Scale Smart, Grow Fast Podcast

Today, we will explore how an ultimate executive assistant can transform your business, based on insights from our recent mastermind video with Diana Reyes, an accomplished virtual assistant from Workergenix. Expanding Knowledge and Skills Diana took the initiative to expand her knowledge beyond her healthcare background. She earned extra certifications and learned new skills to add value to her clients. This drive to continually learn and improve has been a key factor in her success as a virtual assistant. Social Media Management Diana has helped clients significantly improve their social media presence. By developing unique, engaging, and strategically timed posts, and integrating newsletters, she has increased her clients’ internal sales, followers, and leads. Tools like Metrical and procedures she developed have been crucial in achieving these results. Technology Tools Diana utilizes tools such as monday.com for task delegation and tracking, which has improved workflow efficiency. She also uses ChatGPT for generating content ideas and graphics, making her work both efficient and creative. Financial Management Diana has mastered tools like ResNexus for managing payments, which was initially challenging. By organizing payments according to specific sites and creating a clear system, she improved financial tracking and identified discrepancies, allowing her client to detect potential issues and streamline their payment process. Additionally, she maintained a spreadsheet for cross-checking data, adding another layer of accuracy. Customer Service and Phone Calls Diana’s communication skills from her previous jobs have been invaluable in handling both outbound and inbound sales calls for real estate clients. She prepares thoroughly for each call, uses scripts effectively, and ensures transparency with her clients to meet their needs efficiently. Project Management and Leadership Diana leads a project called lead generation, involving reaching out to clients, working with real estate investors, and focusing on digital marketing. She created procedures for each project,