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Virtual Assistant Use Cases Professional Coaching

Practice Data Entry 0
Task

Data Entry for Coaches

Records and transcribes meeting minutes, prepares podcast show notes, converts research notes into reports for meetings with potential B2B clients or business partners.
Content Creation 0
Task

Content Creation

Boosts client’s online presence with well-researched, search-optimized content about professional coaching, creates service pages using builders and client guidelines.
In Person Events 0
Task

Coordination for In-Person Events

Researches and reserves venues, books transportation and catering, researches tokens for resource persons or giveaways for participants, addresses event technology needs.
Coordination For Online Events 0
Task

Coordination for Online Events

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.
Inbox Management 0
Task

Scheduling & Calendar Maintenance

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.
Customer Data Management 0
Task

Customer Data Management

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.
Marketing Strategy 0
Task

General Industry Research

Gathers data about trends in client’s industry, looks up best practices in other professional coaching and business consultancies, prepares reports on findings.
Marketing Strategy Support 0
Task

Marketing Strategy Support

Helps client formulate marketing plans by compiling and presenting information from websites, journals, and other sources, conducts lead generation for campaigns.
Payroll Processing 0
Task

Payroll Support

Ensures prompt and timely payroll reporting, handles accounts payable and receivables, monitors employee attendance, responds to employees’ questions about compensation.
Receptionist And Call Routing 0
Task

Receptionist Service

Responds to inquiries, handles the client’s phone coverage, drafts and sends emails, transfers calls, and takes detailed messages following the client’s guidelines.
Administrative Support 0
Task

Administrative Support

Maintains spreadsheets, promotional materials, and document databases on the client’s services, rates or packages, & other information relevant to customers.
Social Media Management 0
Task

Social Media Management

Creates and schedules posts for social media platforms like Twitter, Facebook, and LinkedIn, handles community management and engages with the client’s audience online.

Wing Services Commonly Utilized by Professional Coaching Companies

Property 1=US Based Virtual Assistants

US-Based VA

Wing’s dedicated, US-based virtual assistants provide the work results you deserve. Delegate everything from to-do lists to entire processes.

Starts at $2499 per mo.
Property 1=For Sales Development

Lead Gen Assistant

Fill up your calendar with engaged prospects, minus the heavy lifting Your Wing lead generation assistant can work on essential tasks.

Starts at $899 per mo.
Property 1=For Digital Marketing

Digital Marketing Assistant

Your assistant can help you with keywords research, paid ads maintenance, social media posting.

Starts at $1299 per mo.

Case Studies

Social Media Management 0
Case Study

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Calendar Management 0
Case Study

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Social Media Management 0
Case Study

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