Industry Use Cases
Assists client in launching traditional campaigns; schedules and plans trade shows, provides admin support to creative team, maintains tracking reports.
Creates tracking reports for digital marketing efforts, compiles competitors’ digital marketing content, maintains client’s social media profiles.
Generates sales leads using targeted list building, data scraping, and reaching out to referrals; establishes rapport and positive business relationships using calls and emails.
Sets up client domain and hosting, creates static pages and blogs using a website builder, ensures that client’s online presence aligns with their offline messaging.
Helps in arranging the client’s daily schedule, keeping business priorities in mind and ensuring no overlaps among meetings; coordinates schedule of clients and their teammates.
Integrates time-consuming HR functions like maintaining time or attendance sheets, ensures the prompt filing of employment tax returns, and compiles reports.
Encodes product titles following client specifications, ensures all products come
with high-quality photos or videos, and proofreads product descriptions.
Responds to customer concerns and questions, uses messaging software and scripts to manage conversations through chat, phone calls, and emails.
Creates accurate records of sales, returns, and restocks, monitors cash inflow from foreign sales, gift cards, promotions, and checks, handles merchant fees.
Ensures client store reflects inventory accurately, Double checks if products are in the right categories, uploads, edits, and removes products if necessary.
Sets up a store or puts a seller’s products on platforms like Amazon, Shopify, Mercari, and Walmart Marketplace, ensures smooth user experience aligned wit client’s brand identity.
Ensures that customers receive products they ordered, processes returns or exchanges, and conveys the store’s return and exchange policy to customers.
Researches products, possible suppliers, and target markets, secures samples, downloads barcodes and labels for products, negotiates deals, and cultivates partnerships with suppliers
Performing keyword research, writing clear product descriptions, and optimizing the meta title, content, and other portions of the store profile or website.
Ensures the client has accurate patient data, uses client’s CRM system to store and update patient records, sends billing updates & insurance claims, creates reference reports.
Proactively manages and updates client’s calendar, schedules patient appointments, sets meetings with external partners, coordinates changes with relevant parties.
Compiles and reviews billing reports, prepares invoices based on billing data, coordinates with different departments if necessary, reports irregularities to financial head.
Helps client find qualified health and wellness professionals for their staffing requirements, screens and shortlists candidates based on client specifications, collates resumes .
Follows trends in client’s industry, gathers data based on client specifications, looks up best practices in other health and wellness companies, and prepares reports.
Builds client’s online presence with well-researched, search-optimized content, creates client website using builders and client guidelines, performs basic website maintenance.
Assists bankers in preparing invoices, approving expenses, budget planning, and other accounting and financial management documents.
Reconciles reports, statements, and various other transactions, ensures that the company has up-to-date and accurate financial information.
Manages complex personal and team calendars while keeping business priorities top-of-mind, coordinates times, schedules venues, and addresses needs for virtual conferences.
Prepares itineraries for the CEO and other company executives, books travel arrangements, keeps track of relevant numbers, locations, and contact persons.
Creates expense reports following client’s specifications, handles vendor payments & expense reports, reconciles corporate credit card accounts.
Creates and sends statements or invoices to company’s clients, ensures the final bill is accurate, tracks payments, and reports issues or irregularities to the financial head.
Finds tech writers, vloggers, streamers, podcasters, and indie game developers in the client’s niche, compiles and presents information on these personalities.
Codes and designs a website according to the client’s specifications, develops and validates test routines, ensures test cases account for various interfaces and browser types.
Identifies problems spotted in customer feedback or uncovered through testing, corrects these issues, and refers these to appropriate personnel for correction.
Serves as external parties’ first point of contact, handles both inbound and outbound calls, builds relationships with customers, resolves concerns &
Creates posts for platforms like Twitter, Facebook, and LinkedIn, engages with the client’s audience and handles community management on their social media pages.
Records minutes, transcribes audio of interviews, calls, voicemail, conferences, or meetings, coverts raw data into slideshows or PDFs following client’s specifications.
Integrates time-consuming HR functions like maintaining time or attendance sheets, ensures the prompt filing of employment tax returns, compiles financial documents and reports.
Pre-qualify leads, schedule meetings between prospective customers and company decision-makers, coordinate availability of meeting attendees and inform them of updates.
Keeps track of client information by updating its database, provides client with details of purchases, interactions, records of complaints, and other pertinent data.
Acts as the first point of contact for customers, prospects, suppliers, and other external parties, forwards calls and connects callers to the right point persons in the company.
