Virtual Assistant Services

1

NameContact Person

First Name

Last Name

2

Email

example@example.com

3

Virtual Office Administration- Handle technical support issues - Establish, update and manage calendars - Prepare training manuals - Convert, merge and split .PDF files - Produce graphs from spreadsheets

Never

Rarely

Often

4

Virtual Receptionist- Receive calls - Shipping and tracking - Email management

Never

Rarely

Often

5

Banking- Pay Bills - CRM

Never

Rarely

Often

6

Write and send invoices to clients

Never

Rarely

Often

7

MailCreate and manage mailouts: deliverables, greeting cards, newsletters, thank you notes, etc.

Never

Rarely

Often

8

Database building, entry and updates

Never

Rarely

Often

9

Document Setup- Compose - Copy edit - Filer formatting

Never

Rarely

Often

10

Forms- Create forms/surveys in various formats print, digital and online

Never

Rarely

Often

11

Produce marketing materials- Infographics - White Papers - Ebooks - Brochures/catalogues - Banners

Never

Rarely

Often

12

Produce marketing materials- Infographics - White Papers - Ebooks - Brochures/catalogues - Banners

Never

Rarely

Often

13

Conduct interviews- Past customers - Newspapers/magazines - New hire - Exit interviews

Never

Rarely

Often

14

Marketing Assistant- Establish relevant social media presence - Produce social media content - Run social media contest or challenge - Monitor and engage online presence - Monitor and update website - Create list of email contacts, email newsletters and promo

Never

Rarely

Often

15

Transcribing- Voicemail - Video/audio - Podcasts - Meeting recordings

Never

Rarely

Often

16

Generic Errands- Coffee - Gift baskets (condolences, congratulations, thank you, etc.) - Supply orders - Arrange parties/gatherings - Arrange cleaning services - Reserve travel and accommodations

Never

Rarely

Often

17

Review Resumes/Cover Letters

Never

Rarely

Often

18

Project Management

Never

Rarely

Often

19

Bookkeeping & Payroll

Never

Rarely

Often

20

Training- On-site employees - Virtual staff members

Never

Rarely

Often

21

Additional comments/requests:Have something in mind but didn't see it here? Let us know!