• Research networking opportunities to meet prospective clients
• Assist with enrollment process
  • Prepare and mail welcome packets to new clients
  • Schedule initial interviews
  • Deal with RFPs from ICF prospective clients
• Manage marketing campaign to corporations/agencies
• Database development and maintenance
• Manage calendar/schedule appointments
• Create a referral program and communicate program to warm market. Handle all follow-up
• Develop/research additional revenue streams (tapes, workbooks, assessments, associate programs)
• Acquire testimonials and endorsements
• Teleclasses
  • Prepare materials for teleclasses or live events
  • Handle registration and correspond with participants
  • Respond to e-mail/answer questions
  • Send class notes and class roster to participants
  • Take notes on classes - provide to coach and/or participants
• E-Commerce Solutions
  • Shopping cart development
  • Merchant account setup
• Newsletter
  • Assist with development of e-zine for regular contact with subscribers
  • Manage mailing lists
  • Edit, format and send newsletter
  • Set up automatic systems
  • Promote online and offline
  • Post to website
• Website
  • Research web designers
  • Manage website development
  • Make timely updates
• Miscellaneous
  • Buy/send client gifts
  • Manage bridge schedule
  • Coordinate times for group coaching calls
  • Keep records of business expenditures
  • Read newsletters and magazines and synthesize information and provide condensed informational reports

"Susan has become a HUGE asset to my company, as she is more than just a Virtual Assistant. As a VA, Susan saves me a lot of time by handling my administrative projects so that I can spend that time on revenue-generating activities. Where Susan adds the most value is by using her business expertise to serve as my marketing partner who manages my marketing campaign to bring in new clients and researches and develops speaking opportunities. In addition, Susan's excellent customer service skills give me complete confidence in knowing that all of her interactions with my clients represent my business in the way that I want -- my clients receive the same high-quality service from Susan as they do from me!

During the first 5 months that we worked together, my e-zine subscribers grew by 33%, my web site traffic grew by 56% and my speaking engagements increased by 66%, so more people are learning about my business through our marketing efforts. Now that I'm working with Susan, I couldn't run my business effectively without her!"

-- Cheryl Mann
President / Certified Business & Life Coach
Goals InSight, Inc.
goalsinsight.com

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