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Virtual Assistant Use Cases Professional Coaching

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Consulting Firms E-Commerce Health & Wellness Investment Firms IT Services Construction Marketing & Sales Medical Services Professional Coaching Real Estate Staffing Companies Startups Talent Agencies

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.

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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.

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Digital Marketing Assistant

Your assistant can help you with keywords research, paid ads maintenance, social media posting.

Starts at $1099 per mo.

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