20four7VA

Administrative Assistant

• Engage with potential patients acquired through marketing initiatives
• Handle appointment scheduling and follow-ups
• Confirm attendance for events and scheduled consultations
• Assist patients with accessing and navigating the patient portal
• Coordinate and schedule appointments as needed (virtual appointments only)
• Respond to patient portal messages (training will be provided)
• Serve as the main point of contact for patients throughout their health journey (system training will be provided)
• Maintain strict adherence to HIPAA guidelines and protect patient privacy at all times
• Complete required HIPAA training prior to handling any patient information (can be provided by the employer if not already trained)
• Post content on company social media channels (content information is already available; the role is to make it visually appealing in Canva using company colors and fonts and post 3 times per week)
• Create simple graphics or posts using Canva (training will be provided; no previous experience required)
• Support general content generation and posting schedules

Patient Engagement & Administrative Support Specialist

Operations

• Assist leadership by organizing operational processes and ensuring nothing is overlooked.
• Maintain an accurate and organized CRM database.
• Manage task lists, deadlines, deliverable tracking, and project dependencies across publishing and events.
• Support annual ranking and data collection projects.
• Assist with event promotion workflows and RSVP tracking.
• Manage submission intake, including photos, bios, and article files.
• Organize inboxes, filter communication, and maintain calendars.

Executive Operations Assistant, Bilingual

Program Manager

• Organize digital files, documents, and shared drives into a clear, structured system.
• Consolidate existing leadership, coaching, and parenting program resources into a centralized internal resource library.
• Create simple SOPs, trackers, and workflows to support ongoing operations.
• Assist with managing and organizing intellectual property using secure file-sharing practices.
• Schedule and manage workshops, sessions, and programs using tools such as Eventbrite, Evite, or similar platforms.
• Coordinate event listings across community forums, calendars, and relevant platforms.
• Maintain a consistent cadence for event scheduling and promotion.
• Support attendee follow-ups and basic communication workflows.
• Assist with promoting workshops and resources through social media, email, and other methods.
• Schedule posts, announcements, and reminders to ensure consistent visibility.
• Help create and organize promotional materials and messaging templates.
• Maintain reminders and follow-up tasks. (optional)
• Assist with lead communication tracking.
• Provide regular updates on completed work, upcoming tasks, and system improvements.

Administrative & Program Operations Virtual Assistant

Ecommerce

• Respond to customer inquiries via email and Zendesk ticketing system
• Provide accurate and professional support regarding products, orders, shipping, returns, and marketplace policies
• Assist customers with damaged, incorrect, or missing items
• Guide customers through return, refund, and reshipment processes
• Act as the intermediary between customers and vendors
• Communicate with vendors to resolve order issues or obtain required documentation
• Maintain accurate records of customer interactions and case resolutions

E-commerce Customer Support Virtual Assistant

Executive Assistant

• Make outbound cold calls to potential referral sources such as sleep doctors, primary care providers, physical therapists, etc.
• Generate, build, and manage an email list of leads from referral sources
• Conduct follow-ups with patients to answer frequently asked questions and assist with treatment progression
• Monitor and manage the practice's inbox, respond to patient queries, and schedule appointments
• Maintain accurate call records and lead information in the system
• Research local organizations or businesses for potential partnerships and outreach opportunities
• Help organize information for billing and coordinate with the client's existing medical billing support

Healthcare Business Support Virtual Assistant

• Handle client calls and provide general information
• Prepare accurate estimates and quotes
• Coordinate residential renovation projects
• Perform light bookkeeping tasks and assist with administrative tasks

• Perform accurate data entry into the client’s medical billing system
• Post all insurance payments, invoices, and billing adjustments for assigned accounts
• Enter billing data using CPT codes or based on provided instructions
• Conduct audits and coding reviews to ensure accuracy and compliance
• Assign codes for all services rendered and research additional information for complex or unusual cases
• Close daily payment batches and assist with payment and statement reconciliation when required
• Initiate and prepare counters for rejected or denied claims
• Endorse counters and submissions to the appropriate internal point person
• Edit and adjust claims as needed to correct errors
• Submit claims and counters accurately and on time
• Maintain a list of queries and missing information needed to complete invoicing
• Ensure all billing records are accurate, organized, and up to date

