GENERAL VIRTUAL ASSISTANT

Tasks:
Email & inbox management
Calendar and appointment scheduling
Travel and event coordination
Data entry and document organization
Online research
File and folder management
Meeting coordination and reminders
Administrative support
Client and customer communication
Follow-ups and task tracking

Systems / Tools:
Google Workspace • Gmail • Google Calendar • Google Drive • Microsoft Office • Zoom • Calendly

EXECUTIVE & PERSONAL ASSISTANT

Tasks:
Executive calendar management
Inbox organization and prioritization
Meeting preparation and follow-ups
Travel arrangements
Personal and business administrative support
Research and information gathering
Confidential document handling
Managing recurring tasks and reminders
Coordinating with clients, vendors, and team members

Systems / Tools:
Google Workspace • Microsoft Office • Trello • Notion • ClickUp • Monday.com • Airtable

TASK & PROJECT COORDINATION

Tasks:
Organize projects and task lists
Track deadlines and milestones
Assign and monitor tasks
Follow up with team members
Maintain project documentation
Coordinate deliverables
Identify pending or overdue tasks
Keep workflows organized from start to completion

Systems / Tools:
Trello • ClickUp • Monday.com • Notion • Airtable • Google Sheets

OPERATIONS & WORKFLOW SUPPORT

Tasks:
Organize daily business operations
Support onboarding processes
Document workflows and procedures
Create and maintain SOPs
Improve repetitive processes
Track operational tasks
Coordinate with internal teams and external partners
Identify gaps and suggest practical improvements

Systems / Tools:
Google Workspace • Trello • Notion • ClickUp • Monday.com • Airtable • ChatGPT

CRM & DATA MANAGEMENT

Tasks:
Update and maintain client records
Organize customer information
Clean and verify database information
Track leads and follow-ups
Maintain accurate records
Input and organize data
Monitor task and client status

Systems / Tools:
Tango CRM • Google Sheets • Excel • Airtable • Notion

INVOICING & ADMINISTRATIVE FINANCE

Tasks:
Prepare and organize invoices
Track payments and outstanding balances
Maintain expense records
Organize receipts and financial documents
Update spreadsheets
Assist with basic bookkeeping administration

Systems / Tools:
Excel • Google Sheets • QuickBooks (basic/learning) • Xero (learning)

RESEARCH & AI-POWERED SUPPORT

Tasks:
Online business research
Competitor and market research
Gather and organize information
Summarize documents and research
Brainstorm ideas and solutions
Create reports and structured notes
Improve workflows using AI
Research and test new productivity tools

Systems / Tools:
ChatGPT • Gemini • NotebookLM • Claude • Google Search • Google Workspace


GRAPHIC DESIGN & SOCIAL MEDIA SUPPORT

Tasks:
Create social media graphics
Design presentations and business materials
Create simple promotional content
Format documents and visual assets
Assist with content planning
Organize social media assets

Systems / Tools:
Canva • Canva AI • Google Drive • Facebook Business Suite

CLIENT & CUSTOMER SUPPORT

Tasks:
Respond to customer and client inquiries
Manage email communication
Handle follow-ups
Coordinate appointments
Communicate with vendors and team members
Represent the business professionally
Handle sensitive and confidential information with discretion

Systems / Tools:
Gmail • Google Workspace • Zoom • Calendly • CRM platforms • Microsoft Office