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Virtual Assistant Use Cases Professional Coaching
Task
Data Entry for Coaches
Records and transcribes meeting minutes, prepares podcast show notes, converts research notes into reports for meetings with potential B2B clients or business partners.
Task
Content Creation
Boosts client’s online presence with well-researched, search-optimized content about professional coaching, creates service pages using builders and client guidelines.
Task
Coordination for In-Person Events
Researches and reserves venues, books transportation and catering, researches tokens for resource persons or giveaways for participants, addresses event technology needs.
Task
Coordination for Online Events
Ensures all participants have the right meeting login information, sends email reminders of the video conference, prepares post event engagement materials like photos and surveys.
Task
Scheduling & Calendar Maintenance
Keeps client’s business priorities top-of-mind while coordinating personal and team calendars, prevents scheduling conflicts, ensures client is prompt and prepared for meetings.
Task
Customer Data Management
Ensures the client has accurate customer data, uses the client’s CRM system to store and update records, collects information to be used for marketing & sales campaigns.
Task
General Industry Research
Gathers data about trends in client’s industry, looks up best practices in other professional coaching and business consultancies, prepares reports on findings.
Task
Marketing Strategy Support
Helps client formulate marketing plans by compiling and presenting information from websites, journals, and other sources, conducts lead generation for campaigns.
Task
Payroll Support
Ensures prompt and timely payroll reporting, handles accounts payable and receivables, monitors employee attendance, responds to employees’ questions about compensation.
Task
Receptionist Service
Responds to inquiries, handles the client’s phone coverage, drafts and sends emails, transfers calls, and takes detailed messages following the client’s guidelines.
Task
Administrative Support
Maintains spreadsheets, promotional materials, and document databases on the client’s services, rates or packages, & other information relevant to customers.
Task
Social Media Management
Creates and schedules posts for social media platforms like Twitter, Facebook, and LinkedIn, handles community management and engages with the client’s audience online.
Scale Services Commonly Utilized by Professional Coaching Companies
US-Based VA
Scale’s dedicated, US-based virtual assistants provide the work results you deserve. Delegate everything from to-do lists to entire processes.
Starts at $2999 per mo.
Starts at $2999 per mo.
Lead Gen Assistant
Fill up your calendar with engaged prospects, minus the heavy lifting Your Scale lead generation assistant can work on essential tasks.
Starts at $849 per mo.
Starts at $849 per mo.
Digital Marketing Assistant
Your assistant can help you with keywords research, paid ads maintenance, social media posting.
Starts at $1099 per mo.
Starts at $1099 per mo.
