Virtual Assistant Services San Francisco Bay Area and Beyond

Business owners often hinder their progress by spending time on tasks that, although important, do not necessarily require their expertise.

These virtual assistant services are areas I can take off your plate today so you can focus on what you do best, growing your business!

Calendar, Schedule and Travel Support

Schedule and reconfirm:

  • Business and personal appointments
  • Prospect meetings/calls
  • Client meetings/calls
  • Restaurant reservations
  • Reminders for important dates and deadlines
  • Driving directions to appointments
  • Travel arrangements: research, coordinate and secure air and ground transportation, hotel
  • Conferences:  registration and travel logistics

Networking Support:

  • Enter business cards from networking events into address book and database(s)
  • Send out follow-up/introductory lettersConnect with prospects on Social Media Forums (Linked In, Facebook, Twitter)
  • Research Target Market for places they frequent online and in person.

Contact Management/Database Management:

  • Creation
  • Consolidation
  • Maintenance
  • Quality Assurance

Document Preparation, Word Processing, Spreadsheets, Desktop Publishing

Creation, editing and proofreading of:

  • Contracts
  • Form letters/mail merges
  • Office manuals – procedures, systems documentation
  • Proposals
  • Brochures
  • Website copy
  • Newsletters
  • Articles
  • Financial Reports

Communications Management:

Email:

  • Organize inbox with folders, filters, signatures, auto-replies
  • Monitor incoming emails
  • Respond to routine inquiries
  • Forward urgent/non-routine inquires for direction

Phones:

  • Monitor voicemail messages
  • Respond to routine inquires
  • Forward non-routine important inquires for direction

Client Relations:

  • Monitor emails/voice-mails from clients and prospects
  • Assist with client requests for information and troubleshooting
  • Schedule client and prospect appointments/phone calls
  • Send out birthday or other special occasion cards on your behalf
  • Set up new client profiles in business systems (accounting, email lists, collaborative workspaces, address book)
  • Send welcome packet to new clients
  • Send thank you cards/gifts to new clients

Event Management:

  • Research location for meetings, workshops, seminars, personal occasions
  • Coordinate contracts/meeting room/catering/audio visual logistics/subcontractors
  • Research and coordinate hotel, air and ground travel arrangements
  • Coordinate shipping/delivery of marketing/presentation materials
  • Handle registration logistics
  • Promotion – work with joint venture partners and affiliates to promote event if you are sponsoring
  • Coordinate webinars/tele-seminars

Finance (supplemental to formal Bookkeeping service):

  • Bill paying
  • Bill pay reminders
  • Client invoicing
  • Past dues
  • Expense reporting

Product Development:

  • Book publishing/author services
  • Ecommerce – Set up online shopping cart

Marketing Support:

  • Speaking engagements – research / facilitate
  • Speaker kit – organize and create

Powerpoint presentations for:

  • Prospect meetings
  • Client meetings
  • Speaking engagement
  • Seminars
  • Workshops
  • Webinars

Internet marketing

  • Social media marketing (optimize Facebook, Linked-in , Twitter profiles)
  • Article marketing
  • Proofreading/posting
  • Blogging
  • Proofreading/posting

Search engine marketing

  • Keyword research/optimization
  • Link building

Email marketing

  • List building/auto-responders
  • Newsletters
  • Shopping cart

Affiliate program set up and management

Research

  • Target Market-where are they?
  • Competitive analysis –who is your competition, what are they doing?
  • Industry: key organizations and conferences, subject-matter experts
  • Speaking opportunities to promote your products and services
  • Event venues: meetings, workshops, seminars, personal occasions
  • Business and personal travel pricing and logistics
  • Office supplies, services and equipment


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