After surveying the Castlight team, Quickskillcustomized an implementation plan that fit each RVP’s workflow. Quickskill coached them on easily adoptable time management and delegation techniques. These best practices showed them how to get maximum leverage from their Quickskill assistants. This cleared the way for RVPs to quickly offload the following tasks.

Calendar Management

Scheduling was a tedious task for RVPs. Castlight worked with Quickskill to implement a scheduling process that maximized each executive’s time.

With our assistants managing all schedules and email ping-pong, RVPs can focus on preparing for critical meetings. Quickskill assistants relentlessly follow-up to ensure the right people are scheduled at the right time.

Expense Management

Before Quickskill, RVPs were responsible for filing their own expense reports. With limited spare time, executives struggled to send accurate reports by the deadline. Our assistants now handle all expense management so all reports are filed on time, ensuring correct accounting, timely reimbursement and peace of mind.

Travel Management

Planning travel was tedious and time consuming for executives. The assistants learned the travel preferences of each RVP such as preferred airports, airlines, travel times, and hotels. Managing travel arrangements ensures executives get the most out of their business trips.

Travel logistics are taken care of in a way that minimizes hassle, meets company guidelines, and deals with the cascading effects of any scheduling changes.

Salesforce Management

Castlight’s CRM is crucial to the sale’s team success. Quickskill assistants ensure all reports and data are upto- date for the team and management.

The CRM data is now easy to access, updated in real time, and can quickly be displayed in relevant reports and dashboards. With the assistants managing their CRM platform, sales managers have increased visibility into their pipeline and workflows.