Account Management Services
Account or Vendor Organization
When your dealing with
accounts and vendors you always need to be organized. Our virtual
assistants help maintain professionalism and organization for quick
information accessibility. If a client calls you and wants information
from you, you need it at your finger tips. Don't put them on hold, get
it now, with professional organization.
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Contact Management
Have you misplaced an important
lead or maybe a new representatives phone number to an existing vendor?
Or have you lost an important client due to misplacing their contacts
information? We can help by setting up and maintaining your e-mail program and/or
client database for easy access. Organization is the key to a happy,
healthy business and it saves you valuable time.
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Database Management
Do you have a database in
need of major updating or upkeep? We are the answers you have been
looking for. We will professionally create and/or manage those important
databases. Having a up-to-date database will save you time and money
when looking for important information. Plus we can store them for you incase of a disaster. Plan ahead,
be prepared.
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E-Filing
What is e-filing? Most people
think of filing their taxes or government documents but there is more.
Think of it as a separate place to store documents (Also known as
archiving). Maybe you don't have any more room in your office for filing
cabinets. You send us your documents, we scan them and then file them
in folders on your personal external hard drive or on the internet where
they are easily accessible but safe and secure. When was the last time you saved a document
to your computer and knew right where it was?
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Form Creation
Having problems finding the
correct forms to complete the job? We can create any type of forms that
you are looking for. Whether it's in Microsoft Excel, Word, Publisher or even
on Front Page we can get it done. Forms can be a valuable commodity to
your business with important information from your clients, customers,
employees, and more. Tracking forms, address request forms, order forms,
referral forms, customer surveys,
questionnaires, and much more...
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Holiday & Birthday Cards
Are you having trouble
remembering to send out cards on holidays and birthdays to your clients?
Or do you have so many cards that you don't have enough time to send
them out? Our virtual assistants can take this process off your hands.
We can create or purchase the cards, hand address, stamp and mail them
out. We will not use metered postage for this, so that it has the
personal touch that you want to send.
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Meetings
Do you find yourself at
meeting time without all the materials you need? Are you finding that
your meetings are unproductive? Do you need more focus or management on
your meeting materials? Our virtual assistants combine your facts with
our creativity to make meeting materials that will get the point across
with a little finesse. Help people look forward to your next meeting. We
can also print all your materials for you and get them to you quickly.
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Record Keeping
Once you choose us as your
account manager we will make sure that all records are kept in a
professional manner. Therefore if you ever decide it is time to hire or
we transfer this responsibility, everyone will know exactly what has
happened with your accounts. We keep telephone logs of conversations,
due dates, completion logs, and other materials related to the records.
We keep not only a computer copy but also a paper copy for reference
dated back at least 6 months or what is determined in our free
consultation.
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Reports
We can send you weekly
and/or monthly reports on what has taken place for your company so that
you are constantly aware of what we are accomplishing for you. We also
can send emails to you if there are important items that you need to
know immediately based on your rating of importance.
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Presentations
Are you constantly making
presentations to prospective clientele? Do you need that presentation
that will show them why you are the company to go with? Our virtual
assistants have experience creating eye catching, informative,
personalized, and spell bounding presentations. We can do the research,
create graphics and graphs, input data, create speakers notes, and much
more. We create presentations that your client will truly enjoy
watching!
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Promotion Notifications
Do you need a third party to
let everyone know when promotions are happening? For example, you are a
third party broker for a manufacturer to a wholesaler and the
manufacturer makes you responsible for letting the wholesaler and their
customers know when promotions are happening, our virtual assistants can
help. We can let all parties know when they are occurring, help with
images transfer for ad management and description creation. We can also
help out with filing out the necessary forms to promote those products.
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Shipment Management
We again can help you manage
your shipments or those of a third party to ease the stress of
deadlines. Don't let a miss tracked shipment be the cause of the end of
a business relationship. We can make the necessary phone calls to track
and assist the shipping company to get the products to the necessary
location on time. We can arrange for the pick up, the type of service
used, and location delivery, time, and day.
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Third
Party Communications
Some say leave out the middle
man, we say "Why, you might not have the time to handle it."
Communication is a big part of business and when you don't have enough
time to do it then our virtual assistants do. Let us represent you in a
professional manner.
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Time
Management
Have you ever lost track of
time? Do you ever find yourself mismanaging your time? This is were we
come in. We will help relieve some of the stress of the daily grind. We
will help you with task prioritizing and completion on a step-by-step
process. Let's step away from the big picture for a moment and look at
the little picture. There are only so many hours in the day. We help you
schedule them to accommodate the best use of your time. Want to extend
your hours in the day, let us show you how without stress. When you
schedule your time properly, this allows you to get more things
accomplished in your busy day. Our techniques have worked for others and
they will work for you too!
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Tradeshow Planning
Do you have a tradeshow
coming up that you need assistance preparing for? Do you have forms that
need to be filled out, presentations made, banners, electricity, booth
space, tables, and carpet ordered. Our virtual assistants can do this
and much more. All you'll need to worry about is making sure there is
someone there to represent your company, we can do the rest. In the
Kansas City area we can assist with setup and take down as well.
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Travel Arrangements
Do you travel often? Do you
need someone that can look ahead for you while you are busy getting the
deal signed? We can reserve air travel, car rental, hotel
accommodations, restaurant reservations, and more on your behalf. We
will find you the best rates and save you time. We will even provide you
with a travel checklist.
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