Personally Virtual Blog

26th November, 2017

As you may have guessed, things are pretty busy at the North Pole at this time of year.  From November onwards, Santa’s diary is rammed with personal appearances and I’m left to single-handedly manage the day-to-day running of the toy workshop in the jolly man’s absence whilst the elves focus on the all-important toy manufacturing process and general reindeer welfare duties.

Don’t get me wrong, things have improved vastly since I started 5 years ago.  For a start, we’ve put the ‘naughty and nice’ list into a new CRM – a move away from the traditional parchment rolls (which took up loads of archive space and were a massive fire hazard).  It was a huge undertaking, but has saved us so much time and paper and really helps if we ever need to locate a child and review their gift history and property details quickly and simply (i.e. does the house have a chimney entrance or is a front door master key required? etc.).

So, what am I up to at the moment whilst Father Christmas is out of town on site visits? My primary concern is his travel and accommodation; As the reindeer are still North Pole-based and following a strict nutrition plan and exercise regime to ensure that they are in peak physical condition for December 24th, we’re having to rely on more mainstream travel methods like Rail and Uber.  Unfortunately, as you well know, these forms of transport are subject to occasional delays and cancellations, so I’ve always got Santa’s travel itinerary up on my computer with live tracking enabled so that I can keep event organisers aware of his ETA.  We’re also trialling a new app that photographs receipts for food, accommodation, etc. that Santa has put on the business credit card too, to try and get ahead of the game a little for his 2017/18 tax return.  To be honest, anything we can do now to save some time in 2018 is going to be very warmly received as we, like you, have to get to grips with GDPR early next year.  Thankfully, some of the elves have been undertaking some GDPR courses too so that we can all work together to ensure compliance.

Thankfully, I’ve got a week off from the 25th December, so I do have something to look forward to despite the long days and heavy workload.  3 of the elves and I have decided to fly to Sydney for a new year in the sunshine, which I am absolutely thrilled about! I mean, I love snow – who doesn’t? But it is SO hard to type with thermal gloves on!

Anyway, better get back to work, we’ve got another load of post due at any moment that I’ve got to scan into the CRM and respond to, such fun!

Merry Christmas everyone!


26th November, 2017

As the festive holidays approach, how is business for you? After a long and hectic year, it’s understandable that energy levels and efficient and productive working habits can wane, but if you can keep the momentum going for even just a few more days, 2018 could definitely start on a positive footing for you! Let me explain…

I have the pleasure of knowing a gentleman from a networking event who has developed an idea he refers to as ‘The Leverton Fast Start’.  This phrase calls for an individual, team or business to make December all about getting a good start to January on the basis that starting a new (or financial) year in a good way, is likely to motivate and energise you for the rest of the year. 

December is a challenging month for many B2B businesses as companies wind down, go off on jollies and generally lose interest in buying anything other than mince pies. In the meantime, most companies have targets to hit by the end of the year, making December a frantic month to try and sell at the same time as no one is really interested in buying! In your year plan, mentally write December off for new business conversations and instead, make your December focus all about getting meetings in for the New Year.

As you know, returning to work in January after a week or so off isn’t always an incredibly exciting and productive affair.  For a start, many of us have probably consumed our weight in mince pies, sausages wrapped in bacon and ‘Christmas tipples’, not to mention eating turkey in every conceivable form. January also isn’t traditionally associated with tropical weather that has you bursting out of bed every morning and throwing the windows open to greet the sunshine.  In fact, January can be a bit of an anti-climax, making it difficult to get back in ‘the zone’ when it comes to work.  However, if your diary is already full of meetings, it definitely is slightly easier to get back on the horse! Having definite events to focus on and plan for can help to motivate you, and help you to hit 2018 running and work coming in the door. For those who decide to temporarily put off scheduling appointments and events until after the festive season, the start to 2018 can definitely be a lot slower; clients and contacts may still be on leave until the middle of January, and you could find that your diary only starts filling up from February onwards.  That makes January a looooooooong month with potentially few new conversations.

So, if you are tempted to slow down this December, why not try and keep pushing through for a little bit longer so that you can start January ahead of the game? We’re definitely embracing the ‘Leverton Fast Start’ here at Personally Virtual, and are looking forward to leaping into January with fireworks, bells and whistles and as much excitement and momentum as we can muster – wish us luck!


