20four7VA

Medical writer

• Assist with patient charting, SOAP note creation, H&P documentation, and medical record review
• Support the provider by gathering patient information from multiple systems
• Review prior patient documentation, organizing clinical information
• Prepare comprehensive patient notes for provider review
• Access PointClickCare and other EHR systems to gather clinical data
• Draft assessment and plan sections based on provider documentation
• Maintain organized patient records and documentation workflows
• Support provider review workflows by preparing notes in advance whenever possible

Senior Medical Scribe – Clinical Documentation Virtual Assistant

Executive Assistant

• Provide administrative support and project coordination.
• Manage compliance documentation and project-related paperwork.
• Handle customer communications and invoice processing.
• Conduct lead follow-up activities.
• Assist with social media content updates and project progress postings.
• Maintain organized digital records and project files.
• Monitor and respond to client emails and inquiries.
• Support project managers with documentation and file management.
• Collect and upload invoices into company systems.
• Maintain project and client information within CRM systems.

Construction Administrative & Project Support Virtual Assistant

Lead Generation

• Research and build targeted prospect lists.
• Develop and maintain a worldwide directory of property managers, facility managers, and cleaning companies.
• Identify qualified leads within commercial real estate and commercial cleaning industries.
• Verify contact information and maintain accurate lead databases.
• Utilize LinkedIn Sales Navigator to identify and research potential prospects.
• Connect with decision-makers and industry contacts.
• Support relationship-building and lead nurturing activities.
• Conduct outreach through email, LinkedIn, and other approved channels.
• Qualify prospects and schedule discovery calls or appointments.
• Maintain organized records of outreach activities and results.
• Follow up with prospects to increase engagement and response rates.
• Track lead generation activities and campaign performance.
• Prepare reports on lead generation efforts, appointments booked, and outreach metrics.

Lead Generation and AI Automation Virtual Assistant

• Conduct phone and virtual consultations with prospective and active clients
• Review and discuss client credit reports at a high level
• Explain the credit repair process and available services clearly and professionally
• Communicate clearly with clients and help resolve questions or concerns
• Follow up with warm leads and nurture prospects through the sales process
• Assist with outbound lead follow-up activities
• Support the internal sales team with scheduling and communication
• Conduct cold lead outreach activities during downtime through phone calls, LinkedIn, Instagram, Facebook, and other assigned outreach methods
• Maintain accurate client records within the CRM
• Update account information and document interactions properly
• Assist with onboarding and account setup processes
• Support day-to-day administrative workflows related to client management
• Coordinate with internal sales and operations teams to support client success
• Follow established workflows and communication standards
• Maintain professionalism and confidentiality when handling client information

Credit Repair Consultant – Virtual Assistant

• Make outbound follow-up calls to clients, vendors, tenants, or service providers as directed.
• Follow up on pending requests, documents, appointments, and action items.
• Maintain professional and friendly communication during all interactions.
• Document call outcomes and update records accordingly.
• Assist with daily administrative tasks and business coordination.
• Help track outstanding tasks and ensure timely completion.
• Organize information, records, and communication logs.
• Provide support with scheduling and general business operations as needed.
• Maintain accurate records using spreadsheets and tracking systems.
• Update and organize business information in Excel, Google Sheets, or other databases.
• Monitor task lists and follow-up schedules.
• Communicate regularly with the business owner regarding updates and completed tasks.
• Coordinate with vendors, service providers, and other contacts when necessary.
• Assist in organizing workflows and improving operational efficiency.

Sales Development Rep

• Conduct outbound cold calls to a curated list of senior-level IT and operations contacts.
• Engage CTOs, CIOs, IT Directors, VPs of IT, and Operations Leaders.
• Book qualified discovery meetings directly with the business owner.
• Reconfirm all booked meetings the day before scheduled appointments.
• Record a concise one-line summary per contact in a shared tracking sheet.
• Provide a short weekly recap outlining messaging effectiveness and prospects' insights.

Senior Outbound Sales Development Representative – AEC, Energy Focus

Performance Marketing

• Provide SEO Support through on-page and off-page optimization, keyword research, and competitor analysis.
• Manage Google Ads campaigns, monitor performance, and optimize results.
• Assist with additional digital marketing support tasks as needed.
• Report and optimize marketing performance data and client-facing reports.

Part-Time SEO, Google Ads Virtual Assistant

Social Media Manager

• Organize and maintain digital files, records, and documentation systems.
• Transfer and properly categorize files from Fiverr, Google Drive, and other platforms into structured filing systems.
• Organize Fiverr receipts, downloads, invoices, and project documentation for bookkeeping and recordkeeping purposes.
• Help establish and maintain organized tracking systems for business expenses, products, and operational records.
• Improve workflow efficiency and document accessibility using AI-powered tools where appropriate.
• Maintain organized cloud-based filing systems and ensure files remain up to date and accessible.
• Assist with creating, scheduling, and organizing social media content.
• Help maintain a consistent online presence across multiple social platforms.
• Conduct basic SEO reviews and recommend improvements for website visibility and content optimization.
• Organize and manage digital marketing materials and assets.
• Support ongoing content organization and branding consistency efforts.
• Research relevant grant opportunities and Requests for Proposals (RFPs).
• Assist with preparing and completing grant applications and proposal documentation.
• Track submission deadlines, requirements, and supporting documentation.
• Organize application materials and maintain records for ongoing submissions and opportunities.
• Provide administrative support related to proposal and grant submission processes.
• Assist with task tracking, follow-ups, and operational coordination.
• Support ongoing organization of business-related projects and workflows.
• Maintain professionalism and confidentiality while handling sensitive information.
• Provide additional administrative assistance as needed.

Part-Time Virtual Assistant, Administrative, Social Media, Grant Support

• Conduct online research for various business and operational needs
• Provide executive and personal assistant support
• Manage emails, inbox organization, and follow-ups
• Coordinate projects and assist with administrative tasks
• Perform transcription and data entry duties
• Schedule and coordinate appointments and events
• Support client outreach and relationship management via email
• Maintain and organize email marketing lists
• Assist with transition-to-transport coordination processes
• Handle general administrative support tasks as needed

Healthcare Operations & Administrative Virtual Assistant

• Manage and coordinate calendars across four different companies.
• Schedule, reschedule, and coordinate meetings, appointments, and events.
• Monitor calendar availability and prevent scheduling conflicts.
• Ensure all meetings are properly organized and updated.
• Maintain accurate calendar records and scheduling workflows.
• Confirm all scheduled meetings at the beginning of each week.
• Send meeting invitations, reminders, and follow-up communications.
• Track meeting updates, cancellations, and scheduling changes.
• Monitor and manage email inboxes on behalf of the executive.
• Draft, organize, and respond to emails when appropriate.
• Prioritize incoming communications and flag important messages.
• Assist with general administrative coordination related to meetings and scheduling.
• Maintain organized communication records and scheduling documentation.