Packages

Communications Package

Communications Assistant

$450 monthly; $125 weekly

Your time is too valuable to become a slave to your phone. The simple solution is to offload your communication tasks to an assistant from ProTem. This frees up your time to focus on high value and strategic activities.

Activities:

Email Management
  • Tagging high priority messages that need your immediate attention
  • Replying to messages on your behalf when appropriate
  • Filing messages in folders and keeping your inbox clear
  • Deleting spam and unimportant messages
Voicemail Management
  • Collecting contact information and forwarding to you by email
  • Forwarding messages to the appropriate person
  • Deleting unimportant messages
Calendar Management
  • Scheduling appointments with co-workers, vendors and other parties
  • Rescheduling meetings where necessary
  • Reminders for important meetings
  • Conference call booking
Add-on Services
  • Contact management in CRM system
  • General company mailbox management “info@yourcompany.com”
  • General company voicemail management “Press 0 to leave a message”
  • $125 each
Tradeshow Follow-up

Tradeshow Follow-up

$2.75 per business card; minimum 25

While attending a tradeshow you collect business cards from the many new contacts you met. Upon returning to the office, not only is there a backlog of work from being away for a few days, but you also have to enter the new contacts into your CRM. Let ProTem help you keep the momentum going and follow-up on your behalf with each of these new contacts.

Activities:

  • Enter each business card into your CRM (Outlook, Insightly, Pipedrive etc.)
  • Mark the lead as hot, warm or cold
  • Mail a thank you note or send an email follow-up
  • Send a LinkedIn network request
CRM Starter

CRM Starter

$50 per hour; minimum 4 hours

Customer Relationship Management (CRM) is about managing your pipeline of leads and opportunities. If you’re new to CRM, this package from ProTem will get you started. In just a few days you’ll be tracking selling activities and have a clear view of new opportunities.

Activities:

  • Register an Insightly account
  • Create custom fields
  • Establish sales pipeline or milestones
  • Set automated tasks
  • Create email templates
  • Import contacts
Direct Mail

Direct Mail

$1.75 per recipient + supplies + postage

Direct mail is an excellent means to connect with prospects and customers. However, it can be labour intensive to put together the mailer, especially if you are not comfortable with mail merge techniques. ProTem will complete the mailer on your behalf quickly and efficiently.

Activities:

  • Prepare source document
  • Setup mail merge
  • Print letters and labels
  • Stuff and seal envelopes
  • Affix postage
  • Deliver to post office