Virtual Assistance
Daily operations support for your business. Admin, customer support, lead gen, and bookkeeping handled by one dedicated person.
A virtual assistance plan from Easy Virtual Assistants gives you one dedicated person who handles inbox triage, calendar management, customer support tickets, lead generation on your behalf, appointment setting, CRM hygiene, and bookkeeping support inside your tools every week. Plans start at $299 a month. Same person every week. Live in 48 hours.
Virtual Assistance: what your VA handles
Admin, inbox, calendar, customer support, lead generation on your behalf, appointment setting, CRM management, and bookkeeping support handled by one dedicated VA inside your tools every week.
Full deliverables list
- Inbox triage and email replies
- Calendar booking and meeting prep
- Customer support tickets and chat
- Lead research and list building on your behalf
- Appointment booking and follow-up
- CRM updates and pipeline reports
- Invoice and expense tracking
- Document and file organization
Who this fits best
Administrative Support
Virtual Assistant
Your dedicated VA handles recurring tasks across your inbox, calendar, CRM, and documents so you stop being the bottleneck in your own business.
View Virtual Assistant detailsExecutive Assistant
Works at the level of a seasoned EA, managing priorities, screening requests, and keeping your week running without you orchestrating every detail.
View Executive Assistant detailsPersonal Assistant
Manages the personal and professional overlap, from scheduling appointments and coordinating logistics to handling remote errands you would otherwise do yourself.
View Personal Assistant detailsData Entry
Enters, cleans, and formats records in your CRM, spreadsheets, or database with consistent field rules so your reports pull clean, usable data.
View Data Entry detailsData Mining
Pulls structured data from websites, directories, and databases using your criteria and delivers it in a ready-to-use spreadsheet.
View Data Mining detailsData Collection
Gathers information from defined sources such as competitor sites, directories, and portals, then organizes it into a clean format for your review.
View Data Collection detailsInternet Research
Researches topics, competitors, vendors, pricing, and market data, then delivers a clear summary with source links and key takeaways.
View Internet Research detailsSpreadsheet Management
Builds, maintains, and updates Google Sheets or Excel workbooks with formulas, filters, and consistent formatting you can share with your team.
View Spreadsheet Management detailsDocument Formatting
Formats proposals, reports, and contracts in Word or Google Docs to your style guide so every document looks consistent and professional.
View Document Formatting detailsPDF Conversion
Converts files between PDF, Word, Excel, and other formats, and extracts data from PDFs into editable documents or spreadsheets.
View PDF Conversion detailsFile Management
Organizes Google Drive, Dropbox, or SharePoint into a named, versioned folder structure everyone on your team can navigate without hunting.
View File Management detailsEmail and Calendar Management
Inbox Management
Opens your Gmail or Outlook each morning, sorts by priority, archives noise, and drafts replies for routine requests in your voice.
View Inbox Management detailsEmail Organization
Labels, filters, and archives messages so your inbox shows only what needs your attention, with older threads filed by project or sender.
View Email Organization detailsEmail Response Handling
Drafts and sends replies to routine questions, vendor requests, and scheduling asks using your approved templates and brand tone.
View Email Response Handling detailsCalendar Management
Maintains your Google Calendar or Outlook, resolves conflicts, blocks focus time, and keeps your schedule organized across time zones.
View Calendar Management detailsMeeting Scheduling
Books meetings with internal and external contacts, checks time zones, and sends confirmations with agenda links or prep notes attached.
View Meeting Scheduling detailsAppointment Scheduling
Schedules client calls, consultations, and recurring check-ins in Calendly or your booking tool with reminders to reduce no-shows.
View Appointment Scheduling detailsReminder Management
Sets and monitors reminders for deadlines, follow-ups, renewals, and action items so nothing slips between your weekly reviews.
View Reminder Management detailsCustomer Support
Email Support
Answers customer questions via email in your brand tone, routing escalations to you with a one-line context note so you only open what needs a decision.
View Email Support detailsChat Support
Covers live chat during business hours in Intercom, Crisp, or Tidio, handling pre-sale questions and routing hot leads to your calendar.
