Creative Services Interior Design

Creative


Virtual Assistant Administrative Services Interior Design

Administration


    • Client Presentations

    • Client Invoicing

    • Purchase Orders

    • Order Placing

    • Sample Ordering

    • Order Tracking

    • Client Management

    • Scheduling Deliveries

    • Customer Service

    • Proposals

    • Vendor Management

    • Studio Management

    • Email Communications

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    • Studio Designer

    • StyleRow

    • Ivy/Houzz Pro

    • Mydoma

    • Design Studio

    • Design Files

    • Trello

    • Asana

    • Airtable

    • Google Drive

    • Client Binders

    • Procurement

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Virtual Assistant Marketing Services Interior Design

Marketing

Virtual Assistant Professional Services Interior Design

Pro Services



    • QuickBooks & Studio Designer

    • Categorizing Transactions

    • Accounts Payable

    • Accounts Receivable

    • Payroll

    • Income and Expense Tracking

    • Reconciling

    • Financial Statements

    • Quarterly Sales Tax

    • Tax Prep Documents to Hand Off to CPA

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    • Business Assessment

    • Profit & Cash Flow Targeting

    • Monthly Reports

    • Help Determining Action Plan

    • Help Outlining Long Term Plan

    • Bookkeeping Services (as listed above)

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    • Streamlining Processes and Systems

    • Identifying Roles and Responsibilities

    • Creating SOW for Roles

    • Assisting with Hiring Virtual Team Members

    • Creating Sales Strategies

    • Creating Profitability Strategies

    • Creating Productivity Strategies

    • Client Onboarding Guides

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    • Handling Projects from Designer

    • Creating Timelines, Checklists, and Spreadsheets

    • Ensuring Design Phases are Met

    • Assigning Tasks to Team Members

    • Scheduling and Coordinating with Trades

    • Design Research

    • Selections

    • Deliverables (such as proposals, presentations, and budgets)

    • Procurement

    • Client, Vendor, and Trade Communications

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NOTE:

  • Administration Tasks consist of invoicing, purchase orders, proposals, presentations, tracking shipments, procurement, emailing, scheduling, client management, vendor management, and back-end office-type tasks. 

  • Online Business Management (OBM) would be more of the streamlining processes and systems, identifying roles, creating SOW for the roles, assisting with hiring for those roles, creating a sales strategy, profitability strategy, productivity strategy, etc. 

  • Project Management is the management of the actual projects - taking them from the designer's hand-off and managing through the rest of the process, staying on top of all aspects of the organization and implementation of the project. 

  • Design Work includes CAD drafting, 3D renders, 3D modeling, sourcing, and design collaboration.


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