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Virtual Assistance

Daily operations support for your business. Admin, customer support, lead gen, and bookkeeping handled by one dedicated person.

Virtual Assistance This week
Inbox triage and email replies
Calendar booking and meeting prep
Customer support tickets and chat
Lead research and list building on your behalf
Same person every week Live in 48 hours
NDA on file From $299 / month
Quick answer

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.

What your dedicated 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

Founders Agency owners E-commerce operators Coaches B2B teams

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.

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Executive Assistant

Works at the level of a seasoned EA, managing priorities, screening requests, and keeping your week running without you orchestrating every detail.

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Personal Assistant

Manages the personal and professional overlap, from scheduling appointments and coordinating logistics to handling remote errands you would otherwise do yourself.

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Data Entry

Enters, cleans, and formats records in your CRM, spreadsheets, or database with consistent field rules so your reports pull clean, usable data.

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Data Mining

Pulls structured data from websites, directories, and databases using your criteria and delivers it in a ready-to-use spreadsheet.

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Data Collection

Gathers information from defined sources such as competitor sites, directories, and portals, then organizes it into a clean format for your review.

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Internet Research

Researches topics, competitors, vendors, pricing, and market data, then delivers a clear summary with source links and key takeaways.

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Spreadsheet Management

Builds, maintains, and updates Google Sheets or Excel workbooks with formulas, filters, and consistent formatting you can share with your team.

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Document Formatting

Formats proposals, reports, and contracts in Word or Google Docs to your style guide so every document looks consistent and professional.

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PDF Conversion

Converts files between PDF, Word, Excel, and other formats, and extracts data from PDFs into editable documents or spreadsheets.

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File Management

Organizes Google Drive, Dropbox, or SharePoint into a named, versioned folder structure everyone on your team can navigate without hunting.

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Email 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.

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Email Organization

Labels, filters, and archives messages so your inbox shows only what needs your attention, with older threads filed by project or sender.

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Email Response Handling

Drafts and sends replies to routine questions, vendor requests, and scheduling asks using your approved templates and brand tone.

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Calendar Management

Maintains your Google Calendar or Outlook, resolves conflicts, blocks focus time, and keeps your schedule organized across time zones.

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Meeting Scheduling

Books meetings with internal and external contacts, checks time zones, and sends confirmations with agenda links or prep notes attached.

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Appointment Scheduling

Schedules client calls, consultations, and recurring check-ins in Calendly or your booking tool with reminders to reduce no-shows.

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Reminder Management

Sets and monitors reminders for deadlines, follow-ups, renewals, and action items so nothing slips between your weekly reviews.

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Customer 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.

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Chat Support

Covers live chat during business hours in Intercom, Crisp, or Tidio, handling pre-sale questions and routing hot leads to your calendar.

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Phone Support

Handles inbound calls for basic inquiries, order status, and appointment confirmations using your approved call script and escalation rules.

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Ticket Support

Works inside Zendesk, Freshdesk, or Help Scout to resolve tickets, apply macros, tag by issue type, and keep SLA timers on track.

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Help Desk Support

Manages your help desk queue, updates the knowledge base from recurring tickets, and reports the top three issue drivers each week.

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Customer Query Handling

Responds to product, billing, and policy questions with accurate, on-brand answers so customers feel heard quickly without waiting on you.

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Complaint Resolution

Handles unhappy customer threads with empathy and your refund or resolution policy, documenting each outcome in the customer record.

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Customer Retention

Follows up with at-risk or quiet customers using reactivation scripts to reduce churn before it shows in your monthly numbers.

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Customer Success Support

Checks in on new customers after signup, guides them through setup steps, and flags stuck users to you before they consider canceling.

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Lead 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.

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B2B 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.

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LinkedIn 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.

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Prospect Research

Researches target companies and contacts, including website, role, team size, and recent news, so every outreach feels relevant and informed.

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Email List Building

Builds targeted email lists from Apollo, LinkedIn, or directories with verified work emails and key firmographic data before any message goes out.

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Contact Research

Finds direct contact details for decision makers using Apollo, Hunter, or LinkedIn, verified and enriched before they enter your CRM.

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Data Enrichment

Fills gaps in your existing CRM records, including missing titles, phone numbers, company size, and LinkedIn URLs, using reliable data sources.

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CRM Lead Management

Keeps your pipeline current by updating lead stages, logging touchpoints, and flagging stale contacts before they cost you a deal.

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Appointment 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.

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Appointment Booking

Books confirmed calls on your calendar with time zone checks, video links, and confirmation emails sent to the prospect on your behalf.

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Lead 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.

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Discovery Call Scheduling

Schedules discovery calls with qualified leads, attaches a prep doc with company and contact context, and sends reminders to reduce no-shows.

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Sales Meeting Scheduling

Coordinates availability between you and the prospect, handles reschedules, and keeps every meeting on track with prep notes for your closer.

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Follow-up Management

Runs your follow-up cadence on warm and cold leads so no interested prospect slips through without a timely, professional response.

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CRM and Operations Management

HubSpot Management

Keeps HubSpot contacts, deals, and tasks current, filling missing fields, moving pipeline stages, and preparing your weekly deal summary.

