From time to time people ask what we do, “what is Knutsford Admin?”. Here are some examples of projects we’ve worked on:
Credit Chasing
A necessary evil that we approach in a persistent and persuasive manner.
Databases & Research
Databases often evolve over time and can become messy. We took a client’s database and sorted it into a more orderly fashion. The list from Excel has now been imported into MailChimp. From there it is managed in a consistent way and mail shots are send to filtered sectors of the list as appropriate according to the criteria chosen.
In order to complete the task it was necessary to spend some time researching if the data was up to date, this was carried out by web search, emailing and telephoning.
Document production
Type documents up to look professional and these are then bound with covers if required.
Excel
We love Excel! We’ve created and trained people on good spread sheet solutions that helps them keep their data in good and efficient order. Particularly like formats like the =INDIRECT one that pulls information together by criteria.
Advised on spread sheet completion for uploading to other software e.g SAGE and e-commerce sites.
Our Excel training courses help establish good practice when using Excel. We provided bespoke training to a client who wanted a quick and robust invoicing system creating.
Holiday cover
Look after client’s email accounts, telephones, laptops when they go on holiday so that their customers receive personal responses rather than ‘we’re on holiday’!
Insurance Claim
Client needed to make a substantial claim for loss of earnings due to extensive telecoms problems. We liaised with the loss adjustor, organised his visit, provided all the paperwork necessary whilst the client was able to carry on working to re-establish his business. The claim was swiftly settled without complication or delay.
Minute Taking
Take minutes and type them up concisely and produce them swiftly.
QuickBooks
We inherited an untidy QuickBooks and have carried on the weekly inputting routines whilst slowly and carefully tidying up some of the old debtors and creditors. The aged debt, for example, is now much healthier looking with just a matter of pence in the over 60 days.
Recruitment Project
Co-ordinated job vacancy adverts, received applicant details (56), presented to client and helped made his list of potential candidates. Communicated back to applicants.
Organised the interview day so that the process went smoothly and kept to the time schedule. This was followed with second interviews and site visits.
SAGE
Along side running the day to day SAGE activities we’ve helped a client manage their large number of customers within SAGE by establishing a customer category code system – this enables easy annual invoicing to customer types and enables reports to be filtered by customer type.
Telephone
Make calls on behalf of clients when perhaps tact and diplomacy and a third party voice is beneficial.
Websites
Have liaised between web designer and client to advised client’s on what volume of text and images were needed and where. We’ve helped put these together in an organised, and easy to understand, fashion and sent to the web designer to implement.
… we also enjoy transcription, travel booking and any other tasks that we can devote time to while you can continue to work in your business.
