Renee Wall, the founder of Wall Planning & Environmental Consulting, faced challenges in managing her business effectively before hiring a Remote Executive Assistant (REA) from 2xYou. With the goal of scaling her business and focusing on growth, Renee turned to 2xYou for support.
Challenges
Before partnering with 2xYou, Renee struggled primarily with working on the right tasks. The demands of administration, bookkeeping, and client management were consuming her time and preventing her from focusing on critical growth activities.
Solutions
By hiring a Remote Executive Assistant through 2xYou, Renee gained the time and headspace needed to prioritize the most important aspects of her business. The EA’s role encompassed a wide range of tasks, including:
- Administration and Bookkeeping: Managing daily administrative tasks and financial records.
- Scheduling and Lead Management: Organizing schedules, handling leads, and following up with clients.
- Marketing: Janice, the EA, took charge of all marketing activities, from strategy development to weekly reporting.
- Site Investigations and Fee Proposal Setup: Handling site visits and preparing fee proposals.
- General Correspondence: Managing reminders and correspondence.
Results
Renee has seen significant improvements since bringing on her Remote Executive Assistant:
- Documented Systems and Processes: The EA helped create and document repeatable business processes, providing Renee with confidence in the consistency and efficiency of her operations.
- Focused Growth: With administrative tasks handled, Renee was able to concentrate on growing her business, leading to better strategic planning and execution.
Experience
Renee describes her experience with 2xYou as wonderful. The EA chosen for her was well-matched to her business needs and personality, which facilitated a smooth and productive working relationship.
90-Day Program Impact
The 90-Day Program played a crucial role in the onboarding process. It allowed Renee’s EA to quickly get up to speed with the business processes and expectations, enabling her to make valuable suggestions for growth and scalability early on.
Renee Wall’s experience with 2xYou has been highly positive, demonstrating the value of having a well-matched Remote Executive Assistant. The unique process of ensuring that the EA is ready to deliver value from the start has proven to be a significant asset for Wall Planning & Environmental Consulting.
Want to have a Remote Executive Assistant in your business? Your journey starts here: 2xyou.com/scorecard.