Thrives Globally with VE's Support
Client overview
Meet Lisa Canning, the owner of Lisa’s Clarinet Shop and a true expert in the clarinet world. With over 41 years of experience in hand selecting and selling clarinets of all types and brands, Lisa has become a trusted source for musicians of all ages and skill levels.
As the owner of her own clarinet company, she aims to help clarinetists find their voice and achieve their musical aspirations. With her vast knowledge of the market and instruments, Lisa is able to hand-select each clarinet to meet the unique needs of her clients.
Lisa reached the point where she couldn't manage business operations and scaling at the same time.
Here’s how we matched Lisa with her “business fairy” Virtual Assistant and kept her global shop running better than ever.
What Lisa was looking for?
Excellent communication and organizational skills
Financial and business math abilities
Expertise in making reports on Excel and MS Office
Experience in operations and data mining
Familiarity with email management
Ability to work across a broad range of operational activities
What VE did?
Conducted a detailed screening process:
We pre-screened our talent pool based on Lisa’s needs and took care of VA onboarding.
Took care of the day-to-day tasks:
We found Lisa a perfect VA that could clear her plate, and look after the admin and finances.
What was our
VA's plan of action?
01/06
Employee
management process
We managed employee attendance and payrolls by tracking hours worked, keeping an eye on their work schedules, allocating work to them, and taking care of their salary. Lisa’s VE provided her employee performance review reports by tracking employee performance metrics.
02/06
Payment
collection process
We took care of the invoice generation ensuring that all payments are properly recorded and accounted for. Lisa’s VA automated the payment collection process while handling customer service inquiries related to client payments and answering questions about payment methods, due dates, and account balances.
03/06
Inventory
management
We optimized the inventory management process by reducing the risk of stockouts and overstocking, automating the reordering process, and generating purchase orders when inventory levels fall below a certain threshold, generated reports and analyze data related to inventory levels, providing the business with insights into trends and patterns in inventory usage.
04/06
Leads and
proposals follow-up
Lisa’s VA assisted her in lead generation by researching and collecting contact information for potential customers, create and send out email campaigns and social media messages to engage with these leads, schedule follow-up calls, and track the lead's progress through the sales funnel.
05/06
Documentation and
recruitment
Helped Lisa with documenting tasks like data entry alongwith candidate screening as per Lisa’s requirements. Looked after the scheduling of interviews and communication with candidates, job posting, and promotions, assisted in the onboarding process by preparing and sending out onboarding documents, scheduling training sessions, and assigning job roles to them.
06/06
Client
Management
The VA responded promptly to customer queries and concerns, scheduled customer meetings and maintained database over Zoho.
The end-result we achieved!
60%
Sales growth in a yearVE transformed Lisa's business with automated workflows, documented standardised operating procedure and built an ecosystem that allowed her business to keep running without it being dependent on her. Our VA tackled the areas that used to eat up all her time by integrating tools, training employees and turned the chaos into a simple, easy and organised business taking the day-to-day affairs off her plate.
One woman-army
An expert in:
Meet Poonam Singh, Lisa's business fairy who transformed her business in a year. This was achieved by streamlining operations, understanding business metrics, and implementing process improvements. She handled employee hiring and training while having a keen eye for identifying gaps in the recruitment procedure and recommending proactive changes.
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