Services Overview

I offer virtual assistant and event planning services that bring order, efficiency, and impact to your work. From streamlining daily tasks to coordinating unforgettable events, I manage the details so you can focus on doing what you love.

Here’s an overview of the skills and services I offer:

Essential VA Support – Ideal for busy professionals who need day-to-day admin relief.

  • Schedule/manage appointments and your calendar
  • Set up automated appointment scheduling and link your calendar to your website
  • Organize, screen, answer emails
  • Enter contacts and information and manage your client database
  • Travel plan assistance & itineraries
  • File organization (Google Drive, Dropbox, OneDrive)
  • Order supplies, equipment and business gifts
  • Client invoicing and follow up on outstanding invoices
  • Set up recurring payment transactions
  • Assistance with new client on-boarding
  • Data entry & document formatting
  • Creation/updating spreadsheets for tracking business metrics
  • Transcribe and Meeting notes & follow-ups, transcribing when needed

Enhanced Business Support – Ideal for clients needing more proactive support.

  • Custom designed email signatures
  • Custom designed PowerPoint or Google Slides templates
  • Business Card design, electronic letterhead
  • Auto-responder creation
  • Create, format and publish your newsletter
  • Format and upload blog posts
  • Set up and manage your social media pages and updates including LinkedIn and Facebook
  • Automate connections between social media accounts
  • Creative project management & vendor negotiations
  • Advanced client communication (VIP outreach, relationship management)
  • Newsletter creation & email marketing
  • Blog & content formatting
  • Research (market, competitor, vendor sourcing)

Event Planning Services – For clients who are event-focused and need a strategic partner.

Phase 1: Pre-event Planning

Define the Strategy:

  • Establish Event Goals and Objectives
  • Determine the Budget
  • Assemble the Event Team

Sourcing for location:

  • Set the Date
  • Develop the Agenda
  • Create Request for Proposal
  • Choose the Venue
  • Contracting

Phase 2: Active Planning

Handle core logistics:

  • Housing Management
  • Detail out Program Agenda
  • Food & Beverage Breakdown
  • Selection of Audio Visual Vendor
  • Secure and Manage Speaker(s)
  • Secure Sponsorships / Vendors
  • Deadlines and Accounting Management

30-days from Event – Time to Finalize:

  • Prepare Event Materials
  • Finalize the Event Layout
  • Banquet Event Orders Signed
  • Housing Deadlines
  • Shipping & Receiving Shared
  • Special Considerations Applied

Phase 3: During the Event

Onsite, Managing and Executing

  • Arrive Early
  • Pre-Convention Meeting
  • Registration Set-up and Operation
  • Office Set-Up
  • Receive Daily Reports
  • Manage Vendors and Sponsorships
  • Daily Walk-thru of all Event Space
  • Daily Meeting with AV
  • Manage F&B Functions
  • Conduct Post-session Surveys (if applicable)
  • End of the Event Teardown

Phase 4: Post-event Evaluation

Closing out the Event

  • Send Thank-you Notes
  • Gather Feedback
  • Billing is Finalized
  • Analyze Event Metrics
  • Reconcile the Budget
  • Create a Post-Event Report

Research Services

From background research to vendor comparisons, I provide concise, trustworthy information tailored to your needs. Here are a few examples of how I can do your research for you.

  • Vendor and supplier comparisons
  • Software, tools, and technology evaluations
  • Venue and location sourcing
  • Catering, AV, and rental option research
  • Travel, lodging, and transportation research
  • Product sourcing and gift research
  • Service provider and appointment research
  • Background research for presentations an/or proposals
  • Policy, guidance, or compliance information gathering
  • Fact-checking and information verifications