Medical Billing Virtual Assistant

Performance Marketing

• Create, manage, and optimize Facebook Ad campaigns
• Build and manage marketing funnels to improve lead conversion
• Utilize GoHighLevel (GHL) for CRM, automations, and funnel management
• Monitor ad performance and recommend optimization strategies
• Collaborate with the client to align campaigns with business goals
• Assist with additional marketing tasks as needed

Marketing VA – Facebook Ads, Funnels

Video Editor

• Edit long-form video content (full episodes, interviews, or training videos)
• Splice, trim, and clean raw footage into finalized videos
• Ensure smooth transitions, pacing, and overall video quality
• Add basic text overlays, graphics, and light effects as needed
• Organize video files and manage revisions based on feedback

Video Editor – Long-Form Content

• Write blog posts, website copy, landing pages, product descriptions, email newsletters, and social media captions
• Adapt tone and style based on brand voice, platform, and target audience
• Ensure content is clear, engaging, and conversion-focused
• Conduct topic and keyword research using credible sources
• Assist in content strategy development and editorial calendar planning
• Edit and proofread all content for grammar, clarity, consistency, and accuracy
• Optimize content using on-page SEO best practices (keywords, headers, meta descriptions, internal linking)
• Upload, schedule, and manage content using CMS platforms such as WordPress, Shopify, and Squarespace
• Assist in monitoring content performance using tools like Google Analytics

Marketing Assistant, Content Writer

Designer

• Create digital assets and marketing content for tabletop games and social media marketing campaigns
• Follow a structured multi-phase workflow including sketch, rough, and final stages
• Submit intermediate work products for review to minimize revisions
• Produce vector and raster artwork with fully editable layers
• Deliver original source files created in the contractor’s design software
• Post approved social media marketing content and respond to comments
• Pull reports on social media interactions, engagement, and responses

Creative Design, Graphic Asset Production

Appointment Setter

• Appointment Scheduling & Calendar Management
• Client Communication (Email, Call, and Text)
• Email Campaigns & Client Engagement
• CRM Management & Data Entry
• Customer Service & Relationship Management

Business Support VA – Appointment Setter, Client Relations

• Research target markets by city, region, and industry
• Identify market size and demand
• Analyze competitive landscape
• Determine pricing benchmarks
• Flag risks, barriers to entry, and growth opportunities
• Deliver concise, structured reports (typically 1–3 pages)
• Research local labor availability and wage ranges
• Identify standard roles required to operate specific service businesses
• Estimate staffing requirements for new market entry
• Research licensing, regulatory, or compliance requirements by location
• Build B2B lead lists for commercial service businesses
• Identify companies, decision-makers, and contact data
• Maintain clean, organized CRM records
• Assist with outbound preparation and research when needed
• Organize research files using shared folders and templates
• Maintain updated market and industry research libraries
• Work inside basic CRM tools (HubSpot or similar)
• Ensure documentation is clear, consistent, and reusable

Market Research & Business Support Virtual Assistant – B2B, Commercial Services

Inside Sales

• Manage high-volume inbound and outbound calls related to patient referrals.
• Schedule patients accurately and efficiently based on referral details.
• Handle rescheduling, confirmations, and follow-ups.
• Communicate with patients via phone and text in English and Spanish.
• Independently manage assigned referral queues across multiple portals.
• Maintain accurate records using Microsoft Excel and Word.

Bilingual Inside Sales Agent, Patient Referral Scheduler

Customer Support

• Make outbound calls to tenants to schedule health and safety inspections
• Coordinate inspection appointments between landlords, tenants, and service providers
• Handle tenant inquiries and concerns related to scheduled property inspections
• Maintain accurate records of tenant communications and appointment confirmations
• Follow up on missed appointments and reschedule as needed
• Book jobs and inspections via phone and through our online booking system
• Responsible for tenant communications related to health and safety compliance scheduling
• Support increased workload during peak compliance periods (August–March)
• Collaborate with an established team managing 30,000+ annual client relationships