Personal or Virtual Assistance

Starting at

$

60

/hr

About this service

Summary

I pride myself on being a highly respected specialist who excels in not only establishing but also meticulously managing and prioritizing a multitude of searches, projects, and invaluable relationships.

Process

1. Initial Consultation
Discovery Call: Understand your needs and expectations.
Proposal: Outline services, timelines, and costs.
Agreement: Finalize terms of service and confidentiality.
2. Onboarding
Tool Setup: Establish communication and collaboration tools.
Kickoff Meeting: Review project scope and initial tasks.
3. Service Delivery
Task Management: Organize and prioritize tasks.
Regular Updates: Maintain clear communication and provide progress reports.
Quality Assurance: Ensure all deliverables meet expectations.
4. Client Relationship Management
Ongoing Support: Regular check-ins and feedback loops.
Invoicing: Timely and detailed invoices for services rendered.
Client Retention: Offer exceptional service and value-added benefits.
5. Continuous Improvement
Feedback Integration: Use client feedback to improve services.
Skill Enhancement: Stay updated with industry trends and tools.

What's included

  • Project Management Support

    Deliverable: Project Plan and Tracking Description: Assistance in planning, executing, and tracking projects to ensure timely completion. Components: Project timelines with milestones. Task assignment and tracking. Regular status updates. Risk assessment and mitigation plans. Coordination between stakeholders.

  • Travel Coordination

    Deliverable: Detailed Travel Itinerary Description: Comprehensive travel plans, including flights, accommodations, transportation, and meeting schedules. Components: Flight details with boarding passes. Hotel reservations with check-in/check-out times. Transportation arrangements (car rentals, transfers). Local maps and contact information. Emergency contacts and contingency plans.

  • Document Preparation

    Deliverable: Professional Documents and Presentations Description: Create and format various documents such as reports, presentations, and proposals. Components: Drafting and editing documents. Creating visually appealing presentations. Ensuring consistency and accuracy. Managing version control.

  • Research and Analysis

    Deliverable: Research Reports and Summaries Description: Conducting research on various topics and providing comprehensive reports. Components: Market research. Competitor analysis. Summaries of key findings. Recommendations based on research.

  • Personal Assistance

    Deliverable: Personal Task Management Description: Handling personal errands and tasks to ensure a balanced life. Components: Scheduling personal appointments. Managing household staff or services. Running personal errands. Organizing personal events.

  • Communication Management

    Deliverable: Email and Communication Handling Description: Managing and organizing incoming and outgoing communications. Components: Filtering and prioritizing emails. Drafting responses. Maintaining a communication log. Coordinating with team members.

  • Financial Administration

    Deliverable: Expense Reports and Budgeting Description: Managing finances, including expense tracking. Components: Expense tracking and reporting. Reconciling receipts and statements. Liaising with accountants or financial advisors.

  • Client and Vendor Relations

    Deliverable: Client and Vendor Management Description: Maintaining strong relationships with clients and vendors. Components: Regular communication and updates. Addressing concerns and inquiries. Managing contracts and agreements. Coordinating meetings and follow-ups.

  • Event Planning

    Deliverable: Event Plan and Coordination Description: Full planning and execution of events such as meetings, conferences, or personal gatherings. Components: Venue selection and booking. Catering arrangements. Invitations and RSVPs. Agenda creation. On-site coordination.


Skills and tools

Personal Assistant

Virtual Assistant

DocuSign

G Suite

Microsoft Office 365

Quickbooks

Slack