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

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