EXAMPLES OF
Industry Use Cases
Offline Advertising Support
Assists client in launching traditional campaigns; schedules and plans trade shows, provides admin support to creative team, maintains tracking reports.
Digital Marketing Support
Creates tracking reports for digital marketing efforts, compiles competitors’ digital marketing content, maintains client’s social media profiles.
Live Event Support
Researches and books venues and suppliers based on client’s specifications, sends event details to attendees, follows up RSVPs, makes presentations as assigned.
B2B Lead Generation
Generates sales leads using targeted list building, data scraping, and reaching out to referrals; establishes rapport and positive business relationships using calls and emails.
Simple Web Design
Sets up client domain and hosting, creates static pages and blogs using a website builder, ensures that client’s online presence aligns with their offline messaging.
Marketing Strategy Support
Researches and presents information needed for formulating marketing plans, tracks metrics using tools like the website’s Google Search Console, and compiles the data.
File or Document Sorting
Prepares and secures digital documents needed for reports, sorts and organizes files generated by client’s work, ensures client can locate and pull up data easily.
Inbox Management
Ensures client’s inbox is clutter free by sorting out and organizing emails in client’s inbox using tags, responding to general queries, and forwarding urgent or important ones.
Social Media Management
Schedules and creates posts for platforms like Twitter, Facebook, and LinkedIn, engages with the client’s audience and handles community management on their social media pages
Calendar Management
Helps in arranging the client’s daily schedule, keeping business priorities in mind and ensuring no overlaps among meetings; coordinates schedule of clients and their teammates.
Payroll processing
Integrates time-consuming HR functions like maintaining time or attendance sheets, ensures the prompt filing of employment tax returns, and compiles reports.
Invoicing Support
Creates and sends statements or invoices to client’s customers, ensures the final bill is accurate, tracks payments, and reports issues or irregularities to the financial head.
Creating Listings
Encodes product titles following client specifications, ensures all products come with high-quality photos or videos, and proofreads product descriptions.
Customer Service
Responds to customer concerns and questions, uses messaging software and scripts to manage conversations through chat, phone calls, and emails.
Email Marketing
Generates leads with list building, sets up an email cadence, monitors messages’ performance, responds to queries, and forwards hot leads to management.
Inventory & Bookkeeping
Creates accurate records of sales, returns, and restocks, monitors cash inflow from foreign sales, gift cards, promotions, and checks, handles merchant fees.
Listing Maintenance
Ensures client store reflects inventory accurately, Double checks if products are in the right categories, uploads, edits, and removes products if necessary.
Logistics Management
Tracks orders received from various channels, checks if there are adequate stocks of items, and ensures that products get from suppliers to marketplace warehouses.
Onboarding Stores
Sets up a store or puts a seller’s products on platforms like Amazon, Shopify, Mercari, and Walmart Marketplace, ensures smooth user experience aligned wit client’s brand identity.
Order Fulfillment
Ensures that customers receive products they ordered, processes returns or exchanges, and conveys the store’s return and exchange policy to customers.
Platform PPC Ads
Boosts sales on marketplaces like Amazon by setting up ads using data from the business owner, checks if ads have the targeted keywords, administers and monitors split-tests of ads.
ManagemeProduct Sourcing
Researches products, possible suppliers, and target markets, secures samples, downloads barcodes and labels for products, negotiates deals, and cultivates partnerships with suppliers
Shop Administration
Performing keyword research, writing clear product descriptions, and optimizing the meta title, content, and other portions of the store profile or website.
Social Media Management
Creates and sends statements or invoices to client’s customers, ensures the final bill is accurate, tracks payments, and reports issues or irregularities to the financial head.
Patient Database Management
Ensures the client has accurate patient data, uses client’s CRM system to store and update patient records, sends billing updates & insurance claims, creates reference reports.
Calendar Management
Proactively manages and updates client’s calendar, schedules patient appointments, sets meetings with external partners, coordinates changes with relevant parties.
Data Checking
Reviews customer information needed for insurance claims and other services, coordinates with patients about additional data needed, updates customer records & documentation.
Financial Tracking
Compiles and reviews billing reports, prepares invoices based on billing data, coordinates with different departments if necessary, reports irregularities to financial head.
Staffing & Recruitment
Helps client find qualified health and wellness professionals for their staffing requirements, screens and shortlists candidates based on client specifications, collates resumes .
