Why chat with Katey?Katey is our resident CRM, internal communications, Service Level Agreements (SLAs) and Automations Queen. Katey is THE ONE to talk to if you:➡️ are still managing your clients in an Excel spreadsheet and/or want to upgrade to a CRM;➡️ want to have a better Project Management system;➡️ need help onboarding a Virtual Assistant (human) to your team; or ➡️ you are curious about automation and utilising AI in your business.If you said “that’s me!” to any of the above, then Katey is your gal. For the past 10 years she has been working with small to mid-sized businesses in Finance, Digital Marketing and Real Estate reducing their administrative headaches, and making their operations run like clockwork. So, if you’re tired of the manual, repetitive work in your business - let's look at how we can streamline those processes for you. Book a chat today!

Automations Expert Referral service + VA Training. At Wow No Code, we look at making business life easier by automating, streamlining or AI-ing it. At the same time, we assess the frameworks and mental parameters that make it easy for entrepreneurs and business owners to hand that work over to a virtual assistant or other team member to run for them.

FYI: We have rolled Tiny Digital Habits/Growth and VA Onboard into UnTask.Me (cause we love a good consolidation activity)Tiny Digital Habits helps you and your team reduce your mental load by automating the client onboarding process and setting up the workflow to easily follow up clients. Contact us to discover how we can improve your lead nurture process. ABOUT YOU:You are overloaded, overwhelmed and have a lot of "to-dos". You possibly, even do double entry task updates. You are tech savvy but don't have the time to figure everything out....WHAT WE DO:Tiny Digital Habits creates micro automations using tools like Integromat and Zapier to ping information from one application to another. Gone are the days where you you have to manually figure out the code to get this done. When a "status" changes in your project management software, you can use this to update and/or send an email via Active campaign or Hubspot. If you mark a file [completed] it can be moved to another folder and filed away.For bonus points: We can design and create this whole onboarding and nurture process for you, and teach one of your team members or a virtual assistant to take care of the ongoing care and maintenance of this processes.

Assist with the setup and pack down of the Nissan Arena. Welcome guests, check ticketing, support courtside members.

Was responsible for Merchandising Sales and Stocktaking during the Kurios tour of Brisbane. Working along side VIP Conceirge and the Kurios Management team to ensure customer service and sales goals were met.

Work with established Entrepreneurs and their freelance team to launch a new business, product or service. Tasks included:• Facilitate Decision Making by co-ordinating and communicating with internal and external stakeholders (Entrepreneurs and clients) to define business ojectives and outcomes. Confirm contracts and agreements via Docu-sign. • Review the customer's journey, engagement and sales figures. Create status reports and update the team. • Design launch sequences, automated emails, webinar series, online promotional campaign and onboarding processes. Write content and social media posts. Update SEO structure, meta titles and descriptions• Document workflows, policies and procedures. Train VA (Virtual Assistant) team members in the Philippines to implementation processes.• Review Google Analytics, HotJar and other data sources• Work with Corporate Advertisers to bring their eDMs and MREC campaigns together• Manage meeting rooms, including the booking of rooms and set up & clean up of the rooms. Order catering when required. • Work in an agile environment, autonomously and with team members remotely.• Other adhoc business support, including utilising their project management software (Open Practice/Asana/ProcessSt) and Microsoft Excel for tracking and measuring project delivery, changes and results. Send client invoices and ensure accounts payable invoices were paidBusinesses we worked with:- Law Firm- PR & Branding Agency- Business Systems Documenter - Photographer- Book Editor, Designer and PublisherSystems and programs we used:Microsoft Office: Word, Excel, PowerPoint | Wordpress | Canva, Unsplash | Google Analytics | SEMRush | Facebook, LinkedIn | Google Surveys, Survey Monkey, Wufoo forms | G-Suite: Emails, Sheets | Asana, Podio | Slack | Xero | Stripe

Executive Virtual Assistant, Events Coordinator and Operations Manager for online entrepreneurs (SEO, Digital Marketing and Lead Generation Agents), overseeing the development of their business management processes including but not limited to:> General Day-to-Day Operations: Answering phones, email correspondences and social media communications. Automating appointment bookings, online registrations and product purchases. Providing reports and invoices to clients, as well as ensuring expense invoices were paid. Document all systems, processes and communications.> Event Coordination: Venue bookings, setup/cleanup, catering, speaker, sponsors and ticketing management. Collate and distribute marketing material collation. Create and communicate the running of the day, coordinate with speakers, sponsors, staff and guests event activities. Ensure business outcomes are met. > Remote Team Management: Create systems and operational process for staff in the Philippines, Lithuania, USA and locally (Melbourne, Sydney, Perth). Schedule training and development meetings for the team. Project Manage and oversee business service delivery outcomes. > Tech Support: Integrate new technology, digital workflows automations (eg. ensure Facebook connected to website, sign-up form, shopping cart, customer FAQ and onboarding processes), setup automated and timed email communications, fix basic website errors or work with developers to upgrade sites theme, plugins and malware issues. > Work autonomously: Majority of the clients were based in Melbourne or were travelling. While I operated from Brisbane or Toowoomba and travelled for events or meetings. Clients include: Anthill MagazineMarketing ResultsSmart PropertyBook Cover CafeGreen Ant MarketingSystems and programs we used:Wordpress | Facebook Ads Manager | Google Analytics, Tag Manager, Console | G-Suite: Email, Sheets, Document | Unbounce, Leadpages | Infusionsoft, MailChimp (CRM) | Upwork, Fiverr

Work with the Managing Partner, Solicitors and Associates to:- Answer the phone, manage case loads and co-ordinate Expert Witnesses, Mediators and Social Workers where required- Billing and accounts, Diary Management and Travel bookings- Update and maintain computer databases. - Complete all administrative tasks like: writing correspondences, filing, case research, affidavit preparation and signature collection- Manage and train other secretaries - Check CPD credits are being completed and documentedWorked with Firms such as:TASC - Toowoomba and Ipswich (Disablility and Elderly Advocacy)Barry & Nilsson (Family Law)Thynne & Macartney (Professional Indemnity)Denniston & Day (Family & Criminal Law + Legal Aid Matters)

Manage the day events of a wedding. Resolve unexpected on the day dilemmas. Ensure florists, stationary, catering, gowns, cars and other requirements of the wedding were arranged and arrived according to plan. Create an atmosphere of peace, celebration and fun for the bride, groom and their guests

Answering calls and processing insurance claims requests for personal motor vehicles and houses. Booking and arranging hire cars or window replacementsUpselling and crossing selling other suitable products or services that the customer may requireWorking with management and teams in other departments to resolve internal and external disputes.

Work in the Call Centre to book travel for Backpackers, Regional and Interstate Travellers. On occasion, also work front desk for the Toowoomba Depot and with the Accounts Payable team processing invoices and company expenses.

Work frontend services and manage accounts billing and payment for:- Computer Sales & Service business- Medical Centre- Financial Broker- an Alcohol company