Perhaps The Most Powerful Growth Partner
Your Business Has Never Experienced
Not a call center. Not Fiverr. Not Upwork. Not a job board that disappears after placement. A fully integrated growth partner for SMBs ($500K to $300M+)... dedicated full-time staff, hands-on advisory, and AI implementation in one relationship built to become your highest-ROI vendor.
Here's What Actually Happens When You Work With Us
- Not Source-and-Disappear. Most outsourcing companies hand someone off and vanish. We do the opposite.
- Deep Constraints Analysis First. We interview your staff, map tools, workflows, bottlenecks, and time allocation before placing anyone.
- Solution Built Around Your Gaps. We find the problems first... then design the team and processes to fix them.
Full-time staff matched to your needs. Not freelancers. Full benefits, health insurance, and a management team around every hire.
Every process, workflow, and SOP documented. Worth $10K-$15K from a consultant. Built into the service.
Measurable KPIs, monthly performance tracking, and strategic reviews with hard ROI numbers. Every month.
No "random acts of AI." Our Constraints Audit pinpoints where AI plugs into your staff, software, and workflows. Custom agents for your industry tools... not generic chatbots.
- Fully Integrated Team Members. Not side-project admin help. Marketing, operations, sales support, bookkeeping, customer service, HR, project management.
- They Know Your Clients by Name. They show up every day and become part of your culture.
- Three Layers of Management. Team Lead + Operations Manager + Account Manager. No other provider does this.
- Not a "VA Company." Not a gig platform, not a recruiter, not a freelancer marketplace.
- Fully Incorporated in the Philippines. 500+ full-time employees with health insurance, benefits, bonuses, and career paths.
- We Stay. Permanently. Monthly strategic reviews, quarterly assessments, ongoing optimization. We don't hand off. We lock in.
Your Own Client Dashboard
Every client gets a dedicated dashboard and mobile app. Real-time KPIs, ROI tracking, VA performance, and direct communication with your account team.
Demo dashboard for a sample roofing client. Your dashboard is customized to your business, your KPIs, and your team.
Green Light Cyber
Started with 1 VA. Now 5 full-time OA team members running operations. "Let me try one person" became core to how the business runs.
Support Services of Virginia
8 OA team members. 6 years and counting. Not a trial run... a relationship built on results and trust over half a decade.
Heiler Painting
Revenue doubled from $4M to $8M. OA virtual assistant voted best employee out of 50 US-based staff. That's not outsourcing... that's earned respect.
Hear It Directly From Our Clients
Real business owners. No scripts. No actors.
| What We Are | What We're Not |
|---|---|
| Fully incorporated Philippines entity with 500+ employees | Gig platform (Fiverr / Upwork) |
| Full-time employees with health insurance, benefits, and bonuses | Contractors without benefits or loyalty |
| Dedicated staff (1 client, not split across accounts) | Staff split across multiple clients |
| Triple-layer management (Team Lead + Ops Manager + Account Manager) | Source-and-hand-off model |
| Documented playbooks and SOPs for every process | "Figure it out yourself" approach |
| Monthly strategic ROI reviews with hard numbers | No accountability after placement |
| AI Constraints Audit and integrated automation | Random acts of AI or generic chatbots |
| Dedicated client dashboard and mobile app | No visibility into performance |
| Month-to-month, no contracts. Starting at $1,895/mo | Lock-in contracts with buyout fees |
| Your full-service growth partner | Just a staffing company |
The Genius Zone: Why Great Employees Leave
- Why Great People Leave. Not pay. They're buried in work below their skill level.
- OA Fixes That. We take low-value work off their plates so your best people do what they were hired for.
- Not About Adding Headcount. It's about freeing up the people you already have.
TEDx Talk: 230,000+ Views
"Personal Global Economies" ... a Filipino VA in a village, a US business owner, and how outsourcing brought their lives together.
- Your Guide. Brad Stevens built OA after offshore talent saved his business. Wharton. Harvard. 5 companies. 25 years. 20 countries.
- Built From the Pain Side. He's lived it... and cracked the code.
- Care First, Deliver Second. Then deliver at a level that makes every other vendor look expensive.
Use the left menu to explore everything... founder story, management model, client interviews, AI capabilities, and more.
- Are they fully incorporated in the country where they hire?
- Do they hire full-time employees or contractors?
- Do they provide health insurance and benefits?
- Do they have documented playbooks for your processes?
- Do they offer strategic performance and ROI reviews?
- What is their management structure around your VA?
- Do they bonus and incentivize their people?
- What is their vetting process? How many steps?
- What happens if your VA leaves or isn't the right fit?
- How do they handle onboarding and integration?
Built by an Entrepreneur Who Lived Your Challenges
OA wasn't built by a BPO executive chasing margin. It was built by a US entrepreneur who went through the fire, discovered offshore talent out of desperation, and turned it into a mission.
- Wired for It. 3rd grade: Micro Machines rental operation. 600 units, paper credit cards, typed newsletters, self-appointed VP of Sales & Marketing.
- Forged Through Hardship. Family bankruptcy, two jobs at age 20, caring for two sisters. Finished Wharton (magna cum laude) early.
- Investment Banking Job Collapsed. Firm went under two weeks before start. With $2,000 in severance, launched a company helping low-income families access free prescriptions. Front page of the AJC.
Nutritional products, beauty brand, global teeth-whitening business across 18 countries. Lifetime entrepreneur. Thousands of fellow founders through EO.
Manufacturing failure nearly destroyed everything. Products literally exploding. Cash hemorrhaging. Facing the real possibility of losing it all.
In that crisis, he discovered offshore staffing through The 4-Hour Workweek. First VA hired out of desperation, not strategy. That VA stabilized operations, cut costs, and kept the business alive.
That became the foundation of OA. Built from the pain side, not the solutions side. He knows what it feels like to be overwhelmed, understaffed, and burning cash.
Born from DFCs, Not Sales Decks
Built by first addressing the Doubts, Fears, and Concerns every owner has about outsourcing. We know what keeps you up at night.
10 Years Inside EO
EO Atlanta President, US East Coast Regional Director (22 chapters, 2,000 members). OA was built by and for entrepreneurs.
Built on Other Companies' Failures
Studied what broke at other providers: no management, drifting contractors, no documentation, no culture. Built the opposite.
Education First, Not Sales First
Fortune 1000 have used offshore talent for decades. SMBs think it's not for them. OA starts by educating, not selling.
Built for SMBs Ready to Scale
Startups to $50M+ enterprises across 85+ industries. Our sweet spot: the founder, COO, or ops leader who knows they need to stop doing everything themselves.
The Overwhelmed CEO / Founder
- Working 60-70 hour weeks. Personally handling admin, scheduling, email, invoicing.
- Tried hiring locally ($50K+/year) but can't find good people. Or tried a gig VA and it was a disaster.
- Spouse is frustrated. Kids growing up. Missing things.
- What they need: 20-40 hours/week back to focus on what actually grows the business.
The COO Driving Scale & Profitability
- Driving operational scale and profitability. Needs a reliable team.
- Processes aren't documented or repeatable.
- Needs managed team infrastructure, not just bodies. Process docs. Accountability. KPI tracking.
- What they need: Consistent back-office operations with professional management.
The Startup Founder Looking for a Growth Partner
- Limited capital, wearing every hat. Needs affordable talent and guidance on what to delegate.
- More than cheap labor ... a partner who helps figure out constraints, not just staffing.
- What they need: Strategic advisory + affordable full-time talent + structured process from day one.
Home Services
Healthcare
Legal
Restaurants & Food
Real Estate
Construction
Professional Services
Technology
More
We Start with Your Challenges, Not Our Solutions
Before we talk about VAs, we need to understand your business. Our signature discovery process uncovers constraints you didn't even know you had.
Our signature process used with thousands of entrepreneurs and business leaders
Question 1: "What constrains your growth?"
Question 2: "What drains your energy?"
This simple but powerful exercise extracts a substantial list of obvious and more hidden constraint points in your business. It surfaces what needs to come off people's plates and identifies what they want to get to but can't ... the things that would add the most value and ROI.
Resources:
The 2-Question Exercise Explained
Loom Explainer: How the 2-Question Exercise Works
We know exactly what's going through your mind right now.
Brad's approach: knock them down one by one.
Our VAs work YOUR business hours. EST, CST, PST... they match your schedule, not the other way around.
Watch the staff interviews below. The Philippines has 97.5% English literacy. Our team members present, sell, and build relationships with US customers every day.
Rico at Heiler Painting was voted BEST EMPLOYEE out of all 50 US-based staff. An offshore VA. That's the caliber we deliver.
So have we. That's why we built the opposite of what broke at other companies. Full-time employees, not contractors. Triple-layer management, not source-and-abandon. Documented playbooks, not guesswork.
85 industries. 500+ team members. We don't give you a generic person from a pool. We match industry-specific talent to your exact needs.
They'll become your VA's biggest fans. When your local staff sees the admin work they hated getting handled, they get to do MORE of what they love. That's not a threat... it's a gift.
We Built Guides for Every Role
Whether you're the founder paying the bills, a COO running operations, or scaling a franchise... we've built dedicated guides for your specific situation. Because a CEO's concerns are different from a COO's, and franchise scaling has its own playbook entirely.
Brad walking through our Philippines headquarters in Cagayan de Oro. See the facilities, meet the talent, feel the culture.
Discovery Call
Deep-dive into your business challenges using our 2-Question Exercise. We listen first. We need to understand your world before we can solve anything.
Constraint Mapping
We categorize everything: what can be delegated, what can be automated, what's draining your team's energy. This creates a clear roadmap for where offshore talent will have the most impact.
The OA Constraints Audit (Our Signature Process)
Too many companies are doing "random acts of AI." We take a different approach. Our Constraints Audit maps your entire operation:
- Existing staff and how they're spending their time
- Technology tools currently in use
- How information actually flows through your business
- Where AI can plug in and create real value
- Custom agents built to integrate into YOUR industry software APIs
- The right blend of AI tools + human talent for YOUR specific needs
Custom Matching
Using our 15-point vetting process, we find the exact right person for YOUR specific needs and industry. Not a generic "virtual assistant" from a pool.
Playbook Creation
We document your processes and build your OA Playbook before day one. When your VA starts, they have a structured foundation, not a blank slate.
Integration & Onboarding
Your VA begins with a structured 90-day onboarding process, managed every step of the way by our triple-layer management team.
15 Ways We Vet Before You Ever See a Candidate
We invest $25,000+ annually in assessment tools alone. This isn't resume screening. This is deep clarity analysis.
Resume & Background Review
Education, work history, career trajectory analysis. We look for patterns of growth and commitment.
Initial Screening Interview
Communication skills, English proficiency, cultural fit, and professional demeanor assessment.
IQ Assessment
Cognitive ability and problem-solving capacity testing to ensure your VA can handle complex, evolving tasks.
Emotional Intelligence Testing
Self-awareness, empathy, interpersonal skills. Working remotely requires high EQ to read context and communicate proactively.
Communication Skills Assessment
Written and verbal English evaluation. Business writing, email tone, phone readiness, and clarity under pressure.
Technical Skills Testing
Software proficiency specific to your industry and needs. From CRM platforms to industry-specific tools.
Predictive Index (PI) Analysis
Deep behavioral assessment using the industry-leading PI platform ($25K/year tool investment). We understand work style, motivations, cognitive patterns, and team dynamics before you ever meet a candidate.
Personality & Work Style Assessment
Compatibility with your specific work environment, management style, and company culture.
Feedback Receptivity Evaluation
Can they take feedback and improve? This is one of the strongest predictors of long-term success in a remote role.
Learning Agility Test
How quickly do they adapt to new processes and tools? Businesses change fast. Your VA needs to keep up.
Industry Knowledge Assessment
Domain-specific evaluation when applicable. We match candidates who already understand your industry landscape.
Reference Checks
Professional references verified for performance, reliability, and character.
Background Verification
Identity, education, and employment history confirmed. No shortcuts.
Culture Fit Interview
Alignment with OA's GREAT values and client-facing professional standards.
Final Panel Review
Senior leadership reviews every candidate before they are presented to a client. Multiple eyes, multiple perspectives.
Candidate Profiles
Every candidate we present comes with a detailed profile showing their complete background, assessment scores, skills inventory, and our recommendation for why they're the right fit for YOUR business. You're never guessing.
Our Globally Trusted 9-Step VA Matching Process
VA Recruitment at OA
Jason On VA Matching
Your Processes, Documented from Day One
Every OA client gets a custom OA Playbook ... a living document of every process, workflow, and SOP your VA needs to know.
Playbook
Documentation
Included at No Additional Charge
We understand that most small businesses we work with don't have their processes documented. That's exactly why we build your OA Playbook from day one ... at no extra cost. You own your playbook from day one.
Some of our clients have told us other companies wanted to charge $10,000 to $15,000 just to create a playbook like the one we build for you. We have clients whose playbooks have grown to over 300 pages. It's a critical part of how we guarantee redundancy and long-term success ... and it's a benefit to you because now you have your entire operation documented.
- Step-by-step process documentation for every task your VA handles
- Software login guides and system navigation
- Communication protocols and escalation paths
- Client-specific terminology, contacts, and preferences
- Quality standards and performance benchmarks
Built-in Redundancy
If your VA is ever unavailable, anyone can pick up the playbook and continue seamlessly. No single point of failure. Your business keeps running.
Continuous Improvement
The playbook is a living document that evolves as your business grows and processes change. It gets better over time, not stale.
Added Value for YOU
Many clients didn't have documented processes before OA. The playbook becomes an asset for their entire business, not just the VA relationship.
We have pre-built playbook templates for 70+ industries that we customize for your specific business. Here are a few examples:
We customize these for your specific business. No two playbooks are identical.
The Importance of Documentation
How Do You Document Processes
Create SOPs Without Writing a Word
Playbook Review with Chandem
The First 90 Days Define Everything
Our intensive onboarding process ensures your VA is fully integrated, productive, and delivering ROI from the start.
First 2 Weeks: "Hands on the Wheel"
- Deep immersion in your business, industry, and tools
- Playbook creation and customization
- Introduction to your team and systems
- Daily check-ins with Team Lead
- First process assignments begin
Days 15-60: "Building Rhythm"
- VA takes ownership of assigned processes
- Weekly performance reviews with Team Lead
- Monthly survey and call with VA and manager
- Expanding scope as confidence builds
- 90-day game plan identifying additional areas for support
Days 60-90: "Operating Independently"
- VA operating at full capacity
- Metrics-driven performance assessment
- ROI measurement begins
- Client satisfaction survey
- Strategic discussion about expanding scope
Getting Started with Outsource Access
Your VA Is Never Alone. Neither Are You.
Every OA placement comes wrapped in a triple-layer management structure that ensures accountability, quality, and continuity.
Team Lead (TL)
Your VA's direct manager. Handles daily oversight, task quality review, performance coaching, and immediate escalations. The TL is the frontline guarantee that work gets done right.
Operations Manager (OM)
Oversees the Team Lead and manages overall client operations. Ensures processes are followed, playbooks are current, and service delivery meets OA standards. Handles multi-VA coordination.
Account Manager (AM)
Your dedicated client-facing strategic partner. Regular check-ins, performance reviews, ROI discussions, and growth planning. The AM ensures you're not just getting work done ... you're getting value.
Director of Client Success
Oversees the entire client journey from onboarding through ongoing engagement. Ensures fanatical 90-day engagement, ongoing assessments, and client satisfaction at scale.
EOS (Entrepreneurial Operating System)
Weekly Level 10 meetings among all managers to ensure we deliver on promises. Quarterly State of the Company where every employee sees performance and growth plans.
Jim Collins Philosophy
"Disciplined People with Disciplined Thought Performing Disciplined Action so they can be Built to Last." Every new employee watches a Collins philosophy video and shares how they'll contribute.
Monthly Performance Reviews
Surveys and calls with VA and manager monthly to maximize service and capabilities. We are fanatical about driving ROI for every single client.
- Playbook documentation from day one means any replacement can pick up seamlessly
- 200+ specialized skills staff available beyond your primary VA
- If your VA can't handle a one-off project (video editing, graphic design, complex data analysis), we have deep bench talent ready
- If your VA is sick, on vacation, or leaves, the playbook + management layer ensures zero disruption
We Focus on ROI from Day One
Most staffing companies hand you a person and leave you to guess whether it's working. We come to the table every single month with a comprehensive performance review ... just like a top-level consulting firm. Except we're not just giving you ideas. We're executing alongside you.
Why We Built This
Our founder and CEO, Brad Stevens, is a small business owner himself. He's spent 25 years working with vendors across every category ... and always hated the ones who weren't fanatically focused on ROI. Too many companies take your money and leave you wondering if it's actually working.
That's why every OA client gets a dedicated Monthly Performance Business Review. From day one, we want to know the KPIs that matter to YOUR business. We measure from the start and report on our performance with full transparency.
Revenue Opportunities Captured
Missed calls answered, estimates followed up, leads nurtured, upsells executed. We track every dollar your VA puts back on the table. One client's VA generated $100K in upsell revenue in a single quarter.
Efficiency Gains Measured
Hours saved on admin, data entry, scheduling, and back-office work. We quantify what your time is worth and show you exactly how many hours your VA gave back to you and your team.
