CalTexAdvisors

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Welcome to CalTex Advisors

TESTIMONIAL

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Who Trusts Us?

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LEAD GENERATION

Researching and identifying potential leads
Prospecting
Leads and data gathering
Lead Qualification
Pipelines management
Nurturing Leads
Data Analysis
Reporting
Creating and updating databases
CRM Utilization
Research platforms expertise

WEB DESIGN

PROJECT BASED / REGULAR

  1. Visual design
  2. Responsive design
  3. Call to action
  4. User experience (UX) design
  5. Graphic design
  6. Content integration
  7. Testing and quality assurance
  8. Client feedback and revisions
  9. SEO optimization
  10. Maintenance and updates

SOCIAL MEDIA MANAGEMENT

1. Social media platform management
2. Influencer marketing
3. Content creation (photo, video, graphics)
4. Content marketing
5. Social media advertising
6. Social media strategy development
7. Social media analytics and reporting
8. Community management
9. Blog and newsletter writing
10. Graphic design for social media

BOOKKEEPING

Bookkeeping Simplified
  1. Daily to annual debit and credit recording
  2. QuickBooks specialists
  3. Accounting cycle
  4. Cash flow budgeting
  5. Invoicing
  6. Financial reporting and analysis
Payroll Simplified
  1. Developing and implementing a computerized payroll system
  2. Timely payment of payroll
  3. Timekeeping
  4. Preparation and submission of employee taxes and benefits (US)
  5. Compliance with payroll laws and regulations
Payroll Simplified
  1. Developing and implementing a computerized payroll system
  2. Timely payment of payroll
  3. Timekeeping
  4. Preparation and submission of employee taxes and benefits (US)
  5. Compliance with payroll laws and regulations
Financial Projections

We offer a glimpse into anticipated income, expenses, and overall financial health over a specified period, helping businesses plan and make informed decisions to achieve their financial goals.

EXECUTIVE ASSISTANCE

  1. Administrative tasks
  2. Internal and external business communication
  3. Calendar management
  4. Email management
  5. Organizing reports and documents
  6. Setting up meetings
  7. Sending out minutes
  8. Data entry
  9. Online research
  10. Creating, customizing, and maintaining databases
  11. Creating presentations
  12. Time management
  13. Project management
  14. Files and data repository sharing
  15. Transcription
  16. Making travel arrangements
  17. Adhoc admin tasks

BUSINESS ANALYSIS

Our Business Analysts’ responsibilities will encompass a range of critical tasks, including database automation to streamline data processes, efficient data gathering and extraction methods, data reporting and visualization to present insights effectively, and in-depth analytics to derive valuable conclusions. The role will involve harnessing data to drive informed decision making and support the company’s strategic goals.

RESEARCH

  1. Conducting Market Research
  2. Analyzing Competitor Strategies
  3. Identifying Market Trends and Opportunities
  4. Competitive Landscape Assessment
  5. Collecting and Analyzing Data
  6. Developing Market Entry Strategies
  7. Creating Competitive Intelligence Reports
  8. Benchmarking Competitor Performance
  9. Tracking Market Share and Growth
  10. Providing Market Insights and Recommendations
  11. Conducting SWOT Analysis
  12. Market Segmentation and Targeting Analysis

COLD CALLING

  1. Making outbound cold calls
  2. Introducing the company and its offerings
  3. Qualifying and assessing lead interest
  4. Create scripts and rebuttals
  5. Appointment setting
  6. Scheduling follow-up calls or appointments
  7. Sending out appointment reminders
  8. Handling objections and concerns
  9. Recording call details and lead information in CRM
  10. Maintaining call productivity and quality metrics
  11. Pipeline management

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