Executive Assistant
Hear from our clients.
Case studies
Help our VPs grow your business.
Experts in
- Hubspot
- Zoho CRM
- Monday.com
- ActiveCampaign
- Insightly
- Microsoft Office
- Google Suite
- Canva
- Wordpress
- Calendly
Designed for your business needs
Learn how our virtual professionals can help grow your business.
Scheduling and Email Management
Managing your calendars, tracking appointments and meetings, coordinating schedules, and handling follow-ups efficiently. All this while managing inboxes, filtering and prioritizing as needed ensures that you remain in touch with your entire workflow without having to spend time on it.
Task Management and Liaison
Proficiency in using task management tools (e.g., Asana, Trello) to oversee and coordinate daily tasks while also keeping them organized and on track, acting as a liaison between teams, clients and stake-holders.
Social Profile Management
Advanced skills in handling and organizing your social media profiles to maintain professional communication and online presence. From content creation to identifying trends, the VP can help you boost your engagement backed by analytical research.
Training Outline
The Executive Assistants start with foundational training designed to equip them with essential skills for their role. This phase focuses on business communication, covering tasks like email management, managing calendars and scheduling, and preparing reports with an emphasis on clarity and professionalism. Soft skills training helps develop interpersonal skills, active listening, and problem-solving abilities to handle the role of a liaison through internal and external communication both written and verbal. Phone call handling is also a major focus, including training and mock activities on managing inbound and outbound calls, customer support inquiries, and voicemail management. Data entry training, emphasizing accuracy and organization for record maintenance and spreadsheet management. They are also introduced to the basics of social media management, including post scheduling and content creation. Evaluations are conducted throughout this phase to ensure readiness for the next step.
Once matched with a client, the VP undergoes tailored training to align with the client's specific requirements. This includes an overview of the client's preferred tools and software, such as CRM systems, scheduling platforms, and social media management tools. They also receive detailed guidance on the initial responsibilities and tasks outlined by the client to ensure they are prepared to deliver from day one. Shadowing sessions with an experienced Executive Associate working in a similar role provide practical insights into daily workflows, effective communication styles, and strategies for managing the client's priorities effectively. A dedicated mentor is assigned to provide support and guidance during this phase.
After onboarding with the client, the executive assistant is supported by a dedicated trainer to ensure a smooth transition and successful integration into the client's workflow. The trainer provides real-time assistance, monitors task performance, and helps the associate address any challenges they encounter. A structured support system, including daily check-ins, task trackers, and performance reviews, ensures consistent progress and client satisfaction. Regular feedback sessions help the associate adapt to the client's evolving needs and ensure long-term success in their role.
Frequently Asked Questions
The best practice that we encourage is to give direct feedback to your VP as that helps build a good relationship, and is the most effective way to address any errors. Apart from that you would have a dedicated account manager who you can give open feedback to. The account manager would then loop in the VP's direct performance manager ensuring that your feedback is understood and incorporated.
Your VP's first priority would be to wrap up any pending tasks you've assigned and to clear their workload. They are then given training on how to optimize and contribute to a company's workflow, and so by their own initiative, they would actively look for areas where they can contribute to your agency's growth and processes. It is also recommended that you assign your VP with a project before going out of the office, so that they are utilized in your absence.
Our VPs excel in communication and coordination, using secure and reliable tools for seamless interactions. They follow structured SOPs to ensure responsiveness and actively seek client feedback through weekly check-ins for consistent and exceptional performance.
We prioritize data security with proactive 24/7 monitoring, secure VPN connections, and robust protection protocols powered by CyberFin, ensuring your information is always safeguarded.
You are involved in every step, from interviewing and selecting your VP to their integration into your team. VPs are committed to aligning with your company's goals, fostering collaboration, and adding value to your operations.
Absolutely. Our VPs are skilled communicators, holding bachelor's degrees from top universities. They are trained in both inbound and outbound calls, ready to handle professional phone communications effectively.
Your VP undergoes dedicated training tailored to your requirements, including shadowing, learning your software and practices, and building workflows for approval. An onboarding team ensures a smooth transition and addresses any challenges.
Beyond core executive assistance, our VPs can handle tasks like social media management, data cleanup, file organization, CRM updates, research, backend operations, email and calendar management, travel planning, report creation, presentation development, basic bookkeeping, customer follow-ups, and database management—optimizing their bandwidth to meet your diverse business needs.
Clear communication is key. Provide feedback, set expectations early, and establish deadlines. Our account managers are available to assist, while VPs take full responsibility for delivering results.
Provide access to necessary software, credentials, and initial training on your company processes. From the outset, our onboarding team ensures the VP is fully equipped with the tools and knowledge required for seamless integration. Dedicated trainers guide them in mastering your workflows, aligning with your expectations, and delivering results efficiently from day one.
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