SPECIALIZED VA SERVICES - EXECUTIVE EXCELLENCE PACKAGE

High-level support for high-performing leaders – Empowering you to focus on what matters most

Industry/Niche *

Select the Services You Need Support With (Choose All That Apply)

Other Project Management Platforms

Tasks you’d like managed on this platform:

Task delegation

Timeline tracking

Progress reporting

Team updates

📈 Lead Generation Research & CRM Input

Prospect list building

Contact sourcing (LinkedIn, directories, etc.)

Prospect list building

CRM tool you use:

Do you have an ideal client profile (ICP)?

Yes

No – Need help defining one

📨 High-Level Email & Communication Drafting

Executive emails & follow-ups

Client communications

Press/PR outreach

Internal updates or team notices

Preferred tone of communication:

Formal/Corporate

Friendly/Conversational

Assertive/Direct

📊 Advanced Excel/Google Sheet Support

Financial or budget reports

Project tracking dashboards

Custom formulas

Visualizations & charts

Briefly describe what you’d like done:

🔍 Market Research & Competitive Analysis

Competitor benchmarking

Market/industry trends

Product/service comparison

SWOT analysis

Specific topics or competitors you want analyzed:

⚙️ Workflow Automation Support

Zapier automation

Integration between tools (e.g., form → CRM → email)

Automated reminders & status updates

CRM or project platform triggers

Tools you use or plan to integrate:

Preferred working hours (your time zone): *

Preferred communication method: *

How often would you like progress updates? *

Daily

Weekly

End of task

Only when needed

Will you provide access/login details to necessary tools? *

Yes

Not yet – I will set this up

Need help granting access

What are your top 3 goals for this VA support?

Are there any urgent tasks or deadlines we should be aware of?

Anything else you will like to add?

How did you hear about us?

Referral

Social Media

Google Search

If referred, by who?

A name & phone number/email address

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