Operational Systems Overhaul

Who:

Public Relations Freelancer

What:

Needed a complete operational overhaul to manage incoming leads, send custom proposals and contracts, handle ongoing invoices, and track deadlines for client deliverables.

How:

In-Depth Workflow Analysis: Conducted a deep dive into the current and ideal workflow to build a customized approach and turnkey processes.

Step-by-Step Process Refinement: Worked on each process individually, refining together in real-time to ensure effectiveness and practicality.

Seamless Integration: Ensured seamless integration between all processes for solo management, reducing repetitive administrative tasks.

Detailed Knowledge Management System: Created a comprehensive outline of the new personal knowledge management system, which serves as a training guide for future Virtual Assistant hires.

Outcome:

Streamlined Systems: Developed streamlined systems that enhance overall workflow efficiency.

Automated Outreach: Implemented automated outreach processes to handle incoming leads more effectively.

Faster Client Deliverables: Improved the speed of client deliverables, enhancing client satisfaction and turnaround time.

Reduced Workload: Significantly reduced the freelancer’s workload by eliminating guesswork through organized systems, allowing more focus on core PR activities.