How an EA Transforms Businesses

How an EA Transforms Businesses

If you’re a business owner, hiring an Executive Assistant can be a game changing addition to your work life. You might not have an Executive Assistant yet, but there will likely come a time when you should consider investing in one.

Are you able to perform many daily tasks efficiently and on your own? Of course you can. After all, you’ve probably been doing them all since the early days. But your company is bigger now, or you’re trying to grow it, so it could be time to consider the opportunity costs of going it alone.

A skilled Executive Assistant can be the backbone of your more efficient operations. Their primary purpose is to perform a range of administrative tasks, like managing schedules, making travel arrangements, and organizing your inbox–so you can focus on strategic decision making and other higher-value responsibilities. More specifically, a virtual Executive Assistant can swiftly adapt to your changing needs, because they are skilled at using digital tools to handle tasks, manage schedules, and provide crucial assistance without needing to be in a physical office.

Butterfly in Flowers

Curious about what jobs you should hand off first? Here are some guidelines about what we recommend you outsource first to a virtual Executive Assistant.

Case Stories

Rather than talk about the benefits of hiring a virtual Executive Assistant, the following case stories exemplify how two of our clients at VEA have incorporated these skilled practitioners into their businesses in the real world.

 

Case Story: Improving the Intake Process

One client regularly sends multiple intake forms to its customers. For years, these forms were attached to emails and sent to individual users. Not only did customers often forget to attach and send back completed forms, but gathering was a manual process, leaving the door open for human error.

Using a combo of Microsoft Office Suite, Power Automate, SharePoint, and Power apps, our VEA Executive Assistant created online forms that could be updated in real-time and sent out as a simple link. Fewer attachments translated into fewer mistakes and a welcomed uptick in customer compliance.

Versioning issues are a thing of the past. Information is digitized, eliminating all that copying and pasting that was eating up employees’ time. An error-prone system was cleaned up, and since all data is stored in one place, our client can run reports and learn more about customer behaviour. With just a few small changes, so much was gained.

 

 

Case Story: A Better Billing System

Our professional services client needed to streamline its time tracking system and invoice clients more efficiently. Under its legacy system, they were still creating all invoices manually. It took two whole days to compile information and send invoices!

Working in partnership with a VEA Online Business Manager, the virtual Executive Assistant successfully implemented new digital tools to improve processes and meet newly formed goals.

Using a mixture of Clockify, Excel, and business analysis, this virtual Executive Assistant was pivotal in reducing the billing process from two days to just two hours, saving the client 14 hours per month in labor. Freeing up time by creating better processes enabled the business owner to grow without a lot of added administrative muscle to make it happen.

 

Business Gets Personal

Do you ever feel like your personal life seeps into your workday? It happens to the best of us. At VEA, our virtual Executive Assistants not only handle administrative jobs, but they are also happy to take on personal assistant duties, like arranging social plans, ordering household basics, and even sending flowers and gifts, all in the pursuit of giving you more ways to stay in the game rather than getting yanked to the sidelines throughout the day.

 

An Executive Assistant can even drop work blocks into your schedule, giving you permission to simply focus rather than be pulled into last-minute meetings that sabotage your flow. They can also help you strive for “inbox zero”, a productivity strategy and philosophy that seeks to declutter your mind by decluttering your inbox through methodically deleting, sorting, and clearing incoming emails.

Is it Time for an Executive Assistant?

The right virtual Executive Assistant can truly transform how you structure your week and make it more productive. VEA prides itself on hand matching business owners to their Executive Assistants to ensure a good fit from the onset.

Give VEA a call to talk about your virtual Executive Assistant options. Our team can explain what to expect and then walk you through our tried-and-true onboarding process that ensures you and your virtual Executive Assistant work together as an indispensable team.

Book a Call or email me directly at  [email protected]. I am always happy to help.

 

Derek Burbidge
Manager of Sales & Marketing

Utilizing Your Virtual Executive Assistant as an Online Personal Assistant

Utilizing Your Virtual Executive Assistant as an Online Personal Assistant

If you are looking to find an online Personal Assistant and getting frustrated by the lack of options, you will be happy to know that our virtual Executive Assistants can take on the role of an online Personal Assistant as well.

