Meet Phil East
Phil runs Profit Improvers, a successful marketing strategy and business coaching business in Victoria, Australia. He wanted to keep up with his increasing workload, and thought a VA would do the trick.
After our initial call with Phil, we discovered that he actually needed to streamline his processes first before hiring a VA. Otherwise, it would be just more work for him!
This is how Phil scaled up his business the right way, with a customised Systemise and Scale Up plan.
The Problem
All these challenges prevented Phil from scaling up and accommodating more clients:
Maxed out on his delivery capacity
Most of Phil’s processes were manual and without any additional support, Phil was already at the ceiling of what he can deliver to clients.
Admin & social media tasks left unattended
Phil’s speciality is lead generation and maintaining client relationships. Everything else just takes up too much time and energy!
Urgent matters distracted Phil
Some key tasks are falling through the cracks, and Phil wants to hand over these duties to someone capable. But he has no time to hire and train a VA.
With the right tech, processes and Virtual Assistant, your business can scale up properly
We understand that business owners like Phil need to prioritise their customers. They rarely have time to hire and train a VA, or improve their current processes!
That’s why we wanted to help. We knew we could give Phil a customised scaling up plan and ongoing assistance so he can streamline his workflows, accommodate more clients, and finally, reclaim his time.
I just had too much going on, so I was overlooking things. Things weren’t getting done that should have been done. Tasks were done in an ad hoc type of way rather than in a professional, systematic way. So my customer service wasn’t the standard it should be.
I just knew the way it was all happening that I couldn’t have changed it just by myself. I needed some assistance to get that done, and then some ongoing assistance to actually keep it working well and running well.
Phil East
Founder of Profit Improvers
Phil’s Systemise and Scale Up Journey
The Deep Dive
The first step was to understand Phil’s entire business process. It was important for us to understand all the nitty-gritty details and which parts Phil loved and hated, so we could take the latter off his plate.
Design & Implementation
Once Phil agreed to our customised Systemise & Scale Up plan, our team got to work setting up new apps, automations and streamlining his processes.
Rollout & Support
While our team worked with Phil to implement the changes, we began shortlisting VA candidates that met all of his criteria. We also trained his chosen VA on all the upcoming systems and processes.
The Result
After all the changes were made, Phil’s business can now accommodate more clients and practically run on its own, giving him more time to focus on strategy and other higher-level tasks.
Increased client capacity
We automated Phil’s client booking and payment processes. This enabled him to shorten his sales cycle and to take on more clients, replacing his manual tasks and chore of chasing leads.
More efficient leads workflow
Phil and his new VA can now work more efficiently with custom Trello dashboards for tracking & managing leads and clients in a visual and simpler format, so opportunities are not missed.
Automated social media marketing
With a trained VA, a custom social media board, and templates for email and social media, Phil can now produce and schedule content with clarity and less stress.
Before
After
If you want to accommodate more clients just like Phil, rethinking your processes is key. Book a free Discovery Call today!
Training Phil’s Virtual Assistant
To make things even easier for Phil, we matched him with a VA who fits his specific needs. He has since been working swimmingly with VA Levi, who now looks after the following for Phil:
VA Levi’s Work Samples
A better business set-up makes life a lot easier
With streamlined processes, less manual work, and a skilled VA, running a business becomes a breeze!
It was a delight to help Phil on his scaling up journey. And because of our ongoing support for Phil and benefits for his VA, Phil can look after his clients better and even onboard new ones. It’s a win-win-win!
I feel more capable because I know that the processes are in place. In turn, that capability helps me with confidence as I feel a bit more in control. The new processes just make my life a lot easier.
I know that my output on social media is more professional and consistent. And now, I know that when I’m in contact with a prospect, they’re going to get looked after professionally and there’s a very low chance of things getting overlooked.
Phil East
Founder of Profit Improvers
