• Thank you for considering BMG Outsourcing. This form will help you recognise a variety of tasks you could potentially outsource to your Virtual Assistant. BMG Outsourcing also have an inhouse team to support your Virtual Assistant and undertake specialists tasks that are outside the skill level of your assistant (this is quoted separately and on an "as needed" basis). We are keen to offer our clients solutions that can save them time and expand their current inhouse skill set - to fill in the gaps to provide a complete solution. All information about the tasks provided in this form will not be shared with any other party without your express consent.
  • Client Information
  • Kindly indicate  the tasks you would like your Virtual Assistant to perform. Bear in mind that a single person cannot possibly perform all of the activities listed to a high skill level. Virtual Assistants are just human beings that specialise in certain activities but can be trained in other areas. Please take time to answer to the best of your knowledge, indicating the essential activities so that we can align with the skill levels of the recruits. 
     

  • GENERAL ADMINISTRATION

  •   High Priority Medium Priority Low Priority
    Project Management tasks
    Preparation of Training materials
    Deadline/deliverables tracking
    Online research
    Report creation
    Preparing online meeting minutes
    Content writing
    Teamwork Set-up and Management
    Database Management (CRM)
    Research Tasks
    Data Mining/ Lead Generation
    Flowcharts for Processes and Systems
    Forms and Document Creation

  • RECEPTIONIST TASKS

  •   High Priority Medium Priority Low Priority
    Filtering emails and managing spam
    Updating calendars/ scheduling events
    Attaching Files + Copying people in
    your email
    Setting Up Email Signature
    Answering Phone Calls
    Appointment Scheduling
    Sending greeting cards/ thank you cards
    Travel Arrangements and Planning
    Reminder services

  • ACCOUNTING / BOOKKEEPING

  •   High Priority Medium Priority Low Priority
    Creating/ sending client Invoices
    Chasing Debtors
    Basic online bookkeeping
    Bank Reconciliations
    Debtors/ Creditors Reconciliations
    Budgeting Reconciliations
    KPI's Reporting
    Data Entry
    Spreadsheet Analysis
    Payroll
    BAS Preparation
    Superannuation
    Xero / Quickbooks/ MYOB
    Tax Returns
    SMSF
    Basic Compliance tasks
    Office Administration

  • FILE ADMINISTRATION AND STORAGE

  •   High Priority Medium Priority Low Priority
    Dropbox Organisation
    Google Drive Organisation
    Data Entry for MS Office
    Data Entry for Google Docs
    Google Intranet Site for File Management

  • SOCIAL MEDIA

  •   High Priority Medium Priority Low Priority
    Creating / managing Facebook Pages
    Posting on Linkedin page
    Scheduling Tweets/ tracking mentions
    Updating Pinterest
    Updating Instagram
    Creating social media campaigns
    Using Paid Ads in social media
    Uploading videos to YouTube
    Transcription of video and audio files
    Reporting on competitors activities
    Moderating social media accounts
    Scheduling social media posts ie Hootsuite
    Social Media page enquiries Management
    Social Media Audit
    Social Media Analytics Collation and interpretation (Report)

  • WEBSITE AND SEO

  •   High Priority Medium Priority Low Priority
    Website Design and Development
    Creating landing pages/ sales pages
    Promoting blogs on social media channels
    Writing blogs for website/ tagging / adding images
    Adding SEO to blogs / videos/social media
    Researching SEO Keywords
    Website Maintenance
    Developing/updating Wordpress Website
    Monitoring comments on website

  • GRAPHIC DESIGN AND PRESENTATIONS

  •   High Priority Medium Priority Low Priority
    Preparing presentations ie Powerpoint
    Creating document templates
    Creating Newsletter Templates ie Mail Chimp
    Photoshop of Images
    Branding Guidelines
    Logo Creation
    Business Card and Letterhead Creation
    eBook Layout or Formatting
    Social Media Banner and Profile Picture

  • EMAIL MARKETING MANAGEMENT

  •   High Priority Medium Priority Low Priority
    Creating Email Newsletters
    Adding contacts on the CRM & email list
    Scheduling Email Newsletters
    Writing content for Email Newsletters
    Ontraport Set-up and Management
    Mailchimp Set-up and Management
    Set-up follow-up Emails and Auto-Responders
    Email templates

  • LOAN BROKERAGE

  •   High Priority Medium Priority Low Priority
    Loan Reviews
    Contacting lenders
    Process Pricing Requests
    Loan Processing
    Property Valuation Reports
    Completing Loan Applications
    Chasing up progress of loans
    Loan Audits
    Ensuring compliance to loan policies
    Office Administration
    Audit of approved applications
    SMSF

  • NOTE: Salary range for a VA position varies from Php 18,000.00 - Php 25,000.00 for starting rate. As the employer, you are required to pay the basic salary rate (Php 15,000.00) + Phil government fees as employer share on government contributions and BMG admin fee as explained in the proposal.

  • NEXT STEPS:

    1. After we have reviewed the responses to Serviced Office VA Questionnaire, we will contact you to discuss. An Authority to Proceed form and Online Payment Request for the initial fee of recruitment will be emailed to you for signature.
    2. We then draft your job advertisement and follow you up with an email and link to the ad for your approval. 
    3. Once the job description and salary rate is approved, we will advertise and promote it across all social media channels, our website and job sites.
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