Virtual Assistance Services

Email Management

  • Develop a system of organization
  • Create folders, labels and categories for different types of emails
  • Establish Workflow System
  • Response Template Creation
  • Identify Emails that require personal responses
  • Unsubscribe from spam emails
  • Achieve “inbox zero” daily

Calendar Management

  • Appointment Setting including meeting confirmations and setup (can include personal appointments)
  • Confirm preferred format (TEAMS, Zoom, webex
  • Reschedule and cancel meetings
  • Allocate blocks of time for work (no meetings spaces)
  • Color code meetings (if preferred)
  • Avoid double bookings

Travel Arrangement

  • Research & Book Flights
  • Research & Book car rentals
  • Research & Book Hotels (mindful of cancellation policies)
  • Conference Registration 
  • Business Meal location recommendations and reservations

Document Formatting and Meeting Preparation

  • Google Docs
  • Microsoft Word
  • PDF
  • Agenda Prep
  • Confirm links and access
  • Gather materials

Invoice / Contract management

  • Creation to submission
  • Follow up until payment completed
  • Docusign contracts 

Expense Management

  • NetSuite, Concur, Expensify etc
  • Gather and organize receipts
  • Confirm business reason for expenses
  • Submit in timely manner

What is your Remote Assist Solution?