Provision

Sales

• Mastering the sales process.
• Conduct thorough needs assessment to understand the specific bookkeeping requirements of potential client.
• Present and demonstrate the value proposition of our bookkeeping services, highlighting key benefits and addressing client concerns.
• Developing and delivering compelling sales proposals that get contracts signed.
• Following up with prospects to nurture relationships and move them through the sales funnel.
• Build strong relationships with Clients that ensure high levels of service.
• Convert Clients from prospects into customers of ProVision.
• Leads will be provided from our marketing funnels.
• Proactively identify and generate new leads through various channels, including cold calling, networking, online research and referrals.
• Qualify leads to ensure they meet out ideal client profile.
• Maintain accurate and up-to-date records of all sales activities in our CRM System.

Sales Assistant

Executive Assistant

• Act as a receptionist for all inbound call queues when needed, providing professional and courteous customer service.
• Assist with bookkeeping tasks as needed (training will be provided where necessary)
• Support insurance brokerage tasks as needed (training will be provided where necessary)
• Draft client communications when directed, ensuring clarity and professionalism.
• Assist with the preparation of business reports or documents as needed.
• Complete all other tasks as assigned to support business operations.

Sales Assistant

Virtual Assistant