SlideShare une entreprise Scribd logo
1  sur  17
OUTSOURCING WITH INDISPENSABLE ASSISTANTS
WHAT IS OURSOURCING? ,[object Object],[object Object]
WHY OUTSOURCE? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
WHY PEOPLE HATE OUTSOURCING? ,[object Object],[object Object],[object Object],[object Object]
LEARN TO LOVE OUTSOURCING ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
OUTSOURCING TO A VIRTUAL ASSISTANT ,[object Object],[object Object],[object Object],[object Object],[object Object]
HOW MUCH CAN YOU SAVE? ,[object Object],[object Object],With a virtual assistant you don’t pay taxes, benefits, or time off. You also save on office space, office equipment and downtime. You can pay for more or less time as needed.  Benefit Median Amount % of Total Base Salary $43,318 68.3% Bonuses $1,080 1.7% Social Security $3,396 5.4% 401k/403b $1,598 2.5% Disability $444 0.7% Healthcare $5,722 9.0% Pension $2,042 3.2% Time off $5,806 9.2% Total $63,406 100% Hourly Rate Total $30.00 x 20 hours $600 weekly For 1 month $2400 month For 12 months $28800 year
WHAT CAN A VIRTUAL ASSISTANT DO? ,[object Object]
WHAT WILL WE DO FOR YOU? ,[object Object],[object Object],[object Object],[object Object],[object Object]
HOW DOES THIS WORK?
SOCIAL NETWORKING MANAGEMENT Problem: Consultant Jane is working on a project but needs to add an entry to her blog, update her Twitter, and respond to LinkedIn invites  Hi, this is Consultant Jane, my blog topic is balancing a busy career…. Solution: Indispensable Assistants (IA) listens to Consultant Jane’s voicemail on her blog topic, transcribes it and submits it to her blog, accepts her LinkedIn invites, and submits her tweet “working on a great new project!” At the end of the month, she receives a report of everything that has been completed.
OFFICE MANAGEMENT Problem: Entrepreneur Ed owns a small business. He spends his nights creating invoices, updating customer info, and responding to emails. He leaves home early comes home exhausted.  Hi, this is entrepreneur Ed, please be sure to mail all monthly invoices by the end of the month and can you help me create a job description for a delivery driver… Solution: IA created a spreadsheet of Ed’s customers, Ed verifies the monthly amount and emails the spreadsheet, IA sends the invoices by the due date. After calling Ed, they create a job description for a delivery driver, post it on job sites, and did preliminary phone interviews based on Ed’s requests.
VIRTUAL CONCIERGE Problem: Attorney Alice is busy so she needs someone to help keep her on track. Her goal for 2009 is to workout every morning at 5:30, she wants to keep her social networking up to date, and her company has just changed insurance companies. Alice sends an email to IA she needs daily phone calls to remind her to workout,  her  Facebook account updated, and to verify if her PCP is in-network Solution: IA schedules daily 5:00 am phone calls to Alice, updates her Facebook account with pictures from her trip to NY and gets her a list of new PCP’s near her office and her home. For the month, IA has scheduled an appointment with her new PCP, researched a new landscape company, renewed her magazine subscriptions, and scheduled a tune up for her car.
SEMINAR/TRADE SHOW ASSISTANT Problem: Speaker Sam, conducts seminars in Metro Atlanta, he needs to schedule a seminar soon and will need some assistance. Sam submits his request via email, he needs a venue in Atlanta that’s convenient to public transportation, local hotels, and local restaurants. He also needs help creating his presentation and assistance with onsite registration. Solution: IA met with local companies to find a venue for Sam’s seminar. They negotiated special rates for attendees, created an Itinerary and list of nearby places for guests, created name badges, managed the attendee list, and created the seminar binders. Since Sam’s seminar was in metro Atlanta, the assistants did not have to consult outside help and could be onsite to help register attendees, distribute literature, make sure the meeting room was set-up properly, and run last minute errands. At the end of the project, Sam’s attendee list was entered into his Contact Manager system, thank you notes had been sent to the attendees and the hotel manager, and he received a report of all expense incurred for future seminar planning and budgeting.
VIRTUAL SALES SUPPORT Problem: Corporate Carol is the VP of Sales for a major insurance company. The office in Atlanta receives a lot of requests for quotes. At this time their turnaround time is approximately 4 days. Carol needs quotes completed sooner since delays mean lost business. The company can’t hire new employees. Carol contacts IA to complete quote requests. She needs accurate quotes completed same day if possible, or within 48 hours of receipt Solution: Since T. Marie has experience quoting from both the carrier and the broker’s side, she knows how important it is that quotes are accurate and completed timely. Since most quotes are sent via email, the emails can be sent to IA with minimal disruption in the current process. Carol doesn’t have to hire full time staff and her sales representatives can get their quotes sent sooner than their competition giving them more time to follow-up and make the sale.
OUTSOURCING ,[object Object]
CALL INDISPENSABLE ASSISTANTS “WHEN ONLY ANOTHER YOU, WE’LL DO” ,[object Object],[object Object],[object Object]

