Samir Sampat

For financial planners, the value of having the right strategies in place to manage the rest of your business just makes sense. You spend your career helping others plan their finances and prepare for their futures while still enjoying their lives now. It would only make sense that you’d set your firm up for success in the same ways. One of the things you can do is to invest in a quality receptionist that can handle administrative tasks and communications so that you don’t have one more thing to do.

Real estate professionals are always on the go, on the phone, and on a mission to conquer their never-ending to-do list, no matter how much time and effort it takes. For those who have more to handle than they’re capable of doing alone, it may be time to invest in some assistance. You can do that by enlisting the help of a receptionist. Of course, that depends on making sure that you get the right person for the job.

You’re in the business of helping other people manage their services—you should understand better than most the value of having the right people managing the right things. That includes having a receptionist for your MSP or IT services firm that can deliver the level of service and support that you need. You can’t just hire anyone, though. You need to make sure that you get the best person to fill the gaps that you’re seeing in your communications and your administrative duties.

Property management is an industry that already comes with tons of tasks and daily to-dos to keep you busy. In the meanwhile, who’s manning the phones, answering the Facebook messages, and making sure that tenants get everything that they need? Whether you’re in the business of commercial or residential property management, you need to have a staff of assistants and support to ensure that everything gets taken care of.

Every dental office needs the best person at the front desk. This is a place where a friendly face can make a huge difference in the way that patients and clients feel when coming to your office. Even in the virtual realm, you’ll want to have a dedicated “face” for your business in the way of a receptionist that can field calls, messages, and other needs that you have.

The new Smith.ai and Redtail CRM integration enables faster, more efficient, and better organized communication with leads, clients, staff, and more. When you connect Smith.ai with Redtail, your receptionist calls will now appear in your Redtail Activities tab. It's that simple! Financial advisors and staff will not only benefit from never missing a call, but they will also be able to quickly understand the work already completed, and then immediately identify and assign tasks for next steps.

In the business of event planning, you spend a lot of time communicating and handling routine admin tasks like scheduling, taking payments, creating contracts for events, and so forth. And then, you’re still tasked with spending time with your clients helping plan the events—you certainly can’t do it all. That’s where a receptionist can come in handy.

Digital marketing has changed a lot of things for the “traditional” marketing agency, but one thing is a constant: you’re always going to need someone to answer the phones and greet clients, vendors, and others. Not only that, but who’s handling all of your admin work? Surely, you’re not wasting your valuable marketing talent spending all your time behind a desk taking and making calls, scheduling meetings, running reports, and so forth. That’s exactly what a receptionist is for. If you don’t have one, it’s time to get one.

Many salon and spa owners staff their own front desk or have various stylists handle clients as they come, depending on who’s available. However, while this is convenient and affordable for your business, it’s not beneficial to clients, or your staff. You all have jobs already—if you’re answering phones or fielding emails, who’s taking care of the clients in the building? Ultimately, having someone dedicated to handling the receptionist duties will make all the difference in the success of your salon or spa.

A receptionist can be many things. The best receptionists wear several hats and wear them quite well. They’re capable of taking a lot of the day-to-day administrative tasks and communication needs off your plate so that you can focus on your business. And like anything, receptionists come in all styles and sizes.