Use Cases Per Industry
Entrepreneurs & Startups
Brand Positioning
Defines brand elements following client’s guidelines, creates determined buyer personas, document branding practices, evaluate branding issues and competitor products.
Digital Marketing Support
Realizes research on competitors’ digital marketing content, sets up and maintains social media pages for the client, uses online channels and tools in a strategic way to contribute to the achievement of objectives.
Marketing Trends Monitoring
Uses social listening and tracking tools to determine consumers expectations from the brand, monitors market behavior and identifies developments relevant to the startup.
Calendar Upkeep
Keeps business priorities on top, coordinates and schedule meetings, managing complex calendars and addresses technology needs of meeting participants.
Invoicing
Realizes invoices or statements and sends these to company’s clients, certify the accuracy of the final invoice, tracks payments and informs of irregularities or issues.
Recruitment Support
Collects applicant documents like resume and portfolios, provides client with collected documents and sends offer emails to candidates.
Lead Generation
Uses lead generation tools to catch new customers and markets for the brand, and creates awareness for client’s business in the new potential customers and content partners with diverses campaigns.
Product Development Support
Determines client’s needs in terms of tech stack and scale of the project, ensures proper documentation of product’s functional requirements and resolves technical difficulties.
Content Creation
Increases client’s online presence through optimized content, does a simple website design using client guidelines and performs basic website maintenance.
Travel Organization
Organizes itineraries for company executives, prepares trip tickets, books accommodations, notes contact persons and other travel arrangements.
Graphic Design Support
Designs and creates visual elements for marketing team, aligns imagery typography with company’s branding and colors, and coordinates with marketing team about the materials to be produced.
Organizing Interviews
Communicates with candidates to find out their availability for interviews and coordinates dates with the client’s schedule.
Law Firms
Live Event Management
Books venues based on client’s preferences, makes presentations as assigned, sends event details to attendees or customers and follows up.
Digital Marketing Support
Compiles competitors’ digital marketing content, realizes tracking reports for digital marketing and maintains client’s social media profiles.
Offline Advertising Launches
Helps client in launching campaigns, provides admin support to creative team, maintains tracking reports and plans traditional trade shows.
Marketing Strategy Support
Researches and presents information to support marketing plans, tracks metrics using different tools, and compiles the data for the marketing team.
Document Sorting
Sorts and organizes documents and files generated by client’s work, prepares and secures digital documents needed for reports and ensures client can locate and pull up data easily in cloud.
Web Design
Support
Support the design of web pages and blogs using a website builder. Ensures that client’s online presence aligns with their offline messaging and sets up client domain and hosting in the system.
B2B Lead Generation
Creates a targeted list of business contacts, generates sales leads using targeted list building, establishes rapport and positive business relationships using calls and emails, uses marketing automation to nurture leads.
Calendar Support
Supports in arranging the client’s daily schedule, keeping business priorities and checking no coincidences among meetings; coordinates schedule of clients and their team members.
Payroll Processing
Assures the prompt filing of employment tax returns, and compiles reports; and integrates Human Resources functions like time sheets.
Inbox Support
Ensures client’s inbox is free organizing and sorting out emails in client’s inbox using tags, responding to general queries, and forwarding urgent or important ones.
Invoicing Services
Realizes and sends invoices or statements to client’s customers, ensures the final invoice is accurate, tracks payments, and informs the financial head of irregularities.
Social Media Handling
Creates and schedules posts for all platforms, handles community management on their social media pages and engages with the client’s audience.
E-Commerce
Customer Service
Uses messaging software and scripts to manage conversations through chat, phone calls, and emails, and responds to customer concerns and questions.
Email Marketing
Support
Responds to queries, and forwards hot leads to management, generates leads with list building, monitors messages’ performance and campaigns.
Order Achievement
Ensures that client’s customers receive products they ordered, processes exchanges or returns, and tells the store’s return and exchange policy to customers.
Making Listings
Organizes and encodes products following client specifications, proofreads product descriptions, ensures all products come with high-quality photos or videos.
Listing Maintenance
Assures client store reflects inventory accurately, double checks if products are in the right categories, uploads, edits, and removes products if it’s out inventory.
