Relationship driven and embracing change

By Jane Cattermole, Bay Tree VA.
We are a relationship-driven service that prioritises building long-term, trust-based connections with clients.
Published in UK Director Magazines Winter | Spring 26

Business Support: Jane Cattermole, Bay Tree VA

What do you do? A question that the Bay Tree team is asked on a regular basis. The answer will depend upon the client, their sector, their structure and their need.

How the process works and why it’s so successful – these are much easier questions to answer.

We are a relationship-driven service that prioritises building long-term, trust-based connections with clients. It starts with psychometric testing and personalised matching, making sure clients are paired with the right team member. There is no limiting job description. A client has access to the portfolio of skills that our team of approximately 20 have to offer – including AI and automation skills to help a business embrace change. Often other Bay Tree team members are brought in to deliver something specific, such as training or project management.

Our dedicated client services team manage the overall relationship between client and Bay Tree, and productivity is recorded using Harvest software, then invoiced monthly from our central finance team.

AI is replacing the need for much of the ‘task-based’ operational support provided by teams such as Bay Tree. To that end, it has been imperative for us to embrace the technology early so we can assist our clients with that change. Relationship-driven services don’t compete with AI, they leverage it to handle repetitive tasks, freeing up time for human engagement and amplifying that value, not replacing it.

One such client is Mark Duckworth, Managing Director of Martin and Mortimer, who says: “I was looking for ways to streamline processes and become more efficient, but I didn’t have the time to trial new apps or develop better working practices myself. That’s where Bay Tree VA makes such a difference. The team has extensive experience across a wide range of sectors and technologies. I particularly enjoy working with Sharon – she is proactive, trustworthy and works independently to improve processes and implement systems that really move my business forward. Most importantly, working with her has been invaluable in keeping me accountable for the workload I take on.”

We feel privileged to be part of a client’s success. Trust isn’t just a value we hold – it’s the foundation of everything we do. I have a saying on my noticeboard which reads ‘The journey to trust and acceptance is hard won’, which helps me remember and appreciate the trusted positions we hold.

GET IN TOUCH

Are you exploring how access-based resourcing could support your business? Sign up to be part of the Bay Tree VA community, where we share knowledge and ideas, at www.baytreeva.co.uk or email us at standingby@baytreeva.co.uk.

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