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January
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January,
2025

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12:00 PM

Are you spinning too many plates at the same time and letting a few drop? Or are you just spinning them enough so they don’t fall? In other words, are you missing opportunities because you are busy delivering client work? An effective contact and task management system will allow you to be on top of […]

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November
28th
28
November,
2024

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12:00 PM

Marketing & Advertising

Join CH4B and Paul Rees Associates for an informative webinar on developing a sales-generating marketing strategy! Learn the fundamental elements involved in shaping a marketing strategy that will attract prospects to your business. This session offers expert insights into the challenges of not having a marketing strategy and presents a best-practice approach to developing one […]

November
20th
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November,
2024

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10:00 AM

Join us for an immersive networking experience at Community Connects: CH4B National Virtual Networking! This virtual event is your ticket to an extensive network of like-minded professionals from across the nation. Don’t miss this opportunity to expand your network and explore new business horizons.

October
24th
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October,
2024

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12:00 PM

CH4B Membership

Don’t Miss Our Upcoming Webinar with CAPC – Mortgage Brokers: Understanding Buy-to-Let Mortgages Learn how to navigate the complexities of buy-to-let mortgages with expert insights from Michael Batchelor. This session will provide you with actionable strategies and best practices for making informed investment decisions in the buy-to-let market.

How to Master an Effective Contact Management System

Are you spinning too many plates at the same time and letting a few drop? Or are you just spinning them enough so they don’t fall? In other words, are you missing opportunities because you are busy delivering client work?

An effective contact and task management system will allow you to be on top of all conversations and help you to manage active client work. Especially, if manage a team.

Whether you are using a contact and task management system or not, this webinar will help you identify what you can do to increase the effectiveness of your systems.

You’ll leave with a lot of tips and tricks to help you get the most out of your system and even add more spinning plates!

Webinar Details
📅 Date: Thursday 30th January
🕒 Time: 12:00

Here’s what you can expect from the webinar:

Mastering Plate-Spinning Efficiency

Learn how to balance client delivery and business opportunities by optimising your contact and task management system.

Streamline Team Collaboration

Discover strategies to enhance team management and ensure seamless communication and task tracking across your projects.

Identify and Fix Gaps in Your System

Assess the effectiveness of your current systems, identify missing elements, and implement actionable improvements.

Boost Productivity with Expert Tips

Walk away with practical tips and tricks to maximise the efficiency of your systems and confidently take on more without dropping the ball.

Profile-Image-Jaanika-Okk

Get to Know the Speaker, Jaanika Okk, Director of Time Assist:

Jaanika Okk has been helping companies across various industries for the past 15 years streamline their systems and keep on top of their admin. Throughout that time, she has worked with and tested a lot of admin tools and now has a bank of systems to help others.
After constantly searching for ways on how to streamline her own systems and a way of working, she founded Time Assist in 2020 with the sole purpose of teaching people implement what she had learnt, and ultimately helping businesses systemise and streamline their admin processes.
Time Assist evolved to specialise in implementing and training businesses on how to use Capsule CRM, the best tool on the market for small businesses.