Virtual Assisting

• Email and calendar management

• Appointment scheduling and rescheduling

• Inbox triage and clean-up

• Meeting notes and transcription

• Creating SOPs, checklists or templates

• CRM data entry and updates (HubSpot, Salesforce, etc.)

• Lead follow-up via email or CRM sequences

• Sending welcome emails and onboarding materials

• Managing intake forms and client contracts

• Sending birthday/anniversary/thank you emails

• Client gifting coordination

• Digital file organization (Google Drive, Dropbox, OneDrive)

• Naming conventions and folder systems

• Document formatting, editing and PDF creation

• E-signature setup and tracking (DocuSign, HelloSign)

• Social media post scheduling (using tools like Buffer or Later)

• Creating branded Canva graphics or flyers

• Email marketing setup (Mailchimp, Flodesk, etc.)

• Blog post formatting and publishing

• Creating presentations or proposals

• Internet research (tools, software, competitors, vendors)

• Spreadsheet creation and data entry

• Vendor communication or quote gathering

• Contact list cleanup or formatting

• Responding to basic client/customer inquiries

• Following up on open requests or outstanding items

• Survey or testimonial requests

• FAQ and template responses setup

DENTAL OFFICE SUPPORT

Patient Outreach & Follow-Up

• Reminding patients of upcoming recare appointments

• Checking in with patients who haven’t scheduled in a while

• Follow up on Treatment Plans to encourage scheduling

• Sending post-visit follow-up emails or calls
  
  

Appointment Scheduling Support

• Booking or rescheduling appointments based on availability

• Coordinating with multiple providers if needed
  
  

Billing & Insurance Prep

• Send friendly reminders about upcoming copays or balances due

• Send statements or payment reminders 

• Prepare office-facing notes for patient insurance questions to assist front-office staff
  
  

Marketing Support

• Creating or scheduling social media posts tailored to dental practice

• Assisting with email newsletters or patient communication campaigns
  
  

Document & File Assistance

• Organizing patient forms, digital charts or office files

• Formatting educational materials for patients
  
  

Customer Service Support

• Answering general patient questions via email or messaging

• Helping ensure patients feel heard and understood

REAL ESTATE SUPPORT

• MLS listing input and coordination

• Transaction processing

OTHER INDUSTRIES

~ Flexible support customized for your specific business needs ~

• Online course or membership backend assistance

• Etsy or Shopify store maintenance

• Booking software setup (Acuity, Calendly)

• Creation of Forms & Canva templates

• Invoicing and basic bookkeeping
  
  

• Payment tracking and reminders
  
  

• Expense categorization and reporting
  
  

• Spreadsheet tracking (budgets, payments, etc

If a task isn’t listed above, feel free to reach out!  

I’m happy to chat about your specific needs and whether it’s something I can assist with.