Give access to your email and calendar.
Inform your VA of any upcoming meetings. Your VA will start to manage your calendar, or create one if you don’t have any!
Asks screening questions to your leads.
Your VAs will familiarize themselves with your processes and qualify if a meeting is needed with the lead.
Confirms appointment with leads.
Having an assistant ensures your schedule is on track and meetings are scheduled at your most convenient time. A meeting agenda can also be created by your VA.
Sends meeting invites and follow-ups.
Your VA sends out invites and follow-up emails days before the meeting to confirm participants’ attendance
Prepare for your meeting.
Your VA will keep you posted on your scheduled meetings and agenda. All you have to do is show up!
Minutes of the meeting.
Taking down important notes will be handled by your VA so you can focus on being fully present with your potential buyer.
Reviews meeting outcomes.
Deliverables and deadlines from the meeting can be added by your VA to your project management tool for easier tracking.