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Most Asked Questions
Straight answers to the questions that come up again and again, sorted by topic for easy browsing.
Pioneer Leadership
Summary The business was in a period of strong growth, balancing new customer acquisition with delivering existing work. While their systems had supported them up to this point, they were no longer efficient enough for the next stage, making day to day operations...
Green Bee
Summary Green Bee Recruitment partnered with Connxess at a time when internal capacity was stretched and important growth activities were being repeatedly deprioritized. With a new team settling in and multiple systems challenges across their website, domains and CRM,...
ECHR
Summary Before working with Connxess, this growing HR consultancy was overwhelmed by admin, marketing, and day to day demands, leaving little time for growth. Admin absorbed valuable hours and marketing sat outside their expertise. Connxess provided flexible back...
What is the difference between a virtual assistant and an outsourced back-office partner?
A virtual assistant usually provides remote help with specific tasks, such as diary management, inbox support, research or data entry. An outsourced back-office partner may complete many of the same tasks, but is more likely to take responsibility for an area of the...
What should happen between a discovery call and a proposal?
After a discovery call, a small business needs to capture the key notes, clarify the prospect’s problem, check the scope, update the CRM or lead tracker, prepare a proposal that reflects the conversation, set a follow-up date and make the next step clear. This stage...
Why does customer journey matter after someone has already bought from you?
It is easy to think of customer journey as something that happens before a sale. A person finds your website, reads about your services, follows you online, asks a question, books a call, receives a quote, and eventually decides whether to buy from you. That part of...
Do I really need a CRM, or am I just trying to fix poor follow up with more software?
In many cases, you do not need a CRM straight away. You need a better follow up process first. When leads go cold, quotes do not get chased, customer conversations sit in too many places, and nobody knows what should happen next, the real problem is usually not...
FIS Loveday
Summary ConnXess, has improved the systems and processes that supported the back office functions of FIS Loveday Ltd. Through a bespoke programme of business support, ConnXess has not only saved time and money by streamlining and automating current processes but they...
IJP Consultancy
Summary ConnXess, has significantly transformed the professional life of Ian Preston and IJP Consultancy. In his pursuit of efficiency, Ian considered outsourcing certain tasks to strike a balance between busy and productive, recognising that delegating...
If I outsource marketing, how do I stop my content sounding generic and not like me?
Most business owners do not avoid marketing because they do not care. They avoid it because it feels personal, and the idea of handing it to someone else can feel risky. Your content is not just words on a screen. It is your reputation, your tone, the way people...
Should I hire an admin employee or outsource admin support to a VA?
If you are asking this question, it is rarely because you are casually weighing up options. It is usually because something has started to creak. You are spending too much time in your inbox. Follow ups are slipping. The diary feels like a moving target. Invoicing...
How do I outsource without creating more work for myself?
Outsourcing is not one size fits all and if you have ever tried it and thought this is not helping, you are not imagining it. A lot of outsourcing advice is built around a tidy idea. Hand tasks over, they get done, you get your time back. Simple. But real life is...