20four7VA

Recruitment

• Review candidate profiles, resumes, and contact details
• Conduct outbound calls to new applicants. Follow the provided pre-qualification call script. Ask eligibility questions
• Identify automatic disqualifiers and DSP red flags
• Update candidate status in the ATS
• Record detailed notes for each applicant interaction. Document reasons for rejection or progression. Maintain clear candidate records for compliance and tracking
• Add applicant details into the Amazon Cortex system
• Send onboarding invitations
• Book training schedules for applicants
• Send daily updates of newly added candidates to the team via Slack
• Coordinate with HR regarding onboarding progress

Recruiter Admin VA

Appointment Setter

• Handle warm inbound and warm outbound calls from patients who have already submitted inquiries
• Contact new leads within 5 minutes of form submission
• Follow provided call scripts to qualify interest and book appointments
• Conduct follow-ups with existing leads (weekly, bi-weekly, and older leads)
• Schedule appointments accurately and confirm patient details
• Maintain clear, friendly, and professional phone communication
• Log call outcomes and notes in CRM systems
• Support front-desk coverage as needed

Appointment Setter – Virtual Receptionist

Executive Assistant

• Respond immediately to new leads entering the CRM
• Conduct consistent follow-up via calls, text, and email
• Re-engage leads that were previously not contacted or went cold
• Ensure no lead goes untouched or unworked
• Work the shared “pond” of unassigned leads within Follow Up Boss
• Qualify leads through conversational outreach (not overly sales-driven)
• Schedule phone consultations with agents
• Confirm and track appointments through completion
• Maintain accurate records in Follow Up Boss (notes, statuses, follow-ups)
• Respond to Maverick AI nudges to identify and execute on missed opportunities
• Help establish simple rules and workflows for consistent lead engagement
• Work through additional leads during slower periods from MyPlusLeads, including FSBO, expired listings, and recently off-market properties.

Lead Follow-Up & Appointment Setting Virtual Assistant

• Maintain and manage the attorney’s calendar.
• Schedule meetings, calls, and deadlines accurately.
• Ensure all appointments are organized and up to date.
• Handle client intake processes and gather initial information.
• Answer and return client calls during afternoon coverage hours.
• Communicate professionally with clients via phone and email.
• Organize and maintain case files within Google Workspace.
• Ensure documents are properly named, stored, and accessible.
• Maintain clean and structured digital file systems.
• Assist with preparation of basic legal documents and correspondence.
• Format and organize documents as directed by the attorney.
• Support general administrative tasks related to case management.
• Help ensure all tasks and deadlines are tracked and completed.

Legal Administrative & Client Intake Virtual Assistant

• Support the driver hiring process for a logistics company
• Review applicants and conduct pre-qualification phone screenings
• Update candidate records and initiate onboarding procedures
• Identify automatic disqualifiers and DSP red flags
• Coordinate onboarding and training schedules for applicants
• Send daily updates of newly added candidates to the team via Slack
• Maintain clear candidate records for compliance and tracking
• Assist clients in improving business efficiency and operations

Social Media Manager

• Transforming large volumes of raw footage into engaging, high-performing video content across multiple platforms
• Edit long-form raw footage (up to 6+ hours) into polished, engaging content
• Produce short-form videos (30–60 seconds for TikTok, Instagram Reels, YouTube Shorts)
• Produce mid to long-form videos (5–10 minutes for YouTube)
• Cut, trim, and structure content for strong storytelling and engagement
• Add music, transitions, captions, and visual effects as appropriate
• Optimize hooks, pacing, and retention strategies
• Deliver high-quality final outputs within deadlines
• Suggest creative edits, formats, and storytelling approaches
• Recommend trends, transitions, and viral content strategies
• Provide platform-specific insights for improving performance
• Collaborate with the client on content direction and ideas
• Format and prepare content for publishing across Instagram, TikTok, YouTube, Facebook
• Assist with content scheduling and posting (if required)

Video Editor, Social Media Content Specialist

Operations

• Support in managing and monitoring day-to-day business tasks
• Track completion of routine operations such as driver compliance, attendance, and documentation updates
• Monitor HR-related updates including terminations, write-ups, and onboarding status
• Ensure all insurance and compliance records are up to date
• Verify driver and vehicle data to ensure alignment with system requirements
• Manage inbox correspondence, ensuring timely and professional responses
• Organize and prioritize messages for leadership review
• Draft and send routine communications and follow-ups
• Maintain clean and organized email folders and task lists
• Maintain accurate logs and documentation for safety, insurance, and HR compliance
• Track expiration dates for driver certifications, insurance coverage, and policy renewals
• Create and maintain Microsoft Excel or Google Sheets trackers for compliance and task management
• Compile and summarize weekly operations reports for management review
• Organize files and ensure proper version control of documents
• Create spreadsheets and reports using Microsoft Office or Google Workspace tools
• Communicate with internal teams and provide updates regarding pending tasks
• Manage recruitment, onboarding, and employee lifecycle processes
• Support employee engagement, training, and development initiatives
• Coordinate with leadership and teams to support portfolio, program, and project goals
• Facilitate communication and documentation across activities, tasks, and deliverables
• Track and report on campaign metrics, performance indicators, and task statuses