Receptionist Service
Manages the client’s telephone coverage, responds to inquiries, routes calls, and takes detailed messages following guidelines set by the client.
General Industry Research
Follows trends in client’s industry, gathers data based on client specifications, looks up best practices in other health and wellness companies, and prepares reports.
Inbox Management
Ensures client’s inbox is clutter free by sorting out and organizing emails in client’s inbox using tags, responding to general queries, and forwarding urgent or important ones.
Administrative Support
Maintains spreadsheets, promotional materials, and document databases on benefit plans, services, packages, & other information customers might request.
Event Coordination
Organizes event logistics, researches and reserves venues, books catering and transportation, looks up gifts or giveaways, and handles technology needs of participants.
Content Creation
Builds client’s online presence with well-researched, search-optimized content, creates client website using builders and client guidelines, performs basic website maintenance.
Social Media Management
Updates client’s social media pages with news on the company, coupons and offers, articles from client blog, or health-related posts, manages communities.
Project Accounting Support
Assists bankers in preparing invoices, approving expenses, budget planning, and other accounting and financial management documents.
Resolving Discrepancies
Reconciles reports, statements, and various other transactions, ensures that the company has up-to-date and accurate financial information.
Document Preparation
Ensures that company executives have briefing materials for events they join, coordinates with event participants and point persons, collates data & materials gathered.
Inbox Management
Ensures client’s inbox is clutter free by sorting out and organizing emails in client’s inbox using tags, responding to general queries, and forwarding urgent or important ones.
Event Coordination
Organizes event logistics, researches and reserves venues, books catering and transportation, looks up gifts or giveaways, and handles technology needs of participants.
Receptionist Services
Takes care of client’s travel and lodging needs; books and schedules flights, rental vehicles, ground transportation, hotel rooms, and other types of accommodation.
Calendar Maintenance
Manages complex personal and team calendars while keeping business priorities top-of-mind, coordinates times, schedules venues, and addresses needs for virtual conferences.
Travel Coordination
Prepares itineraries for the CEO and other company executives, books travel arrangements, keeps track of relevant numbers, locations, and contact persons.
File or Document Organization
Maintains record systems or databases, ensures confidentiality of restricted files, organizes and prepares materials for meetings, records &
Expense Tracking & Reporting
Creates expense reports following client’s specifications, handles vendor payments & expense reports, reconciles corporate credit card accounts.
Invoicing Support
Creates and sends statements or invoices to company’s clients, ensures the final bill is accurate, tracks payments, and reports issues or irregularities to the financial head.
Office Administration
Handles various office needs like ordering supplies, sourcing or repairing equipment, reviewing or distributing mail; ensures client has a fully functioning workspace.
Lead & Prospect Research
Finds tech writers, vloggers, streamers, podcasters, and indie game developers in the client’s niche, compiles and presents information on these personalities.
Website Development
Codes and designs a website according to the client’s specifications, develops and validates test routines, ensures test cases account for various interfaces and browser types.
Website Maintenance
Performs regular website backups, troubleshoots website’s functionality and security, finds and repairs broken links, and provides support for coding, plugins, and custom themes.
Monitoring Software Issues
Identifies problems spotted in customer feedback or uncovered through testing, corrects these issues, and refers these to appropriate personnel for correction.
Customer Support
Serves as external parties’ first point of contact, handles both inbound and outbound calls, builds relationships with customers, resolves concerns & disputes effectively.
Marketing Strategy Support
Presents information needed for formulating marketing plans, tracks metrics using tools like the website’s Google Search Console, and compiles the data in a report.
File or Document Sorting
Prepares and secures digital documents needed for reports, sorts and organizes files generated by client’s work, ensures client can locate and pull up data easily.
Inbox Management
Ensures client’s inbox is clutter free by sorting out and organizing emails in client’s inbox using tags, responding to general queries, and forwarding urgent or important ones.
Social Media Management
Creates posts for platforms like Twitter, Facebook, and LinkedIn, engages with the client’s audience and handles community management on their social media pages.
Payroll Processing
Integrates time-consuming HR functions like maintaining time or attendance sheets, ensures the prompt filing of employment tax returns, compiles financial documents and reports.
Invoicing Support
Creates and sends statements or invoices to company’s clients, ensures the final bill is accurate, tracks payments, and reports issues or irregularities to the financial head.
Appointment Setting
Pre-qualify leads, schedule meetings between prospective customers and company decision-makers, coordinate availability of meeting attendees and inform them of updates.
