US - Based team
Explore Our Virtual Assistant Support That Grows With Your Business
The outline below highlights the core areas where our team can support your business. Because every client’s needs are unique, this list is not exhaustive—our Virtual Assistants are trained to adapt and expand as your business grows.
We invest heavily in continuing education to ensure our team stays current with the latest platforms, automations, and strategies. This means you’ll always have access to modern, efficient solutions—not outdated processes. Our focus is on delivering reliable, forward-thinking support that saves you time, reduces stress, and creates space for you to focus on the bigger picture.
Administrative & Executive Virtual Assistant Support
We handle the details that quietly keep your business running, like email inbox management, follow-ups, scheduling, and all the behind-the-scenes tasks that can easily fill your day.
Think of your Virtual Assistant team as the calm, steady hand that keeps everything organized and on track. We manage deadlines, and keep communication flowing so you can stay focused on high-level strategy, growth– basically, the work that only you can do.
- Calendar Management
- Chat GPT + AI Optimization/Automation
- Editing + Formatting (AP, Chicago, MLA, business-style)
- Email Triage + Management
- File Organization (Dropbox, Box, OneDrive, SharePoint)
- Google Workspace + Microsoft Office Suite
- Meeting Prep: agendas, research briefs, minutes, action item tracking
- Membership + Community Management (Kajabi, MightyNetworks, Circle)
- Platform Management (Asana, ClickUp, Trello, Monday.com, Basecamp, Notion)
- Recruiting + HR Support
- Slack/Teams Channel Setup
- SOP Documentation
- Travel
Sales and Lead Generation
Sales success is built on timing, follow-up, and staying organized — and that’s exactly where our proactive VAs thrive. We handle the back-end of your sales process: updating CRMs, tracking leads, scheduling calls, preparing proposals, and managing follow-ups. Our support keeps your pipeline moving, so you can focus on building relationships, having meaningful conversations, and closing deals.
- Cold Outreach + List Building (Sales Navigator, Apollo, ZoomInfo)
- CRM (Salesforce, Zoho, HubSpot, GoHighLevel, Pipedrive, Copper, Keap, Insightly)
- CRM Pipeline (HubSpot, Salesforce, Zoho, GoHighLevel)
- Market Research, Pricing Studies + SWOT Reports
- Outbound Email Sequencing (Reply.io, Mailshake, Outreach.io, Woodpecker)
- RFP Support
- Proposals (Proposify, PandaDoc, DocuSign, HelloSign)
- Sales Funnel Monitoring (ClickFunnels, Kartra, Leadpages, ThriveCart)
- Sales Reporting + Pipeline Velocity
- Surveys + Feedback
- Trade Show + Events (we also provide in-person support — ask us more!)
Digital Marketing
Digital marketing gets overwhelming when you’re balancing content calendars, campaign launches, analytics, and multiple platforms. We step in to keep everything running in the background. Our sole job is to make sure your marketing machine hums along smoothly, while you stay focused on the other areas of your business.
- Blog Publishing
- Content Calendars
- Copywriting such as posts, blogs, newsletters
- Email Campaigns and Automations: MailChimp, iContact, ActiveCampaign, Constant Contact, Convert Kito, Klaviyo
- Graphic Support (Canva, Photoshop)
- Funnel Management, Lead Magnets + Landing Pages
- Podcast Management (guest outreach, scheduling, editing, publishing)
- Reputation Management: review monitoring, testimonial gathering
- Social Media Posting - LinkedIn, Instagram, Facebook, TikTok, X/Twitter, Pinterest
- Webinars: Zoom, GoToWebinar, WebinarJam, StreamYard
- SEO Basics: keyword research, monitor SEMRush/Ahrefs, backlink outreach
Personal Assistance
Life doesn’t stop when you’re running a business, and neither do we. Our personal assistance services take care of the everyday tasks that free up your mental load. Our job is to make sure that to-do lists get handled, and home life runs as smoothly as work life.
- Make travel arrangements, reservations, and appointment scheduling seamless
- Handle gift research, purchasing, and delivery for any occasion
- Oversee household management tasks, from service providers to maintenance follow-ups
- Organize personal calendars and coordinate family schedules
- Manage online orders, returns, and vendor communication
- Track important dates and reminders so nothing slips through the cracks
- Maintain digital or physical filing systems for important documents
- Assist with home maintenance scheduling and seasonal upkeep
- Schedule medical, dental, and wellness appointments for family members
Creative and Media
Creative touches are what make your ideas shine and help you stand out. Whether it’s designing branded graphics, polishing presentations, laying out proposals, or formatting documents so they look polished and professional, we bring the finishing details that elevate your work and make your message land the way you intended.
