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## What We DoAt Diligent Assistant Inc, we specialize in working with purpose-driven coaches, helping them transition from overwhelm and chaos to a state of calm and organization. Our mission is to support coaches in growing a balanced coaching practice by providing comprehensive operational and marketing support.---## How We Do ItWe understand the unique challenges faced by coaches in the coaching and entrepreneurship industry. With our expertise in small business operations and administration, we offer a range of services, including niche development, program and pricing development, community management, CRM implementation, email marketing, and social media management.Our approach is rooted in the belief that it's not about getting more done, but rather having less to do. We help coaches work smarter, not harder, by streamlining processes and implementing efficient systems. With our guidance, coaches can focus on their money-earning skills while we take care of the rest, allowing them to grow their business with ease.---## Your Next StepReady to take your coaching practice to the next level? Let us be your accountability partner and guide you towards success. Together, we can create a fun and rewarding environment while streamlining processes and increasing productivity. Say goodbye to overwhelm and chaos, and hello to a calm and organized coaching practice.Join us on this transformative journey and start living your best life today!
Diligent Assistant
View- Website:
- diligentassistant.ca
- Employees:
- 2
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Ceo & FounderDiligent Assistant Feb 2017 - PresentCalgary, Canada AreaOnline Business Manager and Business Coach helping Business Owners get out over overwhelm and drive their business forward by providing strategic solutions to streamline business operations.Proficient in Project Management, Operations Management, Process and Policy implementation,Metrics Management, People Management, Resources Management, Systems Management Bookkeeping, AR/AP, General Administration, Strategic Planning, Leadership and communication, E-Commerce and Business… Show more Online Business Manager and Business Coach helping Business Owners get out over overwhelm and drive their business forward by providing strategic solutions to streamline business operations.Proficient in Project Management, Operations Management, Process and Policy implementation,Metrics Management, People Management, Resources Management, Systems Management Bookkeeping, AR/AP, General Administration, Strategic Planning, Leadership and communication, E-Commerce and Business Management. Show less -
ConnectorYyc Biz Hub Jul 2014 - Dec 2017Calgary, Canada AreaOnline resources for the small business owner, YYC Biz Hub is run by small business owners for small business owners. Networking opportunities, collaborations and learning. We have the tools and knowledge to help you and your small business grow!
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Office ManagerShipmyride Mar 2015 - Feb 2017With a focus on building client relationships, I work in an administration and office manager role. While this role has me working in a small business environment, my corporate background, customer service, leadership & management experience, has allowed me to improve processes and streamline the office area of the company. Responsible for all areas of HR, hiring, payroll, policy etc. Dealing with customer complaints, concerns and enquiries over the phone, accounts receivable and accounts… Show more With a focus on building client relationships, I work in an administration and office manager role. While this role has me working in a small business environment, my corporate background, customer service, leadership & management experience, has allowed me to improve processes and streamline the office area of the company. Responsible for all areas of HR, hiring, payroll, policy etc. Dealing with customer complaints, concerns and enquiries over the phone, accounts receivable and accounts payable reconciliation, social media management, creating process documentation, managing fleet vehicle operations, and project management. Proficient in CRM, Social Media, E-mail Marketing, Strategic Planning, Administration, Leadership and Communication, Building and Leading Teams, Document Creation and Process Management. Show less
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OwnerPrimp And Polish Jan 2013 - Dec 2014Calgary, Canada AreaSpecializing in Nail enhancements, Natural Nail Care, and the Universal Contour Wrap,Primp and Polish is a home based Beauty Salon located in the SE Calgary community of Mahogany
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Personal Banking SpecialistAtb Financial Aug 2012 - Jan 2013As a Personal Banking Specialist at ATB, my purpose is to ensure that all new and existing customers are fully banked at ATB by delivering a superior client experience. The role focuses on the needs of the Mass Market customers and ensures that customers are introduced to the right partners and offers.I utilize the below strategies in order to be successful in the role.· Participate in activities that reinforce advice, tool usage and sales and service processes· Provide… Show more As a Personal Banking Specialist at ATB, my purpose is to ensure that all new and existing customers are fully banked at ATB by delivering a superior client experience. The role focuses on the needs of the Mass Market customers and ensures that customers are introduced to the right partners and offers.I utilize the below strategies in order to be successful in the role.· Participate in activities that reinforce advice, tool usage and sales and service processes· Provide relevant needs-based advice to customers, effectively delivering on the Client Experience· Demonstrate sustained self-management attributes and behaviours, proactively seek coaching and focus on continued improvementMy attributes:Translator – communicate in an easy to understand manner, taking into consideration the appropriate form of communication (ie. Face to face, email, and telephone)Connector – Proactively connect myself and others to the people needed to move forward and make myself available to others who may need meHungry – I have clear objectives for my work, by creating timelines, evaluating what information I will require and how I will overcome expected obstaclesCollaborator – I will readily partner with others inside and outside the organization Show less -