Contenu connexe

Tendances (7)

Testimonials
TestimonialsTestimonials
Testimonials
 
Clientpresentation
ClientpresentationClientpresentation
Clientpresentation
 
repairing jobs that fail to satisfy
repairing jobs that fail to satisfyrepairing jobs that fail to satisfy
repairing jobs that fail to satisfy
 
A contact center manager
A contact center managerA contact center manager
A contact center manager
 
So you want to start a decorating or
So you want to start a decorating orSo you want to start a decorating or
So you want to start a decorating or
 
Company profile
Company profileCompany profile
Company profile
 
Girl friday agency presentation
Girl friday agency presentationGirl friday agency presentation
Girl friday agency presentation
 

En vedette

En vedette (8)

Lembaga Kemanusiaan ESQ
Lembaga Kemanusiaan ESQLembaga Kemanusiaan ESQ
Lembaga Kemanusiaan ESQ
 
cute puppy
cute puppycute puppy
cute puppy
 
JAI HIND
JAI HINDJAI HIND
JAI HIND
 
NLP Curious Not Critical
NLP   Curious Not CriticalNLP   Curious Not Critical
NLP Curious Not Critical
 
ACHIEVERS
ACHIEVERSACHIEVERS
ACHIEVERS
 
TEFL Open House Presentation
TEFL Open House PresentationTEFL Open House Presentation
TEFL Open House Presentation
 
Presentasi lembaga kemanusiaan esq
Presentasi lembaga kemanusiaan esqPresentasi lembaga kemanusiaan esq
Presentasi lembaga kemanusiaan esq
 
Succession “Losers”: What Happens to Executives Passed Over for the CEO Job?
Succession “Losers”: What Happens to Executives Passed Over for the CEO Job? Succession “Losers”: What Happens to Executives Passed Over for the CEO Job?
Succession “Losers”: What Happens to Executives Passed Over for the CEO Job?
 

Similaire à Outsourcing

Automate your business to increase income and still get home on time!
Automate your business to increase income and still get home on time!Automate your business to increase income and still get home on time!
Automate your business to increase income and still get home on time!Terry Yonker
 
6 REASONS WHY SUCCESSFUL COMPANIES HIRE A VIRTUAL ASSISTANT
6 REASONS WHY SUCCESSFUL COMPANIES HIRE A VIRTUAL ASSISTANT6 REASONS WHY SUCCESSFUL COMPANIES HIRE A VIRTUAL ASSISTANT
6 REASONS WHY SUCCESSFUL COMPANIES HIRE A VIRTUAL ASSISTANTDaniel Ramsey
 
Remote Assistants | Virtual Assistant Services | online personal assistant
Remote Assistants | Virtual Assistant Services | online personal assistantRemote Assistants | Virtual Assistant Services | online personal assistant
Remote Assistants | Virtual Assistant Services | online personal assistantVision Global
 
