Case Studies

Personal remote assistance to an ace financial consultant

Virtual Assistant Case Studies

Name of the client:
Carl Cashman

Why Carl chose

TasksLeader

Nature of the task: A financial consultant was on the lookout to outsource a set of specific tasks to a reliable and trustworthy VA service provider with a singular goal of boosting his small business.

Services

Carl's primary tasks included:

  • Increase Instagram followers
  • Conducting research on real estate agents
  • Create and maintain client spreadsheets
  • Create survey questions using Google form
  • Develop content for marketing collaterals, like leaflets
  • Email Management and Client communication
Virtual Assistant Case Studies

Results

While Carl’s tasks were of varied nature, we delegated the same to people with a specific set of skills which made it possible to speed things up. Plus, for the client, it was a bi help as he would focus more on building effective strategies for his business.