Ensures accurate documentation through properly formatted, proofread, and transcribed construction field notes, organizes field notes so client can access these easily..
Cross-checks punch list items with team’s Gantt charts, proofreads closeout and operations review, collates post-occupancy survey data.
Uses tracking software to monitor employee attendance, ensures timely reporting, responds to the employees’ questions about payroll and benefits policies.
Be the client’s first point of contact for construction services teams, suppliers, and subcontractors; obtain quotes for services and products for new jobs; collate these information in reports.
Reviews application checklists and notifies client of requirements they missed, keeps track of federal and state regulatory requirements.
Sends out welcome emails to new hires, coordinates new hire orientations, schedules meetings between new employees and their direct managers.
Prospects company decision-makers and builds rapport through email, LinkedIn messages, phone calls, and other tools, gaining a deep understanding of prospects’ needs
Improves website visibility and rankings through backlink analysis, researches competitor keywords, mines keywords for growth insights, and builds Web 2.0 backlinks.
Works on brand identity with the client, produces deliverables like the brand logo, tagline, theme, and story; manages social media platforms, generates and shares engaging content.
Increases engagement and tracks the brand’s social media performance through the client’s pages or accounts, replies to queries in a timely manner, and monitors or responds to customer reviews.
Produces images, videos, and posts for the client’s social media platforms using apps like Canva, Adobe Photoshop, and Adobe Lightroom; ensures all materials produced align with the brand identity.
Sets key performance indicators (KPIs) for social media campaigns, such as targets for a certain number of shares or likes; measures and reports on campaigns’ performance against these KPIs,
Uses customer relationship management software for client interactions, streamlines processes on these tools, ensures that there will never be missed opportunities to increase sales and profitability.
Ensures client has good exposure through forum posting, directory submission, social bookmarking, blog posting, and sharing website content on Facebook, Instagram, Pinterest, and the like.
Facilitates the client’s presence in live events; creates a list of invites, calls and emails potential attendees, schedules face-to-face demonstrations for account executives at the event booth
Creates pages on Google My Business local directories and Google Maps, proofreads location-specific website pages, and ensures that all relevant pages have the right local search keywords in place
Builds website’s page authority through high-quality and well-researched content, ensures posts have correct keywords, monitors website traffic and how it aligns with the business’ needs and its target audience.
Assists in finding qualified healthcare professionals, collates resumes, references and other applicant documents for client, sends offer & negotiation emails and other messages.
Prepares charts, sends lab results and information to clinicians in charge, creates patient records and uploads to client’s software, provides healthcare transaction support.
Handles prescription refills, verifies patient insurance, checks for prior authorization of insurance, takes charge of EMR data entry, scribing, billing, and coding.
Manages and updates client’s calendar, schedules patient appointments, sets meetings with external partners, and coordinates changes with relevant parties.
Ensures the facility has adequate medical supplies, schedules orders for stocks that are running low, monitors orders and confirms delivery, prepares inventory reports for client.
Maintains the practice’s relationship with clients through timely follow ups, Answers basic patient queries, forwards special concerns to healthcare professionals.
Reviews practice’s billing reports, prepares or double-checks invoices based on billing data, reports irregularities to financial head, compiles information for tax returns and filing.
Maintains spreadsheets, promotional materials, and document databases on the client’s services, rates or packages, & other information relevant to customers.
Boosts client’s online presence with well-researched, search-optimized content about professional coaching, creates service pages using builders and client guidelines.
Researches and reserves venues, books transportation and catering, researches tokens for resource persons or giveaways for participants, addresses event technology needs.
Ensures all participants have the right meeting login information, sends email reminders of the video conference, prepares post-event engagement materials like photos and surveys.
Ensures the client has accurate customer data, uses the client’s CRM system to store and update records, collects information to be used for marketing & sales campaigns.
Gathers data about trends in client’s industry, looks up best practices in other professional coaching and business consultancies, prepares reports on findings.
Helps client formulate marketing plans by compiling and presenting information from websites, journals, and other sources, conducts lead generation for campaigns.
Ensures prompt and timely payroll reporting, handles accounts payable and receivables, monitors employee attendance, responds to employees’ questions about compensation.
Responds to inquiries, handles the client’s phone coverage, drafts and sends emails, transfers calls, and takes detailed messages following the client’s guidelines.
Keeps client’s business priorities top-of-mind while coordinating personal and team calendars, prevents scheduling conflicts, ensures client is prompt and prepared for meetings.
