Customer Profiles: Chel Pixie
Michelle Wolverton of Chel Pixie
Organization Profile: Michelle “Chel Pixie” Wolverton is a digital project manager and assistant that helps her clients save hours in their day, week, month and year.
Summary: Michelle Wolverton will do anything to save her clients time. For them, she handles a wide variety of tasks including digital project management, social networking guidance, Wordpress services, travel and appointment services, legal services, marketing and database creation, general administrative support, urgent needs, and much more.
She enjoys making order out of chaos and seeing her clients smile after a job well done. She is “The Trusted Virtual Assistant.” And, BatcbBook social CRM by BatchBlue Software is her trusted virtual assistant.
Website: chelpixie.com
Batchbook Social CRM by BatchBlue Software is The Virtual Assistant's Virtual Assistant
With a roster of more than 25 clients, many with multiple, time-sensitive projects, it can be a little chaotic for Michelle Wolverton to try to do everything that her clients don't want to do, or have time to do. But it's her job (and she loves it!) to free up her clients to do what they want to do, when they want to. How does she organize and manage all of these contacts, communications and to-dos? With Batchbook social CRM by BatchBlue Software.
Wolverton first learned about Batchbook, a social customer relationship management solution, from a Chris Brogan blog post in the summer of 2008. She visited BatchBlue.com and signed up for a free account, played with it, and then put it away (like many technologies for her). But she came back to it when she saw that Brogan blogged about it again and then again. She used the web-based software solution for a while, off and on, before meeting with Pamela O'Hara and Michelle Riggen-Ransom, co-founders of BatchBlue Software, and dedicating herself to Batchbook in January of 2009.
“Often, when my clients, or a potential client, are overwhelmed, that's when I step in,” said Wolverton. “When I got overwhelmed with managing my contacts, communications and to-dos, BatchBlue stepped in!”
At first, Wolverton admits that she “hated” the idea of CRM software in general and wasn't using any, although she knew, deep down inside, that she should be. “Batchbook felt comfortable, friendly and familiar to me - its look and feel won me over at first,” said Wolverton. What's made her stick with it though, she said, was the ease-of-use, design and the practical workflow of the software.
When a new client contacts her about working for them, Wolverton enters them into Batchbook and immediately starts to learn more about them by monitoring social media like blogs, Twitter, Facebook, Flickr and more to gain insight into their activities, likes and networks. “Knowledge is power. And, Batchbook social CRM can certainly help build and strengthen client relationships,” said Wolverton.
“I use Batchbook To-Dos to manage my schedule because it seems that all of my clients need my time, at the same time, sometimes,” said Wolverton. She also uses Batchbook and BatchBox to manage all of her communications, as well. “Because I don't have office hours, my job is 24/7/365, I always have to be at the ready, so I simply can't trust anyone to run my business but myself. I'd never have a virtual assistant myself, there's just too much going on, but the next closest thing to that, for me, would be Batchbook. I trust Batchbook.”
The best part about Batchbook, said Wolverton, is the SuperTag feature. With SuperTags Wolverton can identify, sort and group contacts and projects and create custom fields for only those contacts. “I can SuperTag my clients' birthdays, say, or very specific project information. Then I can search, slice and run reports on the information to keep in constant contact with all that's going on,” said Wolverton.
Wolverton also uses Small Business Web and Batchbook-integrated solutions from FreshBooks for time tracking and invoicing, as well as Shoeboxed, which scans and organizes her contacts' business cards and receipts. “It's interesting, and I'm grateful that these different companies have joined forces for the good of their small business customers,” said Wolverton.
“In short, Batchbook is an immense time saver. Brilliant. Genius,” said Wolverton. “They thought outside of the box with their SuperTags - it's what makes them unique - better.”
