CLIENT CASE STUDY - I
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The Problem
My client, an Independent Financial Advisor (IFA), approached me after spending six months without administrative support, resulting in a backlog of sales tracking and missing commission fees. They were extremely pressed for time and sought my assistance to resolve this perplexing issue.
Proposed Solution
• Investigate the firm sales database to see what information was missing for the list of clients.
• Summarise the information I had found in a spreadsheet and shared with client
• Agreed plan of action with client
○ Client would send me missing information
○ I made sure each sale had the correct information needed to match fees
○ I contacted the Firm's finance team who the confirmed dates when fees had been paid and added missing fees to the next payment run.
Result
Within 6 hours of working on this project I was able to successfully reclaim over £12k of fees for my client. The investigation is still ongoing.
My client is absolutely delighted and wants to give me more work.
CLIENT CASE STUDY - II
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The Problem
The client, a small international financial services company, did not have any business development resource and wanted to find events, speaking engagements and potential leads in target markets.
Proposed Solution
- Research Linkedin, websites and business directories for potential leads
- Filtering based on job title, industry
- Compiling contact information
- Sent outreach emails and collated responses
Result
Reduced lead research time by 70% allowing sales team to focus on meeting leads and closing deals and managing busy diary commitments
CLIENT CASE STUDY - III
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https://virtual-business-partner.co.uk/contact-us
The Problem
A newly appointed CEO, of a fintech/fund administration company, inherited weekly board meetings which were frequently organised and then reorganised. The constant rescheduling impacted travel costs, family life, client meetings, regular check ins with staff and the ability of the CEO's management team to report up to the Boards in time which made some of the meetings ineffective
Proposed Solution
I stepped in to take full ownership of this by:
- Taking feedback from other Board members and their administrative team
- Accounting for any regulatory requirements that might impact dates
- Agreed a programme of dates throughout the year allowing those reporting up to the Boards sufficient time to hold internal meetings
- Clarified if attendance at all Board meetings has to be in person and/or whether delegates are allowed
- Coordinated across time zones
- Blocked focus time to prepare for Boards
- Followed up on reports required in advance of the Board meetings
Result
- Saved the CEO 8+ hours per week
- Reduced travel costs
- Improved meeting attendance and punctuality
- Enabled better work-life balance and strategic focus