5 Tasks a Virtual Assistant Can Do For a Business Or Executive Coach

As a business or executive coach assisting clientsclient database can be converted and uploaded to
with work/life balance issues, it's important that youthe email service provider you will use. You then
walk the talk of wise time management. Since youprovide the VA with the copy and the VA will draft,
most likely suggest clients delegate more tasks toedit and proof before sending the final draft for your
their staff and utilize their time effectively, it'sapproval. Once finalized, the VA can set up the launch
essential that you do the same. Using a virtualdate and then provide you with bounce, opt-out and
assistant is one way to model effective managementclick through reports.
for your own clients. Below are 5 tasks you can5. Teleseminar Reservation Processing. You would like
easily delegate to a Virtual Assistant which will allowto start conducting monthly teleseminars or perhaps
you to generate additional revenue and focus oneven an in-person workshop but have held back
growing your practice.because you just feel overwhelmed with all the
1. Bookkeeping Services. A VA can assist you withdetails. The VA can assist you with processing the
your month invoicing using QuickBooks, preparingregistration payments, maintaining the registration list
manual invoices or setting up the client for automaticof participants, making sure conference call
billing through your merchant account.information is emailed to the meeting attendee, and
The VA can also assist the coach with monthly bankfor the in-person workshops, can prepare name
reconciliations and preparing monthly Profit &badges and assemble handout materials for
Loss and Balance Sheet financial reports. It isdistribution at the meeting. This will now give you the
important for you as a business owner to reviewtime to really focus on the presentation and those
your financial reports each month. This will allow youresource materials.
to see which services are profitable for you.6. BONUS TASK: Assessment/Survey Management.
2. Scheduling and Confirming Appointments. The VADo you have clients that you put through various
can access your calendar remotely or you can set upassessments? Perhaps you have created your own
a Google Calendar which easily syncs to your Outlookon-line assessment tool, the VA can set up the client
calendar. The VA can assist with scheduling clientand their direct reports and peers in the system and
meetings and also confirming existing client sessions.then manage the process to make sure the
3. New Client Welcome Packages. You just signed onassessments are completed in the timeframe needed.
a new client - you can email the client informationThe VA can also order assessments through outside
sheet to your VA who can put together your Newassessment companies and help with the
Client Welcome Package and even mail it directly tomanagement of those accounts.
the client for you. Most VA's do store client suppliesIt is important to communicate to the VA what
at their office such as letterhead, business cards,tasks you really feel overwhelmed with or perhaps
binders, special paper, even books and CD/DVDjust don't like to do. The VA will work with you in
products. The VA can then add the new client tofinding ways to easily transition those tasks. The
your eNewsletter subscriber list and their birthday cannext stage will be the letting go, which is hard for all
be entered into your calendar for sending outsmall business owners - this is your business, you
birthday cards.have been doing most or all of these tasks yourself.
4. eNewsletter. If you have been thinking aboutYou have found the perfect VA to work with so
sending out a monthly eNewsletter, the VA can setjust start off with smaller tasks and once you start
up your template in your email marketing programseeing the benefit and the extra time you now have,
such as Constant Contact or Vertical Response. Yourthose other tasks will be much easier to let go.