View Chat Support detailsPhone Support
Handles inbound calls for basic inquiries, order status, and appointment confirmations using your approved call script and escalation rules.
View Phone Support detailsTicket Support
Works inside Zendesk, Freshdesk, or Help Scout to resolve tickets, apply macros, tag by issue type, and keep SLA timers on track.
View Ticket Support detailsHelp Desk Support
Manages your help desk queue, updates the knowledge base from recurring tickets, and reports the top three issue drivers each week.
View Help Desk Support detailsCustomer Query Handling
Responds to product, billing, and policy questions with accurate, on-brand answers so customers feel heard quickly without waiting on you.
View Customer Query Handling detailsComplaint Resolution
Handles unhappy customer threads with empathy and your refund or resolution policy, documenting each outcome in the customer record.
View Complaint Resolution detailsCustomer Retention
Follows up with at-risk or quiet customers using reactivation scripts to reduce churn before it shows in your monthly numbers.
View Customer Retention detailsCustomer Success Support
Checks in on new customers after signup, guides them through setup steps, and flags stuck users to you before they consider canceling.
View Customer Success Support detailsLead Generation
SEO/Ads Lead Generation (For Digital Agencies)
Researches and qualifies inbound leads from SEO and paid ad campaigns on behalf of your agency clients, logging contacts in their CRM with source notes.
View SEO/Ads Lead Generation (For Digital Agencies) detailsB2B Lead Generation
Finds and qualifies B2B prospects that match your ICP by industry, title, company size, and revenue, then delivers a verified list ready for outreach on your behalf.
View B2B Lead Generation detailsLinkedIn Lead Generation
Sends personalized connection requests and follow-up messages on LinkedIn by hand, within normal daily limits, to start real conversations with target buyers on your behalf.
View LinkedIn Lead Generation detailsProspect Research
Researches target companies and contacts, including website, role, team size, and recent news, so every outreach feels relevant and informed.
View Prospect Research detailsEmail List Building
Builds targeted email lists from Apollo, LinkedIn, or directories with verified work emails and key firmographic data before any message goes out.
View Email List Building detailsContact Research
Finds direct contact details for decision makers using Apollo, Hunter, or LinkedIn, verified and enriched before they enter your CRM.
View Contact Research detailsData Enrichment
Fills gaps in your existing CRM records, including missing titles, phone numbers, company size, and LinkedIn URLs, using reliable data sources.
View Data Enrichment detailsCRM Lead Management
Keeps your pipeline current by updating lead stages, logging touchpoints, and flagging stale contacts before they cost you a deal.
View CRM Lead Management detailsAppointment Setting
Cold Email Follow-up
Sends follow-up sequences at your approved cadence, value touch and breakup email included, and triages replies so warm leads reach you quickly.
View Cold Email Follow-up detailsAppointment Booking
Books confirmed calls on your calendar with time zone checks, video links, and confirmation emails sent to the prospect on your behalf.
View Appointment Booking detailsLead Qualification
Asks qualification questions via email or LinkedIn and logs budget, timeline, and fit notes in CRM before a calendar link is sent to the prospect.
View Lead Qualification detailsDiscovery Call Scheduling
Schedules discovery calls with qualified leads, attaches a prep doc with company and contact context, and sends reminders to reduce no-shows.
View Discovery Call Scheduling detailsSales Meeting Scheduling
Coordinates availability between you and the prospect, handles reschedules, and keeps every meeting on track with prep notes for your closer.
View Sales Meeting Scheduling detailsFollow-up Management
Runs your follow-up cadence on warm and cold leads so no interested prospect slips through without a timely, professional response.
View Follow-up Management detailsCRM and Operations Management
HubSpot Management
Keeps HubSpot contacts, deals, and tasks current, filling missing fields, moving pipeline stages, and preparing your weekly deal summary.
View HubSpot Management detailsZoho CRM Management
Manages leads, contacts, and activities in Zoho CRM with consistent field rules and stage discipline so your pipeline reflects reality.
View Zoho CRM Management detailsPipeline Management
Reviews open deals weekly, updates stages, flags stale opportunities, and prepares a plain-English pipeline summary for your Monday review.