Delegation Value Calculated
Every task your VA handles at $9-12/hour is a task you're NOT doing at $150-500/hour. We calculate the true cost of your time vs. what you're paying us. The math is almost always staggering.
Opportunity Cost Eliminated
What deals did you close because you had time to take the meeting? What relationships did you build because you weren't buried in email? We help you see the full picture, not just the line items.
Every month, your Account Manager presents a comprehensive Performance Business Review covering KPI tracking, task completion rates, hours analysis, ROI calculations, and strategic recommendations. This isn't a generic template ... it's customized to the metrics that matter most to your business.
What's Included
- KPI dashboard with month-over-month trends
- Task completion rates and quality scores
- Hours breakdown by category
- Revenue impact analysis
- ROI calculation (investment vs. value delivered)
- Strategic recommendations for next month
- Skill development updates for your VA
How We're Different
- Most staffing firms: "Here's your person. Good luck."
- OA: Monthly sit-down with data, trends, and action items
- We proactively identify optimization opportunities
- We recommend when it's time to add capacity
- We flag risks before they become problems
- We celebrate wins and share them with your VA
- Top-level consulting firm rigor ... at VA pricing
Screenshots from an Actual Performance Business Review
PBR Cover Page
KPI Performance Dashboard
Communication Matrix
Core Responsibilities Breakdown
A Typical First-Month ROI Scenario
| Category | Monthly Value |
|---|---|
| Calls answered that would have been missed (5/week x $500 avg job) | $10,000 |
| Estimates followed up and closed (3 additional/month) | $4,500 |
| Owner's time recaptured (20 hrs/week x $150/hr value) | $12,000 |
| Google reviews generated (driving new inbound leads) | $2,000 |
| Total Monthly Value | $28,500 |
| OA Investment | $1,895/mo |
| ROI | 15:1 |
Based on actual client results across home services, professional services, and e-commerce verticals. Individual results vary by industry and use case.
Why the Philippines? Because the Talent is World-Class.
World's #2 BPO market. 1.3 million BPO workers. Here's why we chose it.
Fully incorporated. Every person is a full-time employee with health insurance, life insurance, benefits, career pathing, and bonuses.
Most firms hire contractors who chase the next gig. We hire for the long term. That's why our retention is industry-leading.
5,000+ sq ft in Cagayan de Oro. Training, co-working, culture events. Not just an office... a home base.
Best-in-Class Health Insurance
The best health insurance in the Philippines. Not just for staff... for their families AND their parents. Your VA shows up focused because we've removed the worries.
$30,000/Year on Education & Training
$30K/year on education and training. Skills development. Leadership programs. Technical certifications. Your VA levels up every quarter.
How We Support Our Staff: Benefits, Education & Family Coverage
The Only Company in the Philippines with a Dedicated Staff Magazine
"Virtual Success" ... a full magazine celebrating our team. Staff of the Year makes the cover with a professional photo shoot. Real stories, showcased company-wide.
Not corporate PR. This is what genuine investment in people looks like.
Step Inside Outsource Access HQ: Office Tour
Why I Flew to the Philippines to Build a Stronger Team
Strong American Affinity
Filipinos grow up immersed in American media, education, and business culture. The cultural gap is remarkably small.
Your Business Hours
VAs work YOUR hours. EST, CST, PST... time zone flexibility is built in.
Integrated Team Members
Our clients say it all the time: their OA person feels like part of the team. Not an outsider. Family.
How We Attract and Keep the Best Talent in the Philippines
You're not just getting a person. You're getting someone backed by a company that genuinely invests in them. These proof points stack... and that's why the best people in the Philippines choose OA.
1. Fully Incorporated in the Philippines
Most firms hire contractors who chase the next gig. We fully incorporated so every person is a real, full-time employee. Stability. Loyalty. People who stay.
2. Full-Time Employment with Real Benefits
Health insurance for their families. Life insurance. Career pathing. Bonuses. Not perks... the basics that contractors never get. Real jobs with real futures.
3. Best-in-Class Health Insurance
The best health insurance in the Philippines. Not just staff... families AND parents. Your VA shows up focused because we've removed the worries.
4. Virtual Success Magazine
The ONLY company in the Philippines with a staff magazine. Staff of the Year makes the cover with a professional photo shoot. Real stories, showcased company-wide. Read the latest issue →
5. $30,000/Year on Education & Training
$30K/year on education and training. Skills development. Leadership programs. Technical certifications. Your VA levels up every quarter.
6. ISOF: In Search Of Program
Continuous staff development. Skills training, leadership growth, personal development, career pathing. Growth isn't optional at OA. It's built in.
7. "Tell Us How You Did It" Book
We ask our people to share HOW they succeeded. What did they do differently? Those stories go company-wide so everyone learns from each other's wins.
8. CEO Welcome Messages to Every New Staff
Brad personally writes a welcome message to every new team member. 10-15 hours a month making sure every person feels seen from day one. Not scalable. We do it anyway.
9. UN SDG Community Programs (Employee-Driven)
Employee-driven, not CEO-driven. We survey staff quarterly on what THEY care about. Thousands of trees planted. Learning disability center support. Hygiene kits during typhoons. A building saved for 200+ pediatric cancer patients. All because our people told us what mattered.
10. The Scaling Breakthrough: Our Own TV Show
A full TV show starring our staff and clients. Behind the scenes, real interviews, real stories. Not corporate video... real storytelling about real people. Watch The Scaling Breakthrough →
11. Life-Changing Impact
One of our first staff members bought a car for his parents for the first time. That's what happens when talented people get a real career with a company that cares. Changes lives... not just at work, but at home.
12. Thousands of Applicants. Top 1% Selected.
Thousands of applicants monthly. Top 1% selected. IQ testing. Emotional intelligence. Predictive Index. Skills validation (because people claim skills they don't have). Multi-stage interviews. Background checks. Every step ensures the exact right fit for YOUR business.
13. Dedicated 8-Person Training Team
8 people who do nothing but build curriculum. Custom training for your exact needs. We validate, score, and verify your person can execute at the level your business demands. Not onboarding... a training department.
14. Fast Learners Who Take Feedback
Don't get hung up on exact software experience. Our people are fast learners who absorb feedback. Aivan had never touched FieldRoutes. Within two weeks he was routing 1,000 technicians/week and took over ALL routing for an entire lawn care company. From scratch.
Watch how OA provides best-in-class support to our team
Most outsourcing companies hand you a person and disappear. We get on planes. Brad personally visits clients to document the real impact. Raw, on-site stories of OA staff becoming the backbone of businesses they've never physically walked into.
OA Visits Heiler Painting — Rico's Story
Started in marketing and HR. Took on technology. Voted #1 employee out of 50 US-based staff in Philadelphia.
Client Testimonial: Tom Heiler
52-second owner testimonial on the impact of OA staff.
Every Philippines trip, Brad interviews staff, plays guitar, sings, and dances with the team. Not corporate retreats... genuine connections you can feel in every video.
OA Fireside Singing Sessions
Brad playing guitar and singing with OA staff. This is the culture that keeps the best people.
CEO Staff Spotlight: Julie Santos
Brad sits down with staff one-on-one to hear their stories, growth, and impact.
Quick video spotlights of VAs sharing their real client impact. Watch how our people communicate, present, and think. That's not an accident... it's proof.
Trained on 150+ Software Applications
After 7 years, 500+ team members, and 85+ industries served, our staff has built deep expertise across the software platforms that run your business. We don't just learn the basics. We train our people to operate these tools at an advanced level so they can hit the ground running from day one.
Platforms built for specific industries. Our VAs have hands-on experience in these vertical tools.
HouseCall Pro
Home services scheduling, dispatching, invoicing, and customer management
ServiceTitan
Field service management for HVAC, plumbing, electrical, and more
Restaurant365
Multi-location restaurant accounting, inventory, and workforce management
Litify
Legal practice management built on Salesforce for law firms
FieldRoutes
Pest control, lawn care, and home services operations management
Real Estate Platforms
MLS systems, transaction management, property databases
EHR / Medical Systems
Healthcare records, scheduling, billing, and HIPAA-compliant tools
The cross-industry platforms every business relies on. Our team knows them inside and out.
HubSpot
CRM, marketing automation, sales pipeline, customer service
Salesforce
Enterprise CRM, reporting, pipeline management, custom objects
QuickBooks
Accounting, AP/AR, reconciliation, payroll, financial reporting
Xero
Cloud accounting, invoicing, bank reconciliation, expense tracking
Google Workspace
Enterprise-level Gmail, Drive, Sheets, Docs, Calendar
Microsoft 365
Outlook, Teams, SharePoint, Excel, full Microsoft stack
Specialized tools for design, project management, content, scheduling, and social media.
Canva
Graphic design, presentations, social media graphics, brand kits
Opus Clip
AI-powered video repurposing and short-form content creation
Asana
Project management, task tracking, team collaboration, workflows
Monday.com
Work management, project tracking, CRM, automations
Calendly & Scheduling
Meeting scheduling, calendar management, booking automation
Social Media Platforms
Hootsuite, Buffer, Sprout Social, Meta Business Suite
OA VA Knows Your Software
If something comes across your VA's desk that requires specialized skills ... video editing, graphic design, CAD drafting, advanced data analysis ... we have 200+ supporting staff with tactical skills. No need to hire separate freelancers. Your VA coordinates with our internal specialists to get it done.
IVS vs. Specialized Skills
Will the VA Have All Skills I Need?
AI With Common Sense
Too many companies are doing "random acts of AI." We do the opposite. Our signature Constraints Audit maps your people, processes, and technology... then builds a custom blend of AI tools and human talent designed specifically for YOUR business.
"Augmentation, Not Replacement"
This is our core philosophy. AI doesn't replace people. It makes people dramatically more effective. A VA who knows how to use AI tools becomes a 10x force multiplier for your business.
"Random Acts of AI" vs. The OA Way
What most companies do: Buy ChatGPT licenses. Tell everyone to "use AI." No strategy, no integration, no measurement. Random acts of AI.
What OA does: Full Constraints Audit. We look at your staff, their time, your tech stack, your information flow. We figure out exactly where AI plugs in. Then we build custom agents tied to YOUR industry software... not generic tools. Real integration.
AI-Trained VAs
Our VAs are trained on leading AI tools: ChatGPT, Claude, Gemini, and industry-specific AI platforms. They don't just execute tasks ... they bring ideas for how AI can accelerate your workflows.
Process Automation
We identify which repetitive tasks can be automated with AI, then have your VA manage and oversee the automation. Humans set the strategy, AI handles the repetition.
Content & Communication
AI-assisted content creation, email drafting, social media scheduling, and customer communication. Your VA uses AI to produce more, faster, while maintaining your voice.
Data & Analysis
AI-powered data analysis, reporting, and insights. Your VA uses AI tools to find patterns, generate reports, and surface the information that matters most.
Why Businesses Must Embrace AI Safely
Scaling with AI: Mindset, Strategy, and Tactics
How Outsourcing and AI Scale an E-Commerce Business
Enterprise-Grade Security Infrastructure
Your data and operations are protected by Google Workspace Enterprise, our managed security protocols, and HIPAA-aligned practices.
Google Workspace Enterprise
All OA operations run on Google Workspace Enterprise with advanced security controls, audit logging, data loss prevention (DLP), and admin-managed device policies. Enterprise-grade from day one.
Access Controls
Role-based access control (RBAC) ensures VAs only access the systems and data they need. Access is granted, monitored, and revoked through centralized management.
HIPAA-Aligned Practices
For healthcare clients, we follow HIPAA-aligned security protocols including encrypted communications, access logging, and data handling training for all VAs.
Data Protection
Client data never leaves authorized systems. VAs are trained on data handling best practices, and all client-facing operations are monitored by management.
- Managed device policies via Google Workspace Enterprise admin console
- Two-factor authentication (2FA) required on all accounts
- Encrypted communications for all client interactions
- Regular security training for all staff
- Background checks and identity verification for every hire
- Non-disclosure agreements (NDAs) as standard
- Secure VPN connections for sensitive industries
- Audit trails and activity monitoring
- Incident response protocols and reporting
Healthcare
HIPAA-aligned practices, PHI handling protocols, EHR access controls, and staff training on healthcare data privacy.
Legal
Attorney-client privilege awareness, document confidentiality, court filing protocols, and legal data handling standards.
Financial
Financial data security, PCI awareness for payment processing, reconciliation controls, and audit-ready documentation.
No Long-Term Contracts. Period.
People always assume we have long-term contracts. We don't. We believe in letting our actions speak. If we're not delivering, you should be able to walk away.
We Invest First. You Decide Later.
We do the entire consulting, advisory, and assessment process at no cost. Before you spend a dime, we've already invested our time understanding your business, mapping your constraints, and building a custom plan.
Why? Because we believe in our work. We don't need a contract to keep you. We need results.
Free Discovery & Assessment
Our 2-Question Exercise, Constraints Audit, and custom strategy... all before any commitment. Most firms charge $10-15K for this level of process documentation alone.
Month-to-Month
No lock-in periods. No buyout fees. No cancellation penalties. Every month, you decide if we've earned another month.
We Document Everything
Every process gets documented in your OA Playbook. If you ever leave, you keep all that documentation. It's yours. That alone is a $10-15K value.
Monthly ROI Analysis
When's the last time ANY vendor gave you a monthly ROI report on what you're spending? We do it every single month. Because we want you to see the value, not just feel it.
— Brad Stevens, Founder & CEO
Full-Time Dedicated Staff
Not fractional. Not split across clients. Your VA works for YOU, full-time. Compare that to a $5K/month marketing agency giving you 10 hours of attention.
Triple-Layer Management
Team Leader + Operations Manager + Account Manager. Three layers of support so nothing falls through the cracks.
All Processes Documented
Your entire operation documented in the OA Playbook. That's a $10-15K standalone value most consulting firms charge for.
Monthly ROI Analysis
Real numbers. Real accountability. Every month you see exactly what your investment is producing.
AI Strategic Dashboard
A custom dashboard showing your VA's performance, task completion, and business impact... in real time.
OA Mobile App
One-click performance view from your phone. See how your team is performing anytime, anywhere.
Daily Summary Analysis
Beginning and end of day summaries so you always know what happened, what's pending, and what's next.
No Long-Term Contracts
Month-to-month. We earn it every single month.
Free Consulting & Advisory
The entire discovery, assessment, and strategy process... at no cost. We invest the time because we believe in our work.
This isn't "here's your person, good luck." We run a 90-day deep integration where your VA becomes part of your DNA. Weekly calls with their Team Leader. An Operations Manager overseeing everything. An Account Manager who knows YOUR industry inside and out. We document every process in your business — that alone is a $10-20K value. We define your KPIs upfront and deliver monthly ROI analysis. Your VA sends daily begin-and-end-of-day reports. If they're ever out sick, we've got backup staff already trained on your key tasks. And you get a full dashboard... ROI, performance, tasks, strategy ideas... all accessible anytime from your phone.
You can go on a job board and find someone on your own. You can use a platform that processes payroll in the Philippines but doesn't manage anyone. Those options exist. But here's what you need to know: unmanaged offshore staff can disappear. Job boards give them other options every day. The market is more fluid than ever, and high turnover is the #1 fear our clients had before they found us.
For an extra $400-500/month, you get rock-solid talent with guaranteed redundancy, a full playbook of documented processes that YOU own from day one (clients tell us that's a $15-20K value), performance business reviews, complimentary industry analysis, an AI dashboard with real-time industry intelligence, a dedicated client portal, and access to our exclusive CEO webinar series featuring world-class speakers from our EO and YPO networks.
Is that worth an extra $400-500/month? Our clients think so. That's why they stay... and that's why they refer.
Your Dedicated OA Client Portal
Every OA client gets a dedicated login to our custom-built portal. See your staff's performance, training progress, industry intelligence, and business insights... all in one place. No other VA company gives you this level of transparency.
Real-Time Performance Dashboard
See exactly how your VA is performing. Task completion rates, time tracking, productivity metrics, and trend analysis. Updated daily.
Training & Development Tracking
Follow your VA's skill development journey. See what certifications they've earned, what training they're completing, and how their capabilities are growing.
Industry Intelligence Feed
Custom industry insights powered by AI. Competitor moves, market trends, and strategic recommendations specific to YOUR industry... delivered right to your portal.
Monthly ROI Reports
Clear documentation of the return on your investment. Hours saved, tasks completed, revenue impact, and cost analysis... all accessible anytime.
Here's what you'll see when you log in. A dedicated dashboard built specifically for your business.
OA Mobile App
Everything from your portal, right in your pocket. Check your VA's performance, review tasks, and stay connected to your team from anywhere.
One-Tap Performance View
Open the app and instantly see how your team is performing. No login hassles, no navigating through menus. Your dashboard is right there, optimized for mobile.
Deep Expertise Across 85+ Industries
We don't just staff generalists. We match industry-specific talent with pre-built playbooks and deep domain knowledge.
Home services is one of our largest verticals. Our VAs handle scheduling, dispatch, customer follow-up, invoicing, CRM management (FieldRoutes, Housecall Pro, ServiceTitan), marketing, and lead qualification.
Key functions: Call handling, estimate follow-up, review management, route optimization support, vendor coordination, accounts receivable, technician scheduling.
Software: FieldRoutes, ServiceTitan, Housecall Pro, PestPac, Jobber, GorillaDesk, and 20+ more.
