Virtual Assistant’s can carry out a huge array of tasks with some specialising in certain areas. Below are some of the many tasks that I can complete for you as your Virtual Assistant to improve the operations of your business:
- Diary and Calendar management – by importing and sharing your diary and calendar with me, I can schedule meetings for you, deal with incoming emails, file and label emails and unsubscribe to emails you no longer wish to receive;
- Travel arrangements – I love anything travel related so I can help to research the best hotels, book train tickets, flights and arrange transfers and VISA’s;
- Event management – from venue research, liaising with vendors, creating budgets, compiling guest lists, RSVP’s, site attendance and follow up;
- CRM set up and maintenance – putting all your contacts into a CRM system or spreadsheet and updating as and when you obtain new contacts, leads or clients;
- Transcriptions – typing your audio, podcast and video content, court documentation, meeting notes, letters, reports and study notes;
- Preparation of presentations – using PowerPoint and ensuring all slides are uniform and consistent and follow your brand;
- Document creating, formatting and editing – using Word and ensuring all documents are formatted consistently throughout and proof read;
- Meeting management – preparing agendas, meeting packs, accurate record of minutes* and conversations, producing action lists and follow up;
- Data entry – using Excel to include income and expenditure, holiday charts, invoice records, CRM, guest lists and more;
- Expenses – keeping control of your receipts and have your expenses in good order ready for your accountant;
- Credit control – chasing clients for overdue invoices; and
- Online research, newsletters, spreadsheets, mail merges and much more.
Lifestyle Management Tasks
And it’s not only business related tasks, I can also help with lifestyle and personal tasks such as:
- Family holidays – to include researching and booking;
- Managing family calendars – adding school clubs, term dates, holidays and other key dates into calendar, storing tickets/confirmations and other important information into shared folders for easy access;
- Sourcing gifts – let me save you time trawling around the shops;
- Organising events – such as family birthday parties, christenings and weddings;
- Booking appointments – vets, doctors, dentist, hair & beauty;
- Sourcing tradesmen – researching a local plumber, electrician or carpenter; and
- Managing paperwork – to include receipts and statements.
The lists are possibly endless and the more I get to know you and your business the more I will become an invaluable source of support and you’ll wonder what you ever did without me.
*Minute taking is offered as a local service to Corsham/Chippenham and Bath.
Finally, if you need help and support with any of the items listed above then please get in touch today: info@kelliesimpsonva.co.uk.
Posted in Legal Support, Updates
