We bring order to the chaos!
From setting up systems, getting mailing lists sorted, to scheduling your social media, Clear Day takes care of the tasks in your business that take up your time and headspace, and that aren’t bringing you joy.
Examples of admin we can take off your plate includes:
|
Getting your systems organised and running smoothly
|
Scheduling appointments / booking in clients |
|
Managing your diary |
|
|
Arranging meetings |
|
|
Life admin (booking appointments, keeping on top of life / school admin)! |
|
|
Filing – setting up and maintaining systems to organise your important documents |
|
|
Researching and getting information together in one place |
|
|
Formatting documents/ turning notes into something readable |
|
|
Creating online forms |
|
|
Managing and sharing online documents |
|
|
Arranging and managing events |
|
|
Helping you run online sessions |
|
|
Producing detailed and high-quality minutes (produced from recordings) |
|
|
Communicating with your clients
|
Sending contracts/documents/forms to your clients Using existing CRM system (we can also set up CRM systems for you; see next section) |
|
Issuing and chasing invoices |
|
|
Engaging your potential client base
|
Creating and managing your mailing lists |
|
Creating and formatting mailing lists and setting them up on an email distribution system Setting up email workflows including segmenting your audience |
|
|
Your ‘shop front’ |
Updating your website |