5 Ways Your Virtual Assistant Can Support You
Overwhelmed.
Stressed.
Business growing quickly.
No time.
These are just some of the reasons you may be considering working with a virtual assistant that will support you with your admin needs. Figuring out the tasks you’ll be passing off to your assistant may take some time, so we’re here to provide you with some suggestions to make your life a little easier.
Client Care
This is one of our most requested tasks and we 100% get why as it can be one of the most time-consuming parts of your day! Client communication can include:
Email management- handling incoming emails, responding to inquiries, keeping a clean inbox, flagging important emails, testimonial requests, etc.
Appointment scheduling- managing your calendar, scheduling meetings, sending follow-ups, etc.CRM Management
Another top requested task for us is handling HoneyBook or Dubsado. While these Client Relationship Management apps have workflows, managing these systems can still take a lot of time. CRM management can include:
Lead management- tracking new leads, updating statuses, creating task reminders, etc.
Proposals- creating and sending proposals to prospective clients, sending invoices, etc.
Workflows- creating basic workflows so there is some automation when new inquiries come in.Email Marketing Support
Many small businesses use email marketing platforms such as Flodesk to send newsletters to their clientele. Email marketing support can include:
Opt-In Forms/ Workflows- creating lead magnet forms, creating email/ nurture sequences
Creating emails- implementing copy into templates, proofreading, scheduling emails, etc.
Analytics- reviewing and tracking key metrics, providing reports, etc.Retreat Planning Support
Do you also run retreats as an offering for your business? Running your day-to-day operations and planning a retreat can be a lot of work! Retreat planning support can include:
Communication- handling guest and vendor communication, scheduling meetings, creating guest surveys, etc.
Research- venue research, excursion research, transfer research, etc.
Client experience- itinerary planning, gift bag curation, etc.General Admin tasks
All the random admin tasks that you no longer have time for or you’d rather have an expert handle. General admin tasks can include:
data entry
Internet research
organization
new business outreach
podcast research and pitching (if you like being a guest!)
proofreading and scheduling blogs
These are just some of the areas of support your Virtual Assistant may be an expert in! Finding your perfectly aligned Virtual Assistant may take a bit of research, but this will only result in creating a long-lasting relationship to help your business grow!
Not sure if you’re at the point in your business to hire support? Download our freebie to find out- Are you Ready to Hire a VA?
