by Juli Forrest | Sep 1, 2026
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...
by Juli Forrest | Jul 20, 2026
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...
by Juli Forrest | Jun 3, 2026
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...
by Juli Forrest | Apr 20, 2026
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...
by Juli Forrest | Apr 2, 2026
Case Study Improving processes and understanding the data 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 Juli Forrest | Apr 2, 2026
Case Study Freeing up time to focus on revenue generating activities 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...
Recent Comments