First Rate PA Case Study – Andrew Upton
We wanted to share another First Rate PA case study with you. So we would like to introduce you to one of our clients – Andrew Upton. Read his case study to find out how our services have helped to support his business.
Andrew is an experienced Estate Planning Consultant who represents a national firm, Honey Legal, for legal matters and a panel of funeral plan providers.
He helps families protect their assets and offers a number of services, which includes:
– Lasting Powers of Attorney for Health, Welfare and Financial Matters
– Property Protection Trusts
– Funeral Planning Avalon, Golden Leaves & Golden Charter
He is very passionate about supporting his customers, helping them to protect the people they care most about.
Andrew had been very lucky that the majority of his business was generated via word of mouth and referrals. However, he reached a point where he needed support in growing his awareness and engagement on social media and to help generate new customer leads.
He chose to partner with a Virtual Assistant as it was a flexible option, he was limited on time to grow his business and he needed to focus on meeting clients and the job in hand.
Having discussed his needs with First Rate PA, Andrew was designated a VA from the team and they came up with a plan to meet his needs.
How we solved the problem
Starting with a social media review, his VA looked at refreshing and updating Andrew’s social media pages on his behalf. Creating a Social Media Strategy that would meet the brand identity of Honey Legal. His VA came up with a clear plan of action so that Andrew would be fully informed and maintain control of the content plan.
From this his VA has been able to create regular informative and engaging posts with Andrew’s guidance. Whilst creating and designing engaging posts, scheduling regular content and posting on his behalf using a social media management platform.
Our work with Andrew has grown and we now also provide research support for Andrew, looking into business prospects and partnerships, networking events / locations for pop up events and target companies to offer free talks to their staff.
I have been working closely with the team at First Rate PA since October 2019. Michelle listened very carefully to what my concerns and priorities were, to help identify where she felt my business needed the most support. I was then assigned an excellent Virtual Assistant to work through those areas with me each month.
First Rate PA has been instrumental in helping me work more efficiently by taking away some tasks – allowing me to focus on what I do best. I can highly recommend First Rate PA and look forward to a long working relationship with them.
Learn more about how Andrew can help you by visiting his website at Honeylegal.co.uk
Find out more about how we can support your business by reading more about our services. Or get in contact via [email protected] to let us know what your current pain points are, so we can advise you how we can provide that extra pair of hands in support.