Virtual Assistant Services West Coast 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!

Download a list of our Technological Proficiencies

Appointments and Travel:

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

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

Communications Management:

  • Organize email inbox with folders, filters, signatures, auto-replies
  • Monitor incoming emails and respond to routine inquiries
  • Monitor voicemail messages and respond to routine inquires

Contact Management/Database Management:

  • Creation
  • Consolidation
  • Maintenance
  • Quality Assurance

Document Preparation, Word Processing, Spreadsheets, Desktop Publishing

  • Prepare contracts and proposals
  • Form letters/mail merges
  • Office manuals – procedures, systems documentation
  • Marketing collaterals: brochures, 1-sheets, media kits
  • Website copy
  • Financial Reports

Event and Program 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
  • Coaching programs – manage logistics and participant experience.

Marketing Support:

  • Affiliate program set up and management
  • E-Commerce
    • Shopping cart set-up and support
  • Email marketing
    • Email Campaigns/List building/Auto-Responders
    • Newsletters
  • Internet marketing
    • Social media (optimize Facebook, Linked-in , Twitter profiles, weekly updates )
    • Article marketing, developmental editing, proofing, posting
    • Blogging, developmental editing, proofing, posting
  • PowerPoint presentations for:
    • Prospect meetings
    • Client meetings
    • Speaking engagement
    • Seminars
    • Workshops
    • Webinars
  • Search engine marketing:
    • Keyword research/optimization
    • Link building

Networking Support:

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

Podcast Support:

  • Show set-up and management (support and recommend Libysn)
  • Guest outreach and management
  • Show promotion


  • 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

Speaker Support:

  • Speaking engagements – research/facilitate
  • Speaker media kit – organize and create
  • Maintain public profiles on speaking organization sites.
  • Manage confirmed event logistics
  • Travel logistics
  • Preparation and shipment of program materials

  • Connect on Linked In