What does working with me look like?

I want to be in long-term collaborative partnership with entrepreneurs, virtually. Technology allows me to conduct business on your behalf as if I was in your office or physical location. One important benefit is that I am also a small business owner. I have my own office, my own equipment, my own benefits – that means you only pay me for the time I actually spend working with you.

My commitment is to operate as a partner within my working relationships. The virtual environment requires ongoing communication, reliability, and honesty. I will always try to solve the problems, proactively when possible and keep your interests and goals at the forefront.

I am a member in good standing with the Canadian Association of Virtual Assistants (CAVA), where I have access to many other VA’s and resources to help us be the most efficient we can be.

I am not an expert in everything, but I am wiling to adapt and learn programs, systems, software, and other aspects of your business. I never want to enter into a relationship that is not mutually beneficial.

Please note that I practice confidentiality at all times regarding current and former clients.

Please note: I only work with Canadian business owners due to insurance.

Pricing

I prefer to work with you to determine the best package for your needs, but for new clients, I require that payment is made in advance. This is simply to protect me as a business owner.

What’s next?

Think I might be just what you need? Set up a free discovery call with me or send an email to ask some more questions.

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    Health & Wellness Professionals

    • Not enough hours in your day because your business is thriving?

    • Need support with the daily operations & special projects?

    • Need support for your clients?

    • Need support for your team?

    • Have you reached your limit to grow because you are trying to do "all the things"?

    With 20+ years working in healthcare I can provide the support you need!

    How can I support your clients and your team?

    • Onboarding for new clients & team members

    • Being a warm & friendly voice either over the phone or via email

    • Plan fun & educational team meetings

    • Reviewing incoming resumes & pre-screening qualified applicants

    How can I support your business?

    • Invoicing clients & following up on payments

    • Transcribing session notes

    • Email & calendar management

    • Troubleshooting technology issues

    • Develop systems

    • Assist with course creation

    • Creation of newsletters

    • Creation & scheduling of social media graphics

    • Updating website

    • Collecting testimonials

    • Assist with course creation

    Added Bonuses

    • I am able to provide education to your clients or team on dementia as I have been an educator & facilitator for both those living with a dementia & their care partners (family and paid).

    • I can also help you with personal tasks like researching service providers, scheduling appointments, booking camps, etc

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    Aging and Dementia Support Professional

    • Do you have a loved one living with a dementia?

    • Are you a person living with dementia?

    • Or do you have an aging person in your life with appointments & services to coordinate?

    With 20+ years working in healthcare, and with those living with a dementia, I can provide the virtual support you need!

    How I can support you:

    • Setting up and managing calendar of appointments

    • Need to keep other members of the care team informed of appointments - I can set up a shared calendar everyone can access.

    • Coordinating & communicating with your care team

    • I am able to provide education to your clients or team on dementia as I have been an educator & facilitator for both those living with a dementia & their care partners (family and paid).

    • I can also help you with personal tasks like researching service providers, scheduling appointments, booking camps, etc

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    Course Creators

    You have a skill or topic that you want to teach others. You want to become known for amazing courses, but there is a lot more to it than that! You don’t have to do “all” the things yourself.

    I help course creators with:

    • Researching topics (collecting statistics, quotes)

    • Brainstorming sessions

    • Proof-reading content

    • Creating slide decks and learner materials

    • Creating topic/content timestamps for videos

    • Uploading content to LMS

    • Monitoring and following up on registration/payment

    • Sending out materials and reminders

    • Creation of and sending out of certificates

    • Feedback survey creation and management

    • Creating newsletters

    • Creating Social Media Graphics

    • Collecting testimonials/wins/reviews

    • Community Management (Facebook or private community for learners): responding to questions, engaging with learners, scheduling posts and more!

    • For live virtual course offerings: support during session (i.e.: admitting participants, monitoring chat, assigning breakout rooms, launching polls, etc).

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    Administrative and General Clerical Support

    • Proofread slide decks, emails, landing pages, blogs and other copy

    • Write and or schedule newsletters

    • Creating spreadsheets (excel or google sheets)

    • Basic Bookkeeping including preparing payroll

    • Hiring assistance

    • Client invoicing

    • Meeting management

    • Email management

    • Draft letters and emails

    • Transcription

    • Data entry

    • Manual Preparation: Standard Operating Procedures; Policies and Procedures

    • Basic graphic design

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    Customer/Client Support

    • Responding to customer inquiries via email or phone calls

    • Reaching out to leads

    • Scheduling client meetings

    • Preparation and sending of materials to new clients

    • Develop/manage client database

    • Implementing the use of a CRM

    • Sending thank you cards and other mailouts for holidays

    • Client Invoicing

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    Personal Assistant & Lifestyle Management

    Need some help with your personal life as well?

    I am happy to help in many areas of life such as:

    • Scheduling appointments

    • Making reservations

    • Travel arrangements and coordination

    • Birthday reminders

    • Holiday planning

    • Booking campsites for your precious time off

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    Virtual Event Support

    • From registration to feedback and most things in between.

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    Research

    • Research new apps and software

    • Planning conferences, vacations, and more.

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    Miscellaneous

    Have another project or task you need help with?

    Set up a time to chat and let’s see if we can work together!

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Programs I am familiar with:

  • Quickbooks (some knowledge)

  • Microsoft Office 365/Google Workspace

  • Google/Microsoft forms and Survey Monkey

  • Jane App

  • Squarespace/Wix (and a little tiny bit of WordPress-I am learning!)

  • LastPass/1Password

  • Trello

  • Canva

  • Zoom/Teams

And many others - I am someone who believes in learning programs that my clients use so there are others I have no doubt learnt since I wrote this list! I am also happy to prepare training for you/your team for programs I know well.