Yardsy: Expanded to 6 Locations with VAs
Healthcare clients trust us with sensitive operations. Our VAs are trained on HIPAA-aligned practices and support scheduling, patient follow-up, insurance verification, claims processing, and administrative coordination.
Key functions: Patient scheduling, insurance verification, medical billing support, referral management, credentialing support, chart preparation, appointment reminders.
Software: EHR systems, medical billing platforms, patient portals, and telehealth scheduling tools.
Law firms need precise, confidential, and reliable support. Our legal VAs handle intake, document preparation, calendaring, client communication, and case management.
Key functions: Client intake and screening, document drafting and formatting, court filing preparation, calendar and deadline management, deposition scheduling, legal research support, billing and invoicing.
Software: Clio, MyCase, PracticePanther, Filevine, and other legal practice management tools.
Multi-location restaurants face unique operational challenges: vendor management across locations, consistent reporting, workforce scheduling, and marketing. Our VAs become the operational backbone.
Key functions: AP/AR management, vendor coordination, inventory reporting, employee scheduling, marketing and social media, catering coordination, customer review management.
Software: Restaurant365, Toast, Square, MarginEdge, and other restaurant management platforms.
Dreamland BBQ: Outsourced Way to 8 Locations
Real estate professionals drown in administrative tasks. Our VAs handle transaction coordination, listing management, lead follow-up, marketing, and client communication so agents can focus on closing.
Key functions: Transaction coordination, listing input and management, lead qualification, CRM management, showing scheduling, marketing materials, client follow-up, property research.
Software: MLS systems, Dotloop, SkySlope, Follow Up Boss, KvCORE, BoomTown, and more.
Construction companies need support with project coordination, estimating, subcontractor management, permits, and documentation. Our VAs handle the admin so project managers can stay on site.
Key functions: Project documentation, subcontractor coordination, permit tracking, change order management, RFI processing, safety documentation, bid preparation.
Software: Procore, BuilderTrend, CoConstruct, PlanGrid, and other construction management platforms.
Professional services firms need behind-the-scenes support that's precise, confidential, and client-facing ready. From scheduling to reporting to client communication, our VAs keep operations running smoothly.
Key functions: Client scheduling, proposal preparation, report generation, email management, CRM updates, billing and invoicing, meeting preparation, research.
Software: QuickBooks, Xero, HubSpot, Salesforce, Monday.com, and industry-specific platforms.
Don't Take Our Word For It
Real clients. Real results. Real stories of transformation.
⭐ Rico at Heiler Painting: Voted Best Employee Out of 50 US Staff
This is the story we want every potential client to hear first. Rico is an OA virtual assistant working with Heiler Painting. When the company held their annual employee vote... Rico was named the BEST employee. Not best VA. Not best remote worker. Best employee, period. Out of all 50 US-based staff members.
That's the level of integration we're talking about. When your US team votes an offshore VA as their top colleague, you know the model works.
Yardsy: Expanded to 6 Locations with VAs
From a single-location lawn care company to a 6-location operation, powered by OA virtual assistants handling scheduling, customer service, and back-office operations.
VA Christine: $100K in Sales in Under 6 Months
An OA virtual assistant generated over $100,000 in sales from the Philippines in less than six months. Proof that offshore talent isn't just about admin. It's about revenue.
From 70-Hour Weeks to 5-Hour Days
A business owner went from grinding 70-hour weeks to working focused 5-hour days after bringing on OA talent. That's not just delegation. That's life transformation.
Dreamland BBQ: Outsourced Way to 8 Locations
A legendary BBQ brand used OA virtual assistants to handle operations across 8 locations, freeing up leadership to focus on growth and quality.
From $4M to $8M Growth
A client doubled their revenue from $4M to $8M with OA handling the operational infrastructure that made that growth possible.
VA Sold $500K from the Philippines
An OA VA closed half a million dollars in sales working remotely from the Philippines. Offshore talent can sell. It's about the right person with the right training.
YardZ — From 1 VA to $500K in New Revenue
Started with one VA doing FieldRoutes routing. We spotted something their team was missing: they weren't upselling existing customers. We brought the idea to the table, got Christina trained on chemical sales, and she sold $100,000 in her first three months. Cost to the client? $2,300/month. She hit $500,000 in her first year. Then they added another staff member for accounting. That's the arc. Crawl. Walk. Run. Scale.
Maria
VA success story demonstrating the caliber of OA talent and the depth of integration into client businesses.
Yaz
VA who became an indispensable part of the client team, proving offshore talent can match or exceed local performance.
Alvin
VA success story showcasing the range of skills and commitment OA team members bring to every engagement.
Raya
VA who went above and beyond, demonstrating the culture of excellence that defines OA's workforce.
Wille Co
Client who scaled their operations with OA support, experiencing the full growth partner relationship.
Greenlight Cyber
Cybersecurity firm that found specialized OA talent capable of handling technical, industry-specific workflows.
The Most Desirable Company to Work for in the Philippines
Culture drives retention, performance, and purpose. Here's how we build it.
G - Gratitude
Thankfulness first. For our clients, our team, and each other.
R - Relationship Driven
No transactions. Only lasting relationships.
E - Everlong Quest for Improvement
Never satisfied. Always growing. Every person at OA.
A & T - Thoughtful Communication
Intentional, clear, and caring. Every interaction matters.
"I Am Because We Are"
Individual success is inseparable from community success. From the newest VA to the CEO, everyone at OA operates with this mindset.
CEO Welcome Messages
Brad personally welcomes every new hire. 10-15 hours per month making every person feel seen from day one.
4 Development Programs
Skills, leadership, personal growth, and wellness for every employee. Growth isn't optional. It's built in.
ISOF Program
Internal Staff Optimization Framework. Continuous improvement in how we work and how our people grow.
Virtual Success Magazine
The ONLY company in the Philippines with a dedicated staff magazine. Staff of the Year makes the cover with professional photo shoots, makeup, and styling. Read the latest issue →
Dores Pactolerin — Performance Reward Vacation
Top performers earn fully paid vacations. Dores and her husband received one courtesy of OA. One of many we have funded for staff and their families. This is what retention looks like.
One of many fully paid staff vacations OA has provided
Multiple leadership offsites each year for the managers who directly oversee your VA. Education, training, and team building so they deliver the best client experience.
Leadership Trust Building — August 2025
Leadership Team Building — May 2022
Team Offsite — Boracay
World-class offsite locations like Boracay. Investing in our people is how we attract and keep the best talent in the Philippines.
The Biggest Fear... and the Surprising Truth
Business owners always ask: "How will my current team react?"
Here is what actually happens:
Rico at Heiler Painting was voted BEST EMPLOYEE of the year out of all 50 US-based staff. An offshore VA. The team championed him because he handled the work they didn't want, freeing them to do the work they were hired for.
Local teams become your VA's biggest advocates. That's what happens when you do this right.
Building a Strong Company Culture
ISOF Program
OA Virtual Magazine
Giving Back
Purpose-driven business. Not a marketing line. How we operate every day.
Our CEO, Brad Stevens, running a think tank and speaking at the United Nations Headquarters in New York City.
10,000+ Hours Aligned with UN SDGs
10,000+ hours of volunteer work aligned with UN Sustainable Development Goals. Full-time UN SDG consultant on staff guiding our impact initiatives.
- Mangrove planting and environmental restoration
- School supplies and educational support for underprivileged communities
- Typhoon relief and disaster response
- COVID holiday baskets hand-delivered to team members' families
- 5-year charitable event series supporting breast cancer awareness
- Tree planting initiatives across the region
UN Sustainable Development Goals — OA Impact Recap
How our Virtual Assistants Give Back program aligns with each UN SDG. 10,000+ hours of impact and counting.
VAs Support UN SDGs
VA Giveback Mangrove Planting
How We Support Our Staff
Best-in-class support, development, and benefits for the people running your business.
Watch below to see the development, training, and recognition infrastructure we provide our staff. We also just rolled out Maxicare, the top healthcare platform, covering staff, their families, and their parents.
6 major programs: SOAR Leadership, ISOF Life Skills, OAccessify Skills Training, OA Social Clubs, Total Great Rewards, and Health Path Wellness. Plus AI and ChatGPT training for every VA, ready to integrate into your business.
Dores Pactolerin — Performance Reward Vacation
Top performers earn fully paid vacations. Dores and her husband received one courtesy of OA. One of many we have funded for staff and their families. This is what retention looks like.
One of many fully paid staff vacations OA has provided
Multiple leadership offsites each year for the managers who directly oversee your VA. Education, training, and team building so they deliver the best client experience.
Leadership Trust Building — August 2025
Leadership Team Building — May 2022
Team Offsite — Boracay
World-class offsite locations like Boracay. Investing in our people is how we attract and keep the best talent in the Philippines.
The ONLY company in the Philippines with a dedicated staff magazine. Showcasing our OAmazing Team members every year, including the Top VA of the Year Award.
See Our Staff
Thousands of staff placed and fully managed over seven years. Each highlight below shares their background, client type, and industry.
Recent Placements (2026)
More of Our Amazing Team
7+ National & Global Awards
Not ego. Accountability to live up to our standards.
Inc. 5000 #326
Fastest-growing private companies in America (2023). OA ranked #326 out of thousands.
Inc. Regional #21 Southeast
1,337% growth rate. #21 fastest-growing in the Southeast.
Inc. Power Partner 2022
Recognized for reliable, high-quality service that helps partner companies scale.
Inc. Best in Business (2021)
High growth combined with purpose-driven impact. One of Inc.'s most prestigious awards.
Real Leaders Impact Awards
Recognized 2023 AND 2024 by the official YPO publication for real-world business impact.
AJC Pacesetter Awards #14
Top 100 fastest-growing private firms in Atlanta metro. Ranked #14.
Our Red Carpet Moment at the Inc. 5000
Real Leaders 2023 Award
Everything You Need to Explore
Everything you need to understand OA and how we help you scale.
"Automate and Delegate" by Brad Stevens
The Modern Leader's Guide to Scaling and Living in Your Passion Pockets
Launching August 30, 2026. Book + interactive workbook + custom AI agent co-pilot + living resource library.
"Automate & Delegate: What Should You NOT Be Doing"
Available on iTunes, Spotify, and Amazon. Real stories and systems for scaling without burning out.
Brad Stevens TEDx (230K+ Views)
The talk that introduced outsourcing as an economic win-win, not a race to the bottom.
"Automate and Delegate" Newsletter
Weekly insights on delegation, automation, and building a life you actually want.
Pre-built playbooks for 70+ industries, customized for your business.
Ready to Scale?
No commitment. No pitch deck. Just a conversation about your challenges.
Book a Discovery CallThe OA Client Red Carpet Experience
We invite clients to see it in person. When they arrive... we roll out the red carpet.
Curt Fignar — Transformer Toys E-Commerce
E-commerce client who sells transformer toys. We greeted him at the airport with full-size Transformers and a red carpet welcome. When you trust us with your business, you become family.
Curt Fignar's OA Client Visit — Red Carpet Experience
Curt Fignar — Direct Testimonial
Hear it straight from Kurt after seeing his team in action and getting the full red carpet treatment.
Shotwell Productions — Kaye's Journey
A husband-and-wife video production team on their full experience with OA and staff member Kaye.
The OA Visit Experience
What it looks like when clients visit our Philippines team.
Jeff Beeler — Tree Sniper Client Visit
Jeff Beeler from Tree Sniper visited our Philippines team. Watch the warm welcome and hear his full testimonial.
Jeff's Arrival — Team Welcome
Jeff Beeler — Client Testimonial
Ready to Get Started?
Zero risk. Nothing but upside. We'll run our Constraints Analysis, show you complimentary candidates, and let you see our team's professionalism firsthand.
Book Your Free Discovery CallFrequently Asked Questions
Real answers to the most common questions, straight from the OA team.
Can you give me a summary of the OA model in 3 minutes?
What about the time zones?
What about the matching process?
What about English proficiency?
Do I have to sign a long-term contract?
What if I don't have 40 full hours of work to give to a VA?
What if my VA needs time off? What about redundancy?
What is your retention rate of your VA's?
How do you recruit for your VA's?
Will the VA have all skills I need? How do you know what skills are needed from a VA to assign to me?
How do you document processes?
How does OA provide bonus and incentive compensation to VA's?
How do you recruit talent? Meet Mia from our Talent Matching Team!
What benefits do you provide for your staff?
Can you give me a tour of your office and some key staff?
Do you offer for your Clients to come visit the Philippines? Yes!
Have More Questions?
Book a free call and get answers specific to your business.
Book a Discovery CallCEO Interviews with Our Virtual Assistants
Our CEO has done 100+ interviews directly with staff. These bring to life the talent and competency of our Filipino teams, their individual stories, and the impact they have had on clients.
HD interviews filmed at OA's Philippines headquarters. Long-form, in-depth podcast studio conversations.
VA Aivan — Enterprise AI & Workplace Technology
VA Kirschille — Restaurant & Hospitality Services
VA Missy — Franchise Industry
VA Emmanuel — Home Service Industry
VA Flor — Field Services Industry
Marvin — Supporting the EO GRIT Community
From the "How Outsourcing + AI Works" podcast. Team members share how they deliver results in specific industries.
Florabel — Workiz & Field Service Management
Kath — Full HOW Episode
VA Maribel — Full Interview
VA MaryJune — Full Interview
Grace — Executive Assistant
June Bahian — Commercial Real Estate
Hazel — Personal Injury Law Firms
Ross — E-Commerce Operations
JC — Commercial Real Estate
Emma — Healthcare Virtual Assistant
Belle — Roofing Industry
Joy — Operations & Admin Support
Julie Santos — Marketing Support
VA Aileen — Client Support Specialist
Jeannie — Sales & Video Production
Julie — Marketing Virtual Assistant
Jannah — Supporting Heiler Painting
Dan Ryan — How Outsourcing Works for Franchising
Real VA stories, on-the-road client visits, and the systems powering OA's growth.
VA Story: Rica
VA Story: Flor
VA Jesseca — Accounting & Bookkeeping
Playbook Review with VA Chandem
On the Road: VAs Krish & Lou
World-Class VA Travels to UK for Global Logistics
How We Develop World-Class Virtual Assistants
Client Spotlight: Maria McWhirt of MpowerMe
OA On the Road: Visiting Heiler Painting in Philadelphia
Client Spotlight: Five Traks with Brad
Quick-hit interviews: what they do, how they got here, and what OA is like.
Beia
Cleo
Jessa
Kath
Janna
Amy
Angelique
Jaysarie
Jaja
Grace
Bianca
Donnah
Chandem Dasmarinas
JC Salas
Business owners on their experience with OA and the impact on their operations.
Randal Tolbert — Redefining How You Scale
Tom Heiler — Heiler Painting's VA Success
Zach Coward — Team Appreciation
Pam Lucas — Redefining How You Scale
Maria McWhirt — Scale with Virtual Assistants
Michelle Domanico — How It Works
Jeff Luther — Redefining Business Scaling
Jeff Beeler — Tree Sniper's VA Experience
Jabez Lebret — Streamlining VA Operations
Chris Medhurst — District Taco's Outsourcing Success
Cameron Herold — VAs Help Offload Leadership Work
Chip Dodd — Healthcare VA Success
Christian Dodder — Fire Protection Services
Curt Fignar — VA Reliability & Continuity
Andrea Anderson — Scaling Made Easy
Betsy McAtee — Dreamland BBQ
Chad — Integrity and Communication
Jay Graves — Effective VA Collaboration
Brad at conferences, industry events, and EO gatherings worldwide.
Brad Stevens — Speaking & Appearance Highlights
EO Atlanta — Two-Question Exercise Presentation
Red Carpet Interview — EO Atlanta Leadership Summit
Celebrating 30 Years of EO Atlanta
Leaders in Franchising: Ford Saeks on AI & Scaling
Brad Speaking at MyEO Deal Exchange — Offshore Virtual Staff
Inside OA: our Philippines office, team celebrations, and company milestones.
Inside OA: Office Tour with CEO Brad Stevens
OA's 7th Anniversary — Team Message
OA History — Highlights & Milestones
Virtual Assistants Give Back — Mangrove Planting
OA Week Celebration
Brad's 6th Year Speech — Avance Theme
Meet Your Team Before You Commit
Book a discovery call. We'll match you with a VA and you interview them before deciding.
Book a Discovery CallHow Outsourcing + AI Works
Real stories of growth, profit, and scale from 5 million+ hours across 85+ industries. Hosted by Brad Stevens.
45 Episodes & Counting
Real business owners and VA team members sharing exactly how outsourcing + AI works. No theory. Just proven systems.
Available on YouTube, iTunes, Spotify, and Amazon
What You'll Learn
- • How to delegate effectively to offshore talent
- • Which AI tools actually work for SMBs
- • Industry-specific outsourcing strategies
- • How to build unrecruitable teams
- • The exact systems behind scalable growth
From Corporate to CEO: How to Scale with Outsourcing & AI
Culture Eats Strategy: How to Build an AI-Proof Business
How to Maximize Workiz: Field Service Management with Dedicated VAs
Building Unrecruitable Teams: AI Workflows & Offshore Strategy
Outsourcing + AI In Action: What Actually Drives Scalable Growth
This VA Sold $500K From the Philippines
The #1 Mistake Entrepreneurs Make When Scaling
This One Question Unlocked $50,000 in Hidden Revenue
Why 95% of AI Implementations FAIL (And How Yours Won't)
Sales Strategies, AI, and Scaling Through Outsourcing
Commercial Real Estate: Scale with Virtual Assistants
Scaling Healthcare with AI + Offshore Talent
How to Scale Your Restaurant Business (Without Burnout)
Franchise Marketing Strategy: Scale Without Losing Brand Control
How Outsourcing and AI Scale an E-Commerce Business
Is Outsourcing The Secret To Growing Your Franchise?
