Admin Support & Business Operations
Inbox Zero (Email & Calls/Texts)
Your assistant will:
- Triage and organize emails/texts so you only see what matters
- Flag urgent responses and draft replies for approval
- Archive or categorize everything for a clean inbox
- Maintain follow-up reminders so nothing slips
Calendar & Scheduling
Your assistant will:
- Manage your calendar across time zones
- Schedule meetings with clients, team, or family
- Handle last-minute reschedules and cancellations
- Prep you with agendas and confirmations
Travel Planning
Your assistant will:
- Research and book flights, hotels, and ground transportation
- Build detailed itineraries with addresses, links, and contacts
- Handle rebooking if plans change
- Track loyalty programs or preferences (airlines, hotels, seating)
Personal CRM Management
Your assistant will:
- Keep contacts updated and categorized
- Add notes from calls/meetings for future reference
- Track birthdays, anniversaries, and relationship milestones
- Help you stay top of mind with key connections
Operations Support
Your assistant will:
- Compile scorecards, dashboards, or reporting sheets
- Coordinate events or company gatherings
- Create SOPs for recurring workflows
- Support HR: job postings, candidate screening, and onboarding
Finance & Accounting Support
Your assistant will:
- Compile expense reports and reconcile receipts
- Manage invoices (send, follow up, track)
- Handle bill pay reminders and subscriptions
- Maintain bookkeeping spreadsheets for your accountant
Marketing Execution & Growth
CRM & Campaign Support
Your assistant will:
- Keep CRM clean and updated with prospects and clients
- Build and send email campaigns or newsletters
- Monitor campaign performance and flag insights
Social Media Management
Your assistant will:
- Plan, schedule, and publish posts across platforms
- Engage with comments and messages
- Track engagement and growth metrics
- Repurpose content into reels, stories, or carousels
Podcast Support
Your assistant will:
- Schedule guest interviews and prep them with details
- Organize show notes and episode calendars
- Handle audio edits or outsource to vendors
- Upload and publish on podcast platforms
Sales Support
Your assistant will:
- Build lead lists and research prospects
- Run cold outreach campaigns (email or LinkedIn)
- Track responses and manage follow-up sequences
- Compile weekly sales reports for pipeline visibility
Project Management
Your assistant will:
- Manage any vendors or resources
- Tackle your project management system, ensuring tasks are up-to-date
- Circulate creative for review, manage feedback, and assign next rounds
- Build systems to make work more efficient
Personal Assistant & Lifestyle Management
Doctor Appointment Management
No more Googling for doctors or sitting on hold. Your assistant will:
- Research reputable, in-network doctors
- Schedule, reschedule, or cancel appointments for you and your family
- Send appointment reminders
- Track follow-ups (annual physicals, dental cleanings, kids’ checkups)
Family & Home Management
Your assistant will:
- Manage home vendors (landscapers, cleaners, repairs)
- Handle shopping, returns, and gift research
- Keep a family calendar (kids’ practices, school events, holidays)
- Organize family records (medical, school, financial)
Life Planning
Your assistant will:
- Plan vacations (flights, hotels, itineraries)
- Organize date nights or family outings
- Remember birthdays, holidays, and special occasions with gifts/cards
Health & Wellness Support
Your assistant will:
- Manage health insurance claims and reimbursements
- Order prescriptions and coordinate delivery
- Handle meal planning and grocery ordering
- Track wellness routines and reminders
Personal Finance
Your assistant will:
- Pay bills and monitor subscriptions
- Track personal expenses in reports
- Ensure recurring payments never lapse
- Organize personal financial records for tax season
Love What You're Seeing But Don't Have a VA Yet?
Our friends at Virtual Rockstar will find you the perfect team member!
CLICK HERE
