you : us

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.