Client Support Services

What Can I Help With?

Do you want your client experience to be wonderful and seamless but you just don’t have enough hours in the day? I can help by being the first point of contact for your new clients and follow-up with existing clients to ensure their journey is as smooth as possible.

Here are some of the areas of client support I can help you with:

Onboarding New Clients

  • Set up your client in your CRM database and analyze data
  • Set up automation and processes
  • Collect the information you need to know to better work with the client

Booking Appointments

  • Schedule and manage client appointments and make sure their intro call is on the books
  • Set up automated appointment scheduling
  • Send welcome packets and/or welcome gifts

Sending Follow Ups & Collecting Reviews

  • Reviews are an important part of your small business – not only are they a great marketing tool, but they help build trust and your credibility.
  • You know you should be reaching out to your customers for testimonials and feedback but you just don’t have the time – that’s what I’m here for!
  • Set up and send out feedback surveys

Pam is an original and the best at what she does. She is a marvel and I love her energy and fun personality. I appreciate how organized and detail-oriented she is and I love her work ethic. Pam thinks steps ahead and anticipates my needs before I know I need it. She goes above and beyond for her clients. She’s a gem. I would recommend her to anyone without a moment’s doubt because of how much I value her work.

Joy R.
Leadership & Style Consultant
Style with Joy

Get In Touch

Need help with administrative tasks of your business and interested in finding out more about working with a Virtual Assistant?

Book a free 30 minute call with me to discuss your business needs and the various ways I could assist with your workload.