Creating Stores
Ensures good user experience aligned with client’s brand identity. Sets up a store or puts a seller’s products on platforms like Walmart Marketplace, Shopify or Amazon.
Bookkeeping and Inventory
Monitors cash inflow from sales, handles merchant fees, creates accurate records of sales, returns, and restocks, gift cards and promotions.
Logistics Support
Tracks orders received from various channels, checks if there are adequate stocks of items, and ensures that products get from suppliers to marketplace warehouses or customers.
Social Media Handling
Designs simple graphics, creates custom designs in Canva or Giphy, posts content on all relevant platforms, grows the brand’s audience and engages with visitors to the business’ profiles.
Product Sourcing
Looks for products, possible suppliers, and target markets, secures samples, downloads labels for products and barcodes, negotiates deals with suppliers and builds partnerships.
Platform Ads
Administers and monitors split-tests of ads. Boosts sales on marketplaces like Shopify or Amazon by setting up ads using data from the business owner and checks if ads have keywords for customers.
Shop Administration
Researches keywords, writing clear product descriptions, and optimizing the content, title, and other portions of the website or store profile.
Health & Wellness
Patient Database Control
Uses client’s CRM system to store and update patient records, assures the client has accurate patient data, generated reference reports and sends billing updates & insurance claims.
Recruitment & Staffing
Reserachs and shortlists candidates based on client specifications, collates resumes and helps client find qualified health and wellness professionals for their staffing requirements.
Data Checking
Updates customer records & documentation, coordinates with patients about additional data needed, reviews customer information needed for insurance claims and other services.
Calendar Support
Proactively organizes client’s calendar, schedules patient appointments, sets meetings and coordinates changes with external partners.
Phone Assistant Service
Coordinates the client’s telephone coverage, routes calls, responds to inquiries, and takes detailed messages following guidelines set by the client.
Administrative Support
Organizes spreadsheets, document databases on benefit plans, promotional materials, services packages, and other information customers might request.
Financial Management
Prepares invoices based on billing data, reviews and compiles billing reports, coordinates with different departments if necessary, reports irregularities to financial head..
Industry Research
Gathers data based on client specifications, follows trends in client’s industry, prepares reports and looks up best practices in other health and wellness companies.
Social Media Handling
Creates articles in client blog, or designs health-related posts, updates client’s social media pages with news on the company, coupons and offers, and manages client’s communities.
Inbox Support
Organizes emails in client’s inbox using tags, ensures client’s inbox is clutter free, responding to general queries, and forwarding urgent or important ones.
Event Planning
Coordinates event logistics, researches and reserves venues, books catering and transportation, handles technology needs of participants and looks up gifts or giveaways.
Content Creation
Designs and creates client website using client guidelines, builds client’s online presence with well-researched, search-optimized content, and performs basic website maintenance.
Investment Firms
Document Preparation
Manages that company executives have briefing materials for the events, coordinates with event participants and point persons, collates materials gathered and data.
Resolving Transactions
Reconciles statements, reports, invoices and various other transactions, ensures that the company has accurate financial information.
Project Accounting Assistance
Supports bankers in preparing invoices, budget planning, approving expenses, and other financial and accounting management documents.
Event Planning
Coordinates event logistics, researches and reserves venues, books catering and transportation, handles technology needs of participants and looks up gifts or giveaways.
Assistant Services
Takes care of client’s travel and lodging needs; books and schedules flights, hotel rooms, rental cars, and other client’s requirements.
Inbox Support
Organizes emails in client’s inbox using tags, ensures client’s inbox is clutter free, responding to general queries, and forwarding urgent or important ones.
Documents or Files Management
Ensures confidentiality of restricted files, maintains record systems or databases, organizes and prepares materials for meetings, records and transcribe drafts.
Calendar Support
Proactively organizes client’s calendar, coordinates times, schedules venues, addresses needs for virtual conferences and manages team calendars while keeping business priorities top-of-mind.
Travel Organization
Manages itineraries for the Manager and other company executives, books travel arrangements, keeps track of relevant locations, contact persons and numbers.