Unlocking Franchise Success with Chris Medhurst (District Taco)
Personal Brand vs Corporate Brand: Scaling Trust & Growth
The Ultimate AI & Outsourcing Playbook for Business Growth
She Outsourced Her Way to 8 Locations (Dreamland BBQ)
Ready to See How It Works for Your Business?
Pick your industry. Book a call. We'll show you exactly how it fits your operation.
Book a Discovery CallJust a Little Humor
Remember the Dollar Shave Club video? $1 billion company, one viral video. On my last trip to the Philippines, I took my best shot at poking fun at every wrong perception about Filipino teams. Here it is.
💈 The OA "Dollar Shave Club" Video
Every wrong perception about offshore staffing... destroyed with humor.
Bonus: OA Humor Skits
Dancing with Jollibee
Brad dancing with the Jollibee mascot while donating funds for a pediatric cancer facility. Business with heart... and moves.
Swing Dancing with Joanne
Brad swing dancing with Joanne, OA's Director of HR. Great culture includes great moves.
Our OA Offices
Quick tour of our Cagayan de Oro HQ. Podcast studio, training rooms, and where it all happens.
Mother's Day Showcase
Every Mother's Day and Father's Day, we produce a showcase video celebrating our team and their families. One more reason we attract and keep the best.
OA Pickleball Tournament
Staff hobby groups range from baby groups to running clubs to wellness. Here's our team pickleball tournament.
Badminton Tournament with the CEO
Health and wellness is core to our culture. Here's Brad getting in the mix at our company badminton tournament.
Aerial drone footage of our team badminton tournament
Release Party: On Stage in the Philippines
Brad on stage at OA's release party, celebrating staff and announcing new industry launches. A company that genuinely invests in its people.
Staff Interview: Her Journey at OA
Brad sits down with a team member... from planning vacations to HR and marketing support for clients. Everything a great VA can become.
Staff Spotlight Interview
Real stories from real people building real careers at OA.
Staff Trip: Work-Life Balance
Work-life balance isn't a talking point at OA... it's how we operate. Happy people do better work.
More OA Culture Moments
Culture isn't built in a mission statement... it's built in moments like these.
"If you can't laugh at the misconceptions... you probably still have them. Seven years proving the best talent isn't limited by geography. Sometimes the best way to prove it is to have a little fun."
500+ staff. Best dressed contest. Top performer awards. OA Idol talent show. Probably the best indication of our culture and our people.
2024 — Rock Star Theme 🎸
2023 — Modern Filipino
500+ staff, best dressed contest, top performer awards, OA Idol.
OA Leadership Summit 2023
We brought our top leaders together to celebrate making the Inc 5000 (top 7% fastest-growing companies in America). Then we surprised them by flying in their families. Watch this one.
Our Franchise Experience
Franchisors, franchisees, and service providers across the country. Multi-unit operators to franchise HQ. Our team knows how to plug in and scale.
Franchise brands trusting OA to power their operations:
More franchise client logos coming soon
Active IFA member
Featured in Virtual Success Magazine
FBR 2025 — Virtual Booth Tour
Brad on the ground at FBR, showing how OA supports franchise brands.
Real franchise owners sharing how outsourcing and AI work in their operations.
Betsy McAtee — Dreamland BBQ
Outsourced her way to 8 locations with virtual assistants.
🌮 Chris Medhurst — District Taco
AI + outsourcing transformed District Taco's franchise operations.
Johnny Francis — Franchise Industry
Is outsourcing the secret to franchise growth? Johnny "Franchise" Francis breaks it down.
Kelly Trimm — Franchise Brand Growth
Scaling franchise brand growth with virtual staff.
Dan Ryan — Franchising
How outsourcing works in the franchising space.
Own the Business, Not the Job
Franchises + VAs for scalable freedom.
On-location interviews with franchise leaders at IFPG events and conferences nationwide.
Ford Saeks on AI & Scaling Strategy
Raphael Rohit Rajan (EZee Assist) — Scaling with AI
Stephanie Benze (AC Inc.) — Empowering Field Coaches
David Wheeler (TSource) — Navigating IT Complexity
Chris Baker (Franchise Flippers) at IFA 2026
Larry Layton (Profit Soup) — Financial Success
Franchise Growth with Offshore Virtual Assistants
Brad Interviews TL Dan Ryan — How Outsourcing Works for Franchising
Getting Started with Outsource Access — Our Entire Process
Franchise Owner? Let's Talk.
Franchisor or franchisee, we've built the playbook. Book a call and see how OA powers franchise operations.
Book Your Free Discovery CallInsights & Education
Speaking events, webinars, and case studies. Filter by industry to find content for your business.
Speaking at John Maxwell's Leadership Center
Brad took the stage right after John Maxwell at his Leadership Center. One of the most prolific leaders in the world, at his own institute.
Brad and Cindy with John Maxwell at his Leadership Center
"An honor to speak right after John Maxwell at his Leadership Center on outsourcing and virtual assistants for SMBs."
MyEO Deal Exchange — Optimizing Your Fast Growth Company Using Offshore Virtual Staff
Brad at the EO Deal Exchange on scaling with offshore talent. Real frameworks, real results.
TEDx: Personal Global Economies — 230K+ Views
How outsourcing creates win-win economies across borders. The foundation behind everything OA does.
Brad Stevens — Speaking & Appearance Highlights
90-second reel. Maxwell Leadership Center, TEDx, EO events, franchise conferences, and more.
Recipient of 8 Global/National Awards
Red Carpet Interview — EO Atlanta Leadership Summit
Brad on the red carpet, honored for his impact in virtual assistance.
Celebrating 30 Years of EO Atlanta
Brad reflects on building OA and where outsourcing + AI is headed.
🎓 LeaderPass Executive Series — Full Interview with Brad Stevens
Brad interviewed by Jamie Minton. Leadership, scaling, and building a company that matters.
Case study episodes from the HOW podcast. Filter by industry above, or browse all.
Heiler Painting — Tom Heiler
Revenue doubled. VA voted MVP by all 30 US employees. "Most proactive person I've ever worked with."
Shotwell Productions — Kaye's Journey
Husband-and-wife video team share their full OA experience with staff member Kaye.
Stay Connected
Daily tools, resources, and behind-the-scenes content on outsourcing + AI.
Subscribe to the Podcast
Outsourcing & AI Works — Real stories of growth from 5M+ hours across 85+ industries
YouTube
Client stories, staff spotlights, and outsourcing + AI in action
Daily insights on scaling, delegation, and team building
Behind-the-scenes of building a 500-person company
VA Task Library — 500+ Real Tasks Our Teams Perform
20,000+ tasks. 5 million+ hours. 85+ industries. A searchable sample of specific, real-world tasks our VAs handle daily... not generic descriptions, but actual work.
| Category | Specific Task | Industry |
|---|---|---|
| Admin | Email Management | Multi-Industry |
| Admin | CRM Management, Data Cleanup | Multi-Industry |
| Admin | Extracting Data from PDF to Excel | Multi-Industry |
| Admin | Creating Prospect Lists, Working CRM, and Project Management | Multi-Industry |
| Admin | Virtual Staffing Business Operations | Multi-Industry |
| Admin | Data Entry, Including Inputting and Processing Leads | Multi-Industry |
| Admin | Company Research | Multi-Industry |
| Admin | Submitting Maintenance Requests | Multi-Industry |
| Admin | Scheduling Management | Multi-Industry |
| Admin | Internet Research | Multi-Industry |
| Admin | Creating Research-Based Presentations | Multi-Industry |
| Admin | Filing & Document Management | Multi-Industry |
| Admin | Database Administration & Migration | Multi-Industry |
| Admin | Payment and Receipt Tracking | Multi-Industry |
| Admin | Vendor Coordination | Multi-Industry |
| Admin | Making Inbound/Outbound Calls Using Google Voice | Multi-Industry |
| Admin | Handling Incoming Calls, Addressing Client Needs | Multi-Industry |
| Admin | Operating Devices/Printers to Print Labels for Materials | Multi-Industry |
| Admin | Google Workspace: Docs, Sheets, Slides, Calendar | Multi-Industry |
| Admin | Microsoft 365 Management | Multi-Industry |
| Admin | Client Onboarding Documentation | Multi-Industry |
| Admin | Meeting Note-Taking and Action Item Tracking | Multi-Industry |
| Admin | Process Documentation and SOP Creation | Multi-Industry |
| Admin | Inventory Management and Tracking | Multi-Industry |
| Admin | Lease and Contract File Organization | Multi-Industry |
| Admin | Supply Chain Coordination | Multi-Industry |
| Admin | Responding to Emails, Setting Up CRMs, and Managing Documents | Multi-Industry |
| Admin | Organizing and Managing Short Tasks Assigned | Multi-Industry |
| Admin | Managing Employee Tax Files | Multi-Industry |
| Admin | Completing Forms Required for Business Operations | Multi-Industry |
| Admin | Managing the Setup of an Organized Cloud System and Documenting Procedures | Multi-Industry |
| Admin | Handling Purchasing and Tracking Tasks | Multi-Industry |
| Admin | Managing Updates to Project Fields | Multi-Industry |
| Admin | Organizing Meetings, Team Calls, and Rescheduling Based on Availability | Multi-Industry |
| Admin | Creating a Master Rate Grid for All Subcontractors | Multi-Industry |
| Admin | Researching Vendors and Managing Quotes for Materials and Appliances | Multi-Industry |
| Admin | Helping with Business Relocation | Multi-Industry |
| Customer Service | Responding to customer inquiries | Multi-Industry |
| Customer Service | Handling bid-related inquiries and scheduling times with companies | Multi-Industry |
| Customer Service | Answering and redirecting calls, transferring to appropriate team member | Multi-Industry |
| Customer Service | Assist in answering customer support tickets | Multi-Industry |
| Customer Service | Chat/Email assistance, inbound call volume assistance, taking scheduling questions | Multi-Industry |
| Customer Service | Answer customer calls | Multi-Industry |
| Customer Service | Answering client inquiries and resolving tickets | Multi-Industry |
| Customer Service | Handling customer calls to ensure prompt assistance | Multi-Industry |
| Customer Service | Addressing customer inquiries and resolving escalations | Multi-Industry |
| Customer Service | Providing customer service for mobile app and client portal issues | Multi-Industry |
| Customer Service | Following up with clients to ensure payments are made | Multi-Industry |
| Customer Service | Communicating through follow-up emails to maintain relationships | Multi-Industry |
| Customer Service | Sending customer notices, replying to communications, handling follow-up actions | Multi-Industry |
| Customer Service | Sending renewal emails and invoices to customers | Multi-Industry |
| Customer Service | Direct communication with clients for satisfaction | Multi-Industry |
| Customer Service | Reaching out to previous guests to generate business | Multi-Industry |
| Customer Service | Encouraging clients to provide testimonials | Multi-Industry |
| Customer Service | Engaging with customer feedback | Multi-Industry |
| Customer Service | Engaging with customers to improve visibility and reputation | Multi-Industry |
| Customer Service | Managing communication when discontinuing services | Multi-Industry |
| Customer Service | Handling automated booking and reservations | Multi-Industry |
| Customer Service | Managing booking systems and scheduling appointments | Multi-Industry |
| Customer Service | Client management software & appointment setting | Multi-Industry |
| Customer Service | Collecting customer feedback through surveys | Multi-Industry |
| Customer Service | Handling procurement of business insurance | Multi-Industry |
| Customer Service | Sending personalized thank-you cards and notes | Multi-Industry |
| Customer Service | Contacting insurance providers, responding to case managers | Multi-Industry |
| Customer Service | Addressing client concerns about shift changes | Multi-Industry |
| Customer Service | Answering customer queries, advising on backorders or delays | Multi-Industry |
| Customer Service | Responding to customer reviews on Google | Multi-Industry |
| Customer Service | Managing customer service tickets and resolving issues | Multi-Industry |
| Customer Service | Tenant relations and survey | Multi-Industry |
| Customer Service | Contractor relations and survey | Multi-Industry |
| Event Coordination | Organizing and managing events | Multi-Industry |
| Event Coordination | Engaging and managing a group of participants | Multi-Industry |
| Event Coordination | Ensuring participation and experience are positive | Multi-Industry |
| Executive Assistant | Email management, leads management | Multi-Industry |
| Executive Assistant | Email and calendar management, weekly insights prep, podcast prep | Multi-Industry |
| Executive Assistant | Google Calendar sync, email management, data entry | Multi-Industry |
| Executive Assistant | Scheduling and calendar management, document preparation, appointment reminders | Multi-Industry |
| Executive Assistant | Pre-planned travel arrangements, calendar management/meeting setup | Multi-Industry |
| Executive Assistant | Daily email cleanup and calendar snapshot | Multi-Industry |
| Executive Assistant | Calendar management & email management | Multi-Industry |
| Executive Assistant | Managing multiple email accounts (Gmail, Office 365, Yahoo) | Multi-Industry |
| Executive Assistant | Calendar management, appointment setting in Calendly | Multi-Industry |
| Executive Assistant | Being mindful of the calendar & reminding the team | Multi-Industry |
| Executive Assistant | Docusign and document creation, Adobe, agenda updates | Multi-Industry |
| Executive Assistant | Calendaring, expense reports, DocuSign, data entry, email follow-up | Multi-Industry |
| Executive Assistant | Onboarding new clients, creating client lists | Multi-Industry |
| Executive Assistant | Phone coverage, courtesy calls, contact third-party companies | Multi-Industry |
| Executive Assistant | Scheduling travel for speaking engagements, coordinating logistics | Multi-Industry |
| Executive Assistant | Coordinating travel for other team members | Multi-Industry |
| Executive Assistant | Managing and scheduling meetings | Multi-Industry |
| Executive Assistant | Investor meeting and agenda management | Multi-Industry |
| Executive Assistant | Organize events, create PowerPoint presentations | Multi-Industry |
| Executive Assistant | Manage travel for family, employees, and fishing excursions | Multi-Industry |
| Executive Assistant | Book restaurant reservations | Multi-Industry |
| Executive Assistant | Organizing business events like fundraisers, conventions, and networking events | Multi-Industry |
| Executive Assistant | Assisting with planning and coordination of events | Multi-Industry |
| Executive Assistant | Returning voicemails | Multi-Industry |
| Executive Assistant | LinkedIn research and invites, outreach lists, data entry and draft email templates | Multi-Industry |
| Executive Assistant | Conducting research, building CRM databases | Multi-Industry |
| Executive Assistant | Managing and implementing strategic promotions | Multi-Industry |
| Executive Assistant | Organizing and executing the design of new office spaces | Multi-Industry |
| Executive Assistant | Business development coordinator | Multi-Industry |
| Executive Assistant | Gathering information, checking schedules, and coordinating key projects | Multi-Industry |
| Executive Assistant | Managing CRM, coordinating gift-giving events, ensuring follow-ups | Multi-Industry |
| Executive Assistant | Uploading receipts to designated locations | Multi-Industry |
| Executive Assistant | Assisting in generating accurate and detailed quotes | Multi-Industry |
| Finance | Managing Credit Card Transactions | Multi-Industry |
| Finance | Sales Team Deals Report | Multi-Industry |
| Finance | Financial Oversight for Gift Certificates | Multi-Industry |
| Finance | Invoicing and Receipts, Adding Expenses in Salesforce, Bi-Weekly Payroll | Multi-Industry |
| Finance | Invoicing for Projects and Clients, Daily Bookkeeping | Multi-Industry |
| Finance | Accounts Payable & Receivable Processes | Multi-Industry |
| Finance | Creating Purchasing Processes, QuickBooks Cleanup, Cash Flow Monitoring | Multi-Industry |
| Finance | Paying Bills, Creating and Managing Sales Quotes | Multi-Industry |
| Finance | Coordinating and Updating Investor Portal and CRM | Multi-Industry |
| Finance | Creating Financial Quotes or Proposals for Clients | Multi-Industry |
| Finance | Ensuring Expensify Charges Have Receipts and Are Processed on Time | Multi-Industry |
| Finance | Overseeing Monthly Billing Processes | Multi-Industry |
| Finance | Processing AP Invoices, Creating Weekly Vendor Payments | Multi-Industry |
| Finance | Reviewing Employee Expensify Reports for Accuracy | Multi-Industry |
| Finance | Posting Journal Entries, Reviewing General Ledger, Monthly Reports | Multi-Industry |
| Finance | Handling Financial Tracking for Client Work and Expense Management | Multi-Industry |
| Finance | Updating Backlogged Financials, Running Bi-Weekly Payroll, Invoice Entry | Multi-Industry |
| Finance | Managing Payroll Computation, Store Financial Calculator | Multi-Industry |
| Finance | Recording and Managing Change Orders | Multi-Industry |
| Finance | Job Costing, Installment Payment, Payroll, Profit Share Calculation | Multi-Industry |
| Finance | Enhancing and Automating Bookkeeping and Accounts Payable | Multi-Industry |
| Finance | Active Project Accounting Verification | Multi-Industry |
| Finance | AP Invoicing and Validation | Multi-Industry |
| Finance | Validating Purchase Order Matches Invoices | Multi-Industry |
| Finance | Process Vendor Invoices & Credit Notes | Multi-Industry |
| Finance | Invoice Auditing | Multi-Industry |
| Finance | Billing Disputes and Adjustments | Multi-Industry |
| Finance | Payment Reconciliation | Multi-Industry |
| Finance | Time Tracking and Verification | Multi-Industry |
| Finance | Sending Payment Reminders and Resolving Billing Inquiries | Multi-Industry |
| Finance | Accounts Receivable & Payable Working Paper | Multi-Industry |
| Finance | Processing Credit Card Payments, Reconcile in QBO | Multi-Industry |
| Finance | Cash Flow Report Assistance | Multi-Industry |
| Finance | Tax Preparation, Monthly Bookkeeping, QuickBooks Online, Bank Reconciliations | Multi-Industry |
