20four7VA

Video Editor

• Edit recorded podcast episodes using Riverside and Descript
• Produce polished video and audio assets aligned with existing brand guidelines
• Create short-form promotional content, including short video clips and magnetic clips
• Manage guest outreach reminders and follow-ups using existing email templates
• Support podcast guest pitching outreach via email
• Send a limited volume of outreach emails per week (approximately 2–3 emails per week)
• Update outreach status in Notion trackers, including contacted, responded, booked, recorded, and closed/no response
• Coordinate with partially automated systems such as Acuity, MailerLite, and Riverside
• Support outreach tasks temporarily while full automation is finalized

Podcast Video Editor, Outreach Support VA

Executive Assistant

• Manage and maintain the organization’s HubSpot CRM system
• Optimize CRM structure to improve data organization and workflow efficiency
• Monitor system performance and ensure data integrity
• Provide technical support for company website enhancements, including layout modifications and content updates as needed
• Configure and improve HubSpot pipelines, workflows, and automations
• Audit existing HubSpot setup and recommend improvements
• Create and maintain custom dashboards and reporting tools
• Build reports that provide insights into marketing, sales, and patient engagement
• Implement workflow automation to improve operational efficiency
• Document CRM workflows, processes, and system configurations
• Provide continuous support for CRM updates and improvements
• Troubleshoot system issues and recommend solutions
• Suggest best practices for CRM utilization and automation.

HubSpot CRM Specialist, Technical Virtual Assistant

Customer Success Manager

• Lead the end-to-end migration of business systems, potentially from WeTravel or other platforms, into a new CRM.
• Build and configure a fully functional CRM from scratch, tailored to real-world travel operations.
• Map and transfer all relevant data, including client information, itineraries, payments, and supplier information.
• Ensure data integrity, accuracy, and proper organization throughout the migration.
• Customize CRM fields, workflows, and pipelines to reflect the business’s actual processes.
• Analyze and translate complex travel operations into a logical, scalable system.
• Design workflows that accommodate group trips with individual variations, layered logistics, and household-level client communication.
• Manage both the user interface and backend configurations of the CRM.
• Implement automations, integrations, and reporting tools to support efficient operations.
• Clean, organize, and validate existing data before migration.
• Provide hands-on training to the owner and key stakeholders.

CRM & Operations Systems Specialist

Lead Generation

• Conduct outbound calls to prospects from CRM pipelines and lead generation sources
• Reconnect with past leads and customers who were not previously reached
• Follow up consistently with leads through phone, email, and text messaging
• Engage prospects in conversational outreach rather than aggressive sales tactics
• Schedule appointments for the internal sales team when qualified prospects express interest
• Update CRM records with call notes, statuses, and follow-up actions
• Track outreach attempts and ensure consistent follow-up sequences
• Maintain organized communication records across the client database
• Reach out to past customers to inform them about new services, offerings, or promotions
• Maintain regular communication to keep the company top-of-mind with prospects and existing clients
• Provide daily activity updates including number of calls, contacts reached, and appointments scheduled
• Coordinate with internal team members to ensure appointments and follow-ups are properly managed.

Lead Nurturing, Appointment Setting Virtual Assistant

Community Manager

• Seek a highly organized and professional Community Management Virtual Assistant to support a Community Manager in the Property Management / HOA sector
• Directly manage a portfolio of accounts
• Communicate directly with Boards of Directors
• Produce work orders/service requests subject to policy
• Collect and process ARC requests where applicable
• Coordinate access for service providers as required to complete service requests
• Send invoices to Accounts Payable
• Monitor and process clubhouse reservations
• Assist with special projects as requested by the Regional Vice President or Regional Director
• Draft, proof and send communications to the boards and communities, including Issue Eblasts through software
• Prepare for Board meetings and Annual Meetings
• Track and organize meeting proxies and ballots
• Schedule and set-up conference room meetings
• Maintain community contacts for Associations
• Build and maintain productive relationships with other departments within the company
• Monitor and respond to email correspondence for personal and regional inboxes

