Virtual Assistants




    

    

Virtual Assistant Questionnaire


I am serious when it comes to helping you grow your business.  In order for me to serve you better and help you reach your goals, please fill out the above questionnaire.


Virtual Assistants are able to assist you with your business needs including:

Virtual Support Services
• Professional Live Phone Answering
• Voicemail
• Fax/Scan Documents
• Conference Room & Meeting Space Rentals

Administrative Support
• Full Administrative Services
• Email Organization/Review
• Travel Arrangements
• Phone Support

o Answering & Screening
• Coordinate Conference Calls & Follow-up Calls
• Coordinate Appointments & Meetings
• Correspondence Preparation
• Filing
• Archiving Files
• Calendar Management
• Database & Data Entry
• Build Spreadsheets (Excel)
• Presentations (PowerPoint or other format)

• Generate Reports
• Mail Management & Forwarding
• E-letter Campaigns
• Follow-up & Thank You Letters/Cards
• Website Content Updates & Management
• Blog Posts
• Personal Assistance
o Order Supplies


Financial & Bookkeeping
• Accounts Receivable
• Accounts Payable
• Invoicing
• Vendor Payments
• Record Keeping for Tax Organizations
• 1099s
• Create Time Tracking Systems
• Create Project Tracking Systems
• Budget Creation
• Financial Reports
• Create Cash Flow Tracking Mechanism
• Monitor Cash Flow

• Training

o Announcements

o Invitations

o Thank-You Letters
• Manage Guest Lists
• Receive & Track Responses