Indispensable Associates
Indispensable AssociatesIndispensable Associates
Indispensable Associatesjramos203
 
Convert Your Leads Faster - April Webinar
Convert Your Leads Faster - April WebinarConvert Your Leads Faster - April Webinar
Convert Your Leads Faster - April WebinarTotal Expert
 
Total Solutions, Llc
Total Solutions, LlcTotal Solutions, Llc
Total Solutions, Llcdcthomas728
 
How to become a virtual assistant
How to become a virtual assistantHow to become a virtual assistant
How to become a virtual assistantTorya Primrose
 
How A Virtual Assistant Can Grow Your Law Firm
How A Virtual Assistant Can Grow Your Law FirmHow A Virtual Assistant Can Grow Your Law Firm
How A Virtual Assistant Can Grow Your Law FirmElite Virtual Assistants
 
Beginners guide for millennial virtual assistants today
Beginners guide for millennial virtual assistants todayBeginners guide for millennial virtual assistants today
Beginners guide for millennial virtual assistants todayNazmul Haque
 
Total Solutions, Llc (1)
Total Solutions, Llc (1)Total Solutions, Llc (1)
Total Solutions, Llc (1)dcthomas728
 
Working with a Virtual Assistant
Working with a Virtual AssistantWorking with a Virtual Assistant
Working with a Virtual AssistantVA-SG
 
Julie Doke Virtual Assistant
Julie Doke Virtual AssistantJulie Doke Virtual Assistant
Julie Doke Virtual AssistantJulie Doke
 
Grow Referral Affiliates Part 2
Grow Referral Affiliates Part 2Grow Referral Affiliates Part 2
Grow Referral Affiliates Part 2Ariana Almodovar
 
How to start working as a virtual assistant in uae
How to start working as a virtual assistant in uaeHow to start working as a virtual assistant in uae
How to start working as a virtual assistant in uaeMadina Akhmedova
 
Atrium Executive Summary
Atrium Executive SummaryAtrium Executive Summary
Atrium Executive SummaryAtrium
 

Similaire à Outsourcing (20)

Jeannie In Digital Ppt
Jeannie In Digital PptJeannie In Digital Ppt
Jeannie In Digital Ppt
 
Automate your business to increase income and still get home on time!
Automate your business to increase income and still get home on time!Automate your business to increase income and still get home on time!
Automate your business to increase income and still get home on time!
 
Your online job
Your online jobYour online job
Your online job
 
6 REASONS WHY SUCCESSFUL COMPANIES HIRE A VIRTUAL ASSISTANT
6 REASONS WHY SUCCESSFUL COMPANIES HIRE A VIRTUAL ASSISTANT6 REASONS WHY SUCCESSFUL COMPANIES HIRE A VIRTUAL ASSISTANT
6 REASONS WHY SUCCESSFUL COMPANIES HIRE A VIRTUAL ASSISTANT
 
Grow Referral Affiliates
Grow Referral Affiliates Grow Referral Affiliates
Grow Referral Affiliates
 
Remote Assistants | Virtual Assistant Services | online personal assistant
Remote Assistants | Virtual Assistant Services | online personal assistantRemote Assistants | Virtual Assistant Services | online personal assistant
Remote Assistants | Virtual Assistant Services | online personal assistant
 
Indispensable Associates
Indispensable AssociatesIndispensable Associates
Indispensable Associates
 
Convert Your Leads Faster - April Webinar
Convert Your Leads Faster - April WebinarConvert Your Leads Faster - April Webinar
Convert Your Leads Faster - April Webinar
 
B a Va
B a VaB a Va
B a Va
 
Total Solutions, Llc
Total Solutions, LlcTotal Solutions, Llc
Total Solutions, Llc
 
How to become a virtual assistant
How to become a virtual assistantHow to become a virtual assistant
How to become a virtual assistant
 
