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




