06 Nov
|
Promaynov Advisory Services
|
Delhi
06 Nov
Promaynov Advisory Services
Delhi
- 1. Phones, leads and conversion*
- Answer all inbound calls, SMS, web chat and social messages from the GoHighLevel (GHL) Conversations tab during rostered hours.
- Follow up every new lead promptly and continue follow-up until the lead books, declines or is closed out in GHL.
- Return missed calls and client callback requests the same business day.
- Explain treatments, pricing, packages and current offers accurately from approved clinic information.
- Refer all clinical questions to a clinician or nurse. This role does not give clinical advice.
- 2. Appointment scheduling*
- Book, confirm, reschedule and cancel appointments in Timely across all four clinics.
- Book the right service, duration, clinician and location, including consultations and patch tests where required.
- Manage cancellations, no-shows and waitlists to keep calendars full.
- Keep client records in Timely and GHL accurate and up to date.
- 3. Inbox management*
- Monitor and clear the admin, management and accounts inboxes each business day.
- Identify supplier invoices and bills, and action or flag them for payment before the due date.
- Reply to staff queries promptly, or escalate to the relevant Clinic Manager or the Director.
- File, label and track correspondence so nothing is left unanswered.
- 4. Complaints and client care*
- Acknowledge client complaints within one business day and gather the facts from clinic staff and client records.
- Draft responses in line with clinic policy and resolve matters within delegated authority.
- Escalate refund requests, legal correspondence, adverse outcomes and review disputes to the Director with a summary and recommendation.
- Keep complaints register with dates, actions taken and outcomes.
- 5. Ordering, stock and scripts*
- Order consumables and stock from Livingstone and other approved suppliers, based on the Jotform stocktake and the clinics' Teams stocktake channel.
- Track orders through to delivery and follow up shortfalls or back orders.
- Order doctor scripts for completed IV scripts and keep the records complete.
- Keep spend within approved budgets and flag unusual usage to the Director.
- 6. Payments and record auditing*
- Audit daily payments against appointments and report discrepancies.
- Follow up outstanding balances, failed payments and package payment plans.
- Audit treatment notes for completeness once trained and handed over by the Clinic Manager.
- 7. Executive support to the Director*
- Manage the Director's diary, meetings,
reminders and follow-up actions.
- Draft emails, letters, memos, staff notices and standard operating procedures for approval.
- Prepare regular reports, including leads, conversions, bookings, complaints and stock spend.
- Take meeting notes, record action items and chase them to completion.
- Coordinate with external parties such as suppliers, landlords, accountants and legal advisers as directed.
- 8. Team communication and marketing support*
- Use the Teams All Clinics channel to get information from clinic staff and pass on updates.
- Stay reachable on Teams by call and message throughout rostered hours.
- Support the marketing team with administrative tasks, such as lead-source tracking, review requests and campaign follow-up in GHL.
- Carry out other duties reasonably directed by the Director that fit the skills of the role.
- 9.
Daintree
Consulting and Humanly AI*
- Follow up leads and enquiries for both businesses in GHL, to the same response standards as the clinics.
- Schedule meetings, calls and appointments for both businesses and manage the related calendars.
- Manage correspondence for each business, actioning routine matters and escalating the rest to the Director.
- Prepare documents and client correspondence from approved templates for the Director's approval.
- Support marketing for both businesses with administrative tasks as directed by the Director or marketing team.
- Keep each business's leads, contacts, records and brand voice separate and accurate.
- Report weekly to the Director on leads, bookings and open actions for each business.
- KEY PERFORMANCE INDICATORS*
Performance is reviewed against the measures below. Targets are proposed starting points and are set by the Director.
- Inbound calls answered live during rostered hours: 90% or more
- Missed calls and callback requests returned: same business day
- Time to first contact for a new lead in GHL: within 15 minutes during rostered hours
- Lead-to-booking conversion rate: baseline set in month one, then improved quarterly
- Emails answered or actioned: within one business day
- Supplier invoices actioned or flagged before due date:
100%
- Complaints acknowledged: within one business day
- Booking errors (wrong service, time, clinician or clinic): fewer than 1% of bookings
- Clinic stock-outs caused by late ordering: nil
- Daily payment audit completed and discrepancies reported: every trading day
- Shifts started on time and reachable on Teams: 100%
- SKILLS, EXPERIENCE AND ATTRIBUTES*
- Essential*
- At least two years' experience as a virtual assistant, executive assistant or senior administrator supporting a business owner or director, ideally across more than one business.
- Hands-on experience with GoHighLevel, including Conversations, pipelines and lead follow-up.
- Proven record of converting phone and message enquiries into bookings or sales.
- Excellent spoken and written English, with a clear, warm and confident phone manner.
- Experience managing a busy appointment calendar across more than one location.
- Strong inbox management, with the judgement to prioritise, action and escalate.
- High attention to detail in bookings, payments, ordering and records.
- Punctual and reliable, and able to work Brisbane business hours without supervision.
- A quiet, private workspace, a reliable computer and headset, secure high-speed internet and a power or internet backup.
- Discretion with confidential client, staff and business information.
- Desirable*
- Experience in a medical, cosmetic, laser, beauty or allied health clinic.
- Experience with Timely or a similar clinic booking system.
- Experience handling complaints and refund requests.
- Basic bookkeeping or accounts payable experience.
- Experience supporting a marketing team, including social media scheduling or review management.
- Familiarity with Australian privacy and consumer law obligations as they apply to client communications.
- Personal attributes*
- Sales-minded and persistent with follow-up.
- Calm, courteous and firm with difficult callers.
- Organised, proactive and comfortable owning tasks from start to finish.
- Honest about errors and quick to fix them.
- SYSTEMS AND TOOLS*
- GoHighLevel (GHL): phone calls, messages, lead pipelines and follow-up
- Timely: appointment calendars and client records for all clinics
- Microsoft Teams: staff communication, including the All Clinics and stocktake channels
- Email: admin, management and accounts inboxes
- Jotform: clinic stocktake submissions
- Livingstone: ordering clinic consumables and stock
📌 Virtual Assistant (Delhi)
🏢 Promaynov Advisory Services
📍 Delhi