26th November, 2017

Success (noun) ‘The accomplishment of an aim or purpose’ or ‘The attainment of fame, wealth, or social status’

People have very different interpretations of success.  For some, success is judged by the perfection of eyebrow make-up and the ability to look flawless in Instagram selfies.  For others, success is judged by how many lives have been positively affected by the actions of an individual.  It could relate to how much money you have made, the car you drive, or the house you live in, or it could be down to the fact that you have the time and funds available to complete personal goals (like climbing a mountain, running a marathon, or travelling the world).  Perhaps you’ve won a competition, spoken at a large event or had some of your work recognised by an industry leader… Success is a very personal and therefore subjective idea, making it hard to measure.  However, if you’re in business and looking to develop the company in 2018 (either via funding or through expansion, or in terms of your own marketing), you need to be able to quantify what you have done, and what you think is achievable in 2018 (and beyond) so that people are willing to invest their time, energy and effort in you and your business.

So how can you measure the success of your business? If you are looking for investment, potential investors are likely to want to see evidence of your financial success.  Has your revenue grown over the last few years? Have you reduced expenses in order to streamline your processes? What are your (realistic!) predictions when it comes to turnover in 2018? What impact would an extra pair of hands or funding have on this turnover? These are all figures that could be used to demonstrate the financial success of your business

Another way to quantify success is to ask ‘How many businesses have I helped?’.  If you ask for a review or testimonial from each client, and collate these on your website or on Social Media platforms (i.e. your Facebook or Google My Business page), potential new clients or collaborators are likely to share your understanding of your business as a successful one due to the notion of ‘social influence’ – where a person’s opinions and beliefs are impacted by the perceived opinions and beliefs of others.  In this case, an individual who perhaps has limited knowledge or understanding of your business is encouraged to think more positively about it due to the positive first-hand experiences expressed by others.

One of the most important things to consider when it comes to measuring success is a very personal one, and requires that you ask yourself the question: ‘How successful am I?’ As success is such a subjective issue, reviewing the criteria that you put in place when you judge a person or a business as ‘successful’ will help you to determine the characteristics and achievements that will make you feel successful, if you don’t feel it already!  Is it recognition you are looking for to help you feel successful? Why not consider applying for some industry awards, or completing some relevant courses that could help you to promote your skills and experience? If you consider success as being ‘well-known’ in your industry, perhaps it is time to start investing in increased Marketing and PR and promoting yourself as a knowledgeable and trusted industry leader?

Regardless of your turnover this year, or the number of followers you’ve got on Social Media, or how many awards you have won, the Personally Virtual Team really hope that you have had a successful 2017 and that you have an even better 2018!


26th November, 2017

With 2018 looming, it’s likely that you are currently experiencing a plethora of emotions; you could be excited about the upcoming festive season, contemplative when considering the promise of a ‘new beginning’ come January 1st, or downright terrified that this year appears to have flown by at break-neck speed.  It seems like only yesterday that I was sitting down to set out my business plans for 2017, and now a brand new and shiny planner for 2018 is lying unopened on my desk, enticing me to start writing plans on its crisp, unused pages…

Before cracking open my new planner, I have set aside time in December to sit down and review 2017 – the good, the bad, and everything in between.  I’ve compiled a list of questions that I think will help me to finish 2017 on a positive note, and allow me to constructively and objectively review the progress that the business has made over the last 12 months, as well as how I have progressed professionally.  If you’re planning a business review this December, perhaps some of my questions could help your business too? I’ve included them in this blog – just in case!

1.) Financially, where is your business now compared with where it was in January 2017? Has your rate increased? Have you got more clients? Are you happy with the amount that you take home every month or do you need a little more? This question is designed to make you consider whether your prices are still appropriate, and whether you are meeting your financial needs with the clients that you have at the moment.  Early 2018 is the perfect time for a price increase if one is overdue.

2.) Are there enough hours in the day to complete the work you have? Or have you found that work is slowly creeping into every waking hour of your day (and night – dreaming of software and work tasks can be a disappointing way to spend your precious sleep!)? If so, it may be time to consider outsourcing some of your work so that you can work more efficiently during the hours you actually want to work! It may also be worth considering whether it is time to part ways with some of your clients if the financial reward of working for them doesn’t correspond with the effort and time you invest in carrying out the work.

3.) Are you happy with the work you are doing? We all have to do work we don’t enjoy sometimes, but have you found yourself saying ‘yes’ more often to jobs that you just can’t stand?  It’s time to evaluate whether it’s worth dedicating hours of your time to tasks when you’d rather be having teeth pulled, or whether you have enough of a financial buffer to be a little more selective over jobs and invest time into networking and reaching out to businesses that need the services you actually want to offer!

