Services

Client Relationship

Management

Meeting & Document

Management

Event Planning

  • Maintaining CRM databases 

  • Research networking opportunities

  • Client research

  • Schedule client follow-up meetings/calls

  • Virtual meeting management & facilitation*

  • Identify the purpose/meeting requirements

  • Confirm and invite key attendees 

  • Assist in developing the agenda/timings

  • Send pre-reading or requests which require advance preparation

  • Follow-up on action points/outcomes from the meeting

  • Typing - emails, documents, letters

  • Creating, formatting, updating documents - (Excel, Powerpoint)

  • Proofreading

  • Data entry

  • Creating and maintaining digital filing systems

  • Organise expense receipts, set up/update spreadsheet or your expense system (online/cloud-based)​

  • Sending invoices,

  • Chase outstanding invoices,

  • Client payment reminders

  • Data entry updates

Accounts Preparation

Research into;

  • Travel requirements insurance 

  • Planning

  • Bookings

  • Visa requirements

  • Itinerary

  • Project Management 

  • Budget Planning

  • Venue sourcing

  • Supplier sourcing

  • Arranging invites

  • Collating RSVPs

  • Organising travel & hotels for delegates

  • Event facilitation*

  • Post Event feedback

  •  

  • Client/Staff Meetings

  • Board meetings 

  • Workshops

  • Team Building/Events 

  • Client dinners

  • Summer/Christmas Parties

 

*Support facilitation on the day at an additional rate

Travel Preparation

Succulent Plant and Binder Clips