookings, devising and managing client database and diary management. I ensure all clients have the relevant paperwork and after care. I set up the company website and during 'lockdown' researched and found the best online course platform and then put all courses online with workflows and automations so that the now make a great income for the business.
I also do the bookkeeping, setting up Xero for the client, issue all sales invoices, manage incoming invoices and pay them with my access to the clients bank account. .
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I assist with marketing and designing flyers, banners and promotions and manage subcontractors and develop business strategy. I truly am this business's best friend.
Web Design Company
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I dealt with the sales ledger (Sage), issued invoices and carried out credit control, which the Director commented was the best he had experienced.
With my experience I also reviewed his customer contracts and client on-boarding documents to make them clearer, user friendly and most importantly, effective.
Investigation Company
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I ran all the company's administration and streamlined processes and managed the ISO accreditation. I managed the companies bank accounts, issued invoices, credit control and kept their books in order. Through my connections I found them an excellent accountant and a new accounting software package, which saved them time and money. The Director said that I was exceptional at my work. My assistance allowed the Director to expand and grow his business significantly.
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I managed all investigation and intelligence gathering operations and my intelligence reports were commended with one of my investigations pivotal in an offender being arrested and charged in the USA and now in jail. I wrote the study material for a BTEC Level 3 Professional Investigator Award, accredited by Edexcel, which I also taught to students.
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Commercial Cleaning Company
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I assist the Director in marketing and attending business meetings and all paperwork and administration.
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I draft and submit quotes and am customer facing with current and prospective clients.
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I designed and set up the company’s website www.prestigebbcleaning.co.uk
Start-up Company
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I was contacted by a start-up company who required assistance with putting systems and procedures in place ready for their business launch and this is exactly what I did for them. I provided flowcharts for the different aspects of the business, identifying what was to be done and implemented at each stage. I designed forms as well as setting up a suitable accounting software package for them.
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They referred to me as their mentor and with my money saving ideas compared me to Martin Lewis.
Security Company
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I run the businesses administration as well as manage contracts to ensure all security operations are appropriately staffed and managed. I liaise directly with the clients and ensure their requirements are met. I manage email and the diary and book all travel and accommodation for the Director and operatives. I interview prospective candidates with the Director. I manage the company’s bookkeeping and vat returns.
Specialist Restraint Equipment Company
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I manage the running of this business on a daily basis, liaising with its customers both new and current, invoicing, credit control, bookkeeping, email and diary management. I manage the testing of the equipment and deal with the manufacturer. I assist with marketing and also made their new website which can be viewed at www.softrestraintkit.com
