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What Sets Us Apart?
What Sets
Us Apart?
A Founder Who's a Partner in Your Success
A Founder Who's a Partner
in Your Success
Essence Britt-Reid brings a wealth of expertise to Cream the Collective with her Project Management Professional (PMP) certification, a globally recognized credential that demonstrates her deep understanding of project management principles and practices. With this certification, Essence expertly navigates every aspect of project coordination, from planning and execution to monitoring and completion, ensuring projects are delivered on time and within budget.
She utilizes modern tools like Google Workspace, Office 365, Trello, and Salesforce to streamline processes, optimize workflows, and maintain clear communication across all touchpoints. Her strategic approach, backed by her PMP certification, ensures that every task, project, and event is handled with precision, freeing you up to focus on the bigger picture while she drives efficient, impactful results.
Essence Britt-Reid brings a wealth of expertise to Cream the Collective with her Project Management Professional (PMP) certification, a globally recognized credential that demonstrates her deep understanding of project management principles and practices. With this certification, Essence expertly navigates every aspect of project coordination, from planning and execution to monitoring and completion, ensuring projects are delivered on time and within budget.
She utilizes modern tools like Google Workspace, Office 365, Trello, and Salesforce to streamline processes, optimize workflows, and maintain clear communication across all touchpoints. Her strategic approach, backed by her PMP certification, ensures that every task, project, and event is handled with precision, freeing you up to focus on the bigger picture while she drives efficient, impactful results.
Getting Started Is Easy
Getting Started
Is Easy
We Keep Things Simple, Seamless, and Built Around You
We Keep Things Simple, Seamless,
and Built Around You
Onboarding & Setup
Onboarding & Setup
We learn your systems inside and out, ensuring a smooth transition.
We learn your systems inside and out, ensuring a smooth transition.
We learn your systems inside and out, ensuring a smooth transition.
Submit an Inquiry
Submit an Inquiry
Tell us what you need, and we’ll take it from there.
Tell us what you need, and we’ll take it from there.
Tell us what you need, and we’ll take it from there.
Custom Strategy
Custom Strategy
A tailored support plan designed to integrate effortlessly into your business.
A tailored support plan designed to integrate effortlessly into your business.
A tailored support plan designed to integrate effortlessly into your business.
Ongoing Support
Ongoing Support
Regular check-ins and refinements to keep everything running efficiently.
Regular check-ins and refinements to keep everything running efficiently.
Regular check-ins and refinements to keep everything running efficiently.
Discovery Call
Discovery Call
We’ll connect to understand your workflow, pain points, and goals.
We’ll connect to understand your workflow, pain points, and goals.
We’ll connect to understand your workflow, pain points, and goals.
No guesswork. No extra stress. Just trustworthy support.
LET'S GET STARTED
LET'S GET STARTED
LET'S GET STARTED
Client Success Story
Client Success Story
See How We’ve Helped Businesses Like Yours
See How We’ve Helped
Businesses Like Yours
Equitable Advisors
Equitable Advisors
Equitable Advisors, a leader in financial services, recognized the need to optimize their operations to elevate client engagement, boost efficiency, and enhance overall productivity. With a focus on refining processes such as client outreach, paperwork management, and consistent scheduling, the firm sought strategic support. That’s when they partnered with Essence Britt-Reid of Cream the Collective, who led the transformation with purpose-driven, streamlined solutions.
Equitable Advisors, a leader in financial services, recognized the need to optimize their operations to elevate client engagement, boost efficiency, and enhance overall productivity. With a focus on refining processes such as client outreach, paperwork management, and consistent scheduling, the firm sought strategic support. That’s when they partnered with Essence Britt-Reid of Cream the Collective, who led the transformation with purpose-driven, streamlined solutions.
Challenges
Inefficient Client Engagement → The process for engaging potential clients was disorganized, which led to missed opportunities and delays in response times. Lack of Follow-Up Consistency → Without a standardized follow-up method, client communications were inconsistent, potentially leading to frustration and missed connections. Cumbersome Paperwork → Completing paperwork for life insurance and 403(b) applications was tedious and error-prone, resulting in bottlenecks and lost productivity. Unstructured Client Reviews → The scheduling of client reviews was chaotic, with no clear structure or system in place, causing confusion and missed appointments.
Challenges
Inefficient Client Engagement → The process for engaging potential clients was disorganized, which led to missed opportunities and delays in response times. Lack of Follow-Up Consistency → Without a standardized follow-up method, client communications were inconsistent, potentially leading to frustration and missed connections. Cumbersome Paperwork → Completing paperwork for life insurance and 403(b) applications was tedious and error-prone, resulting in bottlenecks and lost productivity. Unstructured Client Reviews → The scheduling of client reviews was chaotic, with no clear structure or system in place, causing confusion and missed appointments.
Challenges
Inefficient Client Engagement → The process for engaging potential clients was disorganized, which led to missed opportunities and delays in response times. Lack of Follow-Up Consistency → Without a standardized follow-up method, client communications were inconsistent, potentially leading to frustration and missed connections. Cumbersome Paperwork → Completing paperwork for life insurance and 403(b) applications was tedious and error-prone, resulting in bottlenecks and lost productivity. Unstructured Client Reviews → The scheduling of client reviews was chaotic, with no clear structure or system in place, causing confusion and missed appointments.
