Virtual Assistant

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About this service

Summary

I provide virtual assistant services to help businesses stay organized, efficient, and focused on growth. From email and calendar management to customer support and workflow optimization, I ensure seamless daily operations. My background in project coordination and tech integration allows me to streamline processes, making me a valuable asset for busy professionals.

Process

1. Initial Consultation
We’ll start with a discovery call or message exchange to understand your needs, goals, and expectations.
2. Task Assessment & Planning
I’ll review your current workflows, identify priorities, and create a structured plan to manage tasks efficiently.
3. Onboarding & Setup
I’ll gain access to necessary tools (email, calendar, CRM, etc.), set up workflows, and establish communication guidelines.
4. Execution & Daily Support
I’ll handle tasks such as email management, scheduling, data entry, and customer support while keeping you updated on progress.
5. Ongoing Optimization
I’ll continuously refine processes, implement automation where possible, and suggest improvements for better efficiency.
6. Project Completion & Handoff
At the end of the project, I’ll provide a summary of completed tasks, updated documentation, and recommendations for future optimization.

What's included

  • Inbox & Email Management

    Organizing and managing emails, responding to inquiries, flagging important messages, and maintaining a clutter-free inbox.

  • Calendar & Scheduling Support

    Booking meetings, managing schedules, setting reminders, and ensuring efficient time management.

  • CRM & Workflow Management

    Updating CRM systems, managing tasks, and optimizing workflows for efficiency.

  • Data Entry & Organization

    Accurately entering and organizing data in spreadsheets, CRMs, or databases for easy access and reference.

  • Customer Support Assistance

    Handling client chats, emails, and calls professionally to provide timely and effective support.

  • Document Creation & Formatting

    Preparing reports, presentations, or any business documents with professional formatting.


Skills and tools

Personal Assistant

Virtual Assistant

Executive Assistant

Gmail

Google Calendar

Google Sheets

Microsoft PowerPoint

Notion