One of the questions we get asked a lot is:
“Can you work with our systems?”
The answer is usually yes.
Most businesses already have software in place. They have a diary, a CRM, an accounts package, an inbox, a spreadsheet, or a combination of all four. The good news is that you do not need to change everything just because you start working with us.
At I’m Your P.A., we work within the systems you already use to help keep your business organised and moving forward. Supporting small businesses with admin, customer service, diary management and follow up work is what we do every day.
CRM Systems and Customer Journeys
Many of our clients use CRM systems to manage enquiries, customers and appointments.
One example is GoHighLevel, a powerful platform that can manage leads, conversations, appointments and customer journeys all in one place.
Through our sister company, Truly Yours Agency, we can help businesses build and improve their CRM systems, create automations, design customer journeys and make sure no enquiry gets forgotten.
Once those systems are in place, our team can work inside them, helping to manage enquiries, follow up leads and keep everything running smoothly.
The technology does the repetitive work. We provide the human touch.
Diaries and Calendar Management
For many business owners, the diary is the heartbeat of the business.
We regularly work with systems such as Google Calendar, Microsoft Outlook, Calendly, Cliniko and Jane to help manage appointments, bookings and availability.
Whether you need us booking appointments, rearranging meetings, confirming bookings or helping to keep multiple diaries organised, we can usually work directly within the systems you already use.
That means less diary juggling and fewer double bookings.
Accounts and Debt Chasing
Getting paid is important, but chasing invoices is rarely anybody’s favourite job.
Many of our clients give us access to systems such as Xero so we can help monitor outstanding invoices and follow up overdue payments.
Sometimes all it takes is a polite reminder.
Having somebody consistently keeping an eye on outstanding invoices can help improve cash flow and reduce the amount of time you spend chasing money that should already be in your account.
Spreadsheets, Lead Lists and Follow Ups
Not every business has a CRM.
Some businesses manage their leads using Excel spreadsheets, Google Sheets or exported reports from other systems.
That is absolutely fine.
If you provide us with a lead list, spreadsheet or database, we can work through it, contact customers, follow up quotations, check in with prospects or update records as required.
The system itself is often less important than the process behind it.
Email Management
Email inboxes have a habit of growing faster than most business owners can keep up with.
One unread email becomes ten. Ten become one hundred.
We can help manage inboxes through systems such as Outlook, Gmail and Google Workspace, filtering out spam, highlighting important messages, responding where appropriate and making sure important actions are not missed.
Instead of spending your evening working through a mountain of emails, you can focus on running your business.
We Work With Your Systems
The reality is that every business is different.
Some clients use sophisticated CRM platforms. Others use spreadsheets and shared calendars. Many use a mixture of both.
Our job is not to force you into a new way of working.
Our job is to support the way you already work, while helping you become more organised, more responsive and more efficient.
And if you need help improving those systems, building automations or creating better customer journeys, our sister company Truly Yours Agency is always on hand to help.
If you would like to find out how we can support your business, get in touch with us here:
https://imyourpa.co.uk/contact-us/
Or, if you would like help with CRM systems, automations and customer journeys, contact Truly Yours Agency here: