Outsourced Business Management Service

Running a business can feel like juggling a million things at once. You’re the CEO, the marketer, the customer service rep, and sometimes, the janitor! That’s where Walletkeeping’s outsourced business management services come in. Think of me as your behind-the-scenes partner, helping you get organized and reclaim your time so you can focus on what you do best.

What is an Outsourced Business Manager?

An outsourced business manager is like having a seasoned operations expert on your team, without the overhead of a full-time hire. I step in to handle the day-to-day operational tasks that often bog down business owners. This allows you to focus on strategic growth and revenue-generating activities.

How I Can Help You:

14 years in corporate jobs have taught me that systems and procedures are vital to the operations of any business. My goal is to assist with the smooth functioning of your business process. Therefore I offer the following specialized services and in our discovery calls we discuss which services you are in need of to create a customized package tailored to YOU.

✨Workflow Creation & Optimization:

This is where I analyze your current processes to identify areas for improvement. Together, we’ll design clear, streamlined workflows that eliminate bottlenecks and boost productivity, ensuring your business operates efficiently and scales effectively.

✨Process Mapping and Streamlining:

I’ll help you identify areas where you can simplify and automate tasks. This includes everything processes such as client onboarding, project management, quote management, order tracking, etc. If your process is not currently working, I help revamp it.

✨Digital Tool Implementation & Management:

I’m a big believer in leveraging the power of digital tools to enhance efficiency. I help set up and implement the following tools in your organization:

Asana

This is my task manager of choice and it’s FREE. Great for businesses who are just starting and want to implement a task management system to optimize their operations.

Notion

This is the brain of your business. It’s great for creating a centralized workspace for your team, organizing information, and managing projects. This is the system that you will want to implement to create SOPs (standard operating procedures) and wikis for your team.

Smith.ai

Implementing an answering service to ensure you never miss a lead or important call is a great way to free up your time as a business owner. Smith.ai is my answering service of choice where you receive a free phone number and can even implement an AI assistant. This will help provide professional and prompt communication for your customers.

Get $100 off for signing up to Smith.ai Using My Referral Code at Signup: SARAUVILN1

✨Organization & System Setup:

I’ll help you create organized systems for managing your documents, data, and communication, ensuring everything is easily accessible and secure.

✨Operational Support & Reporting:

I’ll provide ongoing support to ensure your systems and processes are running smoothly, and I’ll be there to troubleshoot any issues that arise. Additionally, I provide monthly reporting to ensure that you get the data you need depending on your business needs.

✨Customer Service Training:

Providing excellent customer service is vital to any business. I can train your team on best practices, communication techniques, and how to handle customer inquiries effectively, leading to happier clients.

✨Customer Service Templates:

To make your team’s life easier, I’ll also provide ready-to-use templates for email responses, frequently asked questions, and other customer interactions, ensuring consistent and professional communication.

Why Choose Walletkeeping?

As a solo virtual bookkeeper and outsourced business manager, I understand the challenges faced by small business owners. I’m not just a service provider; I’m your partner. I’m committed to helping you build a more organized, efficient, and profitable business. My approach is friendly, down-to-earth, and focused on simplifying complex processes.

Let’s chat about how I can help you streamline your business and reclaim your time. Contact me today for a free consultation!

Call 832-281-2369

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