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Outsourcing Administration

This article will help you focus on the elements of your business which you may choose to outsource to a professional Virtual Assistant


101 Ways to Use a Virtual Assistant...


BOOKKEEPING:
  • preparing and sending invoices to clients
  • entering monthly transactions into bookkeeping software
  • reconciling bank, credit card, and other account statements
  • sending reminders for paying bills on their due dates
  • writing and preparing checks to be signed to pay bills

DATABASE MANAGEMENT:
  • entering business card data into a database
  • sending an introductory letter to new prospect leads
  • sending scheduled marketing pieces to clients and prospects
  • tracking marketing efforts and summarizing the results in a report
  • sending regular follow-ups, reminders, and communications to clients
  • calling people for missing contact information
  • sending fax and email broadcasts

DESKTOP PUBLISHING:
  • designing and printing brochures and business cards
  • creating flyers, price lists, and other marketing documents
  • laying out, printing, and mailing regular client newsletters
  • preparing professional-looking certificates for seminar participants
  • printing labels using company logos or clip art

INTERNET SERVICES:
  • maintaining a newsletter subscription database
  • posting announcements and newsletter issues to the list
  • performing an Internet search for an item or piece of information
  • editing or uploading new information to a website

MAIL AND EMAIL SERVICES:
  • retrieving email and mail, sorting, and getting rid of junk
  • responding to routine email requests
  • forwarding items of importance to the client for attention
  • tracking and forwarding urgent issues while client is out of town
  • preparing packages and mailing out products as orders arrive

MARKETING SERVICES:
  • sending out the appropriate sales brochures for inquiries
  • creating and mailing a customer feedback questionnaire
  • tracking the responses to this questionnaire
  • summarizing the responses and suggestions in a report

PERSONNEL SERVICES:
  • sending reminders for annual performance reviews
  • preparing or updating resumes and introduction letters
  • reviewing resumes and summarizing each in a short biography
  • sorting resumes for a job according to pre-arranged criteria

PRESENTATIONS
  • preparing PowerPoint slides from sketches of diagrams and charts
  • sending questionnaires to seminar participants before the talk
  • tracking completed questionnaires and calling non-responders
  • summarizing the questionnaire results in a report

RESEARCH:
  • researching potential locations for an upcoming seminar
  • finding which locations have the appropriate dates available
  • finding which can accommodate the size and type of event
  • researching the services available (decorating, food, entertainment)
  • obtaining written quotes and specifications from each location
  • monitoring periodicals and clipping articles of interest
  • visiting the library to copy specific articles

SECRETARIAL SERVICES:
  • confirming upcoming appointments
  • scheduling or rescheduling appointments
  • getting directions for a meeting or appointment
  • storing back-up computer tapes for safekeeping
  • tracking birthdays, anniversaries, and other important dates
  • sending out the appropriate cards or gifts for special events
  • managing lists of necessary office supplies and ordering refills
  • coordinating air travel, car rental, and hotel reservations

TELEPHONE AND FAX SERVICES:
  • receiving phone calls while a client is out of town
  • forwarding important messages that require immediate attention
  • retrieving voice messages and responding to routine requests
  • receiving and handling faxes while a client is out of town

TRANSCRIPTION SERVICES:
  • typing letters and memos from tape or handwritten notes
  • typing legal transcripts from cassette tape
  • typing medical reports from tape or handwritten notes

WORD PROCESSING:

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Diane Stafford is a Calm Focus Business Coach, Reiki Master and Indian Head Massage Practitioner, supporting people's small business dreams and desires with a calm focus on a clear strategy for success without stress.

What are your dreams & desires for the next 1, 6 and 12 months?