Sales Administration
Systems and automated business processes that allow individuals and small businesses to focus on revenue-generating areas of expertise.
No more inconsistent workflows that lead to missed deadlines, customer dissatisfaction, or lack of clarity for financial decision-making.
Say goodbye to what holds you back:
- Missed requests from customers received through various communication channels.
- Losing sales or opportunities to engage due to lack of timely follow-up communication.
- Lost revenue due to late proposals, lack of lead nurturing, or lack of clarity on next steps.
- Disappointed customers who are not well served because there is not enough of you to go around.
Embrace relief that allows you to:
- Create systems and workflows that allow you to effortlessly receive and respond to new sales or service requests from multiple communication pathways.
- Create content and communication strategies that allow you to serve and engage with your customers while strengthening relationships.
- Reach the right audience with the right message at the right time to build trust.
Time is money and your most valuable asset. Make money and spend time wisely.
Do any of the following descriptions reflect your experience?
- Does bookkeeping take time away from growing or leading your organization?
- Do you struggle to keep your books updated?
- Are invoices unsent or regularly late?
- Are your bank statements waiting to be reconciled?
- Have sales increased but profits have not?
- Are you struggling to follow up with payments not yet received?
Bookkeeping Solutions Include:
- Create / Update Chart of Accounts
- Download Bank & Card Transactions
- Bank & Credit Account Reconciliation
- Weekly / Monthly Bill Pay
- Customer Invoicing
- Maintain Vendor Listing
- Maintain Reconciliation Backup Files
- Print Financial Reports