• Calendar Management:  Schedule and confirm your appointments -- business meetings, sales presentations, networking events, lunch appointments.
  

• Word Processing:  Type, format, proofread, edit your business documents -- correspondence, memos, large typing projects, client reports, company manuals, manuscripts, business plans, any size project is acceptable.

• Transcription: Transcribe your business dictation, meeting minutes, interviews, and more.
  

• Liaison/Point of Contact:  Act as your liaison between prospects, clients, staff, team members, your corporate office, Board or committee members, or other business contacts as directed by you.
  

• Customer Assistance:  Respond to inquiries, mail out Welcome Packets, brochures, service/product information, and more.
  

• Recordkeeping:  Organize/scan your expense receipts, reconcile your credit card statements, track your income and expenses, prepare your expense reports, and more.
  

• Speaking Engagements/Interviews/Conferences:  Coordinate your speaking engagements, type/send your biographical information, schedule PR interviews, complete conference/seminar registrations, coordinate travel details, prepare presentations/handouts, and more.

• Contacts Database Management:  Create/maintain your databases of business contacts, prospects, sales leads information, sales activity, etc. in Excel, Outlook, ACT!, or through our unique card sending system.
  

• Research Assistance:  Conduct research, compile data, prepare summary reports, search public records, price comparisons, and more.
  

• Vendor Management/Purchasing Assistance:  Manage in-state or out of state vendors (procure, order, and arrange for delivery of products and services to any location), and more.

• Travel Arrangements/Coordination:  Research flights, hotels, car services for availability and pricing; coordinate travel bookings through your Travel Agency, prepare detailed trip itineraries, organize travel details information, administer and monitor Frequent Flyer and Travel Rewards Programs, coordinate trip activities schedule, and more.
  

• Meeting Preparation/Coordination:  Schedule/coordinate/organize your weekly and monthly meetings with clients, vendors, staff, Board/Committee members, business prospects, colleagues, partners, team members, and more. Assist with preparing and organizing agendas, meeting materials, presentations; send out meeting notices, confirm attendees, arrange for catering, etc.

• Report Generation/Spreadsheets/Data Entry:  Monitor/reconcile/maintain your budget reports and quarterly forecasting reports, create/maintain/submit your sales reports, inventory reports, business management reports.

• Invoicing:  Prepare your client invoices,follow up with your clients regarding payment; maintain client records.

Office Management Support 

• Order office supplies, postage, business stationery, envelopes, business card;
• Receive and send faxes;
• Scan documents and convert to PDF format;
• Assemble binders; GBC spiral bound presentations for meetings or workshops;
• Work with copier/printing service to coordinate large copying or printing projects;
• Mailing/shipping services (FedEx, UPS, Certified Mail)
• Set up post office box, retrieve, sort, and forward mail. 

Personal Assistance

• Book reservations:  Lunch, dinner, spa, golf tee time, tennis court time, etc.
• Schedule Appointments: Medical, car, pets,  household services, hair/nails.
• Errand service (local clients only): Dry cleaners, pharmacy, grocer, etc.
• Greeting Cards/Gift Services: Birthdays, anniversaries, thank you's, sympathy, get well,, thinking of  you, event invitations, online shopping, etc.
  

Meeting/Event Planning Assistance 

• Coordinate logistics for off-site meetings, company events, training sessions, conferences, seminars, group meetings, etc.
  
• Assist with preparation of slides, handouts, presentations
  
• Mail out invitations or flyers 
• Typeset, print, assemble, mail, distribute meeting agenda, meeting materials, handouts to meeting attendees
  
• Prepare attendees roster; create name tags/tent card
  
• Manage registrations/RSVP's
  
• Coordinate speakers arrangements; assist with travel arrangements for attendees and/or speakers.
  
• Work with Meeting/Event Planner for large events.
  
• Enter attendees/new leads into contacts data base
  
• Transcribe recording of meeting or event
  
• Follow up with attendees/leads after meeting/event.

Committee, Board, or Advisory Council Support

• I can provide administrative support to assist you with your duties as a member or officer of a committee, board, or advisory council you may belong to. I can also provide support to the committee, board, or advisory council itself if needed.

Project Management 

• Assist with organizing, coordinating, managing special projects;
• Provide assistance to a project team, or work as a team member on a specific function.

• Coordinate direct mail campaigns.
  
• Create merge letters, envelopes, labels, print, collate, insert, post, deliver to post office.

Relationship Management/Client Retention Campaigns

• I can help you stay in touch with clients and prospects, set up and manage your marketing campaigns, and even show you how to automate the process using a unique card sending system. The "Stay in Touch" Program will help you maintain customer loyalty, attract new clients, and foster long-term customer relationships through repeat business and referrals.
  

If you don't see a particular service you are looking for, just ask! With my extensive administrative experience and training, chances are I can do it!  But if I can't, I will be happy to help you find someone who can through my network of very talented and competent Virtual Assistant colleagues.

Top of Page