Bay Tree VA

Services

Get the max from the tech

Our team have knowledge and experience of software and tech stacking:

  • operating systems e.g. Office 365, Google Suite, Mac OS
  • online event management e.g. Zoom Events, Hoppin
  • bookkeeping e.g. Xero, Quickbooks & Sage
  • membership management e.g. JustGo
  • social media platforms e.g. LinkedIn, Instagram, Meta, X
  • customer feedback/review management
  • CRM/customer engagement platforms e.g. Capsule, Click-Up, Pipedrive, Dubsado, Monday.com
  • For a full list of tech that we currently use, click here

Feel more organised, gain more time

Your BTVA will be:

  • a wrangler & manager of e-mails
  • a time protector & head-space creator!
  • a compiler, overseer & completer of To Do lists
  • a collaborator, working together to achieve joint goals
  • an intelligent resource to talk ideas through with
  • a planner, assembler & note-taker for meetings
  • an accountability partner
  • a lifestyle administrator

Improve your membership experience

BTVA can provide a specialist team to help with:

  • membership management
  • Data management, research & analysis
  • Board election preparation, incl. online voting systems
  • coordination & support of conferences & events, online or in person
  • preparation of presentations & reports
  • website updates
  • organisation & minuting of AGM & general meetings, online or in person
  • production of marketing materials e.g. e-newsletters and mail-outs

Delegate; work on the business not in it

You can ask your BTVA to:

  • be a point of contact to field queries & deputise for you
  • research to find new suppliers, venues, products etc
  • liaise with colleagues & team members
  • produce/proof-read/edit written materials
  • deal with website admin
  • deliver marketing strategy
  • keep social media content flowing
  • assist with HR admin
  • gain feedback on customer experience
  • do invoicing, payroll, bookkeeping & VAT returns

Making things happen

Your BTVA can:

  • mastermind awards & accreditations
  • oversee office relocation or house move
  • arrange implementation of new systems & training
  • organise & coordinate events, conference & workshops
  • prepare product launches
  • conduct data cleansing
  • co-ordinate new branding/website rollouts
  • plan, oversee & deliver virtually anything….

Share our skills and insights

Specialist services BTVA offer are:

  • Board secretariat function
  • bespoke back-office team support
  • different perspectives & ideas drawing on alternative structures
  • tutorials on key tools such as Capsule CRM, Harvest, Xero etc
  • introduction to other specialist fractional support e.g C-suite HR, marketing, finance
  • PA selection/recruitment assistance

back
to top