Invoicing Services
Realizes and sends invoices or statements to client’s customers, ensures the final invoice is accurate, tracks payments, and informs the financial head of irregularities.
Office Administration
Ensures client has a fully functioning workspace, solves various office needs like sourcing or repairing equipment, ordering supplies, reviewing or distributing mail.
Expense Reporting
Handles vendor payments & expense reports, reconciles corporate credit card accounts and creates expense reports following client’s specifications.
Real Estate
Lead Generation
Ensures that the company has correct contact details online, attracts and converts prospects with marketing material, sends brochures and informational emails to prospects, and follows up with leads on social media.
Appointment Planning
Responds to queries, keeps leads in the sales funnel by making and receiving calls, forwards hot leads to managers or agents, and ensures all the team has data from appointments.
Marketing Materials
Creates blogs, brochures, slide shows, and promotional materials, ensures all marketing materials are update and proofreads materials before printing and publishing through platforms of social media.
Designing Listing Websites
Uploads videos or photos of properties, sees to it that all listings have high resolution images and facilitates remote engagement with prospects by using an online software to set up and populate listing websites.
Tracking Listings
Checks properties listings and reviews if they have correct photos, addresses, and contact details, checks if links redirect to the right online assets and proofreads Q&A section.
Negotiation Support
Monitors closed deals with a customer relationship management software, maintains databases & property catalogs, and helps all parties stay satisfied with the deal through well prepared sales documents.
Bid Management
Looks for databases and websites for suitable opportunities, researches tendering organizations and their buyers, proofreads drafts of tenders, ensures all documents are complete.
Project Support
Sends weekly email updates, joins client calls, prepares minutes of meetings and makes sure all team members are updated on projects through management tools.
Property Management
Support
Constructs efficient teams by keeping records or documentation of monthly rentals, mortgages, insurance policies, fixture installation, and handling market mapping.
Website Tours (3D)
Ensures tours have the right informational tags, checks if links redirect to the right photos and videos, uploads or downloads videos and photos for use in the 3D tours, and updates the page constantly.
Office Administration
Schedules meetings & appointments across team members’ calendars, makes travel arrangements, handles invoicing, fills out booking forms, orders supplies, and maintains the business’ electronic filing system.
Property Valuation
Analyzes comps, identifies home utilities suppliers in the area, checks properties’ curb appeal, researches nearby businesses or schools, and calculates after-repair value.
Tech & Software
Website Creation
Designs and codes a website according to the client’s requirements, develops and validates test routines, ensures test cases account for various interfaces and browsers.
Leads Investigation
Finds vloggers, streamers, tech writers, podcasters, and independent game developers in the client’s niche, compiles and presents that information to client.
Customer Service
Handles both inbound and outbound calls, builds relationships with customers, resolves concerns effectively; serves as external parties’ first point of contact.
Website Maintenance
Troubleshoots website’s functionality and security, repairs broken links, provides support for coding, plugins, and custom themes and performs regular website backups.
Software Issues
Detects problems spotted in customer feedback through testing, corrects these issues, and refers these to appropriate personnel for adjustment.
Marketing Strategy Support
Investigates and presents enough information for formulating marketing plans, tracks metrics using different tools, and compiles the data for the marketing team.
IT Department Administration
Transcribes audio of interviews, calls, voicemail, conferences, or meetings, records minutes, converts data into PDFs or slideshows following client’s needs.
Payroll Processing
Assures the prompt filing of employment tax returns, and compiles reports; and integrates Human Resources functions like attendance sheets.
Invoicing
Realizes and sends invoices or statements to client’s customers, ensures the final invoice is accurate, tracks payments, and informs the financial head of irregularities.
Social Media Handling
Creates and schedules posts for all platforms, handles community management on their social media pages and engages with the client’s audience.
Document Sorting
Sorts and organizes documents and files generated by client’s work, prepares and secures digital documents needed for reports and ensures client can locate and pull up data easily in cloud.
Inbox Support
Organizes emails in client’s inbox using tags, ensures client’s inbox is clutter free, responding to general queries, and forwarding urgent or important ones.
