Virtual Assistant

With virtual capabilities increasing, we offer a variety of services to help you better serve your clients no matter where you are located. Our virtual assistant program is designed to fill your staffing needs on a one-time or part-time basis. Contact us for more information.

HR Consulting

  • Hiring Assistance: Write Custom Job Description & Posting, Applicant Resume & Phone Screening, Reference Checks, Schedule Interviews
  • Comprehensive Training
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Client Onboarding

  • Account Management: Open Accounts, Generate Paperwork, Send Docs for eSign or Print/Tag/Mail, Submit Signed Paperwork, Thorough Tracking

Client Retention

  • Appreciation Program: Birthday Cards, Holiday Cards, Surveys
  • Events: Planning Assistance, Custom Invitations
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Marketing

  • Design Services: Stationer, Brochures, Promo Items
  • Prospect/Client Communications: Drip Campaigns, Newsletters
  • Digital Marketing: Website Design or Redesign, Social Media Posts
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Meeting Prep

  • Appointment Scheduling & Reminder Emails
  • Run CIRStatements Reports
  • CLIC Advisor Data Entry & Setup

 

Infrastructure

  • Redtail: Data Audit & Entry, Customization, Training
  • Procedures: Process Refinement, Custom Forms, Write Custom Operating Procedures
  • Special Projects

Address

430 W. Warner Rd., Ste. 123
Tempe, AZ 85284

Call Us

480-687-4234