Case Studies

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The Leaderpath

The Leaderpath
Coaching pioneering leaders and teams for impact and fulfilment.

Our Brief

As an executive coach, Caterina was very clear on precisely what business support she was seeking. On her priority list was calibre, proactiveness, can-do attitude, great organisational skills and a PA who is capable, and comfortable engaging both by phone/email with her c-suite level executive clients. Her assistant will truly represent Caterina and her business, The Leaderpath. Our challenge, to ensure we introduce Caterina to an Elite PA/virtual assistant who is as committed to The Leaderpath as Caterina!

Approach

Following our initial Learning Phase, we matched and subsequently introduce, by Zoom, Caterina to one of the Elite PA Solutions team. Within the matching process we give due consideration to our client’s business, their long-term goal, aspirations, values, and the key types of tasks they will be outsourcing. Understanding their expectation when it comes to the number of hours per month and how they envisage this may increase over time is vitally important. Key to our process is we match clients to a dedicated PA based on their brief to us. As well as the individual Personal Assistants ability to deliver, their skillset, longevity, and personalities.

Results

Our approach is very much tailored to meet the needs of clients and the support we deliver to The Leaderpath is growing month by month. Within a very short period of time our client has successfully embedded her Elite PA, Sophie into all areas of her business, where Sophie has added her value by being proactive, asking how else she can take the pressure off our client and delivering daily on all priorities from a book launch, identifying podcast opportunities, to website redesign and all things operational.

I loved working with Sandy and her philosophy to find proactive assistants that know how to problem-solve. I had worked with another agency in the past and my experience was not positive. My assistant used to add me with stress rather than relieve me. Now, with Sophie, both the quality of my life and the quality of the service to my clients have increased exponentially. I can now focus on the tasks that only I can do, in my case writing and coaching, and Sophie will take care of the rest or hire another freelancer to do it.

It is also great to have someone to bounce ideas about the business or problem-solve. Sophie helped me with the launch of my book Hold Successful Meetings, which became an instant best-seller in its category in several countries. She takes care of my calendar, email, proposals, invoicing, podcast outreach, and the countless other little tasks that come with running a growing business. I needed someone smart, with excellent communication skills and commitment to excellence. Sophie exceeded my expectations. What I most enjoy is her can-do attitude and her sense of humour.

Caterina

Coming on board as an associate with Elite PA was seamless. I felt exclusive in how they contacted and contracted me, and I knew early on from their values and client base that I was joining a high calibre professional agency. I was pleasantly surprised at how quickly Elite PA was able to match me with a long term committed client.

I love supporting The Leaderpath, and it is inspiring working with Caterina. Being a growing business means that every day there is something new I can get my teeth into, which allows me to harness my experience and knowledge while expanding my skill set. It brings me great pride knowing that as an Elite PA, I can support Caterina in achieving the vision for The Leaderpath while creating time for Caterina to focus on her passions, writing and coaching.

We deliver an executive-level PA Service to time-precious entrepreneurs, business leaders and executives at the very top of their game who understand the value of delegating tasks to the right people.

Feel free to contact us to talk about your requirements.

ElitePASolutions
Fully Insurance Virtual Assistant Agency
Awards-West-Midlands
ICO registered