Administrative Support

Are you proofreading and formatting a proposal instead of meeting with a potential client? Are the business cards from your last networking event still sitting in a pile on your desk instead of being uploaded to your CRM or newsletter list? Did you show up for an appointment only to find out the person you were meeting forgot?

Our virtual assistants can take these tasks and more off your hands!

Word Processing/Document Preparation

  • Assemble text
    • Text may be provided in electronic or hard copy form, handwritten or typed
    • Cut-and-paste from several sources
  • Insert tables and graphics
  • Prepare cover page and table of contents
  • Ensure consistent formatting throughout the document
  • Create boilerplate text and checklist for repetitive documents
  • Prepare single and multi-recipient letters, using mail merge when possible
  • Convert documents to PDF format

PowerPoint Presentations

  • Prepare basic slides
    • Text may be provided in electronic or hard copy form, handwritten or typed
    • Cut-and-paste from several sources
  • Insert graphics
  • Add animations
  • Use client provided template or create using client logo

Proofreading/Editing

  • Read for typographical and grammatical errors
  • Use Microsoft Word “Track Changes”
  • Read for clarity
    • Use “Comment” feature when suggesting changes to text
  • Ensure consistent formatting throughout the document

Spreadsheets

  • Create and maintain simplified database in Microsoft Excel
    • Sort and filter data based on client needs
    • Use as database for Microsoft Word “Mail Merge” functions
  • Prepare spreadsheets for statistical analysis

Customized Support Services

  • Calendar management – access to client’s calendar is necessary
    • Arrange appointments and reservations
    • Confirm and re-schedule appointments as needed
  • Manage and maintain document library
  • Interface with others on behalf of the client
  • Arrange delivery of documents via local courier or FedEx
  • Contract for professional printing and binding of documents
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