VIRTUAL ASSISTANT USE CASES
From a mini-you, to running entire operations
We offer 25+ distinct plans covering most functional areas of a business. All of our plans include a dedicated Part-time or Full-time Assistant, a dedicated customer success manager (CSM), and complimentary access to the Meta Staffing INC Workspace App.
Consulting Firms
Discover how consulting firms enhance efficiency by delegating research, scheduling, and client communication.
Creates tracking reports for digital marketing efforts, compiles competitors’ digital marketing content, maintains client’s social media profiles.
Researches and books venues and suppliers based on client’s specifications, sends event details to attendees, follows up RSVPs, makes presentations as assigned.
Integrates time-consuming HR functions like maintaining time or attendance sheets, ensures the prompt filing of employment tax returns, and compiles reports.
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.
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.
Marketing & Sales
Discover how marketing and sales teams boost productivity by outsourcing lead generation and CRM updates.
Prospects company decision-makers and builds rapport through email, LinkedIn messages, phone calls, and other tools, gaining a deep understanding of prospects’ needs.
Improves website visibility and rankings through backlink analysis, researches competitor keywords, mines keywords for growth insights, and builds Web 2.0 backlinks.
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.
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.
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.
E-Commerce
Explore e-commerce stories of streamlining order management and customer service with virtual assistants.
Encodes product titles following client specifications, ensures all products come with high-quality photos or videos, and proofreads product descriptions.
Responds to customer concerns and questions, uses messaging software and scripts to manage conversations through chat, phone calls, and emails.
Generates leads with list building, sets up an email cadence, monitors messages’ performance, responds to queries, and forwards hot leads to management.
Creates accurate records of sales, returns, and restocks, monitors cash inflow from foreign sales, gift cards, promotions, and checks, handles merchant fees.
Ensures client store reflects inventory accurately, Double checks if products are in the right categories, uploads, edits, and removes products if necessary.
Medical Services
Explore how medical professionals enhance patient care with help in scheduling and record management.
Assists in finding qualified healthcare professionals, collates resumes, references and other applicant documents for client, sends offer & negotiation emails and other messages.
Prepares charts, sends lab results and information to clinicians in charge, creates patient records and uploads to client’s software, provides healthcare transaction support.
Schedules tests, orders supplies, reminds patients of scheduled procedures, updates customer records, ensures doctors and nurses have what they need for exams or procedures.
Handles prescription refills, verifies patient insurance, checks for prior authorization of insurance, takes charge of EMR data entry, scribing, billing, and coding.
Manages and updates client’s calendar, schedules patient appointments, sets meetings with external partners, and coordinates changes with relevant parties.
Health & Wellness
See how health and wellness providers optimize client engagement and scheduling for better care.
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.
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.
Updates client’s social media pages with news on the company, coupons and offers, articles from client blog, or health-related posts, manages communities.
Compiles and reviews billing reports, prepares invoices based on billing data, coordinates with different departments if necessary, reports irregularities to financial head.
Helps client find qualified health and wellness professionals for their staffing requirements, screens and shortlists candidates based on client specifications, collates resumes.
Professional Coaching
Find out how coaches expand their reach by streamlining client management and resource preparation.
Records and transcribes meeting minutes, prepares podcast show notes, converts research notes into reports for meetings with potential B2B clients or business partners.
Boosts client’s online presence with well-researched, search-optimized content about professional coaching, creates service pages using builders and client guidelines.
Researches and reserves venues, books transportation and catering, researches tokens for resource persons or giveaways for participants, addresses event technology needs.
Ensures all participants have the right meeting login information, sends email reminders of the video conference, prepares post event engagement materials like photos and surveys.
Keeps client’s business priorities top-of-mind while coordinating personal and team calendars, prevents scheduling conflicts, ensures client is prompt and prepared for meetings.
Investment Firms
Uncover how investment firms stay ahead with support for market research, reporting, and client relations.
Assists bankers in preparing invoices, approving expenses, budget planning, and other accounting and financial management documents.
Reconciles reports, statements, and various other transactions, ensures that the company has up-to-date and accurate financial information.
Handles various office needs like ordering supplies, sourcing or repairing equipment, reviewing or distributing mail; ensures client has a fully functioning workspace.
Manages complex personal and team calendars while keeping business priorities top-of mind, coordinates times, schedules venues, and addresses needs for virtual conferences.
