Vanessa Balawon

Virtual Administrative Assistant Work Samples 1. Email & Calendar Management Task: Inbox Organization & Calendar Scheduling ​ Description: Organized executive inbox by creating labels for different departments and setting up automated filters. Scheduled daily meetings with clients across time zones using Google Calendar. Samples made: ●​ Color-coded meetings ●​ Follow-up reminders ●​ Automated email filters 2. Data Entry & Spreadsheet Management Task: Client Database Organization ​ Description: Created an Excel spreadsheet to track client information, including name, email, service type, and payment status. Used conditional formatting to highlight overdue payments. Samples made: ●​ Dropdown filters for easy search ●​ Automatic color coding for payment statuses ●​ Pivot table summary 3. Document Formatting & Presentation Task: Monthly Report Creation ​ Description: Designed a client performance report using Microsoft Word. Included branded headers, tables, and bullet points. Samples made: ●​ Clean layout with company logo ●​ Numbered sections for easy reading ●​ Table of contents 4. Travel & Meeting Coordination Task: Travel Itinerary & Meeting Agenda ​ Description: Created a detailed travel itinerary for a client’s business trip, including flight details, hotel bookings, and meeting schedules. Samples made: ●​ Day-by-day schedule ●​ Confirmation numbers ●​ Meeting agenda with time slots 5. CRM & Customer Support Task: Customer Inquiry Log ​ Description: Managed customer inquiries in Google Sheets, tracking ticket status and follow-up dates. Samples made: ●​ Status dropdown menu (Open, In Progress, Resolved) ●​ Date of inquiry ●​ Assigned team member 6. Bookkeeping & Invoice Management Task: Invoice & Expense Tracker ​ Description: Developed a Google Sheets tracker for client invoices and expenses, with automated formulas to calculate total amounts and payment due dates. Samples made: ●​ Invoice number tracking ●​ Payment due date alerts ●​ Automatic balance calculations 7. Call Outreach Task: Customer inbound and outbound calls​ Description: Conducted professional call outreach to schedule appointments, follow up on inquiries, and maintain client relationships, ensuring clear communication and customer satisfaction. Work Samples ​ Email management template ​ ​ Calendar management template​ ​ Data entry and spreadsheet management work sample Travel itinerary template Invoice tracker sample Minutes of meeting template and sample