| Finance | Handling Financial Agreements and Maintaining Compliance | Multi-Industry |
| Finance | Accounts Receivable, Accepting Payments, Sales Reports, Weekly Invoices | Multi-Industry |
| Finance | E-commerce Orders to CRM, Audit Orders, Track Time and Attendance | Multi-Industry |
| Finance | Business and Personal Accounts Payable/Bookkeeping | Multi-Industry |
| Marketing | Managing Speaking Opportunities, Drafting Contracts, Coordinating Travel | Multi-Industry |
| Marketing | Social Media Management, Writing Meta Descriptions for Websites | Multi-Industry |
| Marketing | Assist with Marketing Tasks for Campaigns and Outreach Strategies | Multi-Industry |
| Marketing | Media Engagement, Social Media Management, Google Business Profile Update | Multi-Industry |
| Marketing | Poster Making and TV Slide Video Creation, Managing Business Profiles | Multi-Industry |
| Marketing | Social Media Posting, Working With Graphic Designer for Content | Multi-Industry |
| Marketing | Schedule Social Media Posts | Multi-Industry |
| Marketing | LinkedIn Marketing for Recruitment | Multi-Industry |
| Marketing | Drafting and distributing newsletters | Multi-Industry |
| Marketing | Video Editing | Multi-Industry |
| Marketing | Producing ebooks, creating landing pages, generating email lists | Multi-Industry |
| Marketing | Posting job ads | Multi-Industry |
| Marketing | Marketing Plan Creation | Multi-Industry |
| Marketing | Website Updates | Multi-Industry |
| Marketing | Social Media Calendar & Posting for Multiple Brands | Multi-Industry |
| Marketing | Blog Posts based on Existing Research | Multi-Industry |
| Marketing | Develop and execute a comprehensive social media plan | Multi-Industry |
| Marketing | LinkedIn & Social Media Strategy | Multi-Industry |
| Marketing | Managing paid campaigns on Google and Facebook for lead gen | Multi-Industry |
| Marketing | Combining paid campaigns with sales efforts to convert leads | Multi-Industry |
| Marketing | SEO, Content Ideas, Assign to Employees | Multi-Industry |
| Marketing | Overseeing firm rebranding efforts | Multi-Industry |
| Marketing | Developing podcast and event marketing opportunities | Multi-Industry |
| Marketing | Creating and maintaining marketing content on digital platforms | Multi-Industry |
| Marketing | Editing videos to create engaging marketing materials | Multi-Industry |
| Marketing | Planning and managing marketing campaigns | Multi-Industry |
| Marketing | Establish social media accounts, acquire followers | Multi-Industry |
| Marketing | Using online groups to promote services and increase visibility | Multi-Industry |
| Marketing | Marketing dribble campaign for realtors & designers | Multi-Industry |
| Marketing | Outreach marketing from industry directories | Multi-Industry |
| Marketing | LinkedIn management | Multi-Industry |
| Marketing | Creating an email drip campaign | Multi-Industry |
| Marketing | Creating mechanisms for social media follow-up | Multi-Industry |
| Marketing | Personalizing letters for outreach marketing | Multi-Industry |
| Marketing | Requesting referrals and testimonials | Multi-Industry |
| Marketing | Managing ads and email campaigns | Multi-Industry |
| Marketing | Optimizing website content | Multi-Industry |
| Marketing | Improving website functionality and user experience | Multi-Industry |
| Marketing | Maintaining email lists by removing unsubscribed contacts | Multi-Industry |
| Marketing | Social media content creation | Multi-Industry |
| Marketing | Developing a social media marketing strategy | Multi-Industry |
| Recruitment | Sales agent recruitment | Multi-Industry |
| Recruitment | System implementation (Salesforce), Recruitment Material | Multi-Industry |
| Recruitment | Creating organizational tools to track HR metrics | Multi-Industry |
| Recruitment | Compensation band research and review | Multi-Industry |
| Recruitment | Keeping hiring managers updated on candidate progress | Multi-Industry |
| Recruitment | Monitoring and tracking applicant progress, meeting weekly milestones | Multi-Industry |
| Recruitment | Documenting interview information and moving candidates through process | Multi-Industry |
| Recruitment | Developing efficient processes for sourcing and hiring | Multi-Industry |
| Recruitment | Supporting HR initiatives by monitoring employee engagement platforms | Multi-Industry |
| Sales | CRM Management (Pipedrive, Notion, ClientLook, ATLAS) | Multi-Industry |
| Sales | Updating and managing the sales pipeline | Multi-Industry |
| Sales | CRM Database Building — Data Entry | Multi-Industry |
| Sales | General term sheet and contract support | Multi-Industry |
| Sales | Preparing and creating sales orders and maintaining sales logs | Multi-Industry |
| Sales | Processing and tracking sales orders | Multi-Industry |
| Sales | Client Services Support | Multi-Industry |
| Sales | Appointment Setting, Outbound Sales Calls, and Follow-ups | Multi-Industry |
| Sales | Sending Emails to Prospect Leads, Email Outreach | Multi-Industry |
| Sales | Coordinating Follow-Ups from Email Campaigns | Multi-Industry |
| Sales | Reaching out to potential clients | Multi-Industry |
| Sales | Weekly Sales Forecast and Progress Report | Multi-Industry |
| Sales | Sales Pipeline Management | Multi-Industry |
| Sales | Reporting on sales and performance metrics | Multi-Industry |
| Sales | Comparative Market Analysis | Multi-Industry |
| Sales | Listing Management & Coordination | Multi-Industry |
| Sales | Managing vendor location expansion and contract execution | Multi-Industry |
| Sales | Ensuring sales jobs are properly closed, including permits and invoicing | Multi-Industry |
| Sales | Finalizing and securing sales contracts | Multi-Industry |
| Sales | Collecting & Assigning Sales Leads | Multi-Industry |
| Sales | Client Journey Analysis | Multi-Industry |
| Sales | Managing Buyer and Seller Journey From Onboarding to Closing | Multi-Industry |
| Sales | Identifying and Segmenting Target Audiences | Multi-Industry |
| Sales | Coordinating outreach and composing email templates | Multi-Industry |
| Sales | Reviewing client contracts | Multi-Industry |
| Sales | Organizing lists in CRM or Google documents | Multi-Industry |
| Sales | Entry of customer orders into ERP systems | Multi-Industry |
| Sales | Tracking renewals and generating quotes | Multi-Industry |
| Sales | Managing and tracking new referrals | Multi-Industry |
| Sales | Providing direct client support, communication and time management | Multi-Industry |
| Sales | Setting up new cases in Practice Management systems | Multi-Industry |
| Sales | Daily Billing and AR Management | Multi-Industry |
| Sales & Marketing | CRM Management (HubSpot, LinkedIn Navigator, Pipedrive) | Multi-Industry |
| Sales & Marketing | Sales Pipeline Management & Operation | Multi-Industry |
| Sales & Marketing | Managing and tracking sales leads, follow-ups, appointments | Multi-Industry |
| Sales & Marketing | Sales Tracker & Marketing Web Leads Funnel Report | Multi-Industry |
| Sales & Marketing | Managing email and calendar for sales and marketing teams | Multi-Industry |
| Sales & Marketing | Lead Data Entry & Organization | Multi-Industry |
| Sales & Marketing | Tracking TBR progress documentation | Multi-Industry |
| Sales & Marketing | Reviewing weekly key performance indicators | Multi-Industry |
| Sales & Marketing | Managing project updates and data organization | Multi-Industry |
| Sales & Marketing | Preparing presentations for sales and marketing | Multi-Industry |
| Sales & Marketing | Business Development & Maintaining Operational Processes | Multi-Industry |
| Sales & Marketing | Planning and managing marketing campaigns | Multi-Industry |
| Sales & Marketing | Trade Show Planning/Strategy, Managing exhibitor services | Multi-Industry |
| Sales & Marketing | Utilizing CRM systems to generate leads from tradeshows | Multi-Industry |
| Sales & Marketing | Organizing educational events | Multi-Industry |
| Sales & Marketing | Gathering insights on market trends and competitors | Multi-Industry |
| Sales & Marketing | Conducting research and applying SEO practices | Multi-Industry |
| Sales & Marketing | Website Setup & Management (WordPress, HubSpot) | Multi-Industry |
| Sales & Marketing | Creating and distributing newsletters for email marketing | Multi-Industry |
| Sales & Marketing | Social Media Management & Engagement | Multi-Industry |
| Sales & Marketing | Content Creation, Copywriting & Blog Posts | Multi-Industry |
| Sales & Marketing | Print and Media Marketing, Graphics and Layout | Multi-Industry |
| Sales & Marketing | Social Media Content Posting, Marketing Material Design | Multi-Industry |
| Sales & Marketing | Craigslist Posting, Non-Profit Marketing Emails | Multi-Industry |
| Sales & Marketing | Market Research, Billboard/TV/Radio Trafficking | Multi-Industry |
| Sales & Marketing | Direct Mail Strategy & Alternative Social Media Management | Multi-Industry |
| Sales & Marketing | Creating and Uploading Short-Form Videos for Branding | Multi-Industry |
| Sales & Marketing | Video Editing & Enhancing for Social Media | Multi-Industry |
| Sales & Marketing | Dynamic Price Grid & Inventory Updates | Multi-Industry |
| Sales & Marketing | Advertising Backend Management | Multi-Industry |
| Technical Support | Reviewing backups for failures and creating tickets | Multi-Industry |
| Technical Support | Monitoring upcoming renewals to ensure timely action | Multi-Industry |
| Operations / Admin | Audit 71-93 retail compliance opportunities per week across national accounts using Service Channel platform. Flag missed audit windows and track completion rates. | Junk Removal / Franchise |
| Finance / Accounting | Audit 103-136 labor and bedload surcharge opportunities per week. Cross-reference DBA sheets and B-Charges tracker for billing accuracy. | Junk Removal / Franchise |
| Finance / Accounting | Process invoicing and billing operations in Service Channel. Set up customer accounts, manage billing workflows, and handle AR inquiries during 90-day structured onboarding. | Junk Removal / Franchise |
| Data Entry / CRM | Daily updates for Master Sheet, Accountability Scorecards, Sales Huddle documents, and Production Time Board. Manage Sales KPI sheet and process leads from HubSpot into CRM. | Vehicle Wraps & Signage |
| Marketing | Daily posting across Facebook, Instagram, and LinkedIn for two brands. Manage engagement and review responses via Meta Business Suite. Create monthly Online Platforms Analytics reports. | Vehicle Wraps & Signage |
| Data Entry / CRM | Migrate 6,000+ entries from legacy CRM (SquareCoil) to new CRM (Torq) while maintaining data integrity. Explore automation features to reduce manual reporting. | Vehicle Wraps & Signage |
| Finance / Accounting | Create invoices and bill customers using Navision ERP system. Set up customer cards, maintain sales orders, and upload invoices to Avatax for tax compliance. Handle AR email inquiries. | Enterprise Software (Utilities) |
| Marketing | Create pre/post conference email sequences in HubSpot. Proofread monthly newsletter and website content. Update, edit, and delete stale contacts in CRM. | Enterprise Software (Utilities) |
| Data Entry / CRM | Build Power BI dashboards for AR Aging analysis and HubSpot Contact Growth tracking after completing Power BI certification. | Enterprise Software (Utilities) |
| Marketing | Manage MailerLite email campaigns daily (1-2 hrs). Monitor bouncebacks, maintain subscriber lists with 2,500 contact limit. Previously migrated from Constant Contact. | Commercial Real Estate |
| Sales / Lead Gen | Download and process lead reports daily from Crexi and LoopNet commercial listing platforms. Monitor new listing inquiries and route to broker. | Commercial Real Estate |
| Sales / Lead Gen | Execute daily cold calling campaigns via Terrakotta AI platform. Log calls, qualify leads, and update prospect tracking spreadsheets. | Commercial Real Estate |
| Content Creation | Design marketing brochures and flyers in Canva. Edit promotional videos. Manage WordPress website including property listing pages and Deal Room updates. | Commercial Real Estate |
| Sales / Lead Gen | Scrape and compile lead data using Chrome extensions (Data Miner). Build prospect lists from web sources for outbound sales campaigns. | Commercial Real Estate |
| Customer Service | Manage multi-facility email accounts across 3 storage locations. Coordinate operational activities including move-in/move-out processing and tenant support via OpenPhone. | RV & Vehicle Storage |
| Operations / Admin | Track monthly insurance compliance for RV storage tenants via Safe Lease program. Generate compliance reports, communicate with vendors, and update tenant records in Monument CRM. | RV & Vehicle Storage |
| Marketing | Schedule promotional Facebook updates for storage facility pages. Manage audience engagement and respond to inquiries across social platforms. | RV & Vehicle Storage |
| Executive Assistant | Calendar and schedule management for CEO. Email inbox triage and communication management. Execute marketing campaigns across technology and performance channels. | Business Consulting (GTM Strategy) |
| Sales / Lead Gen | Build targeted contact lists using LinkedIn Sales Navigator (KSA, T&L sectors). Draft and send executive messaging campaigns for CRO outreach. | Business Consulting (GTM Strategy) |
| Content Creation | Create blog posts in WordPress, format, and schedule for publishing. Design performance update presentations in Canva. Manage project boards in Strety (To-Do/Doing/Done). | Business Consulting (GTM Strategy) |
| IT / Tech Support | Provide Tier 1 & 2 technical support for hardware, software, cloud apps, and peripherals. Own tickets end-to-end from triage to closure. Classify and prioritize incidents vs. service requests. | Healthcare / Lab Services (Franchise) |
| IT / Tech Support | Manage SLA response and resolution times. Configure workstations and provision user account access for new employees across the franchise network. | Healthcare / Lab Services (Franchise) |
| Finance / Accounting | Execute month-end closing processes for multiple hotel properties. Prepare Income Statement-POR reports and distribute across properties. Reconcile balance sheets and process daily bank reconciliations. | Hospitality (Hotels) |
| Finance / Accounting | Import payroll data for all hotels 3x/month (2 cutoffs and accrual). Reclass items with no department assignments. Create NetSuite journal entry import templates used team-wide. | Hospitality (Hotels) |
| Finance / Accounting | Manage Accounts Payable workflows including Ottimate task queue. Resolve duplicate invoices and unmapped vendors. Process BTC AP Aging and maintain A/P mailbox at zero backlog. | Hospitality (Hotels) |
| Finance / Accounting | Prepare financial packets and special trial balances. Audit revenue data via Omniboost integration. Input Daily Revenue Reports for assigned properties. | Hospitality (Hotels) |
| Operations / Admin | Handle inbound searcher emails with 24-hour response SLA. Manage deal pipeline and track acquisition opportunities. Create weekly task breakdown sheets for partner visibility. | Venture Capital / Private Equity |
| Operations / Admin | Create and maintain bid tracking tabs for each project. Update bid request details, track subcontractor estimates, and link files between OneDrive and Buildertrend project management. | Commercial Construction (Roofing) |
| Operations / Admin | Maintain centralized subcontractor contact records. Track bid responsiveness by job. Create Outlook email distribution groups per project and send BCC follow-ups to subcontractors. | Commercial Construction (Roofing) |
| Operations / Admin | Analyze project drawings, specifications, and scope of work. Perform quantity takeoffs using Square Takeoff for precise material measurements. Compile estimates using internal pricing database with labor and material costs. | Commercial Construction (Roofing) |
| Finance / Accounting | Upload receipts into Buildertrend Cost Inbox, enter amounts, link to change orders, and maintain financial accuracy. Manage OneDrive and Buildertrend folder organization with renaming protocols. | Commercial Construction (Roofing) |
| Finance / Accounting | Process daily bill payments via Southern Bank Bill Pay and e-checks. Enter transactions in QuickBooks across multiple company files. Classify and sort email/mail in Outlook. | Real Estate / Investment |
| Sales / Lead Gen | Distribute incoming leads to sales team. Maintain and update sales tracking spreadsheets. Build and manage reporting dashboards for sales team visibility. | Playground Design / Construction |
| Sales / Lead Gen | Manage CRM (GoHighLevel) pipeline data hygiene, lead follow-up, and meeting notes. Coordinate cross-department sales reporting. Track tasks 3x daily (start, mid, end of shift). | Marketing / Professional Training |
| Executive Assistant | Calendar management, email triage and drafting, meeting follow-ups, document preparation, and stakeholder coordination. Monitor 6 social channels daily (Facebook, Instagram, LinkedIn, TikTok, X, YouTube). | Marketing / Professional Training |
| Executive Assistant | Research for book project including manuscript organization, timeline management, and publisher coordination. Draft social media replies in founder's voice using custom AI persona (DanGPT). | Marketing / Professional Training |
| Finance / Accounting | Generate bi-weekly client invoices in Bill.com (~20 min per invoice). Enter bills using Bill.com AI automation. Track overdue receivables with 45-day billing review and manual payment processing. | Digital Media / Publishing |
| Marketing | Set up ad campaigns in Broadstreet and ActiveCampaign. Create email ad takeovers. Monitor and optimize live ad campaigns. Manage project workflows in Hive including overdue activity alerts. | Digital Media / Publishing |
| Customer Service | Manage SupportBee customer service inbox. Route billing, editorial, and customer service emails to appropriate team members. Handle guest post inquiries and archive spam. | Digital Media / Publishing |
| Marketing | Duplicate daily edition emails in ActiveCampaign for Southern Edition, Nashville, Birmingham, and Memphis markets. Send client inclusion emails when sponsored articles are published. | Digital Media / Publishing |
| Data Entry / CRM | Clean up CRM records in Pipedrive (organization URLs, LinkedIn profiles, social media data). Conduct advertiser research for Birmingham market outreach. | Digital Media / Publishing |
