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)

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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

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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

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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)

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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

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*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)