Executive 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.

• 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.

Executive Virtual Assistant – Calendar & Email Management

• 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

• Support client consultations, lead follow-up, onboarding, and customer support activities
• 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
• 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
• Maintain accurate client records within the CRM
• Update account information and document interactions properly
• Assist with onboarding and account setup processes
• Coordinate with internal sales and operations teams to support client success

Credit Repair Consultant, Spanish Bilingual

• Create visually appealing presentation materials (PowerPoint/Canva)
• Design branded client questionnaires, forms, and marketing materials
• Edit long-form and short-form video content for YouTube and social media
• Assist with Eventbrite event setup and promotional materials
• Support influencer marketing initiatives
• Create logos, branding assets, and other visual content
• Assist with e-book development and digital marketing projects
• Help organize and maintain brand consistency across platforms
• Collaborate with the client on creative ideas and future online course materials
• Provide general marketing and creative support as the business grows

Marketing & Creative Virtual Assistant

• 20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide.
• The Marketing VA will support the client with practical marketing execution, including social media posting, simple marketing materials, partnership flyers, handouts, and light DM response support.
• Assist with social media posting and content organization for Instagram and Facebook, with future support for TikTok and YouTube.
• Help maintain a more consistent social media presence by preparing, formatting, and scheduling posts based on client direction and available content.
• Support light social media engagement, such as responding to DMs or comments using client-approved guidance and escalating anything that requires the client’s direct response.

Marketing Virtual 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

• Managing complex executive calendars — scheduling, prioritizing, and protecting time across multiple time zones with precision and foresight.
• Serving as the primary point of contact for internal teams, clients, and external partners, ensuring clear and timely communication on behalf of leadership.
• Drafting, reviewing, and managing high-level correspondence — emails, memos, meeting agendas, briefing documents, and executive summaries.
• Coordinating end-to-end domestic and international travel logistics, including itineraries, accommodations, and expense reporting.
• Preparing presentations, reports, and supporting materials for key meetings, board sessions, and stakeholder communications.
• Tracking action items, project deadlines, and follow-ups to ensure nothing falls through the cracks and leadership priorities stay on course.
• Handling sensitive and confidential information with the utmost discretion, professionalism, and integrity at all times.
• Identifying opportunities to streamline workflows, implement tools, and improve operational efficiency within the executive office.

• 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

• 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

• 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

• 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

• 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

• 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

• Calendar management: Manage and optimize the CEO’s calendar across multiple time zones (ET/UK), including prioritization, scheduling, rescheduling, and conflict resolution
• Coordinate internal and external meetings with executives, partners, and customers
• Organize and manage executive travel (flights, hotels, transfers, itineraries, last-minute changes)
• Handle inbox/email support, including professional drafting and follow-ups
• Support communication and coordination via Slack, WhatsApp, email, and calls
• Assist with expense tracking, receipts, and basic administrative support
• Handle urgent requests quickly and efficiently with strong attention to detail

Virtual Assistant

• 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

Marketing and Salesforce Support Virtual Assistant

• Conduct outbound calls to leads sourced from ZoomInfo and campaigns
• Introduce services and engage potential clients professionally
• Follow call scripts and adapt messaging when needed
• Ask qualifying questions to assess client needs
• Schedule appointments for internal sales representatives
• Route qualified opportunities to appropriate team members
• Conduct follow-ups via phone, email, and SMS (if applicable)
• Maintain consistent communication cadence with leads
• Ensure no leads are left uncontacted
• Log all interactions and updates in Salesforce
• Track call outcomes and lead status
• Provide feedback on lead quality and campaign effectiveness
• Assist in quickly responding to inbound leads when assigned
• Help improve overall response time for new inquiries

Outbound Sales, Lead Follow-Up Virtual Assistant

• Build the website using WordPress
• Follow a structured layout provided by the owner
• Create core pages: Home, About, Services, Projects/Portfolio, Contact
• Ensure mobile responsiveness and fast load speed
• Build pages that clearly communicate services and drive user action
• Create individual pages for: Custom Homes, Remodels, Additions, Commercial Construction, Playground Installation
• Add page titles and meta descriptions
• Implement proper heading structure
• Ensure pages are indexed correctly
• Upload project photos, videos, and written content
• Maintain clean and consistent formatting across all pages
• Set up contact and lead capture forms
• Connect Google Analytics and Google Search Console if needed
• Update and edit pages as needed

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