Administrative Virtual Assistance and Support for an Energy Consultancy

A sustainability-focused energy consultancy in Co. Meath needed reliable, flexible administrative support to help streamline day-to-day operations. As a solo founder managing BER assessments and energy audits across Leinster, staying on top of administrative responsibilities while working on the road became increasingly challenging.

The Challenge

With a growing client base and multiple site visits weekly, the business required: - Scheduling and client liaison for BER appointments - Data entry and document setup - Calendar and inbox management - Project folder organisation and reporting - Enhanced process efficiency and client communication

The Solution

Virtual Assistants assigned a highly experienced project management professional with a background in both administration and client coordination. The virtual assistant: - Handled direct communications with clients to arrange site visits based on location and availability - Maintained the founder’s calendar and ensured accurate, timely updates - Set up project folders and managed proposal documentation - Provided responsive admin support with a focus on clarity, punctuality, and precision

The Results

Over the course of the assignment: - Admin workloads were significantly reduced, allowing the business owner to focus more on fieldwork - BER documentation and client interactions were managed more efficiently - Scheduling became proactive and well-coordinated, leading to a better client experience - The founder benefited from a structured, process-driven partnership built on trust and flexibility