Which Virtual Assistant Do You Need?

General Virtual Assistant (GVA)

✅ Cold calling with lead tracking follow-up
✅ Inbox management & calendar scheduling
✅ CRM updates and pipeline tracking
✅ Prospecting and lead generation

✅ Market and property research
✅ Social media post scheduling and basic graphics
✅ Document creation (flyers, LOIs, reports)
✅ Light data entry & spreadsheet management

Specialty Roles

Bookkeeper / Financial

✅ QuickBooks data entry and categorization
✅ Monthly P&L and balance sheet prep
✅ Bank and credit card reconciliations
✅ Invoice creation and payment tracking
✅ Expense reporting and receipt organization
✅ Financial report formatting for investors

Property Management

✅ Lease abstracting and coordination
✅ Rent roll and payment tracking
✅ Maintenance request follow-ups
✅ Tenant communication and notices
✅ Vendor management and scheduling
✅ Proficiency in tools like AppFolio or Buildium

Website / Graphic Design

✅ WordPress and IDX site maintenance
✅ SEO optimization for property pages
✅ Uploading and formatting new listings
✅ Graphic design using Canva or Adobe
✅ Landing page updates and integrations
✅ Troubleshooting plugins and domain issues

Video & Content Editor

✅ Property tour video editing
✅ Reels/TikTok content creation
✅ Branding and logo animations
✅ YouTube channel management
✅ Captioning and transcription
✅ Tools: CapCut, Canva, Adobe Premiere, Final Cut