CX · Customer experience
The moments clients feel.
The moments a virtual assistant agency client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
Business type · Professional Services
AI agents for Virtual Assistant Agencies
What should stay human at a virtual assistant agency, what an agent can take on, and the roles that make it run.
How the work splits.
SX · Staff experience
People not buried in admin.
Less admin for the people who work at a virtual assistant agency, so they can stay present in the work that needs them.
BX · Business experience
A healthier business.
Leads, bookings and the numbers behind a virtual assistant agency. Agents can surface the gaps; the owner still decides.
Main roles
The people a virtual assistant agency usually employs. Each card is written for this business, then links out to the full role page.
Role
Owner-Operator
Sets prices and services, oversees quality, and handles hiring, suppliers and the overall direction of the virtual Assistant Agency.
Role
Account Manager
Handles day-to-day account manager work for the virtual Assistant Agency.
Role
Recruiter
Handles day-to-day recruiter work for the virtual Assistant Agency.
Role
Administrative Assistant
Handles scheduling, documents, follow-ups and day-to-day admin so the virtual Assistant Agency stays organised.
Freelancers & agencies you might hire
Specialists a virtual assistant agency often brings in. These sit in the same roles database, with a short note written for this business.
Freelancer
Freelance Bookkeeper
Keeps accounts current, reconciles transactions, prepares BAS or tax information, and tidies invoicing for the owner.
Agency
Digital Marketing Agency
Plans and runs digital marketing, including search and paid campaigns, and reports on leads and results.
Freelancer
Freelance Web Developer
Builds and updates the website, booking or enquiry forms, and fixes issues so customers can find and contact the business online.
Want this set up for you?
If you would like someone to build these flows for a virtual assistant agency, tell us a little and we can match you with an agency. We don’t list agencies on this site.
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