| Sales / Lead Gen | Upload signed quotes and mark to sold in Tigerpaw CRM. Update Opportunity & Quote Master File daily (2-3 hrs). Attend daily huddle meetings and report on accounts, renewals, and offers. | IT Services / MSP |
| Sales / Lead Gen | Prepare weekly management sales metrics report every Thursday: revenue year-over-year, recurring revenue, service orders, opportunities created/closed/sold/voided. | IT Services / MSP |
| Sales / Lead Gen | Manage Technology Business Review (TBR) preparations including competitive analysis, proposal generation, and contract lifecycle management to prevent revenue leakage from missed renewals. | IT Services / MSP |
| Executive Assistant | Monitor email inboxes for CEO and VP (Kelsie, Roman, Dan). Manage calendar invites, meeting recaps, and schedule resets. Reconcile Divvy expenses and coordinate monthly franchise partner recognition. | Junk Removal / Moving (Franchise) |
| Executive Assistant | Update SL Cascade documents for Legal WAR and FranDev WAR campaigns. Compile task lists and align calendars across senior leadership team. Manage hotel bookings for franchise events. | Junk Removal / Moving (Franchise) |
| Customer Service | Process customer service calls and email support for fast-casual restaurant chain. Manage group reservations via Olo platform (10-28 reservations per week). Process refunds and tax exemptions. | Restaurants (Fast-Casual Franchise) |
| Customer Service | Manage Thanx/Paytronix loyalty program. Respond to online reviews on Google and Yelp. Handle customer complaints and coordinate resolutions across locations. | Restaurants (Fast-Casual Franchise) |
| Finance / Accounting | Retrieve daily bank activity and track cash deposits. Prepare Daily Sales Summary (DSS) reports. Process Accounts Payable with support docs. Enter credit memos and non-cash sales. Perform bank reconciliations. | Restaurants (Fast-Casual Franchise) |
| Content Creation | Design marketing campaigns for seasonal promotions, email blasts, and social media. Maintain brand guide and create corporate catering promotional materials. Design in-store signage (A-frames, window clings, posters). | Restaurants (Fast-Casual Franchise) |
| Finance / Accounting | Review and categorize daily bank feed transactions. Post entries and sync sales reports from Toast POS to Restaurant365. Reconcile invoice sync from Toast XtraChef to R365. | Restaurants (BBQ Franchise) |
| Finance / Accounting | Process weekly ending/closing inventories. Calculate NAF & royalties from iControl net sales and create R365 journal entries. Reconcile 3rd party delivery fees (DoorDash, UberEats, etc.). | Restaurants (BBQ Franchise) |
| Executive Assistant | Sort, prioritize, and organize CEO's Outlook inbox before workday (2 hrs daily). Update SharePoint project progress, order logs, document filing, and site creation (3-4 hrs daily). | Electrical Contracting |
| Operations / Admin | Finalize high-stakes project closeouts including change orders. Spearhead migration to SharePoint for corporate record-keeping. Establish RingCentral and Apple Business Manager communication infrastructure. | Electrical Contracting |
| Legal Support | Process daily payments, financial reconciliation, and deposit tracking in Clio legal practice management system. E-file court documents including Petitions, Orders, and Affidavits. | Estate Planning / Probate Law |
| Legal Support | Manage daily calendar, hearing dates, and deadlines. Maintain weekly Active Cases Spreadsheet with case totals. Process daily inbox and route priority legal correspondence. | Estate Planning / Probate Law |
| Legal Support | Draft estate planning documents using Form Builder platform. Perform complex multi-day document editing projects referencing Zoom audio recordings. Create and execute test estate planning documents. | Estate Planning / Probate Law |
| Executive Assistant | Coordinate Workshop Day preparation and retreat program logistics. Manage podcast and audio project coordination. Build sales pages with content structuring and technical layout. | Marketing & Coaching |
| Marketing | Manage GoHighLevel (GHL) migration for two brands. Create and schedule social media content. Design newsletter covers and content. Build sponsor and organization outreach email templates and lists. | Media / Events / Franchise Consulting |
| Finance / Accounting | Process payroll and manage IRA contribution administration. Run inventory delta reports. Manage data via Microsoft Access database. Coordinate product fulfillment through Shipvine. | Online Education / Training |
| Content Creation | Edit HTML for online course components. Record and integrate AI-generated audio narration. Manage bilingual content (English and Spanish). Produce full online learning courses from development to publication. | Online Education / Training |
| Executive Assistant | Triage ~581 emails monthly across Receipts, Finance, Operations, and Marketing categories. Manage veterinary practice calendar and prioritize urgent communications. | Veterinary Services |
| Operations / Admin | Manage email backlog cleanup and ongoing inbox management. Create and send proposals and invoices. Collaborate on Airtable CRM setup. Handle communications via Quo/OpenPhone dialer. | Commercial Construction |
| Finance / Accounting | Post monthly bookkeeping transactions from bank feed in QuickBooks Online. Reconcile bank and credit card accounts. Run financial statements and reports. Process journal entries and reclass contractor payments. | Accounting / Bookkeeping Services |
| Finance / Accounting | Prepare and send weekly client invoices based on Financial Cents timesheets. Enter and pay bills in QBO monthly. Input W-9 info, track 1099 vendor payments, and prepare tax questionnaire packages. | Accounting / Bookkeeping Services |
| Operations / Admin | Manage membership lifecycle in WildApricot: activate, renew, retire members. Update website membership grids. Send welcome and renewal emails. Track weekly membership numbers across 14 chapters. | Legal Networking / CLE |
| Operations / Admin | Execute chapter meeting checklists: confirm speakers, create agendas and Google Slides, set up Zoom, prepare membership grids. Post-meeting: record attendance, invoice unpaid events, follow up with candidates. | Legal Networking / CLE |
| Operations / Admin | Create Course Approval documents and submit to Florida Bar 30-45 days before meetings. Manage Power Lunch groups monthly: publish to site, notify coordinators, collect DVAs, record results. | Legal Networking / CLE |
| Finance / Accounting | Perform multi-entity bookkeeping in QuickBooks Online across two businesses daily. Prepare P&L reports and balance sheets. Reconcile bank and credit card accounts (30-60 min per account). | Legal Networking / CLE |
| Finance / Accounting | Audit 180+ invoices per week across various VMS websites. Send disputes when VMS approvals don't match billing. Process direct billing emails weekly. Handle TKO invoice adjustments, referencing, and reprinting. | Healthcare Staffing |
| Finance / Accounting | Follow up on invoices 30+ days past due via collections outreach. Edit and process government invoices. Serve as sole accounting department resource handling full billing cycle. | Healthcare Staffing |
| Sales / Lead Gen | Research property owner phone numbers using BeenVerified, FastPeopleSearch, and Intelius (4 hrs/shift). Add contacts, companies, and properties to ClientLook CRM. Research property ownership from public records. | Commercial Real Estate |
| Marketing | Update commercial property brochures. Download and analyze industrial market reports. Maintain CRM database health for brokerage team. | Commercial Real Estate |
| Customer Service | Tag and categorize 7-8 hours of customer feedback daily in Zendesk. File bug reports in Jira (Huckleberry Development project). Route support tickets between Gmail and Zendesk systems. | Baby Tech / Mobile App |
| Data Entry / CRM | Manage MS Dynamics 365 CRM on behalf of 8+ commercial real estate agents (5-8 hrs/day). Optimize database health, create filtered contact lists, and maintain data quality standards. | Commercial Real Estate |
| Content Creation | Create 2-4 social media outputs daily across Facebook, Instagram, Pinterest, LinkedIn, YouTube, and Constant Contact. Design graphics, write copy, and edit video content. Client approves and posts. | Manufacturing (Wine & Beverage Equipment) |
| Operations / Admin | Schedule and manage technician assignments via CPT Care and Field Nation platforms. Monitor real-time technician check-in/out in Rally and CoreNexa. Track ladder size, shipping (UPS/FedEx), and material deliveries. | Telecommunications / IT Project Management |
| Operations / Admin | Review installation guides and scope-of-work documents for technician alignment. Coordinate Ulta/CDW material deliveries and manage store availability issues to prevent site delays. | Telecommunications / IT Project Management |
| Executive Assistant | Manage executive inbox to 'Inbox Zero' for CEO and VP. Restructure calendars for exec team. Create quotes, proposals, and contracts via Zomentum. Monitor tasks in Microsoft 365 Planner. | Cybersecurity / IT Services |
| IT / Tech Support | Manage IT support tickets and troubleshooting via Autotask PSA. Maintain CRM database. Manage project asset filing system. Enter employee time in Autotask. Prepare client-facing end-of-month documentation. | Cybersecurity / IT Services |
| Sales / Lead Gen | Conduct sales demos for cybersecurity products (Nightfall, Island, Safetica). Manage HubSpot pipeline with 70+ leads per month. Generate quotes via Zomentum and Better Proposals. | Cybersecurity / IT Services |
| Marketing | Manage CEO's LinkedIn account for thought leadership content. Build and manage HubSpot workflows, campaigns, and email sequences for lead nurturing. | Cybersecurity / IT Services |
| Finance / Accounting | Process bookkeeping and monthly financial close including reconciliation, P&L, and Balance Sheet. Clean up historical ledgers. Track Food COGS and reconcile inventory with staff weekly counts. | Food & Beverage (Craft Cider) |
| Finance / Accounting | Build Excel automation for real-time P&L reporting. Develop financial dashboards for multi-entity beverage company operations. | Food & Beverage (Craft Cider) |
| HR / Recruiting | Manage HR onboarding administration (2-4 hrs daily): collect paperwork, process through HelloSign/JazzHR/Workable, enter new employee data into Procare, Paycom, CCEI, TELUS Health One, and MiLeap. | Early Childhood Education |
| Operations / Admin | Manage student and family data in Procare and Brightwheel: emergency contacts, enrollment statuses, summer camp schedules. Process monthly tuition statements and center budgets. | Early Childhood Education |
| HR / Recruiting | Run background checks for new hires. Process time cards. Enter QuickBooks data. Update employee master lists. Listen to IKS calls and update customer information. | Early Childhood Education |
| Finance / Accounting | Enter daily Accounts Payable invoices, code to chart of accounts, match bills/expenses/payments in QuickBooks Online. Update Clover daily sales reports with verified data. Post deposit and sales journal entries. | Restaurants (Bakery & Deli) |
| Finance / Accounting | Reconcile daily bank transactions for 94 accounts across multiple pharmacy locations. Prepare financial statements. Process receivables and invoicing. Enter journal entries for payroll, benefits, sales tax, and COGS. | Healthcare (Pharmacy Chain) |
| Finance / Accounting | Process bi-monthly payroll for ~60 store locations via NetSuite. Create store-level payroll breakdowns. Audit payroll exceptions. Enter payroll and benefits journal entries. | Healthcare (Pharmacy Chain) |
| Executive Assistant | Manage executive inbox: sort, label, archive, and prioritize emails. Escalate urgent communications via Google Chat. Coordinate calendar invites and scheduling. Retrieve data via POS system (ScreenConnect). | Healthcare (Pharmacy Chain) |
| Data Entry / CRM | Manage Salesforce CRM: update account records, process trade applications, maintain data integrity. Support sales team with administrative tasks and reporting. | E-Commerce / Retail (Rug Manufacturing) |
| Sales / Lead Gen | Process $0.00 instruction manual orders on company website (2 hrs/day). Generate client quotes and create sales orders in Sage 50 (2-3 hrs/day each). Send calibration reminder emails to customers. | Manufacturing (Testing Equipment) |
| Data Entry / CRM | Update weekly KPIs by pulling data from Sage 50 and Google Analytics (3 hrs/week). Create and distribute reports to management team. | Manufacturing (Testing Equipment) |
| Operations / Admin | Prepare DOMO daily/weekly store performance reports. Track EFT goals and BCS KPI metrics. Manage monthly goal tracker and employee contest metrics. | Health & Beauty (Franchise) |
| Executive Assistant | Manage artist calendar and meeting scheduling (30 min daily). Maintain CRM and organize digital files. Coordinate event logistics and speaking engagement preparation. | Entertainment / Professional Speaking |
| Finance / Accounting | Enter daily credit card expenses (overhead, vendor prepaid, and project) into Microsoft Business Central. Verify GL accounts, receipts, last four CC digits, vendor names, dates, and charge allocations (5-8 hrs/day). | Industrial IT / Process Automation |
| Finance / Accounting | Enter purchase invoices against purchase orders in Business Central (1-2 hrs daily). Review Aged AR, download to Excel, verify payments, and send follow-up emails to customers. | Industrial IT / Process Automation |
| Finance / Accounting | Generate Time & Materials sales invoices in Business Central (5-6 hrs weekly): select projects, verify charges, create drafts, route to PMs for review, process corrections, post and email final invoices. | Industrial IT / Process Automation |
| Finance / Accounting | Open weekly timesheets in Business Central (Start=Monday, End=Sunday). Verify employee time entries and generate reports for managers. Audit expense reports and create expense entries (3-6 hrs Mon/Tue). | Industrial IT / Process Automation |
| Finance / Accounting | Monitor various email boxes in Outlook. Work within CPS Time Management System: modify and review timesheets for proper billing, grammar, and standards compliance. Track invoice status with Collections Department. | Insurance (Claims Adjusting) |
| Finance / Accounting | Upload invoices into customer portals. Communicate with field offices on billing invoices and requests. Save and format documents/invoices to PDF standards. | Insurance (Claims Adjusting) |
| Data Entry / CRM | Manage HubSpot CRM including lead importation, contact management, and property tagging (avatars, industry, lead source). Create automated billing reports from ClickTime tracking data. | Public Relations / Crisis Communications |
| Finance / Accounting | Validate ~5,000 invoice line items per month (~500 invoices) against internal databases. Enter Accounts Payable with electronic invoice attachments and client assignment for gross margin tracking. | Safety / Compliance (Drug Testing) |
| Finance / Accounting | Flag high-charge invoices for team review (rate negotiation or client upcharges). Validate Lab and MRO invoices using company name, specimen ID, and SSN. Update AR pricing and contract documentation. | Safety / Compliance (Drug Testing) |
| Finance / Accounting | Process daily QBO banking transactions across 5+ medical practice entities (30 min/day). Send weekly AR updates and follow up with clients every Monday. Prepare quarterly financial review schedules. | Healthcare Management (Medical Practices) |
| Finance / Accounting | Post transactions in QuickBooks for multiple entities. Balance customer accounts and maintain financial data. Manage healthcare-specific multi-entity billing including payroll, benefits, and practice-level reporting. | Healthcare Management (Medical Practices) |
| Operations / Admin | Process and verify invoices and packing lists for Royal Caribbean, Carnival, Disney, and Norwegian cruise lines. Manage purchase orders across 24+ vessels per cruise line. Verify ship name accuracy. | Consumer Products (Cruise Fulfillment) |
| Finance / Accounting | Create QuickBooks invoices (new and recurring) for diagnostic imaging vendors. Generate Deposit Detail Reports. Update doctor profiles in Fuji system and perform monthly Addbacks. | Healthcare (Diagnostic Imaging) |
| Operations / Admin | Maintain daily dashboard with scheduled vs. actual customer counts. Update real-time exam schedules. Manage ORS Portal doctor information and related data. | Healthcare (Diagnostic Imaging) |
| HR / Recruiting | Recruit, screen, and onboard home care staff (3-4 hrs daily). Post jobs to Indeed and Facebook. Conduct pre-screening calls and reference checks. Manage recruitment pipeline in ClearCare/WellSky. | Home Health Care |
| Operations / Admin | Schedule and assign caregiver shifts (4-5 hrs daily). Handle cancellations, urgent coverage needs, and reconciliation. Manage communications via Mighty Call, Outlook, and texting. | Home Health Care |
| Operations / Admin | Process AHM and Griffin referrals across program and compliance categories. Execute 15-37 daily compliance outreach actions (30-day, 60-day cases). Triage 42-53 compliance risk cases daily. | Healthcare (Pulmonary / Sleep Medicine) |
| Operations / Admin | Process Quipt referrals (up to 27/day). Manage compliance outreach for risk cases. Create HA accounts for FLASS patients. Turn off monitoring for completed cases (up to 55/day). | Healthcare (Pulmonary / Sleep Medicine) |
| Finance / Accounting | Reconcile expenses in QuickBooks and Excel. Draft and manage 40-45 invoices per billing cycle. Follow up on vendor payments. Coordinate MS Teams scheduling and optimize multiple email inboxes. | Investment / Finance |
| Marketing | Monitor social media daily across Facebook, Instagram, TikTok, LinkedIn, and YouTube. Achieve 'zero-inbox' milestone for social comments. Monitor TikTok influencer replies for partnership opportunities. | Real Estate / REIT |
| Marketing | Manage cross-platform social checks via Agorapulse and native mobile apps. Organize content pipeline spreadsheets for email marketing campaigns. Support marketing team with content creation. | Real Estate / REIT |
| Finance / Accounting | Process month-end closing procedures including journal entries and recurring entries (Loan Costs, Amortization). Reconcile bank accounts for investment fund entities. Post prepaid expenses and maintain financial records. | Real Estate / Investment |
