VIRTUAL ALLY
YOUR STRATEGIC
PRODUCTIVITY PARTNER
VALUE PROPOSITION
We boost entrepreneurs’ and small businesses’
productivity by delivering reliable, flexible support in
essential administrative tasks.
Our specialized Administrative Consultants handle:
• Data organization and management
• Custom research
• Database administration
Allowing you to optimize resources and focus on strategic
growth while reducing operational costs with high-quality,
affordable services.
We design boutique solutions tailored to each client’s
needs, becoming a strategic ally for efficiency and
profitability
HOW WE WORK
More than assistants, we are your boutique strategic team, adapting to each situation and business need.
TOTAL INTEGRATION
Aligned with
your culture,
processes, and
strategic goals
PROACTIVE CONSULTING
We recommend tools, workflows, and best practices to drive
productivity.
MEASURABLE RESULTS
We set and track KPIs to
guarantee efficiency and
scalability.
OPERATIONAL EXCELLENCE
We ensure quality, consistency, and high performance
in every task.
Lead Generation, Qualification & Sales Support
Lead generation, prospect qualification, and sales support
- Research new potential leads (residential customers, developers, ADU investors).
- Build segmented prospect databases.
- Conduct initial outreach via email, LinkedIn, and cold calls.
- Qualify prospects based on interest, budget, urgency, and
- needs.
- Schedule meetings for the internal sales team.
- Continuously update and clean the CRM.
- Follow up with “in-progress ” leads to keep them engaged.
Customer Service & Post-Sales Support
Customer support and post-sale assistance
- Respond to customer inquiries via email, chat, and calls.
- Provide information about products, delivery timelines, features, warranties, etc.
- Follow up on deliveries, order statuses, and logistics.
- Reschedule appointments or deliveries when needed.
- Quickly resolve minor issues (escalating complex cases internally).
- Send satisfaction surveys after purchases.
- Support referral processes and collection of client testimonials.
Project Coordination & Scheduling Assistance
Project coordination and scheduling support
- Coordinate installation schedules between the client, transport company, and setup crew.
- Confirm delivery and installation dates and times.
- Send automated reminders to clients ahead of deliveries.
- Validate site readiness: verify space, access, and local permits.
- Update internal progress reports (order status, milestones, pending actions).
- Proactively notify clients of any logistical changes or delays
Permitting & Documentation Support
Permits and administrative documentation support
- Assist in preparing permit paperwork for local authorities (based on city/town requirements).
- Complete basic forms, gather required attachments, and coordinate signatures.
- Follow up on permit status (sending reminders and updates).
- Organize and digitize all customer documents in shared folders.
- Update internal progress reports (order status, milestones, pending actions).
- Generate compliance reports for internal audits
Marketing Support & Content Management
Marketing and content management support)
- Update product listings on the website.
- Post announcements for new models or promotions on social media.
- Manage basic email marketing campaigns (Mailchimp or similar).
- Monitor and report on social media engagement (comments, messages, inbound leads).
- Assist in creating simple content (testimonials, informative posts, FAQs).
- Provide basic monthly reports on website and social media traffic
WHAT NEOVITA HOMES GAINS
WITH VIRTUAL ALLY SOLUTIONS
Weekly performance reports and daily
transparent
communication
Bilingual talent
available if expanding into
anish-speaking markets
Flexible support
teams that grow or
adjust based on
demand
Fast scalability
service quality.
compromising
without
40–60%
reduction in
administrativ
e costs
OUR SOLUTIONS
- Lead Generation & Lead Qualification
- CRM Data Management
- Customer Service Support (Phone, Email, Chat)
- Appointment Setting & Calendar Management
- Order Processing & Fulfillment Support
- Invoice Processing & Basic Accounting
- Market Research & Data Collection
- Social Media Management (Posting, Monitoring)
- Email Campaign Management
- Content Creation Support (Blogs, FAQs, Newsletters)
- Online Reputation Management (Reviews, Responses)
- Onboarding Coordination (Clients & Employees)
- Graphic Design Support
- Document Preparation & Reporting
- General Admin Assistance (Data Entry, File Organization)
HOW WE HELP YOU SAVE
40- 60 %
OPERATIONAL COST
REDUCTION
Compared to in-house
teams
ZERO OVERHEAD
COSTS
- No office rent Equipment, or
- Employee benefits
FASTER TIME TO VALUE
Quick rampup times with
pre-trained
agents
IMPROVED FOCUS
Free your
internal teams to
focus on growth
and strategy
Why Choose Virtual Ally Solutions?
- Strategic Location: Based in Mexico for nearshore support (English/Spanish).
- Specialized Experts: Skilled in key industries like Real Estate, Healthcare, E-commerce, Retail, Consumer Goods and more.
- Scalable Solutions: Easily adjust team size based on your business demand.
- Flexibility & Customization: Boutique services tailored to your specific workflows and goals
- Transparent Communication: Daily updates and weekly performance reporting (WBRs).
- Consultative Approach: We not only assist — we help optimize and recommend improvements.
More than Virtual Assistants,
We Are Your Strategic
Growth Partners
HOW WE WORK
1
Discover & Align
- Deep understanding of your needs,
- workflows, and business goals.
- Tailored role design to match the right Virtual Ally to your culture and objectives
2
Build & Train
- Structured onboarding process and customized training for our Virtual Allies.
- Clear workflow documentation, KPIs, and success metrics aligned to your operations
5
Discover & Align
- Deep understanding of your needs,
- workflows, and business goals.
- Tailored role design to match the right Virtual Ally to your culture and objectives
3
Execute & Optimize
- Launch operations with a high-touch, high-visibility model.
- Continuous process improvements, best practice recommendations, and agile adjustments based on your evolving needs.
4
Report & Strengthen
- Weekly performance reporting (WBR) and transparent communication.
- Strategic review sessions to deepen collaboration, address challenges, and unlock new growth opportunities
THE FIRST 30 DAYS
Your Roadmap to a Smooth and SuccessfulLaunch
01
Initial Assessment & Planning
- Understand client’s goals, workflows, and expectations.
- Build a tailored onboarding roadmap based on needs.
05
Metrics, KPIs & Quality Standards Setup
- Define success metrics together.
- Establish SLA agreements, quality benchmarks, and reporting cadence.
02
Ideal Profile Definition & Recruitment
- Define the ideal VA/agent profiles (skills, experience, culture fit).
- Recruit dedicated talent aligned with your brand and mission
06
Full Implementation & Go-Live
- Launch full operational workflows.
- Begin tracking performance, providing daily support, and ensuring seamless service.
03
Training, Development
& Knowledge Transfer
- Deliver customized training aligned with your SOPs, tools, and tone of voice.
- Provide onboarding sessions to ensure fast ramp-up
07
Continuous Improvement & Growth Plan
- Weekly check-ins and Monthly Business Reviews (MBR).
- Flexibility to scale team size or workflows based on your evolving needs.
04
Workflow& Process Integration
- Map workflows, tools, and communication channels.
- Design seamless collaboration between your team and Virtual Allies.
OUTCOME BY DAY 30
- Fully operational VA team integrated into your company.
- Clear, measurable results and service excellence.
- A trusted extension of your business — ready to grow with you