View Pipeline Management detailsWorkflow Management
Builds and maintains task workflows in ClickUp, Asana, or Monday so projects move forward without you chasing every status update.
View Workflow Management detailsBookkeeping Support
Invoice Management
Creates, sends, and tracks invoices in QuickBooks, Xero, or your billing tool, following up on overdue payments so receivables stay current.
View Invoice Management detailsExpense Tracking
Collects receipts from email and bank feeds, categorizes expenses against your chart of accounts, and prepares a weekly summary for your review.
View Expense Tracking detailsReceipt Management
Organizes physical and digital receipts into a dated, categorized folder so month-end reconciliation takes minutes, not hours.
View Receipt Management detailsQuickBooks Support
Handles routine QuickBooks tasks including transaction categorization, bank reconciliation prep, and vendor record maintenance.
View QuickBooks Support detailsXero Support
Manages Xero accounts by reconciling transactions, maintaining supplier contacts, and keeping your books current and audit-ready each month.
View Xero Support detailsConcrete examples, not vague promises.
Three real situations your VA handles for you, in the tools you already use.
Inbox at zero before you log in
Your VA triages overnight email, labels threads by priority, drafts replies for routine asks, and flags anything that needs your decision. You start the day with a short list, not 40 unread threads.
Customer tickets cleared same day
Tickets answered in your brand tone inside Zendesk, Intercom, or your inbox. Refund requests handled inside your policy. Edge cases escalated to you only with a one-line context note.
Leads researched and qualified on your behalf
Your VA builds a weekly prospect list, runs LinkedIn and email outreach on your behalf, qualifies replies, and books confirmed calls on your calendar with prep notes attached.
Clear scope so there are no surprises.
What is inside this lane, and what is not. If anything you need is outside, we will say so on the discovery call.
Inside this lane
- Inbox triage, email replies, and calendar management
- Customer support via email, chat, or ticket platform
- Lead generation on your behalf with CRM logging
- Appointment setting and follow-up sequences
- CRM hygiene, pipeline reports, and data entry
- Invoice management and basic bookkeeping support
- Weekly summary report covering all active work
Not in this lane
- Tax filing and licensed accounting services
- Live phone answering for inbound sales calls on Starter
- Services requiring a licensed or regulated professional
Need something here? Ask. We will either scope it or recommend who to use.
What a typical week looks like
Every business is different. This is the rhythm most clients in this lane settle into by week two.
Your VA works inside your stack, not ours
Here are the tools your dedicated VA is comfortable in for this lane. If your tool is not listed, we will learn it.
What changes for you in the first 30 days
First wins shipped
Three recurring tasks documented and handed off. First drafts and first replies go out for your review.
Rhythm in place
Your VA is producing without re-briefing every task. You start reviewing twice a day, not all day.
Hours back
Five plus hours back per week. Your inbox, your CRM, and your calendar look cleaner than they have in months.
Three ways to work with us on virtual assistance.
Each tier is scoped by deliverables, not hours, because virtual assistance work is uneven week to week. Full pricing is shared on a quick call.
For owners ready to delegate the basics.
- Inbox triage and email replies
- Calendar booking and reminders
- Basic CRM updates and data entry
- Weekly summary report
For teams handing over the full back office.
- Everything in Starter
- Customer support on one channel
- Lead generation and list building
- CRM hygiene and pipeline reports
Full VA support across all seven categories.
- Everything in Growth
- Appointment setting and follow-up
- Bookkeeping support
- Multi-tool stack management
Tell us your business and the work you want to delegate. We will share the exact package options and pricing the same business day.
Virtual Assistance: common questions
What does a virtual assistance plan cover?
Will the same person work with me every week?
Can my VA work inside my email and tools directly?
Is the lead generation work done on my behalf?
How quickly can we start?
Can my VA handle customer support tickets?
Do you handle bookkeeping or accounting?
What does a virtual assistance plan cost?
Get Virtual Assistance help this week
One trained person. Inside your tools. Same every week. From first call to working VA in 48 hours.