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Ways You Can Use A Virtual Assistant
BOOKKEEPING
- preparing and sending invoices to clients
- entering monthly transactions into bookkeeping
software
- reconciling bank, credit card, and other account
statements
- sending reminders for paying bills on their due
dates
- writing and preparing checks to be signed to
pay bills
DATABASE
MANAGEMENT
- entering business card data into a database
- sending an introductory letter to new prospect
leads
- sending scheduled marketing pieces to clients
and prospects
- tracking marketing efforts and summarizing the
results in a report
- sending regular follow-ups, reminders, and communications
to clients
- calling people for missing contact information
- sending fax and email broadcasts
DESKTOP
PUBLISHING
- designing and printing brochures and business
cards
- creating flyers, price lists, and other marketing
documents
- laying out, printing, and mailing regular client
newsletters
- preparing professional-looking certificates for
seminar participants
- printing labels using company logos or clip art
INTERNET
SERVICES
- maintaining a newsletter subscription database
- posting announcements and newsletter issues to
the list
- performing an internet search for an item or
piece of information
- editing or uploading new information to a website
MAIL
AND EMAIL SERVICES
- retrieving email and mail, sorting, and getting
rid of junk
- responding to routine email requests
- forwarding items of importance to the client
for attention
- tracking and forwarding urgent issues while client
is out of town
- preparing packages and mailing out products as
orders arrive
MARKETING
SERVICES
- sending out the appropriate sales brochures for
inquiries
- creating and mailing a customer feedback questionnaire
- tracking the responses to this questionnaire
- summarizing the responses and suggestions in
a report
PERSONNEL
SERVICES
- sending reminders for annual performance reviews
- preparing or updating resumes and introduction
letters
- reviewing resumes and summarizing each in a short
biography
- sorting resumes for a job according to pre-arranged
criteria
PRESENTATIONS
- preparing PowerPoint slides from sketches of
diagrams and charts
- sending questionnaires to seminar participants
before the talk
- tracking completed questionnaires and calling
non-responders
- summarizing the questionnaire results in a report
RESEARCH
- researching potential locations for an upcoming
seminar
- finding which locations have the appropriate
dates available
- finding which can accommodate the size and type
of event
- researching the services available (decorating,
food, entertainment)
- obtaining written quotes and specifications from
each location
- monitoring periodicals and clipping articles
of interest
- visiting the library to copy specific articles
SECRETARIAL
SERVICES
- confirming upcoming appointments
- scheduling or rescheduling appointments
- getting directions for a meeting or appointment
- storing back-up computer tapes for safekeeping
- tracking birthdays, anniversaries, and other
important dates
- sending out the appropriate cards or gifts for
special events
- managing lists of necessary office supplies and
ordering refills
- coordinating air travel, car rental, and hotel
reservations
TELEPHONE
AND FAX SERVICES
- receiving phone calls while a client is out of
town
- forwarding important messages that require immediate
attention
- retrieving voice messages and responding to routine
requests
- receiving and handling faxes while a client is
out of town
TRANSCRIPTION SERVICES
- typing letters and memos from tape or handwritten
notes
- typing legal transcripts from cassette tape
- typing medical reports from tape or handwritten
notes
WORD
PROCESSING
- typing handwritten notes from a meeting or seminar
- typing letters, printing on stationery, addressing,
and mailing
- proofreading, editing, and checking spelling
/ grammar
- laying out larger documents
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