Me as a Virtual Assistant – Crazy! Huh?

Well, maybe not so Crazy.

I’ve been doing some research on what a Virtual Assistant is, what they do, and how they are expected to work and I’ve learned some things:

• Virtual Assistants (VA) need significant experiences in one or more fields and functions in an environment. VAs can be effective in the home, an office, a public arena, as back-office workers and, perhaps, many other scenarios.
• VA’s can work very effectively in remote settings or as a hybrid resource for someone or as an On-Site Only resource. A lot of those choices depend very heavily on the circumstances of the assistance needed.

My latest brainstorm list of services I can provide set their own scenario:

VA Offerings from BG:

June 18, 2024

1. Administrative Support:
   1. Manage Inboxes
      1. Identify Priorities, Due Dates, Meeting Invitations, Events
   1. Calendar Management
      1. Scheduling, Inviting, Coordination OR Re-Scheduling
      1. Manage Appointments and Deadlines
   1. Document Management
      1. Take Minutes if Attending
         1. Create, Follow up on To Do / Action Item Lists
      1. Create:
         1. Agenda,
         1. Concept Drawings / Presentations
         1. Track Complaints, Follow up plans, progress / issues
2. Customer Services
   1. Manage Customer Inquiries / Follow Up / Action Plans
   1. CRM (Zoho, SalesForce, other…?)
      1. Customer Records
         1. Demographics
         1. Call / Follow Up Schedules
         1. Reports, Metrics
3. Marketing / Social Media Support
   1. Monitor Social Media activities
      1. Escalate Issues, Feedback (Positive or Negative)
         1. Produce follow up / repair actions
      1. Report Metrics
      1. Engaged with supportive groups
4. Technical Support
   1. Business Continuity / Disaster Recovery Plan Assistance
   1. Up-Time Reporting
   1. Down Time Response Team
      1. For Communication
      1. For Social Media Repair dialogs
   1. Collect software support requests
      1. Feature defense / change requests
      1. Prepare / Coordinate / Deliver Usage / Feature Training
5. Financial Support
   1. Develop / Collect Receivables / Payables transaction details
   1. Research Market / Customer Trends
      1. Suggested change / new offerings
   1. Categorize Expense Transactions
      1. Deductible Tax Reporting / Over Time
6. Project / Task Management
   1. Coordinate Tasks / Teams
   1. Monitor Progress with or without schedules / plans
   1. Report Status / Issues
   1. Coordinate Meetings
      1. Status
      1. Issues, Risks
      1. Finances
      1. External / uncontrolled influence / delays

And my initial Marketing offering goes like this:

Email Inbox Services

How many emails do you have in your Inbox(es)? Do you think you could get it down to Zero even for just one night?

My eMail Management services can review your Inbox content and do several of the following to each of them, and therefore, moving you closer to an “Empty Inbox” for at least one night, maybe more:

1. Respond to them depending on your guidelines
   1. From >
   1. Age of Entry >
   1. Spam, Scam, Blind Marketing, Can’t Believe Offers, …
   1. Realistic topics within YOUR Business Interests
2. Set Follow Up Schedule(s) in Calendar(s)
3. Delete Junk and Spam
4. File each in appropriate folders
   1. Could organize by Prospect perspective:
      1. New Contact
      1. Prospect in Discussion
      1. Scoping / Proposing
      1. Lost and Why
      1. Won and What’s Next
      1. Work In Process
      1. Re-Selling
      1. Inactive but…
   1. Or we could organize these emails by Product Life Cycle:
      1. Product / Service in Development (new offering)
      1. Test Marketing
      1. Offered with Marketing / Advertising
      1. Customer Interest
      1. … see Prospect Perspectives
   1. Or some other filing focus
      1. TBD