We’ve used Bay Tree for over 6 years now in different ways as our company has grown. We employ staff for the manufacturing and production side of our business and then have close working relationships with outsourced providers who look after our other business needs. Before Bay Tree we hadn’t worked with a virtual assistant so we started with projects around our busy times at trade shows — updating our CRM system and sending out marketing information. The role quickly developed into providing customer service/sales assistant type support e.g. being the contact for wholesale/food service enquiries, attending trade fairs with us, completing complex paperwork for new distributors or regarding new lines, promotions etc. In addition, she’s handled numerous ad hoc projects including arranging ‘roadshows’ of meetings, travel bookings etc. Our Bay Tree VA has always been quick to absorb information and has a really good understanding of how our company ticks. This has meant she can talk directly with contacts so that I get involved at a certain point, saving me loads of time. Our brand has lots of personality and our Bay Tree VA has fitted into the team with her professionalism and efficiency, providing support that has been invaluable.
Crispin Clay – Founding Owner, Munchy Seeds
We have used Bay Tree for over 5 years to make our IT maintenance visit appointments, send out contracts and renewal notices for IT software services. Our Bay Tree VA also works up to a monthly capped amount which is helpful for budgeting purposes. She is friendly and efficient and I’m pleased to have her representing my company with customers.
Shelli Moyes – Managing Director, MPM Computer Consultancy
We started to use Bay Tree as our bookkeeping was starting to take too much of our time. Our Bay Tree VA has now systemized the bookkeeping in Xero so it takes her a minimal amount of time each month to do the necessary entries, reconciliations etc which is just what we wanted.
Angie Vale – Company Secretary, Vale Designs
I originally started using Bay Tree to maintain patient records on my cloud-based database. This worked well so when I started my meditation business I expanded the brief to include typing up information from my workshops. I appreciate the flexibility of the support I receive and I’m delighted that my Bay Tree VA has also taken a personal interest by attending my meditation sessions too.
Annya Stoddart – Managing Director, The Pain Relief Clinic and Wisdom Mind