On top of corporate responsibilities like email and calendar management, travel booking, data entry, research, meeting assistants and the many other tasks they take on, they can also take on personal to-do lists.

It is one thing a lot of our clients ignore delegating for months into their relationship with VEA’s virtual Executive Assistants (EA). Our clients mainly focus on their business-related tasks and don’t utilize their virtual EA as an online Personal Assistant. Once they have the epiphany that their personal tasks are taking too much time and are not necessary for them to complete the tasks start falling off their plate and on to their EA’s.

Their EA is obviously still virtual, but they can handle many of the various tasks on your personal to-do list. An online personal assistant can’t go to the grocery store for you, but they can order groceries or meals and have them delivered to your door.

Typing on a computer

 

Here are a few common tasks our virtual EA’s do for their clients that fall under the umbrella of an online Personal Assistant:

 

Reservations

• Any appointment booking for things like the doctor, dentist, massages, or chiropractors.

Scheduling house cleaners, maintenance people.

Buying gifts for birthdays, anniversaries, Christmas, etc.

• Family vacation booking including flights, hotels, excursions, and rental cars.

Keep in mind they are not travel agents but if you give them your choices, they can book directly for you or give them the area you want to go so they can research the top places and run it by you in your 1:1 meeting before going ahead and booking.

Time blocking

This is usually the focus of productivity in your workday but if you need an hour to hit the gym, want to pick up your kids from school or can’t find time for that hobby, let your EA know. They will make sure there are blocks in your calendar for activities that recharge and are important to you.

 

 

Your virtual Executive Assistant can perform many other various tasks to ease your workload. The easiest way to utilize them as a Personal Assistant is to look at your to-do list. You can easily decide what is something an Online Assistant can do and delegate it to them.

 

Tasks of a Virtual Executive Assistant for Business Owners

In many other blog posts, we discuss at a high level what a virtual EA can do for you, but let’s be a bit more specific with examples.

 

Tasks your virtual Executive Assistant can perform:

 

Meeting Assistant – Imagine going from one meeting to the next without having to book them yourself. While at the meeting you will have the notes in front of you so you don’t skip a beat and the minutes taken to review afterwards if needed. Having a meeting assistant will make your meetings more productive and make more space in the rest of your day.

Travel Booking Assistant – Before you travel your virtual Executive Assistant will act as your travel assistant booking flights, hotels, and rental cars. Using your rewards points and preferences for seat location on a plane, type of car to rent and any musts for your hotel. Once we have the information on file, your dedicated EA will never have to ask your preferences again. You give them your travel dates and they will get to booking. Taking yet another time-consuming, tedious task off your plate.

Calendar Manager – Most business owners are sick of booking meetings, being stood up and accidentally double-booking meetings or appointments. With your virtual Executive Assistant taking over your calendar management, all you must do is wake up in the morning and review your day. Pairing your virtual EA’s calendar management abilities with their meeting assistant role, you can move through your day at a steady, flow-like pace, not wasting precious hours on small, administrative tasks.

Email Manager – Email management is the number one task that all our clients hand off to their virtual Executive Assistant. Instead of adding a new email management software to your ever-growing list of new software, having an EA take it over is a much more productive choice. Your EA will delete spam or unwanted emails, respond to emails as needed on your behalf and keep only what is urgent or needs your attention. Instead of waking up to 100 new emails, you will start your day with only what matters.

 

Conclusion

Many Business Owners, C-suite level Executives and Entrepreneurs look for a Corporate Assistant who can do email management, calendar management, book and manage meetings, and become a travel booking assistant. As the role evolves, they get stuck on the executive-level tasks an in office Administrative Assistant would normally do in person. However, they don’t expand the role to their personal lives. If you are missing date nights, buying gifts last minute or living off a fast-food/convenience diet, talk to your virtual EA to learn how they can support you more in these areas.

 

Derek Burbidge
Manager of Sales & Marketing