Managing Customer Data
Keeps track of client information by updating its database, provides client with details of purchases, interactions, records of complaints, and other pertinent data.
Receptionist and Call Routing
Acts as the first point of contact for customers, prospects, suppliers, and other external parties, forwards calls and connects callers to the right point persons in the company.
Field Notes Transcription
Ensures accurate documentation through properly formatted, proofread, and transcribed construction field notes, organizes field notes so client can access these easily.
Project Warranty Support
Cross-checks punch list items with team’s Gantt charts, proofreads closeout and operations review, collates post-occupancy survey data.
Permit Submissions Support
Ensures client’s building permit packages are ready for review, and have completed checklists, forms; all supporting documentation needed.
Payroll Administration
Uses tracking software to monitor employee attendance, ensures timely reporting, responds to the employees’ questions about payroll and benefits policies.
General Research
Be the client’s first point of contact for construction services teams, suppliers, and subcontractors; obtain quotes for services and products for new jobs; collate these information in reports.
Data Entry
Prepares and proofreads change order forms, service agreements, purchase orders, and subcontracts, according to client specifications; Creates meeting minutes.
License Renewals
Reviews application checklists and notifies client of requirements they missed, keeps track of federal and state regulatory requirements.
Subcontractor Hiring
Sends out welcome emails to new hires, coordinates new hire orientations, schedules meetings between new employees and their direct managers.
Material Ordering
Monitors requests for construction inventory, handles transport requisition for these items, ensures project heads have up-to-date and accurate documentation.
B2B Lead Acquisition
Prospects company decision-makers and builds rapport through email, LinkedIn messages, phone calls, and other tools, gaining a deep understanding of prospects’ needs
Managing Customer Data
Keeps track of client information by updating its database, provides client with details of purchases, interactions, records of complaints, and other pertinent data.
Backlinks & Rankings
Improves website visibility and rankings through backlink analysis, researches competitor keywords, mines keywords for growth insights, and builds Web 2.0 backlinks.
Brand Building Support
Works on brand identity with the client, produces deliverables like the brand logo, tagline, theme, and story; manages social media platforms, generates and shares engaging content.
Community Management
Increases engagement and tracks the brand’s social media performance through the client’s pages or accounts, replies to queries in a timely manner, and monitors or responds to customer reviews.
Content Creation
Produces images, videos, and posts for the client’s social media platforms using apps like Canva, Adobe Photoshop, and Adobe Lightroom; ensures all materials produced align with the brand identity.
Content Strategy Support
Sets key performance indicators (KPIs) for social media campaigns, such as targets for a certain number of shares or likes; measures and reports on campaigns’ performance against these KPIs,
Handling CRM Tools
Uses customer relationship management software for client interactions, streamlines processes on these tools, ensures that there will never be missed opportunities to increase sales and profitability.
Cross-Channel Posting
Ensures client has good exposure through forum posting, directory submission, social bookmarking, blog posting, and sharing website content on Facebook, Instagram, Pinterest, and the like.
Demo Booking
Creates ways to move prospects through the sales funnel using properly actioned email and cold call cadences, sets appointments, ensures potential clients get to their scheduled bookings.
In-Person Events
Facilitates the client’s presence in live events; creates a list of invites, calls and emails potential attendees, schedules face-to-face demonstrations for account executives at the event booth
Local Search Optimization
Creates pages on Google My Business local directories and Google Maps, proofreads location-specific website pages, and ensures that all relevant pages have the right local search keywords in place
Page Authority
Builds website’s page authority through high-quality and well-researched content, ensures posts have correct keywords, monitors website traffic and how it aligns with the business’ needs and its target audience.Offline Advert Support
Assists client in launching traditional campaigns; schedules and plans trade shows, provides admin support to creative team, maintains tracking reports.
Digital Marketing Support
Creates tracking reports for digital marketing efforts, compiles competitors’ digital marketing content, maintains client’s social media profiles.
Live Event Support
Researches and books venues and suppliers based on client’s specifications, sends event details to attendees, follows up RSVPs, makes presentations as assigned.
Offline Advertising Support
Assists client in launching traditional campaigns; schedules and plans trade shows, provides admin support to creative team, maintains tracking reports.
Digital Marketing Support
Creates tracking reports for digital marketing efforts, compiles competitors’ digital marketing content, maintains client’s social media profiles.
