Services
Calendar / Invoicing / Contracting / Social Media
Let's talk about you business needs and see if what I am able to do fits into what you need in a virtual assistant.
Programs or Sites I use:
eSpeakers/ePro - I use this will all my speaker clients
GoToMeeting - Webinars
SurveyMonkey
CreateSpace
Toggl
I work on a PC and use Microsoft Office programs
Hootsuite
WordPress
iCloud
Google Calendar
Thinkific - Running Reports
The following will give you an idea of the types of things I handle for my current clients:
Daily:
Respond to emails (and what goes into each contact)
Scheduling
Follow Up
Reminders - schedule
Record in ePro (if it’s a client)
ePro updates (notes, travel, contacts, etc)
Put contact into iCloud contacts
Invoicing (including invoicing through PayPal)
Follow up
Make sure I’m hearing back for requests for phone appointments – if not, I reach out again
As Needed:
Book Order (this is with CreateSpace)
Verify books and quantity
Verify shipping location
Find out how many days in advance product can arrive – coordinate shipping
Order online
Record in epro
Survey Monkey
Update info (I have also created a few surveys)
Projects such as:
Book endorsement tracking
Client response tracking
Spreadsheets for contacts, mailings, tracking
Mailing labels
Updating documents
Document creating
Press Release – send prepared release to various online “publications”
Lead Follow Up:
Enter leads from events into epro
Send email to schedule free consultation call (then everything falls into place with tracking, scheduling, recording, etc)
Schedule:
Prep Calls
Email times available
Record
Keep track to make sure I hear back
Send reminder email
Enter info into ePro
Interview Calls
Email times available
Record
Keep track to make sure I hear back
Send reminder email
Enter info into ePro
Debrief Calls
Email times available
Record
Keep track to make sure I hear back
Send reminder email
Enter info into ePro
Personal Work (outside of clients)
Schedule meetings
Schedule calls
Enter info into iCloud contacts
Set reminder emails
Calendar Info:
Travel
Add travel dates when needed
Add travel info to calendar (flights, hotel, limo, etc)
Meetings
Calls
Linked In:
Send “Welcome” email
Post articles
Social Media:
Hootsuite (Twitter, LinkedIn, Facebook) updates - articles, events, book quotes, etc
Webinars (GoToMeeting):
Set up webinars - schedule and send information to those attending
Coordinate all webinar information with presenters and those attending
Assisting as “Host” on webinars
Send follow up material after webinar (includes CEU certificates, evaluations, PowerPoint, etc)
Spreadsheets:
Payment Tracker (Invoices)
Business Intelligence Reporting
I work with Excel and create many "as needed" spreadsheets










