Kirti Kote

Kirti Kote | Virtual Assistant Portfolio: Smart Scheduling, Planning & Communication Management A curated showcase of real-world virtual assistant tasks—featuring executive calendar management, strategic workshop planning, and targeted email campaigns using Boomerang and Mergo. Focused on efficiency, clarity, and proactive communication throughout. 1. Calendar Conflict Resolution for CEO’s Overlapping Meetings Resolved a double-booking issue by restructuring the CEO’s tight schedule without disrupting other key appointments.  Identified scheduling conflict and proposed time-slot optimization with a 15-minute buffer for seamless transition.  Rescheduled both high-priority meetings efficiently within the same day by shortening durations and maintaining meeting flow. 2. Planned a 5 Day Innovation Workshop for Peak Productivity  Created a structured weekly agenda with brainstorming, keynotes, and wrap-ups aligned to optimal energy hours.  Incorporated breaks, networking, and personal task slots to maintain engagement and flow. Conclusion: This schedule balances productivity, learning, collaboration, and flexibility while maintaining engagement and efficiency throughout the workshop.  Offered an alternative plan using appointment scheduling for flexible, conflict-free coordination. The Appointment Booking Page is structured as follows 3. Automated Email Campaign & Follow-Up Workflow Using Boomerang  Scheduled a structured 3-step email sequence for a workshop announcement, including follow-ups and reminders.  Used Boomerang to automate delivery, track engagement, and trigger follow-ups for nonresponders.  Ensured timely communication, team coordination, and maximum response rates through strategic email timing. Email Copy: The follow-up email is scheduled for February 4th at 9 AM. A reminder is set for 2 PM on the same day to check for responses and take necessary action if no reply is received within the 5-hour window. The final reminder email is scheduled for February 6th at 2 PM. A reminder is set for February 7th at 9 AM (Early Morning) to assess responses and decide whether to schedule a team meeting or send an urgent follow-up email before the workshop. 4. Bulk Email Campaign Execution with Mail Merge & Mergo  Created a personalized email campaign using Mergo and a custom CSV file with recipient data. (A CSV file with hypothetical data was created, downloaded, and attached to the email campaign for testing.)  Segmented audience by attributes (name, role, registration status) for targeted communication. Participants received an email with a personalized message and name, as shown in the sample below.  Enabled tracking for opens, clicks, and responses to measure engagement and optimize outreach. Conclusion: Effectively segmented the audience using key attributes for personalized outreach. Leveraged Mergo to automate mail merges, track engagement, and boost email campaign performance.