4.) Are you at the top of your game? This can refer to your personal and professional development, and may be a little uncomfortable to answer – but go for it! If you are tired, sluggish and stressed, the likelihood is that you’re not feeling at your most productive or effective.  Burn-out could be just around the corner, so it’s worth setting strict rules for the new year to work less (possibly by offloading work or outsourcing, or making sure that your mornings, evenings and weekends are work free), and get out more. A stand up desk could be a great option, or an obligatory lunch break walk scheduled into your daily task list. If you feel that you are being left behind in a competitive industry by technological advances, etc., why not invest in some professional development? Even if your budget can’t stretch to full day courses and professional qualifications, there are plenty of free courses out there (try https://www.futurelearn.com/ and http://www.open.edu/openlearn/free-courses - both of which offer fabulous quality free online courses) that could help you to upskill in areas relevant to your sector.

5.) What do your clients think? A slightly scary question to ask sometimes, but definitely worth asking! Why not contact a client who you have a good working relationship with and ask them how they have felt the last 12 months working with you has been? Perhaps you could ask them to make recommendations about what could be done differently in 2018 to make the relationship even more productive and successful? The likelihood is that this feedback will be far nicer than you imagine – hence why they have chosen to continue working with you – and is quite a nice confidence boost to lead you into 2018!

6.) What things this year didn’t go to plan? Another question that can be hard to ask is ‘what went wrong?’.  Unfortunately, life isn’t all rainbows and sunshine and cake.  Sometimes you get ill.  Sometimes work is late.  Sometimes a client isn’t happy.  The important thing is to identify what went wrong and what you have done to improve the situation to reduce the likelihood of it happening again.  If you were ill and work was delayed, have you now got some kind of sickness cover in place? Do your clients know what to do in the event that they can’t reach you in an emergency?  If work was late, are you now working more effectively to deadlines by ensuring that you don’t overstretch yourself by saying ‘yes’ to everything? If not, now is the time to address these issues.

These are just a handful of the questions that I will be considering as part of my review of 2017, but even if you only have 20 minutes to briefly consider the few questions above, I strongly recommend that you try to before 2018 is finally upon us.  It’s a great way of double checking that things are moving in the right direction and at a sustainable pace and in a positive manner – things that any business owner should want.

Happy reviewing everyone!


20th October, 2017

For the majority of Sole Traders or small business owners, there isn’t a dedicated accounts department located in the office who are willing (albeit not happy) to accept a shoe-box full of expense receipts in order to process your business expenses.  It’s like the IT department, the Catering Department, and the Complaints Department – it’s highly likely that these are all you (which does makes the annual Christmas party a little less rowdy).

Though it is a tedious chore (only beaten in the ‘tedious’ work charts by actually having to phone HMRC, who are obviously very busy people), processing your expense receipts is an important necessity.  Without regularly going through your expenses, two possible things can happen.

1.) you are left with a pile of random receipts the size of Kilimanjaro to process when it comes to completing your tax return.

2.) you misplace some of your receipts (a result of them being ‘filed’ randomly in piles everywhere), meaning that the ‘taxable profit’ for your business is higher than it should have been.

So how do I keep on top of my expenses? I try to adopt a ‘little and often’ approach, scheduling in some time every couple of weeks and making sure that any allowable expenses have been logged on a spreadsheet and the relevant receipts have been filed away, usually with a liberal sprinkling of staples to keep everything together.  And I work through my diary to note my mileage and anything else I haven't seen already. This approach particularly helps when it comes to otherwise ‘invisible’ expenses like pay-by-phone parking, Oyster top ups or congestion charge payments that don’t give a receipt at the time of purchase.  It’s easy to forget these expenses if I leave it a month or two before logging them, so ensuring that they are sorted regularly helps me to avoid that horrendous ‘Oh no, I’ve paid more tax than I actually should have!’ feeling.

I also have a very hi-tech clothes peg stuck on the inside of my cupboard door. I can then unload all my receipts onto this and know where they will be when I come to do something them. 

One of the best recommendations I can make though is to actually schedule time for processing your expenses into your monthly task list or diary.  A tool like Todoist - https://en.todoist.com/ - allows you to set a recurring task to remind you to do it, though also gives you the flexibility to postpone the job for a day or two if you have more pressing  matters to attend to.  There are also a whole host of apps out there that allow you to take pictures of your receipts and transfer the details into a .csv file, making the process even easier if you have a tendency to accidentally put your receipts in the wash with your work trousers.

At Personally Virtual, we LOVE a good productivity ‘hack’ (although we are not fans of the word), some might say we're a tad obsessed, so we would love to know if you have any tips or tricks when it comes to managing your own expenses? Let us know on one of our Social Media channels.


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