What Tasks Should Your VA Handle?

Client Onboarding & Management
✔ Send welcome emails, contracts, and intake forms.
✔ Set up clients in your coaching portal or CRM.
✔ Schedule sessions and manage reschedules

Calendar & Inbox Support
✔ Manage your calendar across coaching calls, podcasts, and events.
✔ Triage or respond to non-urgent emails.
✔ Send reminders for sessions, workshops, and deadlines

Content & Social Media Coordination
✔ Schedule social media posts across platforms.
✔ Upload and format blog posts, newsletters, or podcast episodes.
✔ Coordinate with content writers, editors, or designers.

Sales & Lead Nurture Support
✔ Respond to DMs and email inquiries about your services.
✔ Follow up with warm leads or missed discovery calls.
✔ Maintain and tag leads in your CRM or email platform

Course & Program Support
✔ Upload modules and resources into your LMS.
✔ Monitor community engagement and questions in private groups.
✔ Track attendance, feedback, and course progress

Admin Support
✔ Create slide decks or handouts for workshops and webinars.
✔ Set up workflows and automations.
✔ Handle monthly reporting and basic bookkeeping.
Who We Serve

FINANCIAL PLANNERS

MEDICAL CLINIC OWNERS

REAL ESTATE PROFESSIONALS

HOME SERVICE BUSINESS OWNERS

COACHES & CONSULTANTS

ACCOUNTING / BOOKKEEPING FIRM OWNERS

Administrative VA
Stay organized, efficient, and ahead of schedule with a skilled Admin VA by your side.

Marketing VA
From content to campaigns, your Marketing VA keeps your brand active and engaging.

Sales Support VA
Focus on selling while your Sales Support VA manages the groundwork behind the scenes.
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