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
           

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