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Zoho CRM Management

Manages leads, contacts, and activities in Zoho CRM with consistent field rules and stage discipline so your pipeline reflects reality.

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Pipeline Management

Reviews open deals weekly, updates stages, flags stale opportunities, and prepares a plain-English pipeline summary for your Monday review.

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Workflow Management

Builds and maintains task workflows in ClickUp, Asana, or Monday so projects move forward without you chasing every status update.

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Bookkeeping Support

Invoice Management

Creates, sends, and tracks invoices in QuickBooks, Xero, or your billing tool, following up on overdue payments so receivables stay current.

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Expense Tracking

Collects receipts from email and bank feeds, categorizes expenses against your chart of accounts, and prepares a weekly summary for your review.

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Receipt Management

Organizes physical and digital receipts into a dated, categorized folder so month-end reconciliation takes minutes, not hours.

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QuickBooks Support

Handles routine QuickBooks tasks including transaction categorization, bank reconciliation prep, and vendor record maintenance.

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Xero Support

Manages Xero accounts by reconciling transactions, maintaining supplier contacts, and keeping your books current and audit-ready each month.

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What it looks like in your week

Concrete 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.

Scope

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.

Sample week

What a typical week looks like

Every business is different. This is the rhythm most clients in this lane settle into by week two.

Monday
Inbox triaged, calendar prepped, week-start note shared with you
Tuesday
CRM hygiene done, missing fields filled, lead list built or enriched
Wednesday
Customer support tickets cleared, follow-ups sent to prospects
Thursday
Appointments booked with prep notes, invoices and expenses filed
Friday
Weekly report: inbox, pipeline, tickets, booked calls, next week queued
Tools we work in

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.

Gmail Outlook Google Workspace Slack Notion ClickUp Asana HubSpot Zoho CRM Pipedrive Salesforce GoHighLevel QuickBooks Xero Calendly Zendesk Intercom Freshdesk Help Scout Apollo.io LinkedIn Sales Navigator Instantly Lemlist
Why this lane

What changes for you in the first 30 days

Week 1

First wins shipped

Three recurring tasks documented and handed off. First drafts and first replies go out for your review.

Week 2

Rhythm in place

Your VA is producing without re-briefing every task. You start reviewing twice a day, not all day.

Week 4

Hours back

Five plus hours back per week. Your inbox, your CRM, and your calendar look cleaner than they have in months.

Packages

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.

Starter

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
Get pricing
Pro

Full VA support across all seven categories.

  • Everything in Growth
  • Appointment setting and follow-up
  • Bookkeeping support
  • Multi-tool stack management
Get pricing
Pricing is shared on a call for Virtual Assistance

Tell us your business and the work you want to delegate. We will share the exact package options and pricing the same business day.

Book a free call
FAQ

Virtual Assistance: common questions

What does a virtual assistance plan cover?
One plan covers admin, inbox, calendar, customer support, lead generation on your behalf, appointment setting, CRM management, and bookkeeping support. You choose the categories to prioritize at kickoff, and we adjust each month.
Will the same person work with me every week?
Yes. One dedicated VA works with you every week, learning your tone, tools, and process. We document a backup VA for leave so your work does not stop.
Can my VA work inside my email and tools directly?
Yes. We add your VA as a Gmail delegate or Outlook delegate with least-privilege roles. No password sharing. You control access from your own settings.
Is the lead generation work done on my behalf?
Yes. Your VA researches prospects, builds lists, runs LinkedIn outreach and cold email on your behalf, qualifies replies, and logs everything in your CRM. You review the pipeline and take the conversations.
How quickly can we start?
Most clients go live in 48 hours: discovery call, NDA signed, VA matched, tool access added, first tasks running by day two.
Can my VA handle customer support tickets?
Yes. Your VA works inside Zendesk, Intercom, Help Scout, or your inbox, answering tickets in your brand tone. Escalation rules are agreed at kickoff so you only see what needs a decision.
Do you handle bookkeeping or accounting?
We handle bookkeeping support tasks: invoice management, expense tracking, receipt organization, and routine QuickBooks or Xero entry. Full accounting, tax filing, and licensed CPA work are outside scope.
What does a virtual assistance plan cost?
Plans start at $299 a month for Virtual Assistance. Exact tier pricing is shared on a quick discovery call. All plans are month-to-month with no long contract.
Get started

Get Virtual Assistance help this week

Tell us the work you want to delegate first. We reply inside business hours, sign NDA, match one dedicated VA, and go live inside 48 hours.

Live in 48 hours NDA before access Same VA every week From $299 / month US + worldwide
Why owners pick us

One trained person. Inside your tools. Every single week.

No marketplace roulette. No surprise charges. A real person who learns your tone and quietly takes the recurring work off your plate.

  • Same dedicated VA
  • Inside your stack
  • NDA before access
  • Month-to-month
  • Trained backup
  • Live in 48 hours

We hand over messy work on Friday, by Monday it is back clean. Felt like hiring a calm operations person, without the salary.

SM
Sara M. Founder, marketing agency

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