Customer Service SupervisorAtb Financial Nov 2010 - Aug 2012Lead a team of CSR's and promote an environment of salesmanship within the CSR team, ensuring effective customer service is maintained. The primary focus of the role is the leadership of front-line CSR's ensuring friendly and courteous service. As the CSS I motivated associates creating a high level of customer satisfaction, and expert product knowledge. I provided training and coaching as required to meet optimal customer service levels. I ensured effective customer service was maintained by… Show more Lead a team of CSR's and promote an environment of salesmanship within the CSR team, ensuring effective customer service is maintained. The primary focus of the role is the leadership of front-line CSR's ensuring friendly and courteous service. As the CSS I motivated associates creating a high level of customer satisfaction, and expert product knowledge. I provided training and coaching as required to meet optimal customer service levels. I ensured effective customer service was maintained by scheduling resources in an appropriate manner and prompt and accurate processing of transactions was maintained by the CSR team. I implemented effective training programs within the branch to ensure CSR's maintain a high level of branch knowledge. Reviewed and set goals on an individual basis with CSR's in line with my own and the branches goals. Managed branch administrative and operational responsibilities, premises and facilities issues, equipment installation and training. Assisted in the creation of branch business plan and budget. Monitored and controlled daily branch operations to ensure:Branch assets are properly safeguardedPremises and equipment are properly maintainedCustomer service expectations are metNecessary controls are in place and required audits and verification are carried out as requiredResource scheduling meets customer service requirementsBuilt relationships with CSRs and directly contributed to the development of ATB business through joint selling with CSRs and coached the cross-selling of ATB products and services. Implemented best practices processes and procedures on all administrative and operational activities within the branch. Able to provide assistance as required during peak periods by handling a full range of Personal and Commercial deposit banking products and services. Resolved customer inquiries, concerns, and complaints either directly or in concert with the Branch Manager. Acted as senior custodian of various branch securities. Show less -
Team Leader Of Contact CenterAtb Financial Jan 2008 - Nov 2010Employed as Team Leader of the Support Department in the Customer Contact Center, to recruit, train and supervise 4 Quality Assurance Specialists and 3 Workforce Management Analysts. Foster an environment in which other departments within the Customer Contact Center (Sales, General Service and Card Services) could trust to help run their business in terms of staffing, service level management and coaching. Selected Contributions: Responsible for the development and rollout of SharePoint… Show more Employed as Team Leader of the Support Department in the Customer Contact Center, to recruit, train and supervise 4 Quality Assurance Specialists and 3 Workforce Management Analysts. Foster an environment in which other departments within the Customer Contact Center (Sales, General Service and Card Services) could trust to help run their business in terms of staffing, service level management and coaching. Selected Contributions: Responsible for the development and rollout of SharePoint Team sites to the Customer Contact Center to aid communication between departments and manage workflow. Developed department’s first reward and recognition system to contribute to team motivation at minimal cost. Increased department’s engagement score from 41% to 82% in 2 years. Developed coaching program to aid Quality Assurance Specialists to deliver quality coaching to front line staff in order to maintain and increase customer satisfaction.Moved to Team Leader within the Customer Contact Center in May 2010 as part of a restructure. Continued the training and development of a brand new team of associates in preparation of their transition to their full time established teams. Duties included various coaching and development aspect covering associate KPI’s, increasing sales referrals, developing high standards of Customer Service and instilling good working practices and ethics. I then transitioned to the role of Remote Team Leader and lead a team of 10 Work From Home based associates. Selected Contributions: Developed and lead various training sessions rolled out to peers and upper management including time management, strategic planning, motivation and career development. Coached and developed brand new associates to achieve standards with an emphasis on referrals and new sales where they out performed veteran teams in the Center. Built SharePoint database for Fulfillment needs to capture information between departments and halve processing times. Show less -
SupervisorSimplyhealth 1996 - 2007
Jackie Appleby Skills
Frequently Asked Questions about Jackie Appleby
What company does Jackie Appleby work for?
Jackie Appleby works for Diligent Assistant
What is Jackie Appleby's role at the current company?
Jackie Appleby's current role is Business Coach | Business Manager | We specialize in working with purpose-driven coaches, to move them from overwhelm and chaos to calm and organized so they can grow a balanced coaching practice..
What is Jackie Appleby's email address?
Jackie Appleby's email address is ja****@****tant.ca
What is Jackie Appleby's direct phone number?
Jackie Appleby's direct phone number is +140339*****
What schools did Jackie Appleby attend?
Jackie Appleby attended Sait, Cricklade College.
What are some of Jackie Appleby's interests?
Jackie Appleby has interest in Animal Welfare, Children, Education.
What skills is Jackie Appleby known for?
Jackie Appleby has skills like Leadership, Customer Service, Customer Satisfaction, Time Management, Banking, Team Building, Management, Crm Databases, Call Centers, Recruiting, Team Leadership, Social Media Marketing.
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Jackie Appleby
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