About Bay Tree VA
What can I expect from a Bay Tree VA team member?
The calibre of our executive virtual assistants is one thing that sets us apart. Traits we look for in our team members include:
Personality: calm, capable and friendly with a can-do attitude
Attitude: self-motivated, disciplined and conscientious; they are happy in their own company but also team players.
Experience: will have PA/senior secretarial experience or have assisted senior management.
We have honed our selection process so that we choose the most versatile and experienced candidates to join our team and support your company. The process has been designed to reassure you that your business will be in safe hands and our executive virtual assistants have completed the following process.
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How do you determine what type of service I need?
We break our service into three categories: task-orientated, relationship- driven and add-on services.
- Task-orientated – this covers routine tasks that are delegated to your Bay Tree VA to complete as and when necessary. These may include: updating CRM systems, making monthly telephone calls to customers, project work, compiling and formatting documents, minute taking etc.
- Relationship-driven – this is similar to a PA/executive assistant type role which is much more varied with a keener understanding of your business and how you like to work. Your Bay Tree VA’s co-ordination and organisational skills are utilised and there is a closer working relationship.
- Add-on services – these cover bookkeeping, financial forecasting, telephone answering and other specialist areas which we can help with.
How does it actually work?
You assign us tasks, projects or areas of work to complete or manage. We use cloud software so that we can securely share documentation with you and your colleagues e.g. using Dropbox or Google Drive. Equally, if preferred, we can use VPN connections so that we can securely access your own shared systems. (NB: VPNs are usually set up with the help of your IT support so that relevant permissions and access can be granted.) With regards to e-mail, we can be assigned an e-mail address and will create an e-signature so that we follow your corporate style and blend into your team.
Why should I choose Bay Tree VA?
We know it can be difficult to differentiate between companies, click here to find out why you can feel confident partnering with us.
Reasons why you can feel confident partnering with us:
- Our selection process means that we’ve done the search & sift process for you
- We’re not just ‘virtual’ but can meet for briefings and accompany you to events
- Back-up support when your Bay Tree VA is on holiday etc.
- Information or introductions which might be helpful to you
- A bank of skills from other team members you can draw upon
- Your Bay Tree VA becomes a key part of your team