20four7VA

Web Designer

• Update and redesign 5–6 web pages to enhance functionality and visual appeal
• Ensure website consistency across all pages (layout, fonts, colors, responsiveness)
• Collaborate with the team to implement revisions and creative improvements
• Troubleshoot and fix any layout or technical issues on the site.

Web Design and Development VA

Executive Assistant

• Support client onboarding by helping new clients move through the required intake and setup process.
• Review client files or profiles to check status, identify missing documents, and help keep client information updated.
• Follow up with clients regarding missing documentation, pending items, updates, and other credit repair process needs.
• Assist with credit repair workflow support, including dispute-related tasks, documentation organization, and client communication according to the client’s process.

Credit Repair Virtual Assistant

• Create accurate and comprehensive medical documentation during or after patient encounters.
• Join phone calls with the Nurse Practitioner and patients to document symptoms, concerns, medical history updates, and treatment notes.
• Receive a list of patients scheduled for the day from the Nurse Practitioner.
• Upload, organize, and maintain patient documentation securely in OneDrive.
• If experienced, assist in navigating PointClickCare for documentation, chart updates, or patient lookup.
• Maintain strict confidentiality of all patient records and sensitive health information.

Senior Medical Scribe – Charting Virtual Assistant, Part-Time

• Access and download pre-selected client photo galleries
• Design photo albums using Pixellu Smart Albums
• Apply predefined templates and layouts
• Organize images by event segments (ceremony, reception, portraits, etc.)
• Export and finalize album files accurately
• Upload completed albums to printing or ordering platforms
• Follow step-by-step production workflows and SOPs
• Prepare album orders after training and approval
• Upload designs to production partners
• Conduct quality checks before final submission
• Assist with social media scheduling and posting
• Make basic website updates (e.g., Showit or similar platforms)
• Support small creative or administrative marketing tasks
• Follow documented workflows and checklists
• Maintain accuracy and consistency across tasks
• Communicate proactively with the client
• Adapt to new tools and processes as needed

Creative Virtual Assistant – Photography, Album Design Support

• Provide services that align with nonprofit & school development, grant research & writing support, and general executive support
• Track filings, compile profiles, draft bylaw documents, and coordinate outreach
• Manage student registrations and budget tracking
• Research grant opportunities, draft narratives, and proofread submissions
• Organize engagement logs, draft reports, and maintain documentation

Operations & Executive Virtual Assistant

Appointment Setter

• Make outbound calls to provided lead lists using CallTools or similar VoIP system
• Engage prospects in a clear, professional, and compliant manner
• Screen prospects based on predefined qualification criteria
• Introduce the brokerage services at a high level (no selling of policies)
• Schedule appointments for licensed agents
• Accurately log call outcomes, dispositions, and notes within the dialer or spreadsheet
• Maintain confidentiality of all prospect information
• Follow approved scripts, call flows, and SOPs
• Participate in initial training and coaching provided during onboarding

Cold Caller / Appointment Setter – Insurance, Medicare Focus

Analyst

• Analyze sales commission data and generate accurate and timely commission reports for our internal employees
• Collaborate with sales teams and finance departments to ensure commission plans are aligned with business objectives
• Responsible for modifying and improving our existing commission calculation and reporting process
• Investigate and resolve any commission disputes or discrepancies
• Provide support to sales teams and payroll on commission-related inquiries
• Maintain commission related documentation, including commission plans
• Develop and implement new commission plans as needed
• Keep up to date with industry best practices and regulatory requirements related to commission analysis and administration
• Interact regularly with leaders and stakeholders on commission payments, issues, etc.
• Ability to manage the commission process with little supervision
• Timely completion of commission calculations alongside tight payroll deadlines.

Commission Analyst

Graphics Designer

• Provide YouTube support (uploading videos, optimizing titles/descriptions, thumbnails, tags)
• Edit videos for YouTube and social media (cutting, transitions, captions, basic effects)
• Design thumbnails, graphics, and marketing creatives aligned with brand guidelines
• Repurpose long-form content into short-form clips (Reels, Shorts, TikToks)
• Ensure all content is visually engaging and optimized for each platform
• Collaborate with the client on content ideas, branding, and creative direction
• Organize and manage content files and publishing schedules