| Sales / Lead Gen | Configure HubSpot email sequence campaigns. Monitor and resolve email bouncebacks for deliverability. Enrich agency contact database (1,305 contacts enriched in recent campaign). | Marketing & Advertising (Agency Matchmaking) |
| Finance / Accounting | Manage Accounts Receivable and Payable: vendor invoices, GL coding, customer invoices, cash receipts, AR aging, and collections (1-2 hrs AR + 2-3 hrs AP weekly). Perform end-of-month GAAP reconciliations. | IoT / Telecom (eSIM) |
| Executive Assistant | Manage email for 3 executive inboxes (2-3 hrs/day). Maintain schedules for 3 calendars. Attend EOS L10 meetings. Monitor ConnectWise Sales and Account Management boards daily. | IT Services / MSP |
| Content Creation | Design and schedule LinkedIn posts including graphic design and content approval workflows. Manage social media content calendar across multiple platforms. | IT Services / MSP |
| Finance / Accounting | Update daily cash flow in QuickBooks. Process ACH deposits and check payments. Sync and send invoices. Monitor A/R collections tickets in ConnectWise. Code and reconcile credit card transactions. | IT Services / MSP |
| Marketing | Manage webinar lifecycle: GoToWebinar setup, MWF registration reports, post-webinar attendee list processing, HubSpot imports, and suppression list management. | IT Services / MSP |
| Marketing | Coordinate in-person events (3/month during peak season). Manage Eventbrite registrations, check-in sheets, and post-event data loading. Create HubSpot email campaigns for prospect and client follow-ups. | IT Services / MSP |
| Content Creation | Schedule social content via Loomly across LinkedIn, Facebook, X, and YouTube. Edit promotional videos. Create marketing content and provide daily registration report updates to Sales channel in MS Teams. | IT Services / MSP |
| Data Entry / CRM | Build and optimize HubSpot sales dashboards with complex automation. Create 7-day follow-up workflows, contact prioritization rules, and deal owner filtering. Migrate 76 items from Trello to HubSpot. | Health & Wellness (Longevity / Preventative) |
| Sales / Lead Gen | Make 40+ outbound calls and handle 15-20 inbound calls daily across 11 hotel properties. Capture and distribute leads to front desk teams via WhatsApp (~8 leads/day). Manage multi-location operations using ASI tool. | Hospitality (Budget Hotels) |
| Operations / Admin | Generate daily Revenue and Occupancy reports for management and ownership. Create YOY revenue comparison analyses. Report on extra revenue/charges across property portfolio. | Hospitality (Budget Hotels) |
| HR / Recruiting | Manage Hiring Tracker with 100% accuracy. Schedule interviews and screen candidates via Indeed. Process staffing request applications. Track payroll and bonus reports for 11 properties. | Hospitality (Budget Hotels) |
| Customer Service | Handle 60+ combined inbound/outbound calls per shift. Send 15-25 leads daily to Front Desk via WhatsApp. Resolve OTA disputes on Booking.com. Check daily ASI room status (VR/VDirty/Maintenance). | Hospitality (Budget Hotels) |
| Operations / Admin | Add payments (direct cost, commitment, prime contracts) and change orders in Procore (8+ hrs/day). Manage project closeout documentation and COI logs. Track contact lists across construction projects. | Construction (General Contracting) |
| Finance / Accounting | Process invoices, vendor payments, and monthly close in QuickBooks Online. Audit sub-vendor COI compliance in SharePoint and Procore, tracking insurance expirations (10-15 hrs/week). | Construction (General Contracting) |
| Sales / Lead Gen | Compile architect/engineer lists and landscaping company research for proposal generation. Conduct bid follow-up calls. Screen Indeed resumes. Design monthly newsletters and birthday cards in Canva. | Construction (General Contracting) |
| Finance / Accounting | Post daily cash from MITS Summary across Croghan Colonial and Huntington Bank accounts (1.5-4.5 hrs/day). Process AP invoices: code, extract/rename packing slips, match, and enter bills in QuickBooks (3-4.75 hrs/day). | Healthcare (Medical Equipment / DME) |
| Finance / Accounting | Create AR invoices for delivered medical equipment items using QuickBooks and BrightTree. Score top 10 highest invoices weekly for accuracy. Process recoupments and review file screening compliance checklists. | Healthcare (Medical Equipment / DME) |
| Executive Assistant | Manage daily email and calendar for consulting firm. Maintain CRM records in Pipedrive, Monday.com, HubSpot, and ZoomInfo. Process data in Trainual knowledge base. | HR Consulting / PEO Services |
| Finance / Accounting | Process daily Accounts Payable via Bill.com with QuickBooks synchronization. Manage HSA employer match deposits and petty cash. Process Day Support reporting and Patient Pay billing for IDD services. | Healthcare (IDD / Disability Services) |
| Operations / Admin | Enter and safeguard clinical data in Therap CRM. Upload psychological reports via WAMS (Virginia Waiver Management System). Conduct monthly ISP and MAR audits. Oversee DSP Competency and QIDP Audit Trackers. | Healthcare (IDD / Disability Services) |
| Operations / Admin | Run weekly Therap reports comparing scheduled vs. administered medication. Perform eMAR QA checks across all individuals. Audit overdue medication entries and follow up on PRN medications. Track vitals and glucose checks. | Healthcare (IDD / Disability Services) |
| Operations / Admin | Monitor daily Therap health tracking (vital signs, intake/elimination, wound care). Review T-Logs for critical incidents. Conduct MAR QA checks to identify missed medications. Track DSP staff competency certifications. | Healthcare (IDD / Disability Services) |
| Content Creation | Manage YouTube channel content for adventure racing brand. Edit video and photo footage from adventure events. Create and schedule social media content across platforms. | Healthcare (IDD / Disability Services) |
| Operations / Admin | Assign daily driver assignments to Lytx fleet tracking platform. Assign and reassign safety training videos to driver files. Process DVIR (Driver Vehicle Inspection Reports) and Service Inspections. | Waste Management / Environmental Services |
| Operations / Admin | Prepare daily Driver Recap reports summarizing performance and activity. Monitor landfill loads for compliance tracking. Cross-train on fleet operations support. | Waste Management / Environmental Services |
| Finance / Accounting | Reconcile bank accounts in Sage Intacct across multiple entities. Follow up on outstanding deposit data from Bank of America and Chase. Configure 1Password for secure team access management. | Waste Management / Environmental Services |
| Finance / Accounting | Process high-volume AP invoices in Sage Intacct and Beanworks for 10+ vendors. Process CCB Auto Pay for equipment across multiple accounts. Reconcile AMEX Corp Card and Chase credit card statements. | Waste Management / Environmental Services |
| Executive Assistant | Create monthly newsletters in Mailchimp with graphic design via Canva. Manage travel planning and research. Prepare manager meeting agendas. Process snack orders and procurement requests. | Waste Management / Environmental Services |
| Finance / Accounting | Enter journal entries for daily sales across 3 spa locations (~1 hr). Manage email for multiple locations. Handle Just4Fun cart and boat rental reservations. | Spa / Wellness (Franchise) |
| Finance / Accounting | Process receipts and invoices across 3 locations (3-5 hrs weekly). Update weekly sales reports. Send birthday email campaigns via Robly for 3 locations. Manage Meevo spa management platform (6-10 hrs/month). | Spa / Wellness (Franchise) |
| Finance / Accounting | Manage QuickBooks transactions and reconciliation across 4 spa locations. Match AmEx receipts via Dropbox. Generate POS reports and journal entries from Meevo. Create P&L reports using Claude AI assistance. | Spa / Wellness (Franchise) |
| HR / Recruiting | Cross-check pay rates across Meevo, Paylocity, and Roster. Process HR onboarding for new spa employees across 4 Indiana locations. Generate monthly Spa Performance Reports. | Spa / Wellness (Franchise) |
| Content Creation | Translate complex financial research from major entities (Google, Meta) into professional infographics and videos. Manage LinkedIn content with daily connection growth and community engagement. | Investment Management |
| Content Creation | Manage e-commerce website ensuring published financial data is precise and simplified for investor consumption. Publish industry research studies to professional platforms. | Investment Management |
| Operations / Admin | Manage email across 3 brands (4-7 hrs daily). Draft responses, label, organize, and maintain inbox zero. Process Shift4Shop and Shopify order approvals. Create approval docs every Friday at 2 PM. | E-Commerce / Custom Apparel |
| Project Management | Coordinate product development operations for athletic apparel brand. Manage vendor/supplier relationships. Track product launches, sampling, and production milestones in Monday.com (~3 hrs/day). | Athletic Apparel / E-Commerce |
| Executive Assistant | Manage COO inbox 4-5 hours daily (2-3x per day organization). Handle calendar scheduling for 3 executives including rescheduling and double-booking resolution. Convert meeting notes to documents and compile action items. | Playground Equipment Manufacturing |
| Finance / Accounting | Extract invoices from email, log in Virtual Hub and Accounting forms, cross-reference in Scribe. Manage Trello project boards and company-wide follow-ups. | Playground Equipment Manufacturing |
| Marketing | Execute comprehensive SEO: keyword research via Google Ads Keyword Planner, on-page optimization (metadata, content, alt tags), technical audits (resolved 23 x 404 errors), and Google Business Profile optimization. | Residential & Commercial Painting |
| Finance / Accounting | Process daily EAG and PAMCO billing cycles for DMAS, DARS, PCVA, and PCNC Medicaid programs. Create and categorize invoices in QuickBooks Online by region for multi-state compliance. | Healthcare (IDD / Disability Services) |
| Legal Support | Balance verification calls and emails to healthcare providers. Follow up on bill and medical records requests (call/email). Process open records requests (1-2 hours/day). Set up auto insurance liability and UM claims. | Personal Injury Law |
| Legal Support | Draft and finalize demand letters (1-2 hours/day). Conduct legal research and documentation (4-6 hours/day). Proofread demand letters for quality control (2-3 hours/day). Maintain 5-business-day turnaround timeline. | Personal Injury Law |
| Executive Assistant | Prepare Vistage speaker talk materials (3-4 hrs per talk). Book travel via American Airlines, Concur, Marriott, Hilton, National Car. Process post-talk follow-ups in HubSpot, LinkedIn, SharePoint. | Organizational Culture Consulting |
| Executive Assistant | Manage daily email and calendar in Outlook (2-3 hrs/day). Provide tech support for eBiz platform and HubSpot ticket board (1-2 hrs/day). Handle ERP and CRM ticket routing for SaaS implementation support. | Organizational Culture Consulting |
| HR / Recruiting | Manage staff training coordination and credential verification for home care nurses and CNAs. Monitor CareAcademy training status and send reminders. Process payroll support and digital document migration in TeamBridge. | Healthcare Staffing (Home Care) |
| HR / Recruiting | Run full recruitment pipeline: pre-screening interviews, credential verification, candidate management. Source and qualify healthcare workers for private pay home care positions. | Healthcare Staffing (Home Care) |
| Customer Service | Answer inbound calls during after-hours and weekends. Capture lead details accurately. Respond to all inbound leads within 1 minute of inquiry. Monitor CRM for real-time lead alerts. | Roofing (Storm Damage) |
| Sales / Lead Gen | Execute daily outbound call rounds to new and existing leads. Follow up on warm and cold prospects. Update lead status in CRM. Schedule appointments for sales team and send confirmation reminders. | Roofing (Storm Damage) |
| Data Entry / CRM | Enter ERP data (sales orders, project documentation) in Acumatica daily. Manage sales operations support for low-voltage technology integrator (fire alarm, security, AV). Track project documentation and specifications. | Low Voltage / Security Technology |
| Executive Assistant | Manage Outlook calendar and contacts for CEO. Edit video and photo footage for YouTube channel. Prepare bi-weekly pay period labor tracking and retention reports. | Healthcare (IDD / Disability Services) |
| Finance / Accounting | Manage Concur expense processing and card activity monitoring. Process Wex fuel allocations. Handle recurring rent and shared living payments across multiple residential care facilities. | Healthcare (IDD / Disability Services) |
| Operations / Admin | Create Market Scorecard reports weekly and monthly. Process Earth Class Mail (physical mail scanning service) 15-30 min daily. Manage administrative operations for social sports league company. | Sports & Recreation (Social Leagues) |
| Operations / Admin | Manage manager data report processing and extraction to PDF for CEO. Create minutes of meeting documentation daily. Monitor employee attendance reporting across multiple entities. | Manufacturing (Cables & Plastics) |
| Finance / Accounting | Lead bookkeeping team: manage high-level financial forecasting and P&L detail templates. Implement and manage Harvest time tracker for client-specific time allocation. Develop CEO Scorecard. | Legal Services / Law Firm Coaching |
| Finance / Accounting | Categorize all client bookkeeping by Monday deadline with 100% consistency. Complete weekly reconciliations for pending statements (close books by Friday). Reconcile multiple client accounts simultaneously. | Legal Services / Law Firm Coaching |
| Data Entry / CRM | Manage SOP documentation with Beehiiv email segmenting workflows and Loom recordings. Audit CRM leads to verify custom field mapping. Manage data integrity in ClosedCRM across client campaigns. | Professional Training / Author Services |
| Finance / Accounting | Process Premium Allocation Reports for student health insurance plans (~7 hrs per cycle). Handle general accounting and bookkeeping tasks. Manage financial reporting for insurance premium distributions. | Student Health Insurance |
| Finance / Accounting | Manage expense reports weekly in NetSuite. Upload Capital One and AMEX credit card transactions via Excel pivot tables and CSV imports. Follow up on missing receipts. Submit executive expense reports Mon-Tue. | Marketing & Advertising (Social Impact) |
| Operations / Admin | Follow up with all employees weekly on late timesheet submissions in NetSuite. Run compliance reports Mon-Fri. Email and Slack delinquent employees. Escalate to supervisors and clear PM approvals by end of week. | Marketing & Advertising (Social Impact) |
| Project Management | Verify data accuracy across NetSuite, Teamwork, Google Sheets, and Monday.com daily. Cross-reference project data between NetSuite and Teamwork. Manage out-of-office coverage plans and communications. | Marketing & Advertising (Social Impact) |
| Project Management | Update production shoot data on Monday.com weekly. Maintain Plan vs Actual grids and On-Hold project lists. Follow up on Resource Manager report comments Mon/Thu/Fri. | Marketing & Advertising (Social Impact) |
| Operations / Admin | Process bill entries for accounts payable. Handle equipment procurement orders and track through completion. Prepare and manage client quotes. Monitor equipment orders through fulfillment pipeline. | Commercial Fitness Equipment |
| Sales / Lead Gen | Manage email across CRE firm (forwarding priority items from 2 executive inboxes). Maintain prospect sheets, update RealNex CRM, and monitor LoopNet/Crexi listings. Conduct outbound calls and lead research. | Commercial Real Estate |
| Legal Support | Draft lease abstracts, cleanup/amend leases, prepare LOIs, manage LLC transfers and operating agreements. Process Suffolk County subdivision applications. | Commercial Real Estate |
| Marketing | Design marketing flyers in Canva. Create LoopNet email blasts. Launch and manage 3-week cycle Mailchimp campaigns. Edit YouTube videos for commercial property marketing. | Commercial Real Estate |
| Finance / Accounting | Process caregiver payroll. Handle billbacks and reimbursements. Consolidate tenant sales reports. Process insurance remittance payments across property portfolio. | Commercial Real Estate |
| IT / Tech Support | Coordinate Tier 3 escalations to vendor support while maintaining ticket ownership. Document all troubleshooting actions and resolutions for knowledge base. | Healthcare / Lab Services (Franchise) |
| IT / Tech Support | Configure workstations and provision user account access for new franchise locations. Manage user onboarding and offboarding across 250+ national locations. | Healthcare / Lab Services (Franchise) |
| IT / Tech Support | Test and implement rollout of new IT tools across franchise network. Manage file and data transfers between systems during migrations. | Healthcare / Lab Services (Franchise) |
| IT / Tech Support | Resolve technical syncing issues between task management platforms and calendar systems. Troubleshoot cross-platform integration errors for executive team. | Cybersecurity / IT Services |
| IT / Tech Support | Manage FedEx invoicing and billing reconciliation for IT services firm. Adopt and integrate AI tools (Luminal) for spreadsheet-based workflow automation. | Cybersecurity / IT Services |
| IT / Tech Support | Revamp IT ticket-handling workflows. Maintain zero unattended ticket queue. Cover for teammates during absences while learning new diagnostic tools. | Cybersecurity / IT Services |
| IT / Tech Support | Facilitate daily sales huddle documentation and update company information on industry search sites. Attend compliance webinars on behalf of client. | Cybersecurity / IT Services |
| IT / Tech Support | Troubleshoot CCTV monitoring system connectivity issues across 7 hotel locations. Coordinate with front desk teams via WhatsApp to verify room status via video. | Hospitality (Budget Hotels) |
| IT / Tech Support | Manage ElmTree project management platform access, troubleshoot user permissions, and coordinate system setup for new team members. | Engineering / Building Inspection |
| IT / Tech Support | Configure 1Password vault access for team credential management. Set up WireGuard VPN connections for remote workers. Manage Keeper security credentials. | Playground Design / Construction |
