The Tales and Travels of Taylor Made PA – 5 Tasks a Consultant Can Outsource to a PA

 

Published 02.12.2022

 

Hello!

 

5 Tasks to Outsource to a PA

1. Diary Management 

2. Management of New Business Leads

3. Issue Contracts and set up the Client Task Management

4. Book your Travel Arrangements

5. Manage your HR Administration

 

Be more Productive

Key to what I offer to the Management Consultants I work with is all about increasing their Productivity. 

Giving them time and head space to focus on what they do best. 

Time for them to grow their Business. 

But also time for them to ensure they don’t miss out on precious family time whilst they do it. 

 

Diary Management

 

Diary Management is my Super Power. I love it!

But are you still trying to arrange and manage all your appointments on your own?

Could your time not be better spent?

As your Business grows. Managing your time effectively. Whilst writing your next Business Proposal. And managing key stakeholders. Just becomes a juggle of priorities. 

And then do you find your constantly over stretching your time and double booking yourself?

Let me manage your time.

– Book in your client appointments and new business leads 

– Manage the time needed and allow for time between meetings

– Ensure school plays are in the diary so you don’t miss out

– Create time in the day to focus on actually getting the work done

– Support you having boundaries  

 

Manage your new Business leads

 

Are you wasting time processing new Business leads rather than focusing on the deadlines of current work. Meaning neither get done as well as they should be?

Are you missing leads because they are surrounded by a million other tasks that need your attention?

Let me manage the process and follow these up for you.

– Acknowledge the Emails as they arrive

– Add them into a CRM to track the task management as they are nurtured from Lead to new Business

– Remind you of impending deadlines

– Help format the proposal and send to the client

– Follow up with the client 

 

Issue Contracts and set up Task Management

 

Congratulations! You won the Business. Probably because they loved the efficient process and the Proposal you had time to focus on delivering. 

Now whilst you start thinking about the project delivery.

Let me:

– Create and send the contract for signing

– Create the folders in SharePoint ready to use and share if appropriate

– Manage the on-boarding of the client. Kick off Calls. Project delivery meetings. 

– Set up Task Management in a system like MS Planner or Asana to track delivery

 

Travel Arrangements

 

As well as a Professional PA with over 15-years experience. I have over 30-years experience booking Travel. 

Whilst Holidays are my passion and speciality. And I am a qualified and ABTA bonded Travel Agent through Premier Travel.

But I can also support your Business Travel arrangements as a PA too. 

This can include:

– Flights   

– Trains 

– Car Hire or Taxis

– Hotels or Serviced Apartments

– Meetings and Events

– Hospitality

 

HR Administration

So your Business has grown. It may not just be you any more. It could be Associates with their own Businesses. Maybe its your first employee, apprentice or intern. 

But it is time to look at systems to manage your teams data and information. 

I can help:

– Implement a HR system perfect for a small but growing business

– Manage your recruitment processes

– Create effective on-boarding processes for new starters

– Check the “Right to Work” status of your team. You check this right?

– Create HR policies for your team to work to

– Manage any sickness or holiday requests

And I have a network of HR Consultants that can support  further when we need it. 

 

Are you ready to grow your Business?

Book in a Chemistry Call today. And let Taylor Made PA help you be more productive. And support you as your Business continues to flourish and grow. 

BOOK HERE and start planning your next steps for growth. 

 

Until next time!

 

Jules x