Construction
Monitoring Customer Data
Provides client with details of purchases, keeps track of interactions and records of complaints, client information by updating its database, and other pertinent data.
Notes Transcription
Organizes notes so client can access these easily and assures accurate documentation through properly formatted, proofread, and transcribed construction notes.
Warranty Management
Checks punch list items with team’s charts, proofreads closeout and operations review, collates survey data.
Appointment Planning
Schedules meetings between prospective customers and company executives, qualify leads, coordinate availability of meeting attendees and inform them of updates.
Phone Assistant Service
Forwards calls and connects callers to the right point persons in the company, acts as the first point of contact for customers, prospects, suppliers, and other external parties.
General Research
Obtains quotes for services and products for new job, is the client’s first point of contact for construction services teams, suppliers, and subcontractors; collates these information in informs.
Permit Submissions Help
Ensures client’s building permit packages have completed checklists, forms and are ready for review, with all supporting documentation required.
Payroll Administration
Responds to the employees’ questions about payroll and benefits policies, uses tracking software to monitor employee attendance, and ensures timely reporting.
License Renovation
Keeps track of federal and state regulatory requirements, reviews application checklists and notifies client of requirements they missed.
Personal Hiring
Sends out welcome emails to new personal, coordinates new hire orientations, and organizes meetings between new employees and their managers.
Material Management
Ensures project heads have accurate and updated documentation, monitors requests for construction inventory, and handles transport requisition.
Data Entry
Creates meeting minutes; prepares and proofreads service agreements, change order forms, purchase orders, and subcontracts, according to client requirements.
Marketing Agencies
Content Creation
Increases client’s online presence through optimized content like images, videos, and posts using apps like Adobe Photoshop or Canva, ensures all materials produced align with the brand identity.
Content Strategy
Defines key performance indicators for social media campaigns, such as targets for a certain number of likes or shares, measures and reports on campaigns’ performance.
Community Management
Tracks and increases engagement the brand’s social media performance through the client’s pages or accounts, monitors or responds to customer reviews and replies to queries in a timely manner.
Cross-Platform Posting
Ensures client has good exposure through forum posting, social bookmarking, directory submission, blog posting, and sharing website content on social media platforms.
Support CRM Tools
Works with customer relationship management software for client interactions, streamlines processes on these tools, assures that there will never be missed opportunities to increase sales and profitability.
Local Search Improvement
Proofreads location specific website pages, creates pages on local directories like Google My Business and Google Maps, and ensures that all relevant pages have the right local search keywords in place.
Website Page Authority
Builds website’s page authority through high-quality and well-researched content, monitors website traffic and how it aligns with the business’ needs and its target audience and ensures posts have correct keywords.
Demo Scheduling
Sets appointments, ensures potential clients get to their scheduled bookings, creates ways to move prospects through the sales funnel using properly actioned email and cold call cadences.
Live Event Management
Manages the client’s presence in live events; creates a list of invites, calls and emails potential attendees, schedules in person demonstrations for account executives.
Education
General Research
Gathers data about trends in client’s industry, looks up best practices in other professionals, prepares reports on findings.
Marketing Strategy Gestion
Helps client formulate marketing plans by compiling and presenting information from websites, journals, and other sources, conducts lead generation for advertising campaigns.
Phone Assistante 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.
Calendar Maintenance
Proactively organizes client’s calendar, coordinates times, schedules venues, addresses needs for virtual conferences and manages team calendars while keeping business priorities top-of-mind and prevents scheduling conflicts.
Payroll Support
Ensures prompt and timely payroll reporting, handles accounts payable and receivables, monitors employee attendance, responds to employees’ questions about compensation.
Social Media Handling
Creates and schedules posts for social media platforms like Twitter, Facebook, and LinkedIn, handles community management and engages with the client’s audience online.
Data Entry
Records and transcribes meeting minutes, prepares podcast show notes, converts research notes into reports for meetings with potential B2B clients or business partners.
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.
Live Event Management
Ensures all participants have the right meeting login information, sends email reminders of the video conference, prepares post-event engagement materials.
Administrative Support
Maintains spreadsheets, promotional materials, and document databases on the client’s services, rates or packages, & other information relevant to customers.
