Case Studies

Paraplanning and Admin Support Case Studies

Case Studies

Paraplanning and Admin Support Case Studies
Angus Watson
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“my partnership with facilit8 has been a game-changer, allowing me to focus on clients and business growth.”

Company Website

LinkedIn Profile

https://www.linkedin.com/in/anguswatsonsjp/

Challenges Faced

Before I began working with facilit8, managing all client administration while meeting clients and running my business was a significant challenge. It felt like an overwhelming juggling act.

Results Achieved

Since partnering with facilit8, my reviews are now booked, and meeting packs are prepared for me. The time I spend on client administration has decreased significantly. It's like having a well-oiled support system in place.

Recommendation

To anyone considering facilit8's services, I'd say, "Try it for a period and scale up." Building a strong relationship and tailoring the service to your needs takes time, but the benefits are worth it. You can trust them to handle tasks, make calls, and provide support whenever you need it.

Benefits Gained

Professionally, I have gained confidence in timely task completion and the flexibility to rely on facilit8's support. Personally, it has relieved the burden of employing someone directly, and I can easily scale the support to match my business needs.

In summary, my partnership with facilit8 has been a game-changer, allowing me to focus on clients and business growth while ensuring all administrative tasks are handled efficiently.

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