Case Studies

Client Background: I reconnected with a former business associate, a corporate photographer, at a friend's child's birthday party. Previously, I had managed his travel, schedules, and photoshoot planning. During our conversation, he expressed interest in expanding his corporate and commercial photography business to include more weddings, having already done around 25 over 10 years.

Challenges: The client faced several hurdles:

Transitioning from corporate/commercial photography to wedding photography.

Developing a cohesive marketing plan to attract wedding clients.

Providing recommendations and emphasising the importance of a polished website to convert visitors to enquiries.

Reviewing and updating his contracts and social media to reflect the new focus.

Building a CRM database for better client management.

Implementing a system to send monthly e-gifts to past clients as a token of appreciation.

Solution: I stepped in to provide a comprehensive strategy and support to facilitate this transition. My approach included:

Marketing Plan Development:

Created a targeted marketing plan focusing on attracting wedding clients.

Identified key marketing channels and strategies to promote his wedding photography services.

Website Recommendations:

Provided recommendations and stressed the importance of a polished website to convert visitors to enquiries.

Contract and Template Updates:

Updated contracts to include wedding-specific terms and conditions.

Created new templates for client communications, inquiries, and bookings.

CRM Database Build:

Developed a CRM database to streamline client management and track interactions.

Ensured easy access to client information, improving service delivery.

E-Gift Implementation:

Set up Mailchimp to send monthly e-gifts to past clients, including high-resolution landscape images taken by the photographer.

Created visually appealing email templates to enhance client engagement and appreciation.

Business Packs and Wedding Guide Creation:

Developed professional business packs and wedding guides, including information about the photographer, services offered, booking guides, FAQs, and a poster with QR codes linking to social media and the website.

Social Media Management:

Managed Instagram and Facebook accounts, posting 2-3 times per week with engaging reels, music, and hashtags.

Actively engaged with other vendors in the wedding industry to build connections and increase visibility.

Facebook Group Advertising:

Advertised the photographer’s services in over 90 Facebook groups within service areas to increase reach and visibility.

Regular Statistics Reports:

Provided regular statistics reports to track progress and refine strategies.

Results:

Successful Transition: The client smoothly pivoted to include weddings in his photography services, attracting new clients and expanding his business.

Enhanced Online Presence: Updated social media profiles and active engagement helped showcase his wedding photography portfolio.

Improved Client Engagement: Monthly e-gifts fostered strong relationships with past clients, enhancing their loyalty and satisfaction.

Streamlined Operations: A well-organized CRM database improved client management and streamlined workflows.

Professional Branding: The new business packs and wedding guides presented a polished, professional image that resonated with clients.

By offering comprehensive guides, suggestions, and strategic plans, I enabled him to expand into the wedding photography market effectively. This demonstrates my broad skill set and business aptitude, ensuring that my clients receive reliable and tailored support.

Client Background: My client, a business owner in the equipment rental industry, recently started a new business and faced challenges in managing administrative tasks while delivering high-quality services to his clients. He sought a reliable and efficient solution to streamline his operations and enhance productivity.

Challenges: The client struggled with:

Time-consuming creation and formatting of forms, checklists, and contracts.

Difficulty navigating Adobe to create fillable PDF forms.

Inefficient processes for managing and signing contracts and agreements.

The need for professional and easily accessible documents that could be completed and signed electronically.

Solution: I stepped in to provide comprehensive virtual assistant services tailored to his needs. My approach included:

Creation and Formatting of Documents:

I developed and formatted a variety of forms, checklists, and contracts, ensuring consistency and professionalism.

Made several documents into fillable PDF forms, allowing for easy digital completion and submission.

Implementation of Electronic Signatures:

Provided solutions for electronically signing contracts and agreements, streamlining the process and reducing turnaround time.

Offered guidance on the best tools and platforms for managing electronic signatures.

Results:

Increased Efficiency: The client experienced significant time savings by outsourcing administrative tasks, allowing him to focus on his core business activities.