Organizes event logistics, researches and reserves venues, books catering and transportation, looks up gifts or giveaways, and handles technology needs of participants.
Real Estate
See how real estate professionals close deals faster by outsourcing listing updates and client follow-ups.
Keeps leads in the sales funnel by making and receiving calls, responds to queries, forwards hot leads to managers or agents, and ensures everyone on the team has accurate data from appointments.
Scrapes tender databases and websites for suitable opportunities, researches tendering organizations and their buyers, proofreads drafts of tenders, ensures certificates and documents are complete.
Creates brochures, blogs, slide shows, and other promotional or informational materials, ensures all marketing materials are up-to date, proofreads collateral before printing or publishing through social media.
Facilitates easy remote engagement with prospects by using online software like Rela to set up and populate listing websites, uploads photos of properties, sees to it that all listings have well-lit, high-resolution images.
Attracts and converts prospects with marketing material, ensures that the company has correct contact details online, contacts and follows up with leads on social media, sends brochures and informational emails to prospects.
IT Services
Find out how support teams manage tickets, projects, and client interactions with seamless virtual assistance.
Serves as external parties’ first point of contact, handles both inbound and outbound calls, builds relationships with customers, resolves concerns & disputes effectively.
Integrates time-consuming HR functions like maintaining time or attendance sheets, ensures the prompt filing of employment tax returns, compiles financial documents and reports.
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.
Identifies problems spotted in customer feedback or uncovered through testing, corrects these issues, and refers these to appropriate personnel for correction.
Finds tech writers, vloggers, streamers, podcasters, and indie game developers in the client’s niche, compiles and presents information on these personalities.
Staffing Companies
Discover how staffing firms match talent efficiently with help in candidate sourcing and interview coordination.
Acts as the company’s first point of contact with applicants and other businesses, ensures external parties’ queries have satisfactory responses, forwards important emails to client.
Handles accounts payable and receivables, monitors employee attendance, ensures payroll reporting is on time, responds to employees’ questions about payroll and benefits policies.
Partners with client’s human resources unit to develop a strong candidate pipeline, writes job descriptions, posts job ads, and seeks out top candidates through various channels.
Ensures client has a strong online presence by creating and posting through their social media platforms, responds to customer feedback and reviews.
Reduces time to hire by screening and vetting candidates, ensures shortlisted ones have the competencies and skills the role requires, deploys applicant tracking systems.
Construction
Learn how construction businesses simplify vendor coordination and administrative tasks for smooth operations.
Pre-qualify leads, schedule meetings between prospective customers and company decision-makers, coordinate availability of meeting attendees and inform them of updates.
Ensures accurate documentation through properly formatted, proofread, and transcribed construction field notes, organizes field notes so client can access these easily.
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.
Keeps track of client information by updating its database, provides client with details of purchases, interactions, records of complaints, and other pertinent data.
Cross-checks punch list items with team’s Gantt charts, proofreads closeout and operations review, collates post-occupancy survey data.
Startups
Learn how startups scale faster by delegating admin, customer support, and operational tasks.
Creates specific buyer personas, defines brand elements & tone following client’s guidelines, evaluates competitors’ products for USP & brand issues, documents branding practices.
Keeps business priorities top-of-mind while managing several complex calendars, coordinates times, schedules venues, and addresses technology needs of meeting participants.
Boosts client’s online presence through search-optimized content, does simple website design using builders and client guidelines, performs basic website maintenance.
Maintains tracking reports for digital marketing initiatives, compiles research on competitors’ digital marketing content, sets up and maintains social media pages for the client.
Creates statements or invoices and sends these to company’s clients, ensures the accuracy of the final bill, tracks payments, and informs the financial head of issues or irregularities.
Talent Agencies
See how talent agencies handle bookings, interviews, and communication to keep things running effortlessly.
Takes care of client’s travel and lodging needs; books and schedules flights, rental vehicles, ground transportation, hotel rooms, and other types of accommodation.
Schedules events for client’s talents, confirms appearances, and coordinates schedules with the venue or promoter.
Helps in arranging client’s daily schedule, ensures that no overlaps among meetings occur, coordinates client’s schedule with talents, other teammates, and colleagues.
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.
Manages talents’ social media engagements and their presence on platforms like Facebook, Instagram and Twitter, creates and posts content on client’s social pages.