Solutions
Trello for Seamless Workflow → Essence introduced Trello as a centralized platform for managing tasks like client engagement, follow-ups, paperwork, and client reviews. This shift brought better coordination, transparency, and accountability across the team. Optimized Process Documentation → To ensure consistency in task completion, Essence created detailed process guides for paperwork such as life insurance and 403b applications. These resources cut new hire training time by 80%, improving both efficiency and accuracy from day one. Salesforce Enhancement → Essence cleaned up and optimized Salesforce to prioritize clients who needed reviews and those who didn’t. This increased visibility and streamlined client management, allowing the team to focus on higher-value interactions. Virtual Assistance Integration → By leveraging virtual assistants to handle routine tasks like paperwork and CRM updates, the team was able to refocus their energy on client acquisition and relationship-building, fueling overall growth and productivity.
Solutions
Trello for Seamless Workflow → Essence introduced Trello as a centralized platform for managing tasks like client engagement, follow-ups, paperwork, and client reviews. This shift brought better coordination, transparency, and accountability across the team. Optimized Process Documentation → To ensure consistency in task completion, Essence created detailed process guides for paperwork such as life insurance and 403b applications. These resources cut new hire training time by 80%, improving both efficiency and accuracy from day one. Salesforce Enhancement → Essence cleaned up and optimized Salesforce to prioritize clients who needed reviews and those who didn’t. This increased visibility and streamlined client management, allowing the team to focus on higher-value interactions. Virtual Assistance Integration → By leveraging virtual assistants to handle routine tasks like paperwork and CRM updates, the team was able to refocus their energy on client acquisition and relationship-building, fueling overall growth and productivity.
Solutions
Trello for Seamless Workflow → Essence introduced Trello as a centralized platform for managing tasks like client engagement, follow-ups, paperwork, and client reviews. This shift brought better coordination, transparency, and accountability across the team. Optimized Process Documentation → To ensure consistency in task completion, Essence created detailed process guides for paperwork such as life insurance and 403b applications. These resources cut new hire training time by 80%, improving both efficiency and accuracy from day one. Salesforce Enhancement → Essence cleaned up and optimized Salesforce to prioritize clients who needed reviews and those who didn’t. This increased visibility and streamlined client management, allowing the team to focus on higher-value interactions. Virtual Assistance Integration → By leveraging virtual assistants to handle routine tasks like paperwork and CRM updates, the team was able to refocus their energy on client acquisition and relationship-building, fueling overall growth and productivity.
Resolutions
More Productive Internal Meetings → The introduction of Trello and better task management cut internal meeting times by 50%, allowing the team to focus on what really mattered. Enhanced Operational Efficiency → Streamlined processes helped the team engage with prospects, complete paperwork, and manage client reviews more efficiently, resulting in faster turnaround times and higher satisfaction. Faster Onboarding for New Hires → The comprehensive process documentation reduced new hire training time by 80%, enabling them to quickly contribute to the team’s productivity. Improved Client Management → With optimized Salesforce workflows and virtual assistants managing non-core tasks, client follow-ups and reviews were more timely and organized, enhancing overall client relationships.
Resolutions
More Productive Internal Meetings → The introduction of Trello and better task management cut internal meeting times by 50%, allowing the team to focus on what really mattered. Enhanced Operational Efficiency → Streamlined processes helped the team engage with prospects, complete paperwork, and manage client reviews more efficiently, resulting in faster turnaround times and higher satisfaction. Faster Onboarding for New Hires → The comprehensive process documentation reduced new hire training time by 80%, enabling them to quickly contribute to the team’s productivity. Improved Client Management → With optimized Salesforce workflows and virtual assistants managing non-core tasks, client follow-ups and reviews were more timely and organized, enhancing overall client relationships.
Resolutions
More Productive Internal Meetings → The introduction of Trello and better task management cut internal meeting times by 50%, allowing the team to focus on what really mattered. Enhanced Operational Efficiency → Streamlined processes helped the team engage with prospects, complete paperwork, and manage client reviews more efficiently, resulting in faster turnaround times and higher satisfaction. Faster Onboarding for New Hires → The comprehensive process documentation reduced new hire training time by 80%, enabling them to quickly contribute to the team’s productivity. Improved Client Management → With optimized Salesforce workflows and virtual assistants managing non-core tasks, client follow-ups and reviews were more timely and organized, enhancing overall client relationships.
The Tools Behind Your Success
The Tools Behind Your Success
We Use Top-Tier Tools to Keep Your Business Organized and Efficient
We Use Top-Tier Tools to Keep Your Business Organized and Efficient
We’re your go-to virtual assistants, taking care of the behind-the-scenes work so you can focus on what truly drives growth.
Designed by Willow Creative Studios
We’re your go-to virtual assistants, taking care of the behind-the-scenes work so you can focus on what truly drives growth.
Designed by Willow Creative Studios
We’re your go-to virtual assistants, taking care of the behind-the-scenes work so you can focus on what truly drives growth.