Thank you for inquiring about the VA/EA services we offer.
Here are some examples of services offered and most popular task requests:
General Administrative
- Reminding a client of things to do based on a reminder list they add to
- Reminding a client of specific events (anniversaries, birthdays, etc)
- Ordering office supplies from a prearranged service
Scheduling
- Scheduling directly with a client business or personal contact
- Adding a calendar event that is already agreed upon
- Adding outside events to the calendar (workshops, community events, etc)
- Confirming appointments
- Reminding client contacts of upcoming appointments by phone or email
- Arranging for services and scheduling accordingly (carpet cleaner, cable company, etc)
- Making and Scheduling reservations
- General calendar management
Phone
- Checking a client’s voice mail once or twice and day and emailing details.
- Outbound calls to specific client contacts or prospects
Travel
- Travel Research
- Hotel Research and Reservations
- Flight Research and Reservations
- Purchase specific travel requests
Research
- Research of people, places, things, and ideas (Almost everything from competitor information, client and prospect background, employee descriptions, salaries by job title in a certain area to best restaurants, meeting venues, gifts, meeting locations, research papers, concepts, ideas, etc )
- Shopping lists and comparisons using Google shortlist
- Researching links and posting approved content to social media sites
Data Management
- Data entry (like Expensify or client directories)
- Creating spreadsheets and reports with client provided information
- Entering specific information obtained from client contacts or prospects
- Keeping linked files and documents in google drive
- Inbox management (delegate and report incoming messages based on labels myself or the clients, and report or take action according to predetermined rules or criteria)
- Adding to client contacts
- Emailing client contacts docs or reports, or requesting docs and reports by email
Purchasing
- Purchase of specific items from specific vendors using client’s provided credit card information
Document creation
- Editing and Proofing of documents
- Creating a document with general information provided by the client (such as meeting minutes, reports, etc)
- Creating a business letter with client provided information
- Transcription from audio files
Writing
- Some article writing on a case by case basis
Please reach out to us directly if there are any services you need
assistance with that may not be listed here.
We look forward to hearing from you!