I am a contract auctioneer and i work mostly benefit and charity auctions. Most of my clients are non-profits.
Here is a basic list of what I need assistance with:
-responding to emails
-Sending Client Profiles
-writing and sending proposals
-making appointments / keeping my calendar
-sending staff emails regarding attire, time and location of auctions
-making a bullet point list of live auction items for my stage notebook.
-sending invoices to clients for deposits and balances
-remind me of various project tasks
-some social media
-look at moving some documents from WORD to google docs
-help me learn google docs??
-come up with "best practices" for working with my auction clients
-some travel arrangements
-ordering supplies for auctions
-occasionally updating website
Here is the basic process we go through now with an auction client:
Client inquires by call, email or website from
Assistant responds with basic welcome email and attaches our Client Profile (a questionare we give to every client)
Client returns CP and we write a proposal for their event
Wendy delivers proposal in person if they are a new client (we do not ever quote over the phone)
Client calls to book their date which requires a signed contract and $500 deposit.
Assistant sends email with Contract attached.
Most non-profits require a W-9 and invoice to get deposit check to us.
The consultations begin. Wendy (or asst.) schedules meeting with the chair for their first in person meeting.
There are usually two more conference calls and a short call the week of the event.
Reminder check list goes out 7 days prior
Set date for followup call 7-10 days before event.
Thank you email, as well as notes from our team.
I know there is stuff I am forgetting, but hey- that's a start! Thanks!