How A Virtual Assistant Can Grow Your Law Firm
How A Virtual Assistant Can Grow Your Law FirmHow A Virtual Assistant Can Grow Your Law Firm
How A Virtual Assistant Can Grow Your Law Firm
 
Beginners guide for millennial virtual assistants today
Beginners guide for millennial virtual assistants todayBeginners guide for millennial virtual assistants today
Beginners guide for millennial virtual assistants today
 
Total Solutions, Llc (1)
Total Solutions, Llc (1)Total Solutions, Llc (1)
Total Solutions, Llc (1)
 
Working with a Virtual Assistant
Working with a Virtual AssistantWorking with a Virtual Assistant
Working with a Virtual Assistant
 
Julie Doke Virtual Assistant
Julie Doke Virtual AssistantJulie Doke Virtual Assistant
Julie Doke Virtual Assistant
 
Grow Referral Affiliates Part 2
Grow Referral Affiliates Part 2Grow Referral Affiliates Part 2
Grow Referral Affiliates Part 2
 
How to start working as a virtual assistant in uae
How to start working as a virtual assistant in uaeHow to start working as a virtual assistant in uae
How to start working as a virtual assistant in uae
 
Atrium Executive Summary
Atrium Executive SummaryAtrium Executive Summary
Atrium Executive Summary
 
mpierrecityof oak2015
mpierrecityof oak2015mpierrecityof oak2015
mpierrecityof oak2015
 

Dernier

Pitch Deck Teardown: Geodesic.Life's $500k Pre-seed deck
Pitch Deck Teardown: Geodesic.Life's $500k Pre-seed deckPitch Deck Teardown: Geodesic.Life's $500k Pre-seed deck
Pitch Deck Teardown: Geodesic.Life's $500k Pre-seed deckHajeJanKamps
 
8447779800, Low rate Call girls in Rohini Delhi NCR
8447779800, Low rate Call girls in Rohini Delhi NCR8447779800, Low rate Call girls in Rohini Delhi NCR
8447779800, Low rate Call girls in Rohini Delhi NCRashishs7044
 
Cybersecurity Awareness Training Presentation v2024.03
Cybersecurity Awareness Training Presentation v2024.03Cybersecurity Awareness Training Presentation v2024.03
Cybersecurity Awareness Training Presentation v2024.03DallasHaselhorst
 
Guide Complete Set of Residential Architectural Drawings PDF
Guide Complete Set of Residential Architectural Drawings PDFGuide Complete Set of Residential Architectural Drawings PDF
Guide Complete Set of Residential Architectural Drawings PDFChandresh Chudasama
 
Call Us 📲8800102216📞 Call Girls In DLF City Gurgaon
Call Us 📲8800102216📞 Call Girls In DLF City GurgaonCall Us 📲8800102216📞 Call Girls In DLF City Gurgaon
Call Us 📲8800102216📞 Call Girls In DLF City Gurgaoncallgirls2057
 
PSCC - Capability Statement Presentation
PSCC - Capability Statement PresentationPSCC - Capability Statement Presentation
PSCC - Capability Statement PresentationAnamaria Contreras
 
Ten Organizational Design Models to align structure and operations to busines...
Ten Organizational Design Models to align structure and operations to busines...Ten Organizational Design Models to align structure and operations to busines...
Ten Organizational Design Models to align structure and operations to busines...Seta Wicaksana
 
8447779800, Low rate Call girls in Uttam Nagar Delhi NCR
8447779800, Low rate Call girls in Uttam Nagar Delhi NCR8447779800, Low rate Call girls in Uttam Nagar Delhi NCR
8447779800, Low rate Call girls in Uttam Nagar Delhi NCRashishs7044
 
APRIL2024_UKRAINE_xml_0000000000000 .pdf
APRIL2024_UKRAINE_xml_0000000000000 .pdfAPRIL2024_UKRAINE_xml_0000000000000 .pdf
APRIL2024_UKRAINE_xml_0000000000000 .pdfRbc Rbcua
 
Kenya Coconut Production Presentation by Dr. Lalith Perera
Kenya Coconut Production Presentation by Dr. Lalith PereraKenya Coconut Production Presentation by Dr. Lalith Perera
Kenya Coconut Production Presentation by Dr. Lalith Pereraictsugar
 
(Best) ENJOY Call Girls in Faridabad Ex | 8377087607
(Best) ENJOY Call Girls in Faridabad Ex | 8377087607(Best) ENJOY Call Girls in Faridabad Ex | 8377087607
(Best) ENJOY Call Girls in Faridabad Ex | 8377087607dollysharma2066
 
The-Ethical-issues-ghhhhhhhhjof-Byjus.pptx
The-Ethical-issues-ghhhhhhhhjof-Byjus.pptxThe-Ethical-issues-ghhhhhhhhjof-Byjus.pptx
The-Ethical-issues-ghhhhhhhhjof-Byjus.pptxmbikashkanyari
 
Traction part 2 - EOS Model JAX Bridges.
Traction part 2 - EOS Model JAX Bridges.Traction part 2 - EOS Model JAX Bridges.
Traction part 2 - EOS Model JAX Bridges.Anamaria Contreras
 
Investment in The Coconut Industry by Nancy Cheruiyot
Investment in The Coconut Industry by Nancy CheruiyotInvestment in The Coconut Industry by Nancy Cheruiyot
Investment in The Coconut Industry by Nancy Cheruiyotictsugar
 
Kenya’s Coconut Value Chain by Gatsby Africa
Kenya’s Coconut Value Chain by Gatsby AfricaKenya’s Coconut Value Chain by Gatsby Africa
Kenya’s Coconut Value Chain by Gatsby Africaictsugar
 
Darshan Hiranandani [News About Next CEO].pdf
Darshan Hiranandani [News About Next CEO].pdfDarshan Hiranandani [News About Next CEO].pdf
Darshan Hiranandani [News About Next CEO].pdfShashank Mehta
 
Digital Transformation in the PLM domain - distrib.pdf
Digital Transformation in the PLM domain - distrib.pdfDigital Transformation in the PLM domain - distrib.pdf
Digital Transformation in the PLM domain - distrib.pdfJos Voskuil
 
International Business Environments and Operations 16th Global Edition test b...
International Business Environments and Operations 16th Global Edition test b...International Business Environments and Operations 16th Global Edition test b...
International Business Environments and Operations 16th Global Edition test b...ssuserf63bd7
 
FULL ENJOY Call girls in Paharganj Delhi | 8377087607
FULL ENJOY Call girls in Paharganj Delhi | 8377087607FULL ENJOY Call girls in Paharganj Delhi | 8377087607
FULL ENJOY Call girls in Paharganj Delhi | 8377087607dollysharma2066
 

Dernier (20)

Pitch Deck Teardown: Geodesic.Life's $500k Pre-seed deck
Pitch Deck Teardown: Geodesic.Life's $500k Pre-seed deckPitch Deck Teardown: Geodesic.Life's $500k Pre-seed deck
Pitch Deck Teardown: Geodesic.Life's $500k Pre-seed deck
 
8447779800, Low rate Call girls in Rohini Delhi NCR
8447779800, Low rate Call girls in Rohini Delhi NCR8447779800, Low rate Call girls in Rohini Delhi NCR
8447779800, Low rate Call girls in Rohini Delhi NCR
 
Cybersecurity Awareness Training Presentation v2024.03
Cybersecurity Awareness Training Presentation v2024.03Cybersecurity Awareness Training Presentation v2024.03
Cybersecurity Awareness Training Presentation v2024.03
 
Guide Complete Set of Residential Architectural Drawings PDF
Guide Complete Set of Residential Architectural Drawings PDFGuide Complete Set of Residential Architectural Drawings PDF
Guide Complete Set of Residential Architectural Drawings PDF
 
