Category: Virtual Assistant
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How a Paralegal VA Handles Legal Research
How a Paralegal VA Handles Legal Research It is 8:40 on a Tuesday night and a commercial attorney in Sandton is on her eleventh browser tab. The client wants a view on whether a restraint of trade clause in an employment agreement will hold — the employee has moved to a competitor across the road,…
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How a Paralegal VA Handles Document Drafting Support
How a Paralegal VA Handles Document Drafting Support It is 8:50 p.m. on a Wednesday. A partner in a six-attorney practice has three windows open on one screen. The first is a lease addendum for a commercial tenant, the fourth version of essentially the same document she has produced this month, built the way she…
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How a Sales VA Handles Pipeline Reporting
How a Sales VA Handles Pipeline Reporting It is 8:20 on a Wednesday evening and the founder of a twenty-person B2B software business has three windows open on the same screen. The first is a board deck due Friday. Slide six is titled “Q3 Pipeline Health” and it currently contains a placeholder chart from last…
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How a Sales VA Handles Proposal Preparation
How a Sales VA Handles Proposal Preparation It is 9:40 on a Thursday night and the founder of a fourteen-person B2B services firm has three things open on her laptop. The first is a document called Proposal_Meridian_v4_FINAL_USE_THIS.docx. It is the proposal for the largest opportunity in her pipeline this quarter. She promised it on Tuesday.…
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How a Sales VA Handles Follow-Up Sequences
How a Sales VA Handles Follow-Up Sequences It’s 8:40 on a Wednesday evening and the founder of a Cape Town software company has three tabs open. The first is her CRM, filtered to the Proposal Sent stage. Forty-seven deals. Nineteen of them have had no logged activity in over thirty days. Two of those nineteen…
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How a Sales VA Handles Appointment Setting
How a Sales VA Handles Appointment Setting It is 7:40 on a Thursday evening and the sales director of a twenty-person software company is looking at three browser tabs she wishes she had never opened. The first is her calendar for next week. Four meetings. Her target is twelve. The second is a shared inbox…
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How a Sales VA Handles Lead Generation
How a Sales VA Handles Lead Generation It is 21:40 on a Wednesday, and the founder of a twelve-person B2B services firm is doing lead generation. Here is what that actually means. She has a Sales Navigator tab open with 340 saved leads she has not touched since March. She has a spreadsheet called outreach-Q3-v2.xlsx…
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How an Executive VA Handles Executive Travel Management
There is a particular kind of dread that sets in around 4:47 p.m. on a Tuesday, when the founder’s phone lights up with an email from a counterparty in Frankfurt: “Great — let’s lock the meeting. Can you be here Thursday morning instead of Friday?” Thursday. That’s the day after tomorrow. The flight that was…
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How an Executive VA Handles Board-Meeting Preparation
It’s 11 p.m. on a Sunday. The board meets Tuesday morning. The CFO still hasn’t sent the updated revenue numbers, two of the committee reports are sitting in a shared drive in the wrong format, last quarter’s minutes have a typo in a resolution that someone is bound to notice, and the agenda the chair…
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How a Marketing VA Handles SEO Support (And Why That Quietly Decides Who Gets Found)
There’s a particular kind of evening that founders don’t talk about much. It’s 9:40 p.m. You’ve finished the client calls, signed off the invoices, answered the three messages that couldn’t wait. And then you remember the thing you’ve been promising yourself you’d get to for four months: the website. The blog that hasn’t been touched…
