Rita Baxi
Smartpa Partner (Operations, Systems and Marketing Support for m & E and Contractor Businesses) @SmartPA
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WORK HISTORY
Smartpa Partner (Operations, Systems and Marketing Support for m & E and Contractor Businesses) @SmartPA
Northampton, GB
SmartPA is a leading UK provider of outsourced PA, administration and managed support services. As a SmartPA Partner, I support M&E and contractor businesses with operations, job management systems, customer journey setup and marketing, helping them save time, get organised and grow.Most of my clients are busy contractor businesses juggling enquiries, quoting, scheduling, job delivery, invoicing and chasing payments, while trying to keep marketing consistent. I help owners and teams put structure in place so the business runs smoothly and the customer journey feels professional from first contact to repeat work. What I support with (day to day)Operations and back office supportAdmin structure, inbox tidy ups, templates and processes your team can follow.Systems and process improvementWorkflows, SOPs, automations and standard ways of working.Customer journey and funnelsLead handling, enquiry to quote, follow ups, booking process, job updates, reviews and repeat work.Job management software supportSetup, tidy ups, workflows, templates, reporting and adoption for Simpro, Tradify and ServiceM8.Quoting, scheduling and job flowEstimating templates, scheduling structure, job tracking and resource planning.Invoicing, payments and cash flowTightening invoicing, reducing debtors and improving handovers.Reporting and visibilityDashboards, tracking, pipeline monitoring and job profitability. Marketing support for contractor businessesSocial media, newsletters, blogs, website updates and Google Business Profile optimisation, aligned to your customer journey to bring in better enquiries.SmartPA works on a package based model with a fixed monthly figure and flexible support that scales up or down depending on workload.
EDUCATION
Edenham High School
GCSE
ABOUT RITA BAXI
I help M&E and contractor businesses save time, get organised and grow by building simple, scalable systems and marketing that converts. I’m a SmartPA Partner working alongside busy owners who need operations to run properly, not rely on them. You can also view my LinkedIn recommendations to see what clients say. About me I’m Rita, a hands on operations and marketing partner, and a mum of 2 I’m practical, straight talking, and I care about doing things properly. If something is messy, duplicated, or living in someone’s head, I’ll turn it into a system your team can follow. 🧩 How I support contractor businesses SmartPA Support is for contractors juggling enquiries, quoting, admin, scheduling, invoicing, overdue payments, and inconsistent marketing. I put the pieces in place so your customer journey works from first enquiry to repeat business, including funnels, follow ups, booking, quoting, onboarding, comms and reviews. I also help you get the most out of Simpro, Tradify and ServiceM8, with setup, tidy ups, workflows, templates, quoting and invoicing processes, reporting, and team adoption. Whether you need a full systems tidy up, ongoing support, or help getting marketing back on track, I’ll meet you where you’re at and build what’s needed to move you forward. Book a call Book a meeting here: https://calendly.com/rita-baxi-smartpasupport/meeting Specialities Ops support for M&E and contractors, customer journey and funnels, systems and process improvement, Simpro, Tradify and ServiceM8, SOPs and workflows, quoting and scheduling, job flow, admin organisation, reporting, automation, and marketing support (social, newsletters, blogs, Google Business Profile).
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