Call Us 📲8800102216📞 Call Girls In DLF City Gurgaon
Call Us 📲8800102216📞 Call Girls In DLF City GurgaonCall Us 📲8800102216📞 Call Girls In DLF City Gurgaon
Call Us 📲8800102216📞 Call Girls In DLF City Gurgaon
 
PSCC - Capability Statement Presentation
PSCC - Capability Statement PresentationPSCC - Capability Statement Presentation
PSCC - Capability Statement Presentation
 
Ten Organizational Design Models to align structure and operations to busines...
Ten Organizational Design Models to align structure and operations to busines...Ten Organizational Design Models to align structure and operations to busines...
Ten Organizational Design Models to align structure and operations to busines...
 
8447779800, Low rate Call girls in Uttam Nagar Delhi NCR
8447779800, Low rate Call girls in Uttam Nagar Delhi NCR8447779800, Low rate Call girls in Uttam Nagar Delhi NCR
8447779800, Low rate Call girls in Uttam Nagar Delhi NCR
 
APRIL2024_UKRAINE_xml_0000000000000 .pdf
APRIL2024_UKRAINE_xml_0000000000000 .pdfAPRIL2024_UKRAINE_xml_0000000000000 .pdf
APRIL2024_UKRAINE_xml_0000000000000 .pdf
 
Kenya Coconut Production Presentation by Dr. Lalith Perera
Kenya Coconut Production Presentation by Dr. Lalith PereraKenya Coconut Production Presentation by Dr. Lalith Perera
Kenya Coconut Production Presentation by Dr. Lalith Perera
 
(Best) ENJOY Call Girls in Faridabad Ex | 8377087607
(Best) ENJOY Call Girls in Faridabad Ex | 8377087607(Best) ENJOY Call Girls in Faridabad Ex | 8377087607
(Best) ENJOY Call Girls in Faridabad Ex | 8377087607
 
The-Ethical-issues-ghhhhhhhhjof-Byjus.pptx
The-Ethical-issues-ghhhhhhhhjof-Byjus.pptxThe-Ethical-issues-ghhhhhhhhjof-Byjus.pptx
The-Ethical-issues-ghhhhhhhhjof-Byjus.pptx
 
Enjoy ➥8448380779▻ Call Girls In Sector 18 Noida Escorts Delhi NCR
Enjoy ➥8448380779▻ Call Girls In Sector 18 Noida Escorts Delhi NCREnjoy ➥8448380779▻ Call Girls In Sector 18 Noida Escorts Delhi NCR
Enjoy ➥8448380779▻ Call Girls In Sector 18 Noida Escorts Delhi NCR
 
Traction part 2 - EOS Model JAX Bridges.
Traction part 2 - EOS Model JAX Bridges.Traction part 2 - EOS Model JAX Bridges.
Traction part 2 - EOS Model JAX Bridges.
 
Investment in The Coconut Industry by Nancy Cheruiyot
Investment in The Coconut Industry by Nancy CheruiyotInvestment in The Coconut Industry by Nancy Cheruiyot
Investment in The Coconut Industry by Nancy Cheruiyot
 
Kenya’s Coconut Value Chain by Gatsby Africa
Kenya’s Coconut Value Chain by Gatsby AfricaKenya’s Coconut Value Chain by Gatsby Africa
Kenya’s Coconut Value Chain by Gatsby Africa
 
Darshan Hiranandani [News About Next CEO].pdf
Darshan Hiranandani [News About Next CEO].pdfDarshan Hiranandani [News About Next CEO].pdf
Darshan Hiranandani [News About Next CEO].pdf
 
Digital Transformation in the PLM domain - distrib.pdf
Digital Transformation in the PLM domain - distrib.pdfDigital Transformation in the PLM domain - distrib.pdf
Digital Transformation in the PLM domain - distrib.pdf
 
International Business Environments and Operations 16th Global Edition test b...
International Business Environments and Operations 16th Global Edition test b...International Business Environments and Operations 16th Global Edition test b...
International Business Environments and Operations 16th Global Edition test b...
 