Operations Support

Bookkeeper

• Perform day‑to‑day bookkeeping tasks using QuickBooks Online
• Manage multiple client accounts accurately and efficiently
• Categorize transactions, reconcile accounts, and maintain clean books
• Assist with month‑end close processes
• Follow standardized bookkeeping workflows provided by the CPA
• Support the onboarding of new franchise clients
• Handle recurring bookkeeping tasks across a growing client base
• Track completion of client work (e.g., clients completed per day/week)
• Communicate clearly on progress and task completion
• Participate in internal calls with the CPA for training and clarification
• Join client calls when appropriate, with clear and professional English communication
• Provide written updates and status reports as requested
• Coordinate closely with the account manager and assigned trainer during onboarding
• Handle sensitive financial and client data with strict confidentiality
• Follow security protocols related to password management and system access
• Use approved password managers and security tools
• Comply with any limitations on screen monitoring for bookkeeping work

Senior Bookkeeping Virtual Assistant – QuickBooks Focused

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
• Each engagement is based on a defined scope of work and is governed by an independent contractor agreement

Customer Service Administrator

• Support a growing podcast and coaching business
• Manage behind-the-scenes operations of the podcast
• Coordinate guest communication, episode scheduling, and content assets
• Assist with marketing support and promotional outreach
• Maintain organized documentation and production workflows
• Review edited audio for quality control
• Assist in repurposing existing podcast content and creating additional content assets

Podcast Operations Virtual Assistant

Ecommerce

• Create and manage Google Ads campaigns for E-commerce products
• Plan and launch Search, Shopping, Display, and Performance Max campaigns
• Structure campaigns with proper ad groups, keywords, and product segmentation
• Align campaigns with business goals and E-commerce marketing strategies
• Monitor campaign performance daily or weekly
• Optimize bids, keywords, audiences, and placements to increase sales
• Improve click-through rate (CTR), conversion rate, and ROAS
• Identify underperforming campaigns and implement improvements
• Manage product listings via Google Merchant Center
• Optimize product titles, descriptions, and feed attributes for better ad performance
• Create product groups and segment campaigns by product type or category
• Track conversions and campaign performance using Google Analytics
• Prepare weekly or monthly performance reports
• Analyze campaign data and provide actionable insights to increase revenue
• Conduct A/B testing for ad creatives and landing pages
• Identify opportunities for scaling profitable campaigns
• Stay updated on Google Ads strategies and E-commerce trends

E-commerce Google Ads Specialist

• Manage and update contact records within HubSpot CRM
• Clean and validate CRM database entries to ensure data accuracy
• Review leads and verify information through company websites and online sources
• Categorize leads based on predefined qualification tiers
• Maintain organized lead lists and sales tracking information
• Convert meeting notes, voice notes, and rough sales notes into clean CRM updates and polished follow-up communications
• Assist with sending follow-up emails to prospects and clients
• Convert sales notes into professional follow-up communications
• Support the executive with administrative tasks related to client onboarding and documentation
• Respond to routine client emails when appropriate
• Research car dealerships and identify qualified prospects
• Evaluate businesses based on company size, inventory, and operational scale
• Create prioritized prospect lists for the sales executive
• Identify high-value targets based on defined business criteria
• Assist with planning daily sales routes using Badger Maps
• Build optimized visit routes for the executive to maximize field efficiency
• Prepare prospect visit lists for scheduled travel days
• Suggest improvements for CRM organization and workflow efficiency
• Identify opportunities for better tracking, categorization, or automation within the CRM

Executive Virtual Assistant, CRM & Sales Operations Support

Designer

• Design high-quality UGC creator portfolios in Canva using approved templates and structures.
• Portfolios should clearly showcase: Creator overview and niche positioning, UGC examples (photo and video), Campaign metrics and results (when available), Case studies and brand collaborations, Contact details and booking call-to-action.
• Ensure portfolios are clean, modern, and optimized for brand decision-makers reviewing creator partnerships.
• Design branding assets for creators to support their UGC presence, including Twitter (X) banner, Profile image, and Additional branding elements aligned with the creator’s aesthetic.
• Build portfolios as shareable Canva Sites or Canva PDF portfolios and maintain organized Canva files for easy duplication and updates.
• Create a dedicated Case Studies section in each portfolio, including a placeholder template if the creator does not yet have case studies.
• Adapt designs to match creator branding and inspiration references while maintaining strong typography, spacing, and visual hierarchy.
• Communicate with the team via Slack, implement feedback efficiently, and complete revisions quickly while maintaining design quality.

UGC Portfolio Designer, Canva

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.
• 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.

Bilingual Lead Nurturing, Appointment Setting Virtual Assistant

• Organize files and manage communications
• Coordinate subcontractor documentation
• Ensure each project is fully prepared before work begins
• Assist the client in improving business efficiency
• Enhance service delivery and support operational functions through high-quality services

Recruiter Admin VA

Appointment Setter – Virtual Receptionist

Lead Follow-Up & Appointment Setting Virtual Assistant

Legal Administrative & Client Intake Virtual Assistant

Recruiter Admin VA

Video Editor, Social Media Content Specialist

Operations Support

Senior Bookkeeping Virtual Assistant – QuickBooks Focused

Customer Service Administrator

Podcast Operations Virtual Assistant

E-commerce Google Ads Specialist

Executive Virtual Assistant, CRM & Sales Operations Support

UGC Portfolio Designer, Canva

Bilingual Lead Nurturing, Appointment Setting Virtual Assistant

Executive Administrative & Operations Virtual Assistant – Construction