- Case Study + One-Pager Design
- Course Creation Support (Kajabi, Teachable, Thinkific, Podia – upload content, build modules)
- Media Kits
- Podcast Graphics (Headliner, Descript)
- Podcast Support: guest outreach, scheduling, editing, publishing
- Presentation Design (PowerPoint, SlideShare uploads, Google Slides, Prezi)
- Proofreading & Editing (decks, e-books, courses)
- Swipe Copy + Promo Kits
- Video Editing: trimming, captions, repurposing for reels/shorts
- Video Thumbnail + Cover Image Design (YouTube, social reels)
- Webinar Slide Deck Design + Run-of-Show Prep
Financial and Legal Support
Your business financials don’t have to be stressful. We keep your books organized and running, so you always have a clear understanding of your business’s financial position. When it comes to tracking expenses, managing invoicing, paying bills, or organizing documentation, our US-based Virtual Assistants will give you peace of mind knowing nothing is slipping through the cracks.
- Accounts Payable, Accounts Receivable
- Affiliate Management: ShareASale, Impact, Refersion
- Bookkeeping Software: QuickBooks, Xero, FreshBooks, Wave, etc.
- Budgeting and Reporting (P&L, balance sheets)
- eCommerce Support: Etsy, eBay, Shopify
- Grant Research + Application Support
- Invoicing, Billing + Collections
- Investor Deck Prep
- Paralegal Support (discovery organization and e-filing prep)
- Payment Processing: Stripe, Square, PayPal, Authorize.net
How we help
What's Included With Our Virtual Assistant Services
- A dedicated VA fully integrated into your team, working within your systems and with a company-branded email address.
- Complete support from your VA’s supervisor, who acts as your relationship manager.
- Live phone calls and meetings with your VA whenever you need.
- A trained backup VA, so you’re always covered during vacations or sick days — no service interruptions.
- Access to our extended team and specialized resources when you need extra support.
- Bulk discounts available for larger commitments.
Industry-Specific Virtual Assistant Support
Our Virtual Assistant team is experienced across a wide range of industries and platforms, giving you the confidence that we can meet your unique needs. Below are just some of the areas where we provide specialized support:
- Medical & Healthcare (HIPAA-Certified) – EHR support, Kareo, SimplePractice
- Legal Support – Clio, MyCase, PracticePanther
- Finance – Wealthbox, Redtail, eMoneyAdvisor, RightCapital, Morningstar Office
- Real Estate – kvCORE, LionDesk, RealtyJuggler, MLS updates, showing coordination, DocuSign
- Rental Property Management – Airbnb/VRBO listings, guest messaging, vendor coordination, review management
- Nonprofit – DonorPerfect, Bloomerang, Kindful
- E-Commerce – Shopify store setup, WooCommerce maintenance, Etsy SEO tags
- Course Platforms – Kajabi, Thinkific, Teachable, LearnDash
- Event Management – Cvent, Eventbrite, Splash
- SpeakerFlow Certified Support – ideal for speakers and coaches
TIPS
Tips For How To Get The Most From Your Virtual Assistant
- Set a rhythm for check-ins—whether it’s a weekly call or quick daily updates. Consistent communication keeps projects on track and builds trust
- Leverage Their Expertise. Ask them questions - a great VA is more than a task-doer. Ask for their input on tools, automations, or workflows—they often know shortcuts that can save you time and money.
- Think Long-Term Partnership - the more context your VA has about your goals and business, the better they can anticipate needs. Treat the relationship as a partnership, not just delegation, and the ROI multiplies.
- Identify the tasks that eat up your time but don’t require your direct involvement. Giving your VA the right priorities upfront helps them make an immediate impact.
- Set your VA up for success by giving simple instructions and clear expectations for each task. A quick Loom video, a short checklist, or a note on desired outcomes is often all it takes to ensure accuracy and consistency without eating up your time.
Get a Custom, Personalized Delegation Plan
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You don’t fix your workload problem by doing more yourself, but you can fix it with a delegation strategy.
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Answer a few questions and we'll map out what to delegate and what to keep.
Since this is customized, please expect to receive this back in a few business days.