5 Ways a Virtual Assistant Can Help Consultants
Whether you are a marketing consultant, a manager consultant, business consultant or market research consultant, a virtual assistant should be an integral part of your business. My accountant has a saying, “stick to the knitting”; in other words, do the parts of the job that you make the most money at and delegate the other stuff.
Here are some ways that a virtual assistant can help you:
1. Document formatting
If you work on a hourly billable basis, drafting a document and having your virtual assistant format it for you allows you to move on to other financially lucrative work.
2. Contact Management
Give your business cards to your Virtual Assistant to enter into your contact management database. Consider using an online service such as Zoho CRM, Sugar CRM or SalesForce.
3. Meeting Prep
Your Virtual Assistant can help with reservations, room bookings, catering orders as well as meeting materials. Your VA can coordinate back pre-work (if necessary), preparing name tags, agendas, tent cards, evaluation forms and other documentation.
4. Après Meeting
Your VA can take the flip charts from your meeting and transcribe them into a Word, Excel or Mind Manager document. Do you have meeting participants fill out evaluation sheets? Give them to your Virtual Assistant to compile and prepare a quantitative and qualitative report. Was the meeting recorded on tape or digitally? Again, your Virtual Assistant can transcribe this for you into a form you and your clients can work with. Take a FedEx, UPS or Purolator waybill addressed to your VA along with packaging material to your meeting. After the meeting package everything up and drop the package off at a courier drop off location (for example, Staples) on your way home and have it shipped to your virtual assistant.
5. Invoicing
Your VA can prepare your invoices and send them to your clients on your behalf as well as following up on unpaid invoices.
A tool every entrepreneur needs
Neat Receipts is a great little tool that no business should be without. What is it? It’s a business card scanner, a receipt scanner and a portable scanner. How can Neat Receipts help you?
- Receipts:
- It’s not just a scanner. Neat Receipts can take your scanned receipt and break it down into a spreadsheet by place of purchase, type of product, cost, taxes. It also keeps a scan of the receipt for your records.
- Business Cards:
- Scan your business cards using Neat Receipts into a format that you can use to upload to your contract management system (such as Outlook, SalesForce, Zoho, etc.). Saves typing. Yes, you’ll have to review to ensure the right items are put in the correct fields, but it saves on errors.
- Portable Scanner:
- Are you frequently on the road and need a quick scan of a document to email to someone? Neat Receipts can scan quickly to a PDF and it fits in your suit case.
This is a product I highly recommend. Of course, if you are extremely busy and don’t have the time to do this yourself and you have a pile of business cards and/or receipts you would like scanned, Prime Admin Solutions can help you with that.
For more information on this really cool product, check out: The Neat Company’s website.
Cool gift idea
I received a really neat Christmas gift from a client (not that I expect gifts from clients and this one was a really nice surprise). The client sent me a Christmas card and included a gift certificate from www.wayspa.com.
I had never heard of this company before so I checked out their website and thought, “what a really great idea!” Way Spa sells gift certificates online and on their site you type in your city and it provides you with a a list of spas in your area that accept their gift certificates. I found several in Oakville and I’m looking forward to visiting one of them soon.
So if you’re looking for a gift for someone who is in another city, give wayspa.com a look. You might make someone very happy.
Does Direct Mail Work? Yes!
Many times we send out marketing material and wonder if it ever gets kept or if it is tossed in the recycling bin with the flyers for pizza, window cleaning, duct cleaning, etc. I had an experience last week made me aware that marketing is not done in vain.
I had a call from a lady who had a flyer I sent about 1-1/2 years ago. She needed to have her receipts entered into a spreadsheet for her accountant. I met with her this morning and after looking at what she had, we determined that a bookkeeper would be a much better service for her than hiring me. We discussed her business and we saw a fit for working together in other ways, but bookkeeping wasn’t one of them.
It’s funny because I was starting to wonder if direct mail is a waste of time and money. The call from that very nice potential client affirmed that direct addressed mail is not a waste of time.
If you need help with putting together a mailing list and getting a mail merge completed and mailed, give me a call. I’d love to help!

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