FULL ENJOY Call girls in Paharganj Delhi | 8377087607
FULL ENJOY Call girls in Paharganj Delhi | 8377087607FULL ENJOY Call girls in Paharganj Delhi | 8377087607
FULL ENJOY Call girls in Paharganj Delhi | 8377087607
 

Outsourcing

  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10. HOW DOES THIS WORK?
  • 11. SOCIAL NETWORKING MANAGEMENT Problem: Consultant Jane is working on a project but needs to add an entry to her blog, update her Twitter, and respond to LinkedIn invites Hi, this is Consultant Jane, my blog topic is balancing a busy career…. Solution: Indispensable Assistants (IA) listens to Consultant Jane’s voicemail on her blog topic, transcribes it and submits it to her blog, accepts her LinkedIn invites, and submits her tweet “working on a great new project!” At the end of the month, she receives a report of everything that has been completed.
  • 12. OFFICE MANAGEMENT Problem: Entrepreneur Ed owns a small business. He spends his nights creating invoices, updating customer info, and responding to emails. He leaves home early comes home exhausted. Hi, this is entrepreneur Ed, please be sure to mail all monthly invoices by the end of the month and can you help me create a job description for a delivery driver… Solution: IA created a spreadsheet of Ed’s customers, Ed verifies the monthly amount and emails the spreadsheet, IA sends the invoices by the due date. After calling Ed, they create a job description for a delivery driver, post it on job sites, and did preliminary phone interviews based on Ed’s requests.
  • 13. VIRTUAL CONCIERGE Problem: Attorney Alice is busy so she needs someone to help keep her on track. Her goal for 2009 is to workout every morning at 5:30, she wants to keep her social networking up to date, and her company has just changed insurance companies. Alice sends an email to IA she needs daily phone calls to remind her to workout, her Facebook account updated, and to verify if her PCP is in-network Solution: IA schedules daily 5:00 am phone calls to Alice, updates her Facebook account with pictures from her trip to NY and gets her a list of new PCP’s near her office and her home. For the month, IA has scheduled an appointment with her new PCP, researched a new landscape company, renewed her magazine subscriptions, and scheduled a tune up for her car.
  • 14. SEMINAR/TRADE SHOW ASSISTANT Problem: Speaker Sam, conducts seminars in Metro Atlanta, he needs to schedule a seminar soon and will need some assistance. Sam submits his request via email, he needs a venue in Atlanta that’s convenient to public transportation, local hotels, and local restaurants. He also needs help creating his presentation and assistance with onsite registration. Solution: IA met with local companies to find a venue for Sam’s seminar. They negotiated special rates for attendees, created an Itinerary and list of nearby places for guests, created name badges, managed the attendee list, and created the seminar binders. Since Sam’s seminar was in metro Atlanta, the assistants did not have to consult outside help and could be onsite to help register attendees, distribute literature, make sure the meeting room was set-up properly, and run last minute errands. At the end of the project, Sam’s attendee list was entered into his Contact Manager system, thank you notes had been sent to the attendees and the hotel manager, and he received a report of all expense incurred for future seminar planning and budgeting.
  • 15. VIRTUAL SALES SUPPORT Problem: Corporate Carol is the VP of Sales for a major insurance company. The office in Atlanta receives a lot of requests for quotes. At this time their turnaround time is approximately 4 days. Carol needs quotes completed sooner since delays mean lost business. The company can’t hire new employees. Carol contacts IA to complete quote requests. She needs accurate quotes completed same day if possible, or within 48 hours of receipt Solution: Since T. Marie has experience quoting from both the carrier and the broker’s side, she knows how important it is that quotes are accurate and completed timely. Since most quotes are sent via email, the emails can be sent to IA with minimal disruption in the current process. Carol doesn’t have to hire full time staff and her sales representatives can get their quotes sent sooner than their competition giving them more time to follow-up and make the sale.
  • 16.
  • 17.