Building the Relationship
YOUR ASSISTANT IS YOUR CHAMPION.
As your Virtual Assistant, I am your newest champion. I am here to to help you succeed day in and day out.
Like any other teammate in your life (your friends, your family, your coworkers) strong relationships lead to meaningful experiences.
We will develop a strong working relationship over time, beginning with an introductory call. During the call, we will take the time to get to know each other.
I will address specific questions in the call to help figure out a way to best support you.
After just one week of my assistance, you’ll feel more in control of your goals, your time and your life.
Get ready to take a load off your back
My Services
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Calendar Management
*Schedule and confirm all appointments - meetings/phone calls
*Reschedule conflicts ahead of time
*Include “do not disturb” blocks
*Ensure personal and work appointments do not conflict with each other
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Inbox Management
*Draft and send response emails
*Schedule emails to be sent at a later time
*Prioritize and flag high-priority items that need attention
*Create priority system folders and subfolders
*Organize and move low priority items to subfolders
*Archive old emails
*Unsubscribe from newsletters
*Delete junk emails
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Travel
*Research airline, hotel, train tickets
*Research travel itineraries
*Purchase tickets, book accommodations
*Check-in to flights 24 hours in advance, email boarding pass
*Assist with TSA pre-approval
*Research personal or work retreats
*Vacation & Itinerary planning
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Purchaser
*Research ideal & various products
*Oversee & track all online purchases
*Arrange local or international couriers for delivery
*All occasions: Anniversary, birthday etc. gift ideas and order placements
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Research & Lead Generation
*Due diligence on people, products or services
*Deep research & comparison on competitors
*Generate contact or email finding
*Lead generation spreadsheet (creation, tracking, following up)
*CRM creation & management
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Credit Card Reconciliation
*Create & set up system to track credit card expenses
*Collect & organize receipts
*Match expenses to transactions
*Reconcile discrepancies
*Identify & report any fraud
*Input data and ensure of accuracy
*Generate financial reports
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Event Planning
*Research and book venue
*Create event planning timeline
*Draft budget, make final comparison
*Hire key Vendors: Catering, Photographer, Videographer, Florist, Entertainment
*Create Agenda, program schedule
*Confirm venue booking and payments
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Social Media Management
*Content Curation
*Content calendar planning
*Schedule content to queue for posting at required times
*Respond to clients/customers on social media platforms