Keeps leads in the sales funnel by making and receiving calls, responds to queries, forwards hot leads to managers or agents, and ensures everyone on the team has accurate data from appointments.
Scrapes tender databases and websites for suitable opportunities, researches
tendering organizations and their buyers, proofreads drafts of tenders, ensures certificates and documents are complete.
Facilitates easy remote engagement with prospects by using online software like Rela to set up and populate listing websites, uploads photos of properties, sees to it that all listings have well-lit, high-resolution images.
Creates brochures, blogs, slide shows, and other promotional or informational materials, ensures all marketing materials are up-to-date, proofreads collateral before printing or publishing through social media
Attracts and converts prospects with marketing material, ensures that the company has correct contact details online, contacts and follows up with leads on social media, sends brochures and informational emails to prospects.
Reviews properties’ Google My Business listings and checks if they have correct addresses, photos, and contact details, proofreads GMB Q&A section, checks if links redirect to the right online assets.
Helps all parties stay satisfied with the deal through accurate, well-prepared sales documents, monitors closed deals through customer relationship management software, maintains databases & property catalogs.
Handles invoicing, fills out booking forms, orders supplies, schedules meetings & appointments across team members’ calendars, maintains the business’ electronic filing system, makes travel arrangements.
Makes sure all team members are updated on projects through management tools like Monday.com & Google Suite, sends weekly email updates, joins client calls, & prepares minutes of meetings
Checks properties’ curb appeal through Google Street View, researches nearby schools & businesses, calculates ARV, analyzes comparables, and identifies home utilities suppliers in the area.
Makes teams more efficient by handling market mapping and keeping records or documentation of monthly rentals, mortgages, insurance policies, fixture installation, and other expenditures
Setting Up 3D Tours
Uploads or downloads videos and photos through image hosting services for use in 3D tours, ensures tours have the right informational tags, checks if asset links redirect to the right photos and videos
Acts as the company’s first point of contact with applicants and other businesses, ensures external parties’ queries have satisfactory responses, forwards important emails to client.
Ensures client has a strong online presence by creating and posting through their social media platforms, responds to customer feedback and reviews.
Reduces time to hire by screening and vetting candidates, ensures shortlisted ones have the competencies and skills the role requires, deploys applicant tracking systems.
Maintains company’s HR database, ensures employee information is up-to-date, monitors employee attendance, updates benefits and enrollments of employees.
Collates resumes, portfolios, and other applicant documents for client, sends offer or negotiation emails and other correspondence to candidates.
Sends out welcome emails to new hires, coordinates new hire orientations, schedules meetings between new employees and their direct managers.
Creates specific buyer personas, defines brand elements & tone following client’s guidelines, evaluates competitors’ products for USP & brand issues, documents branding practices.
Keeps business priorities top-of-mind while managing several complex calendars, coordinates times, schedules venues, and addresses technology needs of meeting participants.
Maintains tracking reports for digital marketing initiatives, compiles research on competitors’ digital marketing content, sets up and maintains social media pages for the client.
Creates statements or invoices and sends these to company’s clients, ensures the accuracy of the final bill, tracks payments, and informs the financial head of issues or irregularities.
Creates awareness for client’s business by reaching out to potential clients, customers, and content partners, uses lead generation tools to tap new audiences and markets for the brand.
Observes market behavior and identifies developments relevant to the startup, uses social listening tools to determine audience expectations from the brand.
Ensures proper documentation of product’s functional requirements, clarifies client’s needs in terms of tech stack and scale of the project, notes and resolves technical issues.
Creates visual elements of marketing materials, aligns imagery & typography with company’s branding, coordinates with marketing team about the materials to be produced.
Organizes offline and online campaigns around artistic productions, individual talent, and products, provides administrative support to the creative lead in charge of campaigns.
Schedules events for client’s talents, confirms appearances, and coordinates schedules with the venue or promoter.
Manages talents’ social media engagements and their presence on platforms like Facebook, Instagram and Twitter, creates and posts content on client’s social pages.
Collaborates with client and helps them execute their vision for their video by editing raw footage, inserting sound effects and music, and producing multiple edits before the final cut.
Researches and books venues and suppliers based on client’s specifications, sends event details to attendees, follows up RSVPs through emails, calls, or chat.
Enables client to formulate strategic plans by compiling and presenting information from websites, videos, social media profiles or pages, and other
Coordinates and manages event inventory like sales and marketing materials, promotional items, giveaways, and presentations.