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Softwares and Systems
Our Special Sauce
Our VAs have experience with: Acuity, Aisle Planner, Asana, Blackbaud, Blackboard, Cal Pass Plus, Calendly, Canva, Canvas, CapCut, ChatGPT, ClickUp, Doodle, Dropbox, Dubsado, Flip5HTML, FollowUp Boss, Flodesk, FOSSE, Gamma, Google Suite, Google Workspace, Grasshopper, GuideStar, Handshake, HMIS, Honeybook, Hubspot, Kajabi, LastPass, LGL, Lofty, Mailchimp, Meta Business Suite, Metricool, Microsoft Suite, Monday, Notion, Omnify, Optimizely, Oracle, Outlook, ParentVue, Phone.com, QuickBooks Online, Safari Portal, Salesforce, Service Titan, SimplePractice, SharePoint, Shopify, Slack, Symplicity, Taleo, Teams, Trello, VideoLeap, Web Advisor, Wix, Wondershare, WordPress, Workday, Youtube, Zapier, Zendesk, Zoho, Zoom
(this is not an exhaustive list, and we're happy to learn comparable, non-financial systems upon request)
Our founding team brings professional proficiency in French, a basic knowledge of Spanish, and a global perspective through lived experiences of cultural immersion across four continents. We excel at travel coordination, with a keen eye for securing the best value and most efficient transportation options for both corporate and personal travel.
Additionally...
Our Project Highlights
A Rundown of some of the tasks we've accomplished.
We have successfully:
managed email inboxes and calendars for six-figure and multi-hyphenate CEOs, strategically prioritizing emails by urgency and importance while decluttering by unsubscribing from unwanted listserves and organizing and decluttering thousands of older emails. We've additionally applied sound judgement to alert CEOs of potential emergencies via text while they are out of office.
handled phone communications and responded to voicemails using platforms like Grasshopper, Service Titan, and Phone.com for clients across diverse industries, including wedding planning, plumbing, event planning, beauty, and mental wellness.
developed standard operating procedure documents, training manuals, staff handbooks, and onboarding guides for nonprofits, engineering firms, and school districts, ensuring they comply with HIPAA and HR policies of their state.
facilitated extensive data migration projects for software and CRM system transitions, securely and cautiously transferring large volumes of sensitive client data.
supported Executive Directors, CEOs, CFOs, and other members of executive leadership with comprehensive executive assistance tasks, including board meeting material prep, proposal creation, slide decks, 6-figure contract administration, meeting agendas, vendor tracking, pandemic crisis management, and continuity planning.
overseen the development and implementation of safety, emergency response, and technology training programs for small teams, including certification tracking, background checks, and ongoing compliance.
coordinated the recruitment, hiring, onboarding, and training of new talent and volunteers across the technology, engineering, hospitality, education, nonprofit, and healthcare sectors.
crafted engaging content, social media campaigns, promotions, and outreach strategies for realtors, grant officers, auctioneers, financial advisors, travel agents, fundraisers, casting offices, event photographers, authors, artists, and other creative professionals.
managed the research, health plan selection, setup, and online enrollment processes for small teams, ensuring timely feedback to staff inquiries and adherence to annual benefit enrollment deadlines.
created and delivered staff training and professional development programs from the ground up.
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designed and managed organizational websites to enhance visibility, optimize SEO, and improve communication across teams and audiences, including our own website!