Productive

​Streamlining your systems and processes
                                            

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SERVICES

I analyse your current workflow, find the pain points, and set up systems and processes to organise your work.

I'll r
esearch the best programs and apps that fit your budget while being tailored to your business requirements. Then create any templates or docs required for the process, including the processes and procedures for yourself and your team. 

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The entire process will be project managed for you, you'll only have to answer questions and provide feedback as we go.
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  • Client onboarding
  • Information management
  • Reports
  • Ability to use the information for various other purposes
  • Workflow
  • Tracking time for billing or timesheets
  • Working with remote contractors
NEW PROCESSES/PROCEDURES
You and/or your team have just been toiling away at your work and haven't had time to stop to create a documented system. 
STREAMLINE CURRENT PROCESSES/PROCEDURES
.You have systems and processes in place but you want to make the current workflow more efficient
NEW SOFTWARE SETUP
You need someone to help you find the right software for your business
STREAMLINE CURRENT SOFTWARE SYSTEMS
You are already using software but it's not fitting your needs, you want someone to find the right software and/or switch you over to the new software.
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You have chosen the software to implement but you want someone else to set it up and implement it for you.

Ongoing virtual administration
  • Data entry.
  • Word and Excel documents: creating templates, presentations, booklets, merging documents.
  • Proofreading. 
  • Typing.
  • ​Scheduling.
  • Transcription (transcribing voicemail, video or audio, podcasts etc.).
  • Preparing Slideshows (Powerpoint Presentations).​
  • Updates on articles that are relevant to keeping your business innovative. 
  • Creation of social media profiles. 
  • Digitising paperwork and hard copies of items like business cards into your CRM. 
  • Assistance with your program and app issues. 
  • Updating email or contact lists on your CRM.
  • Research on topics for blogposts, newsletters or others.
  • Publish posts on your Blog (content you provided).
  • Website maintenance, particularly if you manage your own site.
  • Converging, splitting and merging pdf files.​
  • Liaison between you and other team members  - for when they ask you too many questions.
  • Recruitment (source other team members like writers or graphic artists).
  • Venue research and booking.
  • Event organisation.
  • Errands run in my vehicle (location New Zealand).
user testing for software developers
  • If you have created a program with the target market of small business or it simply provides productivity, I can help test your program from a user perspective. It's always beneficial to see how the user would use your program - not just someone who understands code. 
  • I have researched and analysed hundreds of programs during my years of interest in computers. I am always searching for productivity programs to help small businesses.

Check out my page of recommended programs.
Contact me for a free consultation



Task not listed?

I'm sure there are many other tasks that I haven't listed so let me know what you have in mind. If it is something I am not trained in, I love to learn. I can either come to you for quick training or I can train myself in my own time. If Taranaki based then there is no charge for in-person training.














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