We sell time. 

We partner with those who have a need for a reliable, affordable, on-demand support service.

 

Practice Management

“I have expanded my groups, now what do I do?”

Have your groups grown from 1 to 3, or more, overnight. There is a lot to do administratively between monthly meetings, members 121’s, researching speakers, working with new candidates and managing it all efficiently and effectively. We can help you keep your practice or business moving forward on time and on track. Our Katie’s can run your calendar and keep you organized.

Here are a few of the tasks Call Katie can assist you with:

  • Set 121’s, confirm appointments, and reschedule your members

  • Search and book speakers for upcoming year for all your groups

  • Create and post monthly Meeting Notices

  • Interface with members for RSVP’s, Check In’s, Hosting, Surveys, and update Attendance

  • We customize your needs and how you would like your time managed

Making Calls

“I haven’t made a call in 20 years”

You will be matched with one of our Katie's that will represent you, your personality, product/service and mission.  This unique virtual relationship enables us to make authentic outbound calls representing your brand.  100's of calls per day are made on behalf of owners building their businesses. All of our staff is here in the USA !  

Outbound calls to connect you with potential candidates, LinkedIn research and connections to leads, CRM updates, message taking, call notification by email, text or voice. We offer practice support for new and continuing chairs while you build your new group or manage multiple successful groups. We want you to focus on what you do best; coaching and leading.

Databases

 "I know I have it somewhere, I just don't know where"

Everybody needs to keep records.  There is so much to keep track of and it's difficult to stay on top of it all. You certainly don't want to spend your weekends updating your records on your few precious days off.  We can update records, clean up databases, keep spreadsheets, organize potential lead list, track candidates. (accounting option not yet available). Our Katie’s are experienced from the simple spreadsheets to the more complex data management systems such as Salesforce, Chair App, and My Vistage. Our Katie’s will keep you up-to-date and on the move