A. Executive & Administrative Support
| Service | What the Client Gets | |
| Calendar Management | Scheduling, rescheduling, appointment coordination, calendar organization and reminders. | |
| Email & Inbox Assistance | Inbox organization, categorization, drafting routine responses and flagging items requiring the owner's attention. | |
| Document Preparation | Formatting, editing, converting and organizing routine business documents. | |
| Data Entry | CRM updates, spreadsheets, databases, contact lists and other administrative data entry. | |
| Research Assistance | Basic business, vendor, competitor, event or prospect research. | |
| Meeting Support | Agenda preparation, meeting coordination, notes and action-item tracking. | |
| Travel & Appointment Coordination | Research and coordination of flights, hotels, appointments and itineraries. | |
| Task & Project Coordination | Maintaining task lists, deadlines, follow-ups and basic project administration. | |
| CRM Administration | Updating contacts, entering leads, maintaining records and preparing basic follow-up lists. | |
| Business Correspondence | Drafting routine emails, letters, announcements and client communications. |
B. Business Presence & Communications
These services help a home-based or remote business look and operate like a professionally staffed business.
| Service | What the Client Gets | |
| Business Phone/Call Administration | Call screening, message taking and routing, where supported by the client's phone system. | |
| Appointment Scheduling | Coordinating appointments with prospects, clients and vendors. | |
| Lead Follow-Up | Administrative follow-up with prospects based on client-approved scripts. | |
| CRM Follow-Up | Maintaining prospect records and tracking follow-up activity. | |
| Client Onboarding Administration | Sending approved forms, scheduling calls and organizing onboarding information. | |
| Business Research | Researching prospects, vendors, events and opportunities. | |
| Basic Online Business Updates | Updating approved business information or profiles where the client provides access and instructions. |
Important distinction
The VA will facilitate communications, not become the client's salesperson, attorney, accountant, financial adviser or customer-service department unless a separate, specifically defined service is created.
C. Compliance, Startup & Business Support
Administrative coordination and research—not legal, tax, accounting, financial, immigration or other professional advice.
| Service | What the Client Gets | |
| Business Registration Administration | Administrative assistance gathering information and organizing filing requirements. | |
| License/Permit Research | Researching applicable agencies, forms, deadlines and publicly available requirements. | |
| Renewal Tracking | Maintaining calendars for client-provided licenses, registrations, subscriptions and renewals. | |
| SOP Organization | Formatting and organizing the client's procedures and workflows. | |
| Vendor Research | Identifying potential vendors according to client-defined criteria. | |
| Startup Administrative Checklist | Organizing tasks required to establish business operations. | |
| Document/Record Organization | Creating organized digital folders and administrative filing systems. | |
| Deadline Tracking | Tracking client-provided deadlines and notifying the client. |
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