CRM Systems

CRM Resized

A CRM (Customer Relationship Management) system is a vital part of any business, big or small. Whether a simple spreadsheet is used or more sophisticated, subscription software, the main thing is to HAVE a system that works for you and that you keep up to date. Using a systemised approach means that you can put a robust ‘keep in touch’ …

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Business Generator Exhibitions

Business Generator Logo

As proprietor of Lifeline PA Services I’m proud to announce that I have been accepted as a speaker at the Business Generator North Yorkshire exhibitions.  Business Generator is organised by the people behind Superfast Broadband North Yorkshire and they aim to bring over 200 business owners and managers together to meet new customers, develop sales and marketing, learn new skills …

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Breaking Big – CRM and sales pipeline workshop


Do you have a systematized approach to your sales pipeline?  Do you implement a ‘Keep in Touch’ strategy in your business?  If the answer is ‘No’ to either of these questions then the free workshop I’m presenting along with Tony and Simon of Sandler Training will definitely benefit you – more detail below. When:  Friday 22 May @ 9.30am Where: …

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Sneak preview

Thank you if you have booked to come along to the workshop in a week’s time.  Here’s just a little sneak preview of the time management tips we’ll be looking at during the Lifeline PA Services part of the morning. There’ll be information about a tool that promises to read everything important in world affairs so that you don’t have …

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Sales training and time management

Seminar Blog

Work smarter not harder.  It’s an old cliche I know, but it’s one of those things that we know we really should do however many of us find it difficult (a bit like losing weight!).  If you are the owner of a busy business and/or a hectic home life and would like to learn how to work smarter then this …

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Essential Background Information

Information 3

Do you view a virtual assistant (VA) as a secretary to give projects to that are too boring and unimportant to merit your own attention? You need to remember that a VA is a business owner themselves and therefore not your average secretary or administration assistant. This is one of the major advantages of using the services of a VA …

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Realistic Expectations

Expectations Resized

So, you’ve made the decision to use the services of a virtual assistant (VA) to provide some support to your business. In order to get your working relationship off to a good start you should consider the following: Allow for a settling-in period In the business world when an executive employs a new personal assistant there will inevitably be a …

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The Art of Delegation

Delegation Resized

Do you find yourself agreeing in principle that using the services of a virtual assistant (VA) is a good idea but just don’t know how to get the process started? Comments that I often hear are “What would I give a virtual assistant to do?”, or “How would I go about working with someone virtually?” Effective delegation does not come …

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Effective Communication


Good, effective communication is the key to a successful, working relationship with your virtual assistant (VA). In order to achieve this you need to focus on two areas: the frequency of the communication and its quality. Frequency Your VA cannot simply pop their head around your office door whenever they need to ask a question about a piece of work …

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How to work effectively with your VA


If you utilize a VA within your business properly you can accomplish more within the same amount of time. This increased productivity will then help you to develop your business as you will have more time to spend on the areas that matter.  Before you commit to working with a VA spend a bit of time thinking about the following …

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