Sandler Training

Sandler training provides high quality sales and personal development training.

As the business grew, the Directors needed help with many aspects of the daily running of the business. Initially Nuthatch assisted one of the Directors whose business was just beginning to take off but he was finding it frustrating to be in the office as he needed to be out with appointments with clients. As a result it was difficult to answer emails, keep up with his books, organise seminars and respond to clients queries. In addition keeping a check on the diary to ensure no double bookings was becoming more important as more activity was generated. Updating the website, keeping in contact with current clients and liaising with seminar venues all had to be dealt with but with the amount of travelling the Director had to do, it was impossible to do without help.

The Nuthatch Solution

We set up a simple system to ensure bookings for seminars were taken and clients kept well informed of arrangements. We kept in contact with the venue as to requirements for the event, designed record keeping systems for all types of seminars and made sure these were kept up to date. All the Director had to do was turn up to deliver the event knowing who to expect as attendees.

For regular clients we improved methods of communication with them, newsletters, and record keeping and helped answer their queries.

Nuthatch got the books up to date and reminded the Director of the various statutory forms that had to be completed,making sure they were done in the timeline and liaised with the accountant regarding information required. We prepared cashflows and monitored them,dealing with all invoicing and payments,managed the bank account, keeping the Director in touch with what was happening; identified areas for saving money and negotiating better deals. We advised on how to improve the audit trail for paperwork required and assisted in the implementation of this.
We ensured the physical office had order and things were filed away correctly and we acted as conduit for organisations and individuals who needed to speak to the Director urgently. We discussed the vision and plans the Director had for his business, helped prepare the business for merger with another, assisted with proposed management structures and staffing, desgined job descriptions, improving the process of client engagement and suggested methods and processes for client retention.

Currently

During the proposed merger we attended meetings and took minutes and when finalised we supported new staff in using the new systems. We set up the financial systems required for the new joint venture and now manage the finances, keeping the books up to date, providing credit control, cashflow preparation and monitoring, whilst continuing to provide support to the office staff and advising the Directors of any issues noted, working with them to find solutions.

What Mark Wormald and Nigel Dunand say about Clare

“ìClare provides me with peace of mind. I know she will get the job done, assert herself when necessary, and provide great input. She makes sure we have office systems that work and takes care of the important details that I would otherwise miss. Thanks Clare”

Nigel Dunand

“The benefits to my organisation have been enormous: I have been able to concentrate on prospecting, generating income and profitability. She is very versatile and can turn her hand to solving most practical issues in relation to running a business. She is exceptionally well organised, a good communicator and team leader. Her assistance has been like having a virtual managing director for my business ( at the fraction of the cost!) and without the responsibilities of having an employee. Her work is always of a high standard, she is honest and utterly dependable.

I would have no hesitation in recommending her to anyone who needed help with developing and maintaining their business”

Mark Wormald

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