Doing admin on a Sunday afternoon? No time for holidays or leisure time? By outsourcing your administrative function you can make time.
We work on the rule that the business works for us – we don’t work for the business and we help other small business owners do the same. You know all that important stuff that is still on your to do list at the end of the week? Well, send it to us and we’ll do it for you. Let us help you free up your time so you can concentrate on your business or pleasure.
Red Kite services offers a full range of administrative support services. Located in York City Centre we provide a virtual administration service to clients all over the world. But we do also visit a number of clients in the York area and spend time each month providing them with administrative support in their office.
- contact management
- developing and maintaining databases,
- IFA support
- appointment making
- report-editing and binding
- blog writing
- event support
- website updating
Our administrative support can be done on a regular basis or pay as you go, to provide holiday or sickness cover or just to help out when you are really busy.
Keep track of your clients with Capsule CRM, our favourite CRM system. Manage your contacts, leads and pipeline with this system which links in with many other online systems such as mailchimp. We can set you the system up, including your tags, tracks and custom fields.
Click here to sign up to a free trial.
We can help you set up your database of clients and link it with Capsule CRM. We like nothing better than a box full of business cards to upload to a database. We will work with you to discuss how you can use these contacts for your business and set up categories and notes. We will also link it with your contact management system.
We offer comprehensive support for financial advisers and mortgage advisers, from appointment-making right through to checking commission and everything in between. We are especially experienced in mortgages and protection cases and can upload applications, chase up additional information, liaise with providers and draft suitability letters.
Let us assist you in writing, compiling and presenting important reports. We can edit your work, offering an outsiders view of the content, proof-read the copy, advise on layout, whether it be online or printed copy and print and bind your reports to give a professional finish.
This is available for York-based businesses only, but we are happy to come to your office and help you sort out your filing system. If you are looking to achieve a paperless office we can scan and store documents for you on line.
Our services aim to be affordable to all small businesses. After an initial meeting to discuss your requirements, you will be given a written proposal and quotation for the job. My hourly rate is £30, but reductions are available if clients take out a retainer of at least 10 hours per month or for work on a day rate. We also offer a range of specific projects which have a one-off cost – you can view the price guide here.