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