General Coordination
Schedules tests, reminds employers of scheduled processes, update client’s records, ensures all employers have what they need for their activities.
Content Creation
Boosts client’s online presence with well-researched, search-optimized content about education, creates service pages using builders and client guidelines.
Retailers and Wholesalers
Administrative Support
Coordinates and manages promotional items, giveaways, and presentations. Maintains document databases on the client’s services, rates or packages, & other information relevant to customers.
Support for Strategic Planning
Enables client to formulate marketing strategic plans by compiling and presenting information from websites, videos, social media profiles or pages, and other sources.
Invoicing Services
Creates and sends statements or invoices to client’s customers, ensures the final bill is accurate, tracks payments, and reports issues or irregularities to the financial head.
Document Sorting
Prepares documents that the client needs for reports, sorts and organizes documents generated by client’s work, ensures client can locate and pull up data easily.
Inbox Support
Organizes emails in client’s inbox using tags, ensures client’s inbox is clutter free, responding to general queries, and forwarding urgent or important ones.
Calendar Management
Helps in arranging client’s daily schedule, ensures that no overlaps among meetings occur, coordinates client’s schedule with talents, other teammates, and colleagues.
Logistics Control
Controls the efficient, effective flow and storage of goods, tracks orders received from various channels, checks if there are adequate stocks of items, and ensures that products get from stores to customers.
Marketing Strategy Support
Organizes offline and online campaigns around artistic productions, individual talent, and products, provides administrative support to the creative lead in charge of marketing campaigns.
Inventory Management
Regulates the flow between the entries and withdrawals of stocks of the company’s products, handles merchant fees, creates accurate records of sales, returns, and restocks, monitors cash inflow from sales, gift cards, promotions, and checks.
Social Media Handling
Builds website’s page authority through high-quality and well-researched content, monitors website traffic and how it aligns with the business’ needs and its target audience and ensures posts have correct keywords.
Event Planning
Researches and books venues and suppliers based on client’s specifications, coordinates event logistics, sends event details to attendees, follows up RSVPs through emails, calls, or chat.
Travel Organization
Takes care of client’s travel and lodging needs; books and schedules flights, rental vehicles, ground transportation, hotel rooms, and other types of accommodation.
HR Agencies
Strategic Recruitment
Writes job descriptions, posts job ads, and seeks out top candidates through various channels, partners with client’s human resources unit to develop a strong candidate pipeline.
Administrative Tasks
Coordinates with managers about employee payroll, creates spreadsheets for compensation and benefits, prepares travel and expense reports.
Database Management
Maintains company’s HR database, ensures employee information is updated, reviews benefits and enrollments of employees, monitors employee attendance.
Recruitment Cycle
Collects resumes, portfolios, and other applicant documents for client, sends offer or negotiation emails and other correspondence to applicant.
B2B Lead Generation
Helps business growth by collecting data, building lists of prospects using client’s tools, scrubs this data and ensures client can use it for sales and marketing.
Applicants Selection
Reduces time to hire by screening and vetting applicants, ensures shortlisted ones have the competencies and skills the role requires, and deploys applicant tracking systems during process.
Inbox Support
Ensures client’s inbox is clutter free, acts as the company’s first point of contact with applicants and other businesses, assures external parties’ queries have satisfactory responses, and forwards important or urgent emails to client.
Payroll Administration
Monitors employee attendance, handles accounts payable and receivables, ensures payroll reporting is on time, responds to employees’ questions about payroll and benefits policies.
Digital Marketing Support
Ensures client has a strong online presence by creating and posting through their social media, uses tools in a strategic way to contribute to the achievement of objectives, responds to customer feedback and reviews.
Recruitment Research
Analyzes the company’s available positions based on comparable ones in other companies, ensures client is offering competitive benefits packages for candidates.
Organizing Interviews
Communicates with candidates for their availability for interviews, coordinates dates with client’s schedule, blocks out times through cloud based calendars.
Onboarding Orientation
Sends out welcome emails to new personal, coordinates new hire orientations, and organizes meetings between new employees and their managers.