Virtual Assistant Services


Virtual Assistant Services 


I help solo professionals and small business owners operate more efficiently, by handling all of the details and minutiae — the things you hate doing so, that you can get back to the work you LOVE!


Here is a sample of what I can do for you:


Day to Day Management   

  • Assistance with New Client On-boarding
  • Calendar Management: setup, client appointments (scheduling & cancellation) through email
  • Client Invoicing and Follow up on outstanding invoices
  • Create email templates and signatures
  • Create & Send mailers: invitations, post cards and greeting cards
  • Creation and Updating Spreadsheets for tracking business metrics
  • Design Power-point slide templates for presentations
  • Email management: screen, answer, manage, cleanup, sort & organize
  • Event & travel planning assistance
  • Manage Client Information and Database
  • Mystery calls, wake up calls and welcome calls
  • Newsletters: template creation, updates & subscriber list automation
  • Omnichannel Chat Assistant
  • Order & send Gifts for Employees and/or Clients
  • Order supplies, equipment, and business gifts
  • Post articles, special products & social events to your blog & social media accounts
  • Set up automated appointment scheduling, link your calendars & integrate to your website
  • Virtual Medical Assistant
  • Virtual check-ins and Pre-assessments 
  • Website update & refresh (ex. WordPress, GoDaddy)


Marketing and Communications   

  • Add video and audio files to website and social media
  • Automate connections between social media accounts
  • Create, format & publish your newsletter
  • Custom designed email signatures
  • Custom designed PowerPoint/Presentation slide templates
  • Custom Flyer, Logo & Banner Designs
  • Customer surveys, forms & Auto-responder creation
  • Electronic letterhead, business card design and stationery
  • Format and upload blog posts
  • Set up a service to collect email addresses via text
  • Set up, update & manage your social media pages (including Facebook, LinkedIn, Twitter & Instagram)
  • Website review, critique for improvements & updating


Technology Set-up   

  • Cell phone purchase, setup & training
  • Computer purchase, setup & backup
  • Create email filters, templates & auto responding
  • Creation of Landing Page or 1 page website
  • Domain (URL) and Web Hosting purchasing and set up
  • Email set up on all your devices
  • Migration and set up for a new email platform with electronic signature (Office 365/Google for Business)
  • Password management
  • Selection and set up your CRM client database
  • Set-up and train on electronic signature platforms (ex. Adobe Sign)
  • Set-up and train on screen sharing applications
  • Set-up cloud-based file sharing
  • Set-up online store with payment system & product updates
  • Set-up recurring payment transactions
  • Voiceover for webinars and videos
  • Webinar and Podcast assistance


Writing Services

  • Articles, Reviews & Forms
  • Blog and Email Newsletter creation
  • Memos, Proposals, Official emails & In-office manuals and workbooks
  • Post cards, Greeting cards & Handwritten cards
  • Press Releases and Copy Writing
  • Proofreading and Editing
  • Promotional and Social Media Content 
  • Resume and Cover letter templates
  • Research and Report writing
  • Transcription (podcast, video & audio)


Healthcare/Medical Assisting Services 

  • Benefits verification, prior authorization, payment posting, and process denials
  • Calendar management: patient appointments, meetings, and events
  • Email management: check, respond routing and inbox cleanup
  • File Organization, client database and specialist directory
  • Medical transcription & Document processing
  • Patient follow-up & Electronic prescription refills
  • Patient intake processing & Data entry
  • Records Maintenance & EMR Management
  • Scheduling: appointments, reminders, cancelations, and no-show follow-ups
  • Supply management, ordering and inventory
  • Transfer of physical forms into a digital format
  • Virtual front desk: check-ins, pre-assessments, AWV and referral forms


*Other Services* 

  • 3D package and Mock-ups* 
  • Coaching* (private and group) (lifestyle & performing arts)
  • Composite Cards*
  • eBook and Album Cover design*
  • Memoir Writing* 
  • Moderator* (ladies groups & couples groups)
  • Phone a Friend*
  • Social Media Management* (packages)




Tequila is an exceptional contributor. Her projects, reports and presentations reflect her attention to detail, strong work ethics and a desire to do a good job at all things. Her many years of healthcare experience in various roles allowed her to add value and real world experience to almost every conversation or simulation. She has a can do attitude and is not afraid of hard work. I am proud to recommend her knowing she will take these attributes into any business.

Garla Glover-Smith MSME, GCDF
Career Coach & Public Speaker
Smart Moms, LLC

You have done a Remarkable job!!! I greatly appreciate all of your help with refreshing my website and setting up my online payment & scheduling system. You took the time to explain how to go in and manually enter appointments and block off time when I need too, which was very helpful. You are the BEST!!  Thank you so much.

Sue Nicol
Holistic Health Practicioner
White Dove Healing