Delegate, Focus, and GROW Your Business

Providing System Support for Event Success

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As a Virtual Assistant (VA), much of what I do is providing ongoing support for my clients’ changing needs. Occasionally, however, a client has a special project that requires more specialized skills and has a set deadline that has to be met. I just completed such a project with my client in Salt Lake City, Utah.

The client had a special event scheduled which would promote new membership programs she was offering online. There were a lot of different pieces that needed to be setup and completed prior to the event. The membership programs needed to be setup on her website. This including setting up shopping cart capabilities for the processing of membership payments and creation of membership contracts that could be sent to clients who purchase memberships.

My team and I utilized our experience and knowledge of 1Shoppingcart products to setup payment plans to ensure the membership programs were ready for the event date. Understanding the systems WordPress and the integration of Wishlist Member was also critical to completing this project. We created welcome and thank you emails for the new clients and used Adobe Echosign to facilitate the emailing of contracts and tracking of which contracts had been signed online and returned to the client.

My client demonstrated a high level of trust in my abilities. She gave me a lot creative freedom in developing and putting together all the different pieces needed to make the event a success. When it was time for livestream of the event, I was on hand to help her welcome the new clients and add support wherever it was needed.

When you get to work closely with your client on projects that will have a big impact on their business, there is an emotional investment that goes along with the initial time and effort. The client reaps the greatest benefit, but you still get to share in that sense of success and accomplishment. Being a vital part of my client’s support team is one of the things I love most about being a VA.

photo credit: Thomas Lefebvre

Posted on August 10th, 2016 by Rachel Braam, Office Manager

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