Live Event Support
Researches and books venues and suppliers based on client’s specifications, sends event details to attendees, follows up RSVPs, makes presentations as assigned.
Offline Advert Support
Assists client in launching traditional campaigns; schedules and plans trade shows, provides admin support to creative team, maintains tracking reports.
Digital Marketing Support
Creates tracking reports for digital marketing efforts, compiles competitors’ digital marketing content, maintains client’s social media profiles.
Live Event Support
Researches and books venues and suppliers based on client’s specifications, sends event details to attendees, follows up RSVPs, makes presentations as assigned.
Offline Advertising Support
Assists client in launching traditional campaigns; schedules and plans trade shows, provides admin support to creative team, maintains tracking reports.
Digital Marketing Support
Creates tracking reports for digital marketing efforts, compiles competitors’ digital marketing content, maintains client’s social media profiles.
Live Event Support
Researches and books venues and suppliers based on client’s specifications, sends event details to attendees, follows up RSVPs, makes presentations as assigned.
Offline Advert Support
Assists client in launching traditional campaigns; schedules and plans trade shows, provides admin support to creative team, maintains tracking reports.
Digital Marketing Support
Creates tracking reports for digital marketing efforts, compiles competitors’ digital marketing content, maintains client’s social media profiles.
Live Event Support
Researches and books venues and suppliers based on client’s specifications, sends event details to attendees, follows up RSVPs, makes presentations as assigned.
Offline Advertising Support
Assists client in launching traditional campaigns; schedules and plans trade shows, provides admin support to creative team, maintains tracking reports.
Digital Marketing Support
Creates tracking reports for digital marketing efforts, compiles competitors’ digital marketing content, maintains client’s social media profiles.
Live Event Support
Researches and books venues and suppliers based on client’s specifications, sends event details to attendees, follows up RSVPs, makes presentations as assigned.
Offline Advert Support
Assists client in launching traditional campaigns; schedules and plans trade shows, provides admin support to creative team, maintains tracking reports.
Digital Marketing Support
Creates tracking reports for digital marketing efforts, compiles competitors’ digital marketing content, maintains client’s social media profiles.
Live Event Support
Researches and books venues and suppliers based on client’s specifications, sends event details to attendees, follows up RSVPs, makes presentations as assigned.
Offline Advertising Support
Assists client in launching traditional campaigns; schedules and plans trade shows, provides admin support to creative team, maintains tracking reports.
Digital Marketing Support
Creates tracking reports for digital marketing efforts, compiles competitors’ digital marketing content, maintains client’s social media profiles.
Live Event Support
Researches and books venues and suppliers based on client’s specifications, sends event details to attendees, follows up RSVPs, makes presentations as assigned.
Offline Advert Support
Assists client in launching traditional campaigns; schedules and plans trade shows, provides admin support to creative team, maintains tracking reports.
Digital Marketing Support
Creates tracking reports for digital marketing efforts, compiles competitors’ digital marketing content, maintains client’s social media profiles.
Live Event Support
Researches and books venues and suppliers based on client’s specifications, sends event details to attendees, follows up RSVPs, makes presentations as assigned.
Offline Advertising Support
Assists client in launching traditional campaigns; schedules and plans trade shows, provides admin support to creative team, maintains tracking reports.
Digital Marketing Support
Creates tracking reports for digital marketing efforts, compiles competitors’ digital marketing content, maintains client’s social media profiles.
Live Event Support
Researches and books venues and suppliers based on client’s specifications, sends event details to attendees, follows up RSVPs, makes presentations as assigned.
Offline Advert Support
Assists client in launching traditional campaigns; schedules and plans trade shows, provides admin support to creative team, maintains tracking reports.
Digital Marketing Support
Creates tracking reports for digital marketing efforts, compiles competitors’ digital marketing content, maintains client’s social media profiles.
Live Event Support
Researches and books venues and suppliers based on client’s specifications, sends event details to attendees, follows up RSVPs, makes presentations as assigned.
Offline Advertising Support
Assists client in launching traditional campaigns; schedules and plans trade shows, provides admin support to creative team, maintains tracking reports.
Digital Marketing Support
Creates tracking reports for digital marketing efforts, compiles competitors’ digital marketing content, maintains client’s social media profiles.
Live Event Support
Researches and books venues and suppliers based on client’s specifications, sends event details to attendees, follows up RSVPs, makes presentations as assigned.