Elevate and Delegate

Video Editor

• Edit short educational videos using raw footage, talking-head content, screen recordings, or multi-camera setups.
• Select the best takes and build clear, engaging narratives.
• Sync high-quality audio with video.
• Add supporting visuals (graphics, lower thirds, on-screen text, B-roll).
• Apply sound effects, licensed music, color correction, and polished finishing touches.
• Add accurate captions for accessibility and sound-off viewing.
• Review long-form content (YouTube videos, interviews, podcasts) to identify compelling moments.
• Edit short-form clips (15–60 seconds) for TikTok, Instagram Reels, YouTube Shorts, etc.
• Add dynamic captions, text treatments, motion elements, zooms/punch-ins, graphics, and sound design.
• Optimize pacing and hooks for maximum retention and virality.
• Edit high-energy event recaps using professional footage, transitions, text overlays, and music.
• Craft clean, polished interview-based videos with strong narrative flow.
• Incorporate B-roll, branded graphics, and color correction to maintain a consistent visual identity.
• Edit full podcast episodes and long-form YouTube videos.
• Assemble multi-camera timelines, add graphics, incorporate B-roll, and create smooth pacing.
• Ensure brand consistency, storytelling clarity, and a clean, polished final output.
• Clean, level, and master audio tracks for podcast release (Apple Podcasts, Spotify, etc.).
• Handle noise reduction, EQ, compression, and clarity enhancement.
• Export final podcast audio in the required platforms’ technical specs.
• Manage multiple projects simultaneously and meet quick-turn deadlines.
• Deliver consistent updates, follow organized naming conventions, and maintain efficient file management.
• Communicate proactively about needs, blockers, and delivery timelines.

Marketing

• Plan and execute email marketing campaigns to engage customers and drive sales.
• Design marketing materials and social media content using Canva or similar tools.
• Assist in creating and monitoring digital ad campaigns (Meta, Google, etc.).
• Help develop and implement launch plans — timelines, content calendars, and product rollout strategies.
• Suggest and explore new marketing channels or initiatives to increase brand exposure and ROI.
• Assist in preparing for trade shows and brand events — including booth setup, materials, and logistics.
• Coordinate bookings, shipments, and promotional materials to ensure a seamless event experience.
• Contribute marketing ideas to maximize visibility and lead generation before, during, and after the event.
• Manage customer inquiries, returns, and feedback to maintain excellent service standards.
• Support e-commerce operations, including order management and inventory coordination.
• Ensure the overall customer experience aligns with the brand’s luxury image.
• Provide day-to-day assistance to the founder — managing schedules, follow-ups, and communications.
• Help organize tasks, meetings, and priorities to support smooth business operations.
• Collaborate on business development efforts, including retail and media outreach.

Marketing, Admin Assistant

Digital Marketing

• Own onboarding, setup, and campaign launches using ClickUp, Atlas, and agency-approved SOPs—zero missed details, no timeline slips.
• Deliver a world-class onboarding and support experience that feels elite, not just adequate.
• Respond to clients within 12 hours (acknowledgment), and within 48 hours deliver solutions, next steps, or team escalations.
• Major KPI: client satisfaction and retention. Make churn rare, expansion normal.
• Proactively surface upsell/cross-sell opportunities (SEO, GBP, new web, etc.)—initiate the conversation, don’t wait to be asked.
• Identify issues (scope drift, delay, unclear reporting) before they become fires—close the loop with ops/fulfillment so nothing festers.

Client Success Manager, ClickUp Expert

Project Manager

• Vendor Scheduling
• Schedule vendors for maintenance, repairs, inspections, and other services
• Communicate promptly and professionally with vendors via email, phone, and messaging tools
• Confirm vendor availability and coordinate appointment times with clients and internal teams
• Conducting outbound calls to vendors and clients to coordinate appointments
• CRM Data Entry & Management
• Enter and update project-related data in SmartSuite
• Ensure accuracy and completeness of records including work orders, vendor assignments, and client interactions
• Maintain up-to-date status reports and logs
• Project Coordination Support
• Assist project managers with day-to-day administrative coordination tasks
• Track and document project timelines and status updates
• Help ensure deadlines are met through proactive follow-ups and scheduling oversight

Project Coordinator – Real Estate/Property Management

Accountant

• Own the day-to-day accounting and bookkeeping for a portfolio of real estate clients.
• Ensure monthly closings are completed accurately and on time.
• Assist with payroll-related issues, reconcile accounts, and prepare clean financial statements.
• Communicate directly with clients (if needed) in a professional, friendly manner.
• Collaborate with our bookkeeper and staff accountant to maintain high standards across all files.
• Support the founder by helping remove them from daily accounting tasks so they can focus on advisory and business growth.

Accountant – Real Estate

• Own and optimize SOPs for product development, manufacturing coordination, and client onboarding.
• Utilize tools like ClickUp to manage product timelines, deliverables, and supplier communication.
• Track quotes, invoices, and POs to ensure alignment with product margins and profitability targets.
• Oversee regulatory compliance for supplements and skincare (FDA, MOCRA, Amazon listings, labeling).
• Coordinate with manufacturers in Korea, China, and the U.S. on formula adjustments, ingredient sourcing, and QC.
• Track batch production, shipping timelines (air/sea), and customs clearance processes.
• Manage flavor and packaging R&D, including sample tracking and feedback consolidation.
• Act as the main point of contact for Amazon aggregators, content creators, and white-label clients.
• Send clear client-facing updates with milestone tracking on formulation, design, manufacturing, and shipping.
• Manage the execution of creative briefs for branding, packaging, and marketing collateral.
• Assist with content planning for social media (TikTok, Instagram) and affiliate/creator outreach.
• Coordinate with design and ecommerce teams for brand assets, site updates, and Amazon listing optimization.
• Anticipate production or shipping delays and proactively propose backup plans to avoid disruption.
• Maintain an organized archive of all quotes, product specs, and creative assets for future reference.

Project Manager – Health & Wellness

Bookkeeper

• Maintain accurate financial records for both internal company books and select client accounts.
• Reconcile accounts, track expenses, and prepare basic financial reports.
• Support with financial data gathering and analysis.
• Assist in preparing reports and summaries to inform business decisions.
• Learn and develop analytical skills under guidance — no advanced finance background required, but eagerness to grow is a must.
• Provide administrative support including scheduling, correspondence, and document organization.
• Help streamline processes and keep projects and priorities on track.
• Coordinate communications between internal and external stakeholders.

Bookkeeping and Admin Specialist

Administrative Assistant

• - Manage daily bookkeeping tasks in QuickBooks Online.
• - Record and reconcile financial transactions accurately.
• - Prepare basic financial reports as requested.
• - Ensure timely input of invoices, expenses, and payments.
• - Assist with ad hoc administrative tasks as needed.
• - Organize and maintain digital records and documentation.
• - Support other operational needs to help the business run efficiently.

Bookkeeper, Administrative Assistant

• Maintain and manage multiple client books using QuickBooks Online
• Handle reconciliations, journal entries, accounts payable/receivable, and inventory matching
• Accurately categorize transactions and manage financial records
• Review and maintain clean, organized balance sheets and P&Ls
• Follow existing internal processes and workflows, with a willingness to adapt to the client’s specific style
• Change Inventory Matching to Inventory Reconciliation
• Have a strong understanding of accrual accounting
• Communicate proactively with team members and stay responsive during working hours
• Maintain timesheets with full transparency and accountability

Bookkeeper, Financial Services

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

• 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

• 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

• 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