• Handle inbound homeowner calls and outbound follow-ups to warm leads
• Follow provided scripts, qualify leads, collect discovery information
• Schedule estimate or quote appointments based on the client’s calendar
• Assist with basic off-call administrative support such as lead follow-up
• Accurately update the CRM with call notes and appointment status
• Pass qualified leads to the next team member for further steps

Front Desk, Appointment Setting Virtual Assistant

Performance Marketing

• Manage and optimize digital advertising campaigns across Google Ads, Facebook & Instagram (Meta), LinkedIn Ads, YouTube Ads, and TikTok Ads
• Monitor campaign performance and optimize for conversions, ROI, and lead generation
• Conduct keyword research, audience targeting, and A/B testing
• Analyze data and provide actionable insights and reports
• Manage ad budgets and ensure efficient spend allocation
• Collaborate with the team to align campaigns with overall marketing goals
• Stay up-to-date with platform updates, trends, and best practices

Paid Ads Specialist – Google, Meta, LinkedIn, YouTube

• Provide marketing and administrative support with a strong focus on newsletter management
• Manage and send weekly newsletters using Mailchimp
• Format content, schedule campaigns, and ensure timely delivery
• Maintain and organize subscriber lists as needed
• Manage and organize the client’s Google Calendar
• Help filter and manage incoming meeting requests and business inquiries
• Schedule calls, appointments, and podcast-related meetings
• Assist with YouTube content, including clipping and organizing podcast segments
• Support basic content repurposing for social media platforms
• Assist with other administrative or marketing-related tasks as needed

Marketing & Administrative Virtual Assistant, Podcast Support

• Support a U.S.-based credit repair and funding business by managing the credit dispute process for active clients
• Perform credit disputes for clients according to company processes and compliance standards
• File, track, and update disputes using DisputeBox software
• Ensure dispute metrics are completed accurately and on time
• Maintain organized records of all dispute actions and client activity
• Manage dispute workflows for multiple clients simultaneously
• Keep client files updated with accurate dispute status and documentation
• Follow clearly defined instructions and workflows provided by the business owner
• Assist in documenting processes during training to support future onboarding or scaling
• Communicate clearly regarding task completion, updates, or issues

Credit Repair Dispute Virtual Assistant

Customer Support

• Answer inbound customer calls professionally and courteously.
• Respond to missed calls promptly and return customer inquiries.
• Provide basic service information and address customer questions.
• Ensure all interactions reflect a positive and professional brand image.
• Schedule service appointments and estimates.
• Manage and organize the client’s calendar to avoid conflicts.
• Confirm, reschedule, and follow up on appointments as needed.
• Send reminders to customers prior to scheduled visits.
• Monitor and manage the business email inbox.
• Respond to customer inquiries in a timely and professional manner.
• Follow up with incoming leads via phone, text, or email.
• Track and update lead statuses within the CRM or tracking system.
• Manage the company’s Google Business Profile, including responding to reviews and messages.
• Perform data entry and maintain CRM records.
• Help maintain efficient workflows and organized communication.

Customer Service, Administrative Virtual Assistant

Web Designer

• Design and build a clean, user-friendly website that includes: A portfolio-style showcase of rental properties, categories for different rental types, a lead capture system for potential renters, mobile-friendly and responsive design
• Create a clean, modern layout that highlights property listings
• Implement lead capture forms for rental inquiries, corporate housing requests, and integrate contact forms that send leads directly to the broker
• Optimize website for search engines (SEO) and ensure fast loading speed

Real Estate Web Designer, Developer

• Research potential residential and light commercial renovation leads.
• Help identify property owners, neighborhoods, or target groups that may be a fit for renovation services.
• Build simple prospecting lists for outreach efforts.
• Make outbound calls to prospective leads.
• Introduce the company’s renovation services and attempt to generate interest.
• Help move promising prospects toward a phone call or meeting with the client.
• Schedule appointments or consultation calls with qualified prospects.
• Maintain organized notes on outreach activity and responses.
• Assist with basic follow-up efforts to keep prospects moving.
• Help organize and track who has been contacted and what next steps are needed.

