SERVICES

The General VA (GVA)

That one person that you can lean on to help you, day to day, more so than any other employee. They are true time savers! If you don’t have one on board in your business yet – get one now!

ROLE: GENERAL VIRTUAL ASSISTANT

(GVA)

WHAT WE DO

Email & Schedule Management Tasks

One of the biggest time wasting things you do is check your email. Working with your VA to handle your email, as well as things like your calendar is essential to becoming more productive in your business.

Filtering Emails / Wanted and Unwanted Promotional Emails.

Check company Spam Folder once a day to find and retrieve non-spam

Database Building

Enter new customers or orders into CRM

Answering Customer Service

Emails /Tickets

Sending of Greetings eCards,

Event Invitations, etc.

Reminder Services

Check Emails Regularly

Utilize templated email responses for all common email Inquiries

Update contacts and encode meeting notes in the CRM.
Review new contacts daily: delete spam and correct name capitalization.
Ensure mobile numbers are properly formatted for SMS.
Remove subscribers who requested to be removed.
Identify hard-bouncing emails and contact them via call/SMS for updated emails.
If mail is returned to sender, call/SMS to obtain a new postal address.

Monitor CRM for slipping leads and alert the manager.
Update CRM with meeting notes and outcomes after meetings.
Create new customer lists for future marketing campaigns when needed.
Help prepare labels for mail-outs with the team.
Send a weekly report with the number of new leads.
Collaborate with the manager to identify activities that can be automated.
Assist in planning and building auto-responders once trained.

Calendar Management

Schedule meetings (online and in person)
If the meeting is off-site, block the travel time and link to map
Reconfirm meetings 24 hours prior to the appointment
Book travel and accommodation and enter travel dates
Book Restaurants and enter in calendar
Put staff birthdays in calendar and add an auto reminder

Project Management

Encode all new tasks into Project Management system (Asana/Teamwork/Trello/Planner)
Check Tasks daily and update status
Oversee manager’s task list and keep it updated
Project Management Between You and your Team members

Customer Service

Answer incoming phone calls and assist with enquiries
Check company voicemail 3-4 times per day and call back or forward to manager
Make outbound phone calls to leads and customers
Check messages from all social media and reply or forward to manager
Chat Support
Personally thank everyone who left a review
Send clients Happy Birthday messages

Systems

Add training links to each item in mind map
Create a system in Google Sites and SharePoint for every new task
Document each system in Google Sites-from training videos provided by the principal
Create a 1 page flowchart from each system

Attend meetings with the manager and take minutes.
Organize and properly label files in Google Drive.
Review feedback forms and summarize key findings.
Arrange gifts or hampers for VIP clients.
Prepare, send, and follow up on invoices and outstanding payments.
Assist with onboarding new customers.
Transcribe video and audio files.
Prepare online meeting minutes, reports, forms, and document templates.
Perform receptionist duties, including voicemail checks and sending invoices.
Purchase gifts for staff, customers, family, or friends when needed.
Prepare training materials and help train new virtual assistants.
Track deadlines and deliverables.

Being organized is a key to being productive. Your VA can help you systematize and put processes in place to help your business become more organized.

Organize Google Drive and SharePoint, ensuring files are properly labeled.
Perform data entry and build databases.
Create and manage spreadsheets.
Prepare PowerPoint or Keynote presentations.
Convert, split, and merge PDF files.
Create document templates.

Basic Bookkeeping (XERO, MYOB, & QuickBooks)
Track expenditure compared to budgets
Manage the sending of invoices and receipts to clients

Create job descriptions and ads for new hires.
Post job ads on relevant job boards and sites.
Review and filter job applicants.
Assist with onboarding new employees.
Set reminders for staff birthdays, work anniversaries, and performance reviews.

Research target markets, competitors, industry trends, and new technology tools, and summarize findings.
Research awards competitions and prepare submissions.
Research suppliers, create briefs, and request three quotes.
Conduct data mining, development, and lead generation.

Identify and list potential referral partner businesses.
Reach out to businesses to establish referral partnerships.
Make outbound sales calls to find new customers.
Monitor Facebook Ads and report results.

What We Offer with Our Business Builder Services

Tailored Lead Generation Solutions: We create customized strategies based on your target audience checklist, helping you identify and connect with your ideal customers effortlessly.
Expertly Trained Virtual Assistants: Our VAs, trained by industry leaders, are equipped to deliver high-quality, actionable leads to grow your business.
Fast and Efficient Lead Delivery: With each VA capable of generating 10-15 qualified leads per hour, we ensure consistent results to enhance your sales pipeline.
Proven Lead Generation Strategies: Leverage tested methods and best practices designed to help you attract the right clients and drive business growth.
Fully Managed VA Support: Our team handles all the details, providing a seamless, stress-free service that guarantees reliability and productivity.

Ready to boost your business with high-quality leads?

Book a consultation with Cathy, our onboarding manager, to discover how our Business Builder Services can drive measurable results for your business.

Business Builder Lead Generation

Simple Tasks:

Tailored Lead Generation Solutions:

Researching and identifying potential clients based on your target audience checklist
Collecting and verifying accurate contact details
Building prospect lists and updating CRM systems

Lead Engagement & Outreach:

Building prospect lists and updating CRM systems
Following up on initial outreach to warm up leads
Scheduling calls or appointments with interested prospects

Proven Strategies & Reporting:

Utilizing industry-tested methods to maximize lead quality
Tracking and reporting on lead generation performance
Optimizing strategies based on data insights to improve conversion rates

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ROLE: REAL ESTATE VIRTUAL ASSISTANT (REVA)

Support and manage templated websites and listing management.
Manage buyer MLS searches and enter properties into MLS and other databases.
Prepare preliminary CMA drafts.
Handle CRM and social media integrations.
Assist with listing and personal marketing, and prospecting.
Set up property showings.
Manage transactions.
Call expired listings and FSBOs to set listing appointments.

As you can see, the list of tasks that your Virtual Assistants can handle for you is very diverse. The fact is that working with VA’s has gone far further than most people ever thought possible. It’s more than just filtering email and managing your social media. It’s about business growth. It’s about Working on your Business instead of Working in your Business!

WHAT THEY'RE SAYING

Client Testimonial

Property management is getting a larger role in my revenue stream, both on my own rentals as well management for others. The first 5 days of the month are crucial to the well-being of the business. Both Mae and Raya have contributed in better rent collections, especially with the reimbursement claims of unpaid rents from government decrees.

All I can say is that Mae has become an indispensable member of my team. Raya is showing good progress to become one.

Shawn Luong

you guys are such a joy to have in my corner and thank you for all that you do in supporting the GLOW staff because without you they wouldn’t want to come to work and be the exceptional service staff that they are. Good teams are led by good leaders and that is what you are.

All that you do doesn’t go without notice, and we are thankful for all of the hours that you tirelessly put in to learn, to make this business run more smoothly, and to allow our guests the pleasure of staying at home away from home.

Shani Taylor

Go To Testimonials >

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