Improved Client Experience: Clients could easily complete and sign documents electronically, enhancing their overall experience and satisfaction.

Enhanced Professionalism: Professionally formatted documents and efficient processes elevated his brand and credibility in the industry.

Testimonial: “I recently had Nat help to create several fillable PDF forms and documents with e-signatures after I became totally lost using Adobe. Her assistance was worth every cent, which was a very reasonable rate. Communication was fantastic and her patience with my lack of knowledge and constant changes was very much appreciated. I would definitely recommend Nat at Unified for your admin/office assistance.”

Client Background: A speech therapist looking to streamline her practice approached me with the need to transfer all her data from PowerDiary to Splose, a more intuitive and fit-for-purpose system for her business. She had been wanting to make this transition for some time but felt overwhelmed by the complexity and the numerous workflows that needed to be set up.

Challenges: The client struggled with:

Overwhelming task of data migration from PowerDiary to Splose.

Setting up various workflows and functions in the new system.

Creating and formatting client onboarding forms and templates.

Managing waitlists, service agreements, and client communications efficiently.

Solution: Unified Administrative Solutions stepped in to simplify the process and ensure a smooth transition. Within one week, I successfully migrated all her data to Splose and optimised her workflows. My approach included:

Data Migration:

Transferred all data from PowerDiary to Splose, ensuring accuracy and completeness.

Set up workflows and functions in Splose tailored to the client's needs.

Client Onboarding Forms and Templates:

Created and formatted client onboarding forms and templates to enhance professionalism and efficiency.

Waitlist Management:

Added new clients to the waitlist and streamlined the process for better management.

Service Agreement Updates:

Made necessary changes to the online service agreement in Splose.

Sent out bulk emails to current clients requesting the signing of the new service agreement.

Email Templates:

Developed email templates for new enquiries, including waitlist notifications and responses for no capacity.

Ensured templates were professional and aligned with the client's branding.

Document Branding and Formatting:

Created a Word template with the client's branding, including a signature block and confidentiality information, ensuring all documents looked polished and professional.

Results:

Operational Efficiency: The client transitioned to the new system within a week, experiencing increased operational efficiency and reduced stress.

Enhanced Professionalism: Professionally formatted forms and templates improved the client’s brand image and client interactions.

Better Client Management: Efficient waitlist management and streamlined client communications enhanced overall client satisfaction.

Client Background: A not-for-profit organisation recently signed a new contract and needed urgent assistance to create two essential forms/applications in Word, branded according to their guidelines. The existing forms were online in SurveyMonkey.

Challenges: The client required:

Two forms/applications created in Word, adhering to their branding guidelines.

The forms needed to include a Welcome, Applicant Information, Consent, Disclaimer, and 47 questions with varying answer options (Yes/No, text sections, dates, multiple options, and rating scale tables).

A quick turnaround to meet their deadline.

Solution: I stepped in to provide the required support within the tight deadline. My approach included:

Form Creation and Branding:

Transferred the content from the online SurveyMonkey forms to Word documents.

Branded the forms using the organisation’s branding guidelines.

Comprehensive Form Design:

Included sections for Welcome, Applicant Information, Consent, and Disclaimer.

Designed 47 questions with varying answer options, ensuring clarity and ease of use.

Additional Support:

Identified and corrected a duplicated question and a typo in the original online forms, enhancing the overall quality.

Ensured all content was accurately translated into Australian English.

Converted the forms into PDF to ensure they couldn’t be edited by third parties, providing further support to the client.

Format and Delivery:

Delivered the final forms in both Word and PDF formats, completing the project 24 hours ahead of the scheduled deadline.

Results:

Timely Delivery: Completed and delivered the forms 24 hours ahead of the deadline.

Error-Free Documents: Ensured all questions were accurate and free of errors, enhancing the overall quality.

Professional Branding: The forms adhered to the organisation’s branding guidelines, presenting a professional image.

Enhanced Usability: The forms were designed for ease of use, ensuring a smooth application process.