Admin Duties (Everything in Foundation +):
CRM management (updating deals, tracking prospects, logging calls)
Preparing weekly business dashboards (sales, expenses, pipeline)
Handling travel bookings, vendor coordination, logistics support
Assisting with bookkeeping prep (organizing receipts, invoices)
Basic HR tasks (onboarding docs, candidate scheduling, timesheet support)
Social media scheduling (graphics + captions provided by you or content VA)
Lead Generation (Included):
100 qualified leads per month (mix quality: pre-researched but semi-automated outreach)
Outreach via email & LinkedIn (templates provided)
Tracking responses + setting intro calls in calendar
Weekly lead gen reports (contacts added, responses, meetings booked)
Best for: SMEs & agencies that need both admin reliability and a steady trickle of leads without hiring sales staff.