Virtual Assistant Services

Provide support for documents, spreadsheets, and presentations (via MS Office tools) as well as e-Newsletters to help "professionalize" each — putting forth your best product possible.

• Word processing, formatting & proofreading
• Spreadsheet creation and data entry
• PowerPoint presentation design & cleanup
• e-Newsletter layout and distribution
• Template creation for recurring documents

Provide structure to your inbox including folders and rules to help organize the overwhelming onslaught of emails. Respond to, file, or discard those I can for you. Provide summary of priority messages.

• Inbox triage and organization
• Folder structure and rules setup
• Drafting and sending routine replies
• Unsubscribe and spam management
• Priority message summaries

Assist you in identifying goals, tasks, priorities, delegate-able items, alternative options, and holding your feet to the fire to do what you say you want to do.

• Goal and priority identification
• Task list creation and management
• Accountability check-ins
• Workflow and process documentation
• Delegation planning

Provide assistance in maintaining your finances such as processing credit card payments, creating invoices, paying bills, tracking payments, and developing and maintaining spreadsheets.

• Invoice creation and tracking
• Bill payment coordination
• Expense tracking spreadsheets
• Credit card payment processing support
• Basic bookkeeping assistance

Have ideas in your head but just cannot get them written down? Whether developing drafts that you can then modify or editing your drafts to reach a final version, we can work together to put your thoughts into words.

• Business correspondence drafting
• Blog post and article writing
• Newsletter content creation
• Editing and proofreading
• Social media copy

Research, examine and provide conclusions relevant to inquiries, potential scenarios or problems in your business, in areas such as revenue fluctuations, calendar over-scheduling, and best practices.

• Competitive and market research
• Revenue and expense analysis
• Best practices research
• Summary reports and recommendations
• Calendar and scheduling analysis

Handle the details required to hold/host a meeting, retreat, training session, or small-scale business event, including venue selection, speaker coordination, materials, and invitations.

• Venue research and booking
• Invitation and RSVP management
• Speaker and vendor coordination
• Materials preparation
• Day-of logistics support

Respond to the multitude of client/prospect questions that don't actually require you to do so. In addition, maintain client/prospect lists and reach out with touch points where needed.

• Client inquiry responses
• CRM and contact list maintenance
• Follow-up and touch-point outreach
• Onboarding assistance
• Prospect research

With your preferences in mind, provide basic travel arrangements for meeting with clients and prospects as well as for non-business get-togethers or a much-needed vacation.

• Flight and hotel research & booking
• Itinerary creation
• Ground transportation coordination
• Restaurant and activity recommendations
• Travel document reminders