Proposal for The Velvet Notes Flipbook PDF

Proposal for The Velvet Notes

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Story Transcript

PROPOSAL

The Velvet Notes Helping your business grow WWW.CLAIRECLARKEVA.CO.UK

CLAIRE CLARKE VIRTUAL ASSISTANT

HELLO and WELCOME

I'm a Wedding Planner turned Virtual Assistant with 13 years of experience in the wedding and events world. Being in the industry myself means I understand the pressures and the juggling act that's required and understand more than most the importance of having a team behind you to navigate the busy season.

With a wonderful team working alongside me specialised in skilled areas we help relieve the stress for clients who struggle with overwhelming workloads.

This ensures you can concentrate on managing your business and focus on the tasks you love, all while knowing that everything else is in extremely safe hands.

If you're ready to have a better work life balance and watch your business grow, we can help.

Claire xoxo CLAIRE CLARKE VIRTUAL ASSISTANT

SERVICES & PACKAGES

LIST OF SERVICES DISCUSSED ON A RETAINER PACKAGE

EVENT MANAGEMENT



BUSINESS ADMINISTRATION

Event Enquiry & Proposals

Email Management

Enquiry Management

Diary Management

Aisle Planner CRM Management

Creating invoices, contracts for new bookings

Retainer Basis

£30

PER HOUR

Priority assistance with guaranteed time our diary each month.

Payment due in advance of services rendered. 7 day payment term.

Minimum 10 hours per month. Min 3 month retainer contract with 1 month notice period required.

CLAIRE CLARKE VIRTUAL ASSISTANT

SERVICES & PACKAGES

LIST OF SERVICES DISCUSSED ON AN AD HOC BASIS



BUSINESS DEVELOPMENT

Cold Calls & Appointment Setting

Organising Networking Events

I WOULD RECCOMEND FOR THIS SERVICE TO BE ADDED LATER IN THE YEAR AS AQUISITION OF NEW BUSINESS IS BEST TOWARDS THE END OF WEDDING SEASON.

Ad Hoc Basis

£35

PER HOUR

Support as you need it with no on-going commitment.

Invoiced at the end of the month with a 7 day payment term.

No minimum hours required. Max 10 hours per month.

CLAIRE CLARKE VIRTUAL ASSISTANT

SERVICES & PACKAGES

FEATURED SERVICE FEATURED

FULL CRM BUILD

£925

STUDIO NINJA CRM BUILD

What's Included?

SERVICE

INITIAL BUILD QUESTIONNAIRE Gets you thinking about your current business processes. PLANNING SESSION A 90-minute zoom planning session, to map out your bespoke customer journey from start to finish. 1 FULL WORKFLOW Full Studio Ninja setup up including, forms, emails, schedulers and questionnaires relevant to their business / services. FULL INTEGRATION Linked to your calendar and payment system and accounting software (PayPal, Stripe and bank transfer, Xero and Quickbooks). WRITTEN PROCESS MANUAL FULLY TESTED HANDOVER SESSION A 60-minute zoom planning session

CLAIRE CLARKE VIRTUAL ASSISTANT

SERVICES & PACKAGES

FEATURED SERVICE Add On 1 2 hours zoom training session (recorded) to walk you through your workflows so that you are armed with all the knowledge to move forward on your own.

Add On 2 Additional workflows to Studio Ninja. Cost per workflow.

Add On 3 Pre-recorded videos showing you how you use and maintain your Studio Ninja going forward.

£90 £165 £140

Add On 4 We can manage your client responses, monitor workflows, and make certain everything is running smoothly. Ongoing monthly maintenance plans from 5 hours a month, Cost priced per hour. This however, can be done within a monthly retainer package when a full CRM has been booked.

£40

Add On 5 Client & Content Migration- Approx 20 clients to bring over into bespoke stages of the automation. This is approx 30 mins work per client at £40 per hour.

Add On 6 Canned emails written for you. Price per email.

£400 £40

CLAIRE CLARKE VIRTUAL ASSISTANT

WHAT HAPPENS NEXT? CLAIRE CLARKE VIRTUAL ASSISTANT

LIKE WHAT YOU SEE?

THE ON-BOARDING PROCESS 01 02 03 04

Timelines Outlined Once you’ve picked your packages and services, I can put together a suggested timeline for your onboarding process, a handover date to aim for and a suggested date for work to commence.

Contract and Invoice Paid I’ll send you an electronic contract along with your first invoice (all services except ad hoc basis require a pre-paid contract).

On-Boarding My onboarding document will be sent over so I have all the important details about your business on file. I ask for all clients to then set up the relevant softawares if you’re selecting a package that requires this and passwords can then be securely shared via LastPass.

Handover Call Once I have tested the shared passwords, we’ll book in a handover call to start, well… handing over! Then it’s time for you to relax knowing your business has the support it deserves.

CLAIRE CLARKE VIRTUAL ASSISTANT

ARE YOU READY? IT’S TIME TO INVEST IN YOURSELF CLAIRE CLARKE VIRTUAL ASSISTANT

WWW.CLAIRECLARKEVA.CO.UK [email protected] +44 (0) 7411 734412 CLAIRE CLARKE VIRTUAL ASSISTANT

SUPPORTING CREATIVE & WEDDING BUSINESS OWNERS @CLAIRECLARKEVIRTUALASSISTANT

@CLAIRECLARKEVIRTUALASSISTANT

CLAIRE CLARKE VIRTUAL ASSISTANT

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