If you're just starting out working with your WorkWise Business Support Representative, you might be unfamiliar with all of the tasks they can assist with. Here are some examples of where they can help, but if you have a specific need that's not listed, please ask!
Open and close your website live chat and Facebook Messenger at the start and end of the day; let prospects know when you're online
Manage customer service/support tickets
Check for any questions or reviews on Google Business Profile; answer or reply
Reach out to customers with a reminder call prior to appointments
Create draft invoices for approval; get approved to send
Manage client bookings/calls in your calendar
Follow up with your clients after service is complete; ask for review
Set up appointments
Research content ideas for blog posts
Prepare and send agreement forms, contracts, or other needed documents
Follow up and file signed documents
Send a daily or weekly report detailing tasks achieved, questions, roadblocks, feedback
Handle inbound and outbound calls
Check ETAs from suppliers and purchase orders
Sort admin files and documents via Google Docs/Dropbox/OneDrive
Answer online inquiries via email/chat with set guidelines
Politely follow up overdue invoices
Check all social media channels for comments and questions; respond by liking, answering questions, or alerting client to inquiries requiring additional follow-up
Draft a Powerpoint presentation
Create an Excel template
Check email and respond, deal with, or delegate
Check and respond to after-hours voicemails
Check live chat website messages received overnight and respond
Maintain a list of common questions to add to your FAQ page
Document any feedback, comments, questions you get on social media to discuss in your weekly meeting
Delete spam messages/comments in your email
Input bills in your accounting system
Enter receipts for up-to-date bookkeeping
Manage payroll
Research for prospects and/or leads
Research for backlinks to improve SEO
Manage CRM contact lists and record any changes
Research material for newsletter
Update newsletter email list
Send thank-you cards or holiday cards to clients
Assist with finding deals online for office equipment
Data entry from screenshots, photos, or links
Check flight schedules
Make travel arrangements
Find a suitable place for meetings (We might be biased, but our conference room is great!)
And more!
If you want to see how a BSR can make your life easier, give us a call at: 228-256-1111 to see how we can help.