| IT / Tech Support | Resolve Moz Pro SEO crawler issues, reducing site errors from 2,400 to 256. Manage Wufoo contact form integrations and troubleshoot form submission routing. | Manufacturing (Testing Equipment) |
| IT / Tech Support | Manage eBiz platform technical support tickets. Handle ERP and CRM ticket routing for SaaS implementation support (1-2 hrs/day). | Organizational Culture Consulting |
| IT / Tech Support | Troubleshoot ConnectWise PSA platform issues for managed service provider. Monitor Sales and Account Management boards daily for system alerts. | IT Services / MSP |
| IT / Tech Support | Process data migration from Pipedrive to Salesforce to Zoho CRM. Test new CRM features, clean records, and validate data integrity before cutover. | Real Estate Development |
| IT / Tech Support | Coordinate Trello-to-HubSpot data migration (76 items transitioned). Build automated sales dashboards and configure CRM workflows post-migration. | Health & Wellness (Longevity) |
| IT / Tech Support | Manage GoHighLevel platform training and implementation for marketing automation. Configure social media automation and email campaign sequences in GHL. | Construction (General Contracting) |
| IT / Tech Support | Set up and manage Buildertrend project management system. Create job records, purchase orders, and manage file organization with naming protocols across construction projects. | Playground Design / Construction |
| Project Management | Manage Asana fundraising board: ensure overdue tasks are addressed, due dates and assignees set, and weekly status updates posted (1-3 hrs/week). | Real Estate Development |
| Project Management | Create process SOP flowcharts, assign roles, and outline workflows for cross-department collaboration (2-3 hrs/week). | Real Estate Development |
| Project Management | Coordinate multi-facility operational projects across 3 storage locations (60.5% of time). Track project milestones and manage cross-location logistics. | RV & Vehicle Storage |
| Project Management | Create daily routes for all field technician teams across two branch locations using FieldRoutes. Optimize stop sequences for maximum technician productivity. | Lawn & Turf Care |
| Project Management | Manage scheduling, cancellations, and reschedules. Optimize appointment sequences to minimize drive time between properties. | Lawn & Turf Care |
| Project Management | Onboard new Operations Manager over 30-60 day period. Transfer institutional knowledge of routing, scheduling, and platform operations. | Lawn & Turf Care |
| Project Management | Manage Buildertrend job creation, purchase order processing, and project snapshot reports. Track Schedule of Values (SOV) and substantial completion documents. | Playground Design / Construction |
| Project Management | Create Operations & Maintenance manuals post-installation. Upload site photos. Prepare warranty certificates and project milestone documentation. | Playground Design / Construction |
| Project Management | Restructure Asana communication system for better team visibility. Optimize playbook documentation and project tracking across engineering firm. | Engineering / Building Inspection |
| Project Management | Manage dispatch and technician coordination workflows. Create mobilization work orders for geotechnical team (50% of work orders). Conduct weekly work order audits for billing verification. | Engineering / Building Inspection |
| Project Management | Track SDL project management points (~50 items). Maintain Finance Department master calendar. Coordinate Board pre-call and CMA pre-call scheduling. | Nonprofit / Financial Counseling |
| Project Management | Coordinate NFCC Connect Conference logistics: manage scheduling, attendee communications, and event documentation via Outlook, Email, and Google Docs. | Nonprofit / Financial Counseling |
| Project Management | Manage 90-day VA integration plan across three phases: Knowledge Transfer (Day 1-30), Driving Consistency (Day 31-60), and Advisory Zone (Day 61-90). | Healthcare / Lab Services (Franchise) |
| Project Management | Track real estate conference preparation: request attendee lists, scrape organizer sites, enrich contacts on Apollo.io, upload to lead generation platform. | Real Estate Development |
| Project Management | Manage multi-property hotel operations coordination across 11 locations. Track room status, maintenance schedules, and front desk team performance daily. | Hospitality (Budget Hotels) |
| Project Management | Coordinate Procore project documentation: change orders, COI logs, contact lists, and closeout packages across multiple concurrent construction projects. | Construction (General Contracting) |
| Project Management | Create and maintain Gantt Charts for VA action plan tracking. Send weekly check-in updates to client. Update charts based on client feedback and escalations. | Film & Event Production |
| Customer Service | Handle 40+ outbound sales calls and 15-20 inbound calls daily across 11 hotel properties. Distribute captured leads to front desk teams via WhatsApp in real time. | Hospitality (Budget Hotels) |
| Customer Service | Conduct call audits and quality monitoring for hotel front desk teams. Document schedule shifts with supporting evidence. Track call resolution rates. | Hospitality (Budget Hotels) |
| Customer Service | Manage inbound calls via OpenPhone for multi-location storage company. Process tenant support requests, move-in/move-out paperwork, and rate change communications. | RV & Vehicle Storage |
| Customer Service | Contact clients to gather support ticket details, assign tickets to technicians, and monitor resolution timelines with target of average resolution under 5 days. | Lawn & Turf Care |
| Customer Service | Execute Rezi10K customer onboarding touchpoint sequence: welcome note, recap email, follow-up call, 90-day check-in, and anniversary messages (5 hrs/week). | Lawn & Turf Care |
| Customer Service | Send 50 Google review request emails per week to recently serviced customers. Follow '50 Tips for Technicians' program template. | Lawn & Turf Care |
| Customer Service | Execute Yardsy360 monthly partner outreach: send agronomic insights, upcoming round dates, and rate cards to landscape company partners. | Lawn & Turf Care |
| Customer Service | Monitor data submissions in Box.com for agency compliance. Follow up with non-compliant agencies monthly. Process CARD Act notifications involving multi-step workflows across NetSuite and email. | Nonprofit / Financial Counseling |
| Customer Service | Manage patient compliance outreach via SMS, calls, and email using structured sequences. Improved patient response rates through second-attempt SMS outreach protocols. | Healthcare (Pulmonary / Sleep Medicine) |
| Customer Service | Transcribe and route voicemails for sales team. Manage IKS call listening and update customer information based on call content. | Playground Design / Construction |
| Customer Service | Manage inbound and outbound call handling via AirCall. Enter leads into FieldRoutes within 30 minutes of inquiry. Respond to all inbound leads within 15 minutes. | Lawn & Turf Care |
| Customer Service | Resolve OTA disputes on Booking.com for multiple hotel properties (Kansas, Montgomery, Wichita). Track dispute resolution status and coordinate with property managers. | Hospitality (Budget Hotels) |
| Customer Service | Process tenant NPS-style surveys quarterly. Compile competitive intelligence from survey results and generate retention signals for property management. | Commercial Real Estate |
| HR / Recruiting | Manage full recruitment pipeline via Indeed: create job postings, schedule interviews, screen candidates, and process staffing request applications for 11 hotel properties. | Hospitality (Budget Hotels) |
| HR / Recruiting | Track payroll and bonus reports across multi-property hotel portfolio. Maintain Hiring Tracker with 100% accuracy. Document schedule shifts with supporting evidence. | Hospitality (Budget Hotels) |
| HR / Recruiting | Process hiring, termination, and pay raise data management for three companies. Process weekly payroll every Tuesday via QuickBooks Online and QB Time. | Lawn & Turf Care |
| HR / Recruiting | Manage JazzHR-to-Workable ATS migration. Build standard operating procedures for new recruiting platform. Process all HR onboarding workflows in new system. | Early Childhood Education |
| HR / Recruiting | Process employee onboarding across Procare, Paycom, CCEI training platform, TELUS Health One, and MiLeap background check systems. Manage HelloSign document workflows. | Early Childhood Education |
| HR / Recruiting | Send offer letters for new technical hires. Manage recruitment support for engineering firm scaling from small to medium size. Coordinate candidate screening. | Engineering / Building Inspection |
| HR / Recruiting | Monitor CareAcademy training status for home care staff. Send training completion reminders. Process credential verification for nurses and CNAs. Track certification expirations. | Healthcare Staffing (Home Care) |
| HR / Recruiting | Manage Account Administration: user onboarding and offboarding across IT infrastructure. Coordinate with HR for access provisioning, equipment setup, and credential management. | Healthcare / Lab Services (Franchise) |
| HR / Recruiting | Process bi-weekly pay period labor tracking and retention reports for disability services organization. Monitor employee attendance and generate compliance reports. | Healthcare (IDD / Disability Services) |
| HR / Recruiting | Track subcontractor insurance compliance in Buildertrend. Monitor GL ($2M min) and WC ($1M min) coverage expirations. Follow up for updated certificates. Block work/payment for expired policies. | Commercial Construction |
| HR / Recruiting | Manage employee time entries in Autotask PSA. Create client-facing end-of-month documentation including performance reports and utilization summaries. | Cybersecurity / IT Services |
| HR / Recruiting | Process Paycom payroll data. Enter employee information across CCEI training and TELUS Health One platforms. Run background checks via MiLeap. Manage employee master lists. | Early Childhood Education |
| HR / Recruiting | Cross-check pay rates across Meevo spa management, Paylocity payroll, and employee roster for 4 spa locations. Resolve discrepancies and generate monthly performance reports. | Spa / Wellness (Franchise) |
| Legal Support | Draft lease abstracts, clean up and amend commercial leases. Prepare Letters of Intent (LOIs) for commercial real estate transactions. | Commercial Real Estate |
| Legal Support | Process LLC transfers and operating agreements for commercial real estate entities. Manage Suffolk County subdivision application filings. | Commercial Real Estate |
| Legal Support | Manage DocuSign document signing workflows for legal department. Coordinate Board nomination and CMA nomination processes requiring legal documentation. | Nonprofit / Financial Counseling |
| Legal Support | Process CARD Act compliance notifications involving NetSuite constituent records, Locator phone provisioning, DocuSign workflows, and regulatory email notifications. | Nonprofit / Financial Counseling |
| Legal Support | Manage vendor bill processing end-to-end ensuring accurate records for accounting and legal compliance. Verify GL coverage and insurance documentation for subcontractors. | Commercial Construction |
| Legal Support | Track and manage Certificate of Insurance (COI) logs across construction projects. Audit sub-vendor COI compliance, monitor expiration dates, and follow up for renewals (10-15 hrs/week). | Construction (General Contracting) |
| Legal Support | File structural recertification forms for building inspections. Manage compliance documentation and revision tracking for engineering certifications. | Engineering / Building Inspection |
| Legal Support | Manage insurance tracker: track renewals, OCIP & Builder's Risk policies, and extensions. Maintain contract archiving with proper naming conventions in Northspyre. | Real Estate Development |
| Legal Support | Process HIPAA compliance training modules for medical VAs via Thinkific. Ensure data security, access control, and network security certifications are current. | Healthcare (Pulmonary / Sleep Medicine) |
| Legal Support | Create Course Approval documents and submit to Florida Bar 30-45 days before CLE meetings. Manage accreditation tracking for continuing legal education events. | Legal Networking / CLE |
| Legal Support | Process Medicaid billing compliance for DMAS, DARS, PCVA, and PCNC programs. Categorize invoices by region in QuickBooks Online for multi-state regulatory compliance. | Healthcare (IDD / Disability Services) |
| Legal Support | Manage State Advocacy Campaign documentation and lobbying coordination. Track grant revenue pipeline in Salesforce for federal and state funding compliance. | Nonprofit / Financial Counseling |
| Legal Support | Process fire protection industry compliance documentation. Track VA certifications and training records. Generate Business Performance Review reports for regulatory compliance. | Fire Protection Services |
| Legal Support | Verify data accuracy for bank detail changes to prevent fraud. Manage vendor bank detail verification process for accounts payable security compliance. | Playground Design / Construction |
| Content Creation | Manage social media content across Facebook and Twitter/X (10-20 hrs/month). Create and distribute monthly newsletters via Constant Contact. Shift newsletter cadence from quarterly to monthly. | Manufacturing (Testing Equipment) |
| Content Creation | Design client-branded ebooks from concept to completion. Manage website content (30-35 hrs/month) including Spanish product webpages for international expansion. | Manufacturing (Testing Equipment) |
| Content Creation | Develop 7-point YouTube Strategic Action Plan: channel positioning, audience acquisition, SEO optimization, thumbnail systematization, multi-platform scheduling, competitor analysis, and performance monitoring. | Healthcare (IDD / Disability Services) |
| Content Creation | Create brand assets, digital and print files, layout and formatting materials. Manage creative asset library via LucidLink. Execute brand refresh ('From Ripped to Straight' evolution). | Playground Design / Construction |
| Content Creation | Edit marketing and project videos. Create document templates with brand consistency. Prepare production-ready files for both digital and print distribution. | Playground Design / Construction |
| Content Creation | Manage Pipedrive CRM optimization: complete massive cleanup and de-duplication of 3,000+ organizations. Finalize brand kit alignment for social media content. | Engineering / Building Inspection |
| Content Creation | Create monthly Canva presentations for client performance reporting. Design newsletters, birthday/anniversary cards, and safety requirement graphics. | Construction (General Contracting) |
| Content Creation | Qualify leads from Dodge Construction Central and schedule CEU educational events with architect and design firms (4-5 hrs/week). Create CEU Manual and manage AEC Daily event platform. | Manufacturing (Hand Dryers) |
| Content Creation | Create and update CEU events on AEC Daily. Generate pre-registration links and QR codes. Track post-event attendance. Compile test-taker data for Architect Nurture Program. | Manufacturing (Hand Dryers) |
| Content Creation | Manage proactive LinkedIn content strategy: create and schedule posts to position broker as industry thought leader. Design monthly Canva reports for client distribution. | Commercial Real Estate |
Daily Reports From Your VA
Every single day, your virtual assistant will send you an email summarizing how they plan to begin the day and how they ended the day. Full transparency. Zero guesswork. You always know exactly what your team member is working on.
How It Works
Your dedicated VA sends you two structured emails every single workday:
Lists every planned task for the day, organized by category. You see exactly what they intend to accomplish before they start.
Summarizes everything accomplished, flags ongoing tasks, and calls out anything that needs your attention or clarification.
Real Example From an OA Virtual Assistant
Below is an actual daily report format used by one of our bookkeeping VAs. Names and details have been anonymized.
Hi Ms. Thompson,
July 28, 2026
Start of Shift: 8:00 AM EST
End of Shift: 5:00 PM EST
Planned Tasks for Today
Accounts Payable
- Review and create AP entries in accounting system
- Verify and approve outstanding AP items
Bank Reconciliation
- Work on bank feeds for primary business account
- Work on bank feeds for secondary account
Cash Deposits
- Create cash deposit entries for store locations (as applicable)
P&L Review (Ongoing)
- Review P&L and check for any discrepancy on amounts, location, or accounts
Email Management
- Check emails for updates, instructions, and time-sensitive messages
- Review incoming AP invoices for accuracy before entry
Ad Hoc Items
- Other matters that provide support in relation to transactions/reports
Best regards,
Maria Reyes
Hi Ms. Thompson,
July 28, 2026
Start of Shift: 8:00 AM EST
End of Shift: 5:00 PM EST
Tasks Accomplished for Today
P&L Report Review
- Reviewed P&L for any discrepancy in amount, location, and account
Accounts Payable
- Entered AP invoices into accounting system
- Verified vendor details and amounts before posting
Credit Card Transactions
- Reviewed and categorized credit card transactions for reconciliation
Daily Sales Report
- Updated POS daily sales report
- Created the journal entry for the deposit sales
Email Management
- Checked for updates and important messages
- Reviewed incoming AP invoices for accuracy
Meetings Today
- Meeting with Team Lead for weekly updates
Ongoing Tasks
- Continued ensuring all AP invoices, tips, and sales were accurately recorded in accounting system and Excel reports
Help/Clarification Needed
- Login credentials for third-party delivery platform
Best regards,
Maria Reyes
Why Daily Reports Matter
You see exactly what your VA plans to do and what they accomplished. No surprises.
The morning plan creates a commitment. The evening summary closes the loop.
If your VA needs help or clarification, you hear about it the same day ... not a week later.
This is standard. Every OA client gets this from day one.
Your VA, your OA Team Lead, and your Operations Manager all work together to make sure you're never left wondering what's happening.