Scale your business with expert virtual support. From admin tasks to social media and content creation, we handle the details so
Virtual Assistant
Here's a closer look at the awesome support
our Virtual Assistant
teams provide.
Remember, this isn't exhaustive – we're all about tailored partnerships, so we'll work with you to figure out exactly what you need!
Your All-Around Superstar
Healthcare Support Specialists
Services
Virtual Assistant Expertise Areas
General Virtual Assistant (Your All-Around Superstar)
Think of them as your go-to support for keeping things running smoothly.
Executive Virtual Assistant (Your Strategic Partner)
More than just admin – they proactively manage your workload and act as your right hand.
Administrative VAs (The Organization Gurus)
Experts in creating efficient systems and managing administrative workflows.
Medical VAs (Healthcare Support Specialists)
Specialized support for healthcare professionals, with a strong focus on compliance.
Paralegal VAs (Legal Support Professionals)
Assisting legal professionals with administrative and research tasks.
Cold Calling and Digital Marketing VAs (Your Growth Engine Team)
Real Estate VAs (Your Property Partners)
Specialized support tailored for real estate professionals.
Technical Support
Specialized support tailored for real estate professionals.
General Virtual Assistant
- Filtering emails, responding to basic inquiries, flagging priorities.
- Scheduling appointments, managing conflicts, sending reminders.
- Data entry, creating simple documents/spreadsheets, file organization (digital).
- Gathering information on specific topics, competitors, potential leads, etc.
- Booking flights, hotels, and ground transportation.
Online ordering, appointment booking (personal), etc.
- Posting pre-approved content, basic engagement.
Executive Virtual Assistant
- Guarding your time, anticipating needs, complex scheduling across time zones.
- Prioritizing emails, drafting responses on your behalf, managing communication flow.
- Preparing agendas, taking minutes, coordinating logistics, following up on action items.
- Tracking tasks, deadlines, and communication within projects.
- Gathering data, creating drafts of reports and presentations.
- Detailed planning for complex business trips.
- Fielding calls and emails, managing access to your time.
Administrative VAs
- Professional documents, templates, spreadsheets, presentations.
- Database cleanup, CRM data entry and maintenance, spreadsheet creation.
- Setting up and maintaining cloud storage systems (Google Drive, Dropbox, etc.).
- Transcribing audio/video recordings.
- Drafting and managing professional emails and letters.
Helping create Standard Operating Procedures (SOPs).
- In-depth research projects.
Medical VAs
- Booking, confirming, rescheduling appointments.
- Appointment reminders, follow-up calls (non-medical).
- Checking eligibility and benefits.
- Data entry, chart preparation (based on specific platform training).
- Transcribing dictated notes.
- Managing requests sent to the provider/pharmacy.
- Data entry for superbills, following up on basic claims (requires specific training).
Paralegal VAs
- Formatting, proofreading, finalizing documents under attorney direction.
- Assisting with preliminary research using legal databases.
- Organizing documents, maintaining electronic case files.
- Gathering initial client information, scheduling calls with attorneys.
- Coordinating depositions, court dates, client meetings.
- Assisting with electronic filing procedures.
- Organizing exhibits, preparing binders (digital or physical).
Cold Calling and Digital Marketing VAs
– Content Scheduling & Posting (across various platforms)
– Community Engagement & Management (responding to comments/DMs)
– Basic Graphic Creation (e.g., using Canva for posts/stories)
– Social Media Profile Optimization
– Basic Analytics & Reporting
– Hashtag Research
–Blog Post Writing & Formatting (based on outlines/briefs)
–Social Media Caption Writing
–Newsletter Content Assembly
–Proofreading & Editing Content
– Basic Analytics & Reporting
– Basic Graphic Design for Content
–Email Campaign Setup & Management (e.g., Mailchimp, ActiveCampaign)
–Email List Management & Segmentation
–Email Template Customization
–A/B Testing Support
–Email Performance Reporting
–Outbound Calling to Prospect Lists
-Lead Qualification using Scripts
-Setting Appointments or Demos for Sales Teams
-Following Up with Prospects
–Maintaining Call Logs & CRM Updates
-Prospect Research & List Building
–LinkedIn Outreach & Connection Building
-Data Mining & Verification
-Qualifying Inbound Leads
–CRM Database Management
Real Estate VAs
–Calling Specific Lists (FSBOs, Expireds, Circle Prospecting)
–Property Owner Outreach
-Lead Qualification for Listings or Buyers
-Appointment Setting for Agents
–Tenant Communication Coordination (Rent Reminders, Notices)
-Maintenance Request Coordination
–Online Listing Management (Zillow, Apartments.com, etc.)
-Rental Application Processing Support
–Lease Administration Assistance
–MLS (Multiple Listing Service) Data Entry & Management
-Listing Coordination (Scheduling photos, signs, lockboxes)
–Transaction Coordination Support (Document collection, deadline reminders)
-CMA (Comparative Market Analysis) Preparation Support
–Real Estate CRM Management
–MLS (Multiple Listing Service) Data Entry & Management
-Listing Coordination (Scheduling photos, signs, lockboxes)
–Transaction Coordination Support (Document collection, deadline reminders)
-CMA (Comparative Market Analysis) Preparation Support
–Real Estate CRM Management
Accounting and Bookkeeping VAs
- Entering income and expenses into accounting software (e.g., QuickBooks Online, Xero, Wave).
- Matching transactions between bank statements and accounting software.
- Processing bills, preparing payments for approval.
- Creating and sending invoices, following up on overdue payments.
- Managing receipts and ensuring expenses are correctly categorized.
- Assisting with collecting timesheets and entering payroll data for processing by a payroll provider or accountant.
- Pulling standard reports like Profit & Loss (P&L), Balance Sheet, and Accounts Receivable Aging reports from accounting software.
We'd love to collaborate with you!
Scale your business with expert virtual support. From admin tasks to social media and content creation, we handle the details so you can focus on growth.
