Just thinking about this makes me sooo happy. I have dreamed of a personal assistant for many years now. I am not detail-oriented, and tracking all of the marketing and billing tasks, keeping multiple administrative balls in the air at all times, is definitely not my jam. Here are some items I would jump for joy to delegate to an assistant:
- Once I choose the theme for my newsletter, sorting through my google alerts for relevant articles and sending them to me as a group.
- Tracking when social media posts, newsletters, event announcements and reminders should go out and working with me to assure content is ready.
- Billing clients and following up, as needed.
- Reminding clients of appointments and tracking when counseling packages are close to being completed, prompting me to talk with them about finishing our work together or signing for another package.
- Ideally, they would have some financial reporting experience, so that they could help me analyze my financial and client data and make more sound business decisions, as well as plan activities and sales efforts effectively.
- Making client calls, as needed, to follow-up with a special offer or event invitation, and book consultations and appointments, etc.
- Assist with event planning: book the space, contact and pay any vendors or speakers, help with staffing and materials, and assist at the actual event.
That was so fun! I know that having a personal assistant would help my business grow, and I work better with catalysts and deadlines and partnership accountability. Some day in the not too distant future, fingers crossed!
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