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Personal remote assistance to an ace financial consultant
Name of the client:
Carl Cashman
Why Carl chose
TasksLeader
Nature of the task: A financial consultant was on the lookout to outsource a set of specific tasks to a reliable and trustworthy VA service provider with a singular goal of boosting his small business.
Services
Carl's primary tasks included:
- Increase Instagram followers
- Conducting research on real estate agents
- Create and maintain client spreadsheets
- Create survey questions using Google form
- Develop content for marketing collaterals, like leaflets
- Email Management and Client communication
Results
While Carl’s tasks were of varied nature, we delegated the same to people with a specific set of skills which made it possible to speed things up. Plus, for the client, it was a bi help as he would focus more on building effective strategies for his business.