Virtual Assistant Portfolio
Dakota Conner
1. Email Management
Description: Organized and streamlined a client’s inbox, reducing unread emails from 5,000+ to under 50 actionable items.
Apps/Tools Used: Gmail, Microsoft Outlook, Power Automate, Slack.
Process:
Created folders and labels in Gmail/Outlook to categorize emails (e.g., invoices, client inquiries, newsletters).
Automated sorting using Power Automate for incoming messages, reducing manual work.
Flagged priority emails and responded to routine inquiries.
Set up Slack integrations for real-time email notifications on urgent matters.
2. Calendar Management
Description: Managed an executive’s schedule, coordinating meetings across multiple time zones.
Apps/Tools Used: Google Calendar, Microsoft Outlook, Zoom, Microsoft Teams.
Process:
Organized and prioritized events using Google Calendar and color-coded categories.
Scheduled meetings, ensuring all attendees received invitations with Zoom or Teams links.
Adjusted meeting times for international participants using time-zone tools.
Sent daily reminders and prepared briefing documents for key meetings.
3. Social Media Scheduling
Description: Curated and scheduled posts to maintain a consistent social media presence for a client.
Apps/Tools Used: Hootsuite, Later, Canva, Instagram, TikTok, Instagram, HubSpot.
Process:
Created branded graphics using Canva and wrote engaging captions tailored to the audience.
Scheduled posts for Instagram, TikTok, and LinkedIn via Hootsuite and Later.
Analyzed engagement metrics in HubSpot to optimize post timing and content.
Responded to follower comments and direct messages, fostering engagement.
4. Data Entry & Organization
Description: Entered and organized client data into a CRM system for seamless sales pipeline management.
Apps/Tools Used: Salesforce, ServiceNow, Excel, Google Sheets.
Process:
Cleaned and standardized raw data in Excel, ensuring consistency in formats.
Imported data into Salesforce and ServiceNow, categorizing leads by source.
Conducted data validation and removed duplicate entries.
Created dashboards in Salesforce for the client to visualize sales performance.
5. Travel Planning
Description: Coordinated international travel arrangements for a client attending conferences.
Apps/Tools Used: Google Flights, Expedia, TripIt, Microsoft Outlook.
Process:
Researched flight options, accommodations, and transportation through Google Flights and Expedia.
Compiled a detailed itinerary using TripIt and synced it with the client’s Outlook calendar.
Verified travel requirements (e.g., visas, health restrictions) and secured necessary documents.
Provided 24/7 support during travel for last-minute adjustments.
6. Customer Support
Description: Provided email and chat support for an e-commerce store, ensuring high satisfaction rates.
Apps/Tools Used: Zendesk, Shopify, HubSpot.
Process:
Managed incoming queries via Zendesk, resolving issues within 24 hours.
Processed returns and refunds in Shopify and updated customer records in HubSpot.
Created templates for common customer inquiries to improve response times.
Analyzed support tickets to identify recurring issues and proposed solutions.
7. Research Assistance
Description: Conducted market research to identify competitors and trends for a client’s product launch.
Apps/Tools Used: Google Sheets, Tableau, HubSpot.
Process:
Gathered competitor data, including pricing, product offerings, and marketing strategies.
Compiled data into Google Sheets and used Tableau for visual analysis.
Highlighted key trends and opportunities in a concise HubSpot report for the client.
Suggested actionable strategies based on findings to align with market demands.
8. Project Management
Description: Oversaw a project to launch an online course for a client, meeting all deadlines.
Apps/Tools Used: Asana, Instagantt, Zoom, Slack.
Process:
Developed a project timeline in Asana, breaking tasks into manageable milestones.
Collaborated with team members using Slack and held weekly updates via Zoom.
Tracked progress using Instagantt to ensure the project stayed on schedule.
Delivered a post-project review to identify successes and areas for improvement.
9. Online Store Management
Description: Managed a Shopify store backend, ensuring accurate inventory and listings.
Apps/Tools Used: Shopify, Canva, Hootsuite, Google Analytics.
Process:
Updated product listings with descriptions, images (designed in Canva), and pricing.
Monitored inventory levels in Shopify and coordinated restocks with suppliers.
Used Google Analytics to track website traffic and identify high-performing products.
Scheduled promotional campaigns in Hootsuite and tracked their performance.
10. Proofreading & Editing
Description: Proofread and edited content for a client’s marketing campaign.
Apps/Tools Used: Grammarly, Microsoft Word, Google Docs.
Process:
Reviewed documents in Microsoft Word and Google Docs for grammar and style consistency.
Utilized Grammarly to identify and correct language issues.
Ensured brand tone and voice were consistent across all materials.
Provided feedback to writers to improve future content.
11. Event Planning Assistance
Description: Assisted in organizing a virtual conference with over 500 attendees.
Apps/Tools Used: Eventbrite, Zoom, Canva, Slack.
Process:
Managed attendee registration using Eventbrite and sent confirmation emails.
Designed promotional materials and virtual backgrounds in Canva.
Set up and managed Zoom sessions, including breakout rooms and Q&A moderation.
Provided real-time support during the event to troubleshoot technical issues.
12. File & Document Management
Description: Organized a client’s cloud storage system for improved accessibility.
Apps/Tools Used: Google Drive, Microsoft OneDrive, ServiceNow.
Process:
Audited existing files in Google Drive and OneDrive to identify duplicates and outdated documents.
Created a logical folder structure with clear naming conventions.
Transferred critical files to ServiceNow for team-wide access and integration.
Developed a maintenance guide for the client to keep the system organized.
Like this project
Posted Jan 8, 2025
I offer comprehensive virtual assistance, including administrative support, data entry, research, customer service, and client communication, helping businesses