Lead Generation & Outreach Virtual Assistant

• Provide day-to-day back-office operational support
• Manage and maintain outreach campaigns across sales engagement and automation platforms, including list building, sequencing, and A/B testing
• Research and build targeted prospect lists aligned with the firm's ideal client profiles
• Monitor campaign performance metrics and prepare weekly reporting for the team
• Maintain CRM data hygiene and ensure lead and client records are accurate and up to date
• Support the scheduling and coordination of business development demos and introductory calls
• Assist with outreach messaging and template refinement
• Manage administrative coordination across internal teams
• Handle document preparation, editing, and organization
• Manage DocuSign workflows and related documentation
• Support internal process improvement and task prioritization
• Use AI tools (Claude, ChatGPT, or similar LLMs) to generate and refine:
• Custom candidate Visual Resumes following the firm's standardized methodology
• Job descriptions sourced from client meetings, transcripts, and briefing notes
• Client briefing documents summarizing search strategies, benchmarks, and compensation
• Perform quality assurance on AI-generated outputs, including:
• Cross-referencing AI outputs against source documents (resumes, interview transcripts, recruiter notes) to catch hallucinations or inaccuracies
• Verifying the accuracy of skills, experience, job titles, and achievement claims
• Editing grammar, clarity, and writing style to ensure a professional tone
• Ensuring content is concise, relevant, and client-ready
• Help optimize AI prompts and workflows over time
• Prepare Visual Resumes for shortlisted candidates by gathering candidate information from resumes, interview transcripts, and recruiter notes
• Create candidate summaries, skill breakdowns, and key differentiators for each profile
• Help prepare job briefing pages for clients, including search strategies, compensation benchmarks, and role overviews
• Maintain and update Visual Resume templates as the format evolves
• Track Visual Resume turnaround times and flag any bottlenecks in the production process
• Book interviews and meetings across multiple time zones
• Coordinate calendars and ensure correct time zone alignment
• Populate meeting links and ensure accurate scheduling
• Communicate with candidates and internal stakeholders as needed
• Assist with reference check coordination and follow-up
• Perform database clean-ups and profile enrichment
• Tag, update, and organize candidate and client records
• Maintain internal knowledge base, project management pages, and shared file structures
• Assist with ad-hoc projects during slower pipeline periods
• Identify opportunities to improve internal processes and workflows through automation or AI-driven solutions
• Support evolving operational needs as the firm scales

Operations & Business Support Virtual Assistant

• Support loan processing and compliance-related administrative tasks
• Assist with the preparation, completion, and distribution of required mortgage forms and notices
• Ensure accuracy and completeness of borrower information before documents are issued
• Track application statuses and follow up on missing or required documentation
• Maintain organized digital records and file management systems
• Communicate professionally with internal team members regarding form status and compliance needs
• Adhere to mortgage industry timelines and documentation standards

Mortgage Virtual Assistant

• Perform accurate data entry across internal systems
• Maintain and organize digital files and office documents
• Upload and manage job-related documents in CRM
• Ensure all job records are complete and properly documented
• Manage and update JobTred CRM daily
• Upload photos, documents, and job details into CRM
• Audit jobs to ensure completeness and accuracy
• Track job progress and maintain organized pipelines
• Monitor and respond to emails as needed
• Organize inbox and flag priority items
• Manage scheduling using Outlook calendar
• Coordinate appointments and internal schedules
• Assist with project coordination tasks
• Support internal team with administrative follow-ups
• Help ensure smooth communication between office and field
• Assist in sending invoices
• Record expenses and maintain logs
• Schedule bill payments (as directed)
• Coordinate with internal accounting when needed