Elevate and Delegate

Executive Assistant

• Assist in managing and updating EHR notes (using Jane App)
• Support backlog documentation
• Help maintain clean, accurate patient data and backend systems
• Send personalized pre-visit messages (via text) to new clients using templates
• Manage inbound messages via Facebook, Instagram, and email
• Ensure timely and professional responses while maintaining the clinic's voice
• Assist with creating, editing, and scheduling posts based on clinic’s branding
• Repurpose existing content and use AI prompts to draft ideas
• Collaborate with the owner for approval and final tweaks
• Provide occasional personal assistant support (e.g., scheduling bill payments, coordinating home services like lawn care)
• Calendar management and reminders
• Take on additional responsibilities as trust is built over time

Executive Assistant, Chiropractic Clinic

Project Manager

• Run all project tracking inside ClickUp: templates, statuses, timelines, QA
• Keep 5–10 active clients on track — coordinating copy, design, SEO, and approvals
• Follow up relentlessly to gather missing items from clients and internal team
• Maintain clear documentation and visibility across all deliverables**
• Be the point of contact in Slack and email for client updates and check-ins
• Set expectations, hold timelines, and respond to blockers or issues
• Deliver updates via Slack, Loom, or email to keep communication proactive**
• Handle full Onboarding.
• Google Business Profile access, setup, and optimization
• Lead LSA setup: gather requirements, submit info, monitor status, and troubleshoot
• Execute SearchAtlas tasks: integrations, tasks according to SOPs, 3eschedule deliverables, monitor progress, and QA outputs
• Input data into AI templates (Claude) for sitemaps, ICPs, copy, and tracking**
• Build, refine, and enforce SOPs across onboarding, LSA, SEO, and project management
• Maintain ClickUp templates, Claude folders, and Google Drive systems
• Ensure all tasks follow a scalable, repeatable process — and help improve it as we grow**

Project Manager – Digital Agency

• Own the full recruitment process — posting, screening, onboarding, and maintaining a reliable cleaner roster
• Use hiring platforms and local groups to attract qualified candidates
• Coordinate test cleanings, collect documentation, and ensure quality standards
• Maintain a steady pipeline to support company growth and client demand
• Manage and update cleaning schedules in Booking Koala for deep, move-in/move-out, and recurring cleanings
• Monitor calendars to ensure all jobs are assigned, confirmed, and completed on time
• Communicate with cleaners and customers to confirm schedules, handle changes, and resolve issues professionally
• Keep accurate records of job statuses, cleaner assignments, and customer updates
• Work closely with our current VA to share responsibilities and maintain full operational coverage
• Stay aligned on scheduling, recruitment, and customer communication
• Collaborate daily to ensure consistency, speed, and quality as we work to double operations in the next few months
• Respond promptly to calls, emails, and chats from prospective and existing customers
• Provide quotes, explain services, and confidently close new bookings
• Follow up with one-time clients to encourage recurring cleanings
• Proactively generate new leads through outreach and follow-ups
• Request and collect customer reviews after cleanings to help grow our reputation
• Maintain accurate client and cleaner data across tools and spreadsheets
• Create and manage recurring client profiles in Booking Koala
• Keep digital files and forms organized for smooth daily operations
• Assist with reports and workflow improvements to support efficiency and growth

Virtual Assistant – Operations, Sales

Video Editor

• Edit entertaining YouTube videos using stock footage, voiceovers, and scripts (provided by us).
• Apply engaging edits: dynamic transitions, text animations, strong pacing, and background music.
• Integrate a provided avatar character throughout the video — use the avatar creatively to speak to the audience, interact with content, or appear in fun, animated moments.
• Deliver final videos via Google Drive and manage tasks through Monday.com.
• Work with your preferred software: Adobe Premiere Pro, DaVinci Resolve, or Final Cut Pro.

YouTube Video Editor

Lead Generation

• Research and identify potential leads (residential and commercial)
• Conduct outreach via cold calling, email, and social media (LinkedIn, Facebook groups, etc.)
• Set appointments and hand off warm leads to the owner for closing
• Use past campaign insights to support outreach
• Help coordinate project follow-ups and client communication
• Support proposal development and simple administrative tasks
• Maintain CRM or lead tracking sheets and follow-up logs
• Act as a first point of contact with new leads and opportunities
• Generate leads and drive sales for:
• Spec home sales
• Custom home sales
• Land acquisitions
• Identify and nurture opportunities in both residential and commercial markets
• Collaborate with the owner to close deals and expand business development pipelines
• Find and engage potential investors for spec home builds or land acquisitions

Sales Lead Generation Specialist

Marketing

• Assist with a variety of marketing projects (email campaigns, social media, content coordination, etc.)
• Execute marketing tasks across different brands or side projects
• Create, edit, or coordinate basic marketing materials (graphics, copy, landing pages)
• Conduct light research and organize information as needed
• Perform occasional admin or VA-type tasks when necessary (e.g., scheduling, follow-ups)
• Work directly with Brandon to translate high-level ideas into actionable steps
• Communicate proactively and manage priorities across multiple small projects

Personal Marketing Assistant

Data Entry

• Enter key fields from reports into Excel or Google Sheets (e.g., Lease Name, Owner Name, Interest Percent, Depth Severances, etc)
• Spot-check entries against the source; fix obvious typos, flag anything that is unclear for review
• Post an end-of-day update with any follow up items that need to be addressed

Data Entry Analyst, Oil & Gas Industry

Operations

• Support daily operations and keep the business running smoothly
• Manage and organize operational tasks, ensuring deadlines are met
• Keep systems updated with accurate information
• Support the team with scheduling, task follow-up, and documentation
• Identify and solve process gaps proactively
• Assist with administrative needs to keep the remote team efficient
• Support customers and the team for a U.S. self-storage property management company operating 100% remotely