Proactivity: The Secret to Ending 2024 on a High Note

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Proactivity: A Word That Feels Intimidating Right Now

As we inch closer to the holidays and the end of Q4, the word proactivity can start to feel overwhelming. The to-do lists are growing, the inbox is overflowing, and the pressure to wrap up the year is real. But here's the thing: proactivity doesn’t have to feel scary - it’s actually your best friend this time of year.

At Squared Away, we know the holidays can make even the most organized among us feel stretched thin. That’s why our virtual assistants specialize in stepping in and stepping up right when you need it most.

Why Proactivity is the Gift That Keeps on Giving

Being proactive means taking control of your workload before it takes control of you. It's about anticipating needs, addressing challenges early, and carving out time for what matters most - like spending the holidays with family without the nagging worry of unfinished tasks.

Here’s how you can be proactive by delegating to your assistant:

• End-of-Year Reports: Hand off the prep work for your Q4 wrap-up reports so you can focus on key decisions.

• Inbox Management: Let them categorize, respond to, or flag emails to ensure nothing critical gets missed.

• Calendar Planning: Delegate scheduling January meetings or blocking time for strategic planning in Q1.

• Holiday Gifting: They can handle research, ordering, and shipping of client and team gifts; on budget and on time.

• Expense Tracking: Pass along receipts and financials to have them organized for year-end reconciliation.

• Client Touchpoints: Have them draft holiday thank-you emails or follow-ups to strengthen relationships.

• Data Cleanup: Ensure your CRM or databases are clean and ready for the new year.

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Proactivity in Action

Here’s how one of our clients described the power of proactive support:

"I was drowning in year-end tasks, mom-ing, and felt like I couldn’t even enjoy the holidays. Think ‘Bad-Mom’s Christmas’ and that was 100% my life….My assistant not only helped me catch up but also prepared everything I needed to kick off January. It was like they were reading my mind!

Proactivity doesn’t mean doing everything yourself. It means partnering with someone who’s ready to handle what you need before you even know you need it.

Examples of Items to Delegate Today:

• Preparing presentation materials for year-end reviews

• Scheduling time for team goal-setting sessions in January

• Organizing invoices and payments before the year closes

• Researching upcoming trends in your industry for 2025 planning

Ready to tackle the end of Q4 like a pro?
Schedule a call with us today or reply to this email to get started.

Here’s to ending 2024 on a high note,
Michelle

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