Content Creation Specialist, YouTube, Video Editing, Graphic Design

• Support an AI-driven personal brand and real estate deal flow system
• Provide content execution and editing with structured formats
• Upload and schedule content across platforms
• Qualify leads before escalation to the client
• Build and maintain a network of real estate agents
• Assist in building and managing WhatsApp groups
• Work daily inside Claude (AI dashboard)
• Execute tasks based on AI-generated outputs

AI-Powered Content and Lead Operations Virtual Assistant

• Execute outbound email campaigns using pre-built templates and contact lists
• Segment campaigns by target audience (developers, brokers, property owners, investors, etc.)
• Customize messaging based on recipient type while maintaining consistency
• Ensure timely and accurate campaign execution
• Send and manage daily outreach emails
• Personalize messaging where appropriate
• Maintain a professional and polished U.S.-based communication style
• Monitor responses and organize follow-ups
• Maintain and update CRM pipelines in HubSpot
• Track all outreach activities (email, LinkedIn, responses)
• Keep contact records clean, structured, and up to date
• Add and organize new contacts consistently
• Execute connection requests and follow-up messaging campaigns on LinkedIn
• Track outreach activity and engagement
• Research and identify qualified prospects: Real estate developers, Commercial brokers, Investors, Property owners, Engineers / design professionals
• Build and verify contact lists (email + LinkedIn)
• Add approximately 50–150 qualified contacts per week

Outbound Marketing, CRM Management Virtual Assistant

• Set up, organize, and manage a CRM system (Agent CRM / GoHighLevel-based)
• Help streamline client communication and appointment scheduling
• Assist in setting up basic email and SMS automations
• Support outbound communication campaigns to existing clients
• Help schedule appointments and follow-ups through CRM workflows
• Maintain and update CRM records on an ongoing basis
• Assist with basic email marketing campaigns
• Collaborate with clients to improve business efficiency

CRM & Marketing Support Virtual Assistant

Digital Marketing

• Manage and optimize Google Ads campaigns
• Manage paid ads on Facebook & Instagram
• Review existing ad accounts and relaunch paused campaigns
• Conduct A/B testing and performance analysis
• Optimize budgets, targeting, and creatives for better ROI
• Provide performance insights and recommendations
• Support SEO strategy for website rebuild
• Optimize website structure, metadata, and on-page SEO
• Conduct keyword research and implementation
• Collaborate on website updates to improve search visibility
• Manage and maintain social media accounts (FB, IG, etc.)
• Plan and schedule content calendars
• Create or coordinate engaging content (graphics, captions, short-form videos)
• Monitor engagement, respond to messages/comments as needed
• Track and report social media performance metrics
• Align content with brand voice and marketing goals

Digital Marketing Specialist – Social Media Ads, SMM, SEO

Lead Generation

• Research and identify leads that match our ideal client profile
• Conduct cold outreach via email, LinkedIn, and other channels
• Engage leads in conversation and qualify their interest
• Schedule appointments and manage the sales team’s calendar
• Track outreach and follow-up activities in CRM or tracking tools
• Maintain and update prospect data and lead lists

Lead Generation, Appointment Setter VA – Cold Outreach

• Support the setup and organization of a pre-built CRM system for an insurance agency
• Upload and organize large volumes of client data into the CRM
• Clean, reformat, and restructure spreadsheets for accurate import
• Remove duplicate records and ensure data integrity
• Tag and categorize contacts based on defined segments
• Set up and organize basic CRM pipelines (pre-built framework)
• Implement simple automations such as follow-ups and task triggers
• Maintain clean, structured, and up-to-date CRM records
• Standardize data formatting across all entries
• Perform ongoing data audits and cleanup as needed
• Review training materials and short instructional videos to execute tasks
• Quickly adapt to CRM tools (Agent CRM / GoHighLevel-based systems)

CRM Setup & Data Management Virtual Assistant – Insurance

• Assist with CRM management, outbound email campaigns, and marketing collateral organization
• Manage and update contacts within Salesforce
• Upload and organize lead data from ZoomInfo
• Maintain clean and accurate CRM records
• Assist in segmenting lists for outreach campaigns
• Build and launch email campaigns within Salesforce
• Implement multi-touch outreach sequences
• Track engagement metrics and update campaign results
• Organize and update company capability statements / line cards
• Assist in preparing materials for outreach and presentations
• Support formatting and document creation tasks
• Assist with minor updates or form improvements in WordPress
• Support lead capture optimization