Support with those tasks that need tech and creative know-how, e.g. designing documents, finally getting those videos online or creating that stand-out presentation.

It's always best to talk things through, because everyone’s requirements are unique. If you’re interested in learning more, feel free to get in touch for a chat about how our services can help bring that elusive balance!⁣

Database Management

Data Entry, Maintenance & Security - Accurately input and update client information, ensuring all records are current and complete. Categorise and structure data for easy retrieval, using tags or custom fields to enhance searchability. Regularly back up databases and implement security measures to protect sensitive client information.

CRM management

Client Interaction Tracking, Lead Management & Reporting - Log communications with clients to monitor interactions, preferences, and feedback. Track potential clients through the sales funnel, ensuring timely follow-ups and nurturing relationships. Generate reports on client engagement, sales performance, and other key metrics to inform business strategies.

PowerPoint presentations

Content Creation - gathering data to support the presentation's objectives and outlining key points and flow to ensure logical progression. Create visually appealing slides using consistent colour schemes, fonts, and layouts that align with branding. Incorporate images, charts, graphs, and infographics to enhance understanding and engagement.

Tailored Presentations - Adapt presentations to suit specific audiences, ensuring the content resonates and meets their needs. Use or create branded templates to maintain a professional appearance across all slides. Prepare detailed notes for presenters, highlighting key points and talking prompts for each slide. Assist in scheduling practice sessions and providing feedback to ensure smooth delivery.

Mailchimp and email campaigns

Account Setup and Management - Set up and configure Mailchimp accounts, ensuring all necessary settings are optimised for campaigns. Organise and segment email lists based on criteria like demographics, behaviours, and engagement levels to target audiences effectively. Draft email content, including subject lines, body text, and calls-to-action that align with campaign goals.

Template Design & Automation - Use Mailchimp’s design tools to create visually appealing email templates that reflect the client’s branding. Set up automated email workflows for welcome series, follow-ups, and re-engagement campaigns to save time and maintain engagement. Implement triggers based on user actions (e.g., sign-ups, purchases) to personalise communication.

Analytics and Reporting - Monitor key metrics such as open rates, click-through rates, and conversions to assess campaign success. Prepare comprehensive reports summarising campaign performance, insights, and recommendations for improvement.

Website improvements and content updates

Content Creation - Write and edit blog posts, articles, and landing pages that align with the brand’s voice and audience needs. Update visual elements, such as images, banners, and layouts, to maintain a modern and appealing look.

SEO Optimisation -  Implement SEO best practices, including keyword integration, meta descriptions, and alt tags, to improve search engine visibility. 

Website Monitoring - Regularly check website performance for broken links, slow loading times, and technical issues, addressing problems promptly. Monitor website analytics to evaluate user behaviour, traffic sources, and conversion rates, providing insights for improvement.

YouTube and video uploads and thumbnails

Video Upload Management - Ensure that YouTube and accounts are properly set up and configured for optimal visibility and branding. Prepare and format videos to meet platform specifications, including resolution, file type, and length requirements. Manage the entire upload process, including selecting the appropriate video file and configuring settings such as privacy and monetisation options.

Scheduling and Publishing - Schedule video releases for optimal engagement based on audience analytics and peak viewing times. Monitor the publishing process to ensure everything is functioning correctly and the video goes live as planned. Create promotional posts for social media platforms to drive traffic to the new videos.

Performance Analysis & Reporting - Review video performance metrics (views, watch time, audience retention) to assess the effectiveness of content. Generate reports summarizing video performance and audience engagement, providing insights for future content strategies.