Provide access to your CRM or client database.
This includes all client information such as name, address, contact number and transaction details.
Update your CRM.
Your VA will clean up your database by removing duplicates, updating contact details and segmenting your clients into categories.
Your VA will regularly update your database and keep it clean and organized.
Your VA can also manage your email and calendar or work on other marketing documents such as transcriptions, templates, meeting minutes, and presentations.