Virtual Assistant Support System Development

Open
Coello Creative Agency
Hamilton, Ontario, Canada
Jessica De Castro
She / Her
Owner
(28)
5
Project
Academic experience
80 hours of work total
Learner
Anywhere
Intermediate level

Project scope

Categories
Training & development Operations Project management Leadership Organizational structure
Skills
scheduling communication organizational skills project management operations time management business administration
Details

Coello Creative Agency is seeking to enhance the efficiency of its CEO's daily operations by developing a comprehensive virtual assistant support system. The project aims to create a structured framework that will assist in scheduling meetings, managing client interactions, and streamlining the onboarding process for new clients. This initiative will allow learners to apply their knowledge of business administration and project management in a practical setting.


As the temporary right-hand to the CEO - learners will gain valuable experience in time management, communication, and organizational skills. The goal is to gain valuable insight on what it takes to run an agency while helping Coello develop a system that can be easily implemented and adapted for future use, ensuring that the CEO's time is optimized and client relationships are maintained efficiently.

Deliverables

The project deliverables will include:


- A comprehensive virtual assistant support framework, consisting of a detailed scheduling system and an onboarding process guide.

- A set of tools and templates that can be utilized by the virtual assistant to ensure consistency and efficiency in daily operations.

- The final deliverable will be a presentation outlining the system's features and benefits and demonstrating its potential impact on the CEO's productivity.

Mentorship
Domain expertise and knowledge

Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.

Skills, knowledge and expertise

Sharing knowledge in specific technical skills, techniques, methodologies required for the project.

Hands-on support

Direct involvement in project tasks, offering guidance, and demonstrating techniques.

Tools and/or resources

Providing access to necessary tools, software, and resources required for project completion.

Regular meetings

Scheduled check-ins to discuss progress, address challenges, and provide feedback.

About the company

Company
Hamilton, Ontario, Canada
2 - 10 employees
Business & management, Business services, Education, Events services, Marketing & advertising
Representation
Women-Owned Disabled-Owned Small Business Neurodivergent-Owned Community-Focused

Coello Creative is a community-driven creative agency focused on crafting meaningful, human-centered brand experiences. We help small businesses build authentic, lasting relationships with their customers by infusing their everyday business models with moments that resonate. In a world dominated by the digital, we honour the power of real, organic connections through personalized service, memorable experiences, and excellence at every touchpoint.

Our mission is to guide brands away from transactional business and towards heart-centered stewardship. From fostering strategic partnerships to finding dream collaborators, we empower businesses to establish deep roots within their local communities and beyond. At Coello, it’s about making every interaction count, turning spaces into hubs of connection, and reimagining what it means to truly engage with customers.

Let’s bring back the authentic, multi-faceted nature of genuine relationships and help businesses thrive through what matters most: 𝒑𝒆𝒐𝒑𝒍𝒆.