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Bundled Business Support Services

Bundled Business Support Services combine multiple admin support tasks into one streamlined package, giving you consistent day-to-day assistance (such as enquiry handling, bookings, document processing, and invoicing admin) under a single service—tailored to your workflow and delivered using your scripts and processes.
Bundled Business Support Services combine multiple admin support tasks into one streamlined package, giving you consistent day-to-day assistance (such as enquiry handling, bookings, document processing, and invoicing admin) under a single service—tailored to your workflow and delivered using your scripts and processes.…

What can be included (as agreed)

  • First-line call and email handling (enquiry triage and escalation logging)

  • Appointment/diary booking coordination based on your availability structure

  • Invoicing admin (formatting and uploading to Xero/your platform, plus scripted payment reminders)

  • Document handling and digital filing (scanning, indexing, and secure cloud organisation)

  • AML/onboarding admin (collecting and chasing documents, managing your checklist, uploading to your system—no decisions; no document retention after upload)

How it works

  • You choose the services to include, provide scripts/checklists/filing structures, and set escalation contacts

  • We track requests, actions taken, and escalations so you have clear visibility

  • Anything unclear or outside your rules is escalated to you—no decision-making on your behalf

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