✅ Comprehensive Daily Task Schedule

Position: Virtual Assistant (Remote, Philippines-Based)
Supervisor: Max Fortune, CEO
Start Date: August 2025
Work Hours: Monday–Friday, 9:00 AM–5:00 PM (PH Time, with U.S. EST availability as needed)

???? Daily Task Structure Overview

• Check CEO’s emails (mfortune@askige.com), flag urgent ones

• Review task list from CRM (RISE) and MS Teams

• Update status of previous day’s tasks

• Prioritize time-sensitive sponsor, investor, or lead communications
  |
  | 10:00–11:00 AM | Get Biz Credit Support |

• Follow up with workshop registrants from GetBizCreditInfo.com

• Send reminder emails & SMS (via Sendiio) for upcoming workshops

• Upload or adjust workshop flyers in Canva/Teams

• Confirm Zoom/Google Calendar details for online attendees
  |
  | 11:00 AM–12:00 PM | CRM & Automation Tasks |

• Import leads from web forms (Fundable Futures, BizSocials, Workshops) into CRM

• Update tags and statuses in Sendiio and RISE CRM

• Confirm workflows are triggering properly in Make (i.e., email drip, alerts, assignments)

• Notify sales agents of new qualified leads via Teams or email
  |
  | 12:00–1:00 PM | Lunch Break |
  |
  | 1:00–2:00 PM | Fundable Futures Admin |

• Update sponsor pipeline tracking spreadsheet

• Send follow-up emails or calendar invites to potential funders

• Coordinate with Rojen A or Emmanuel O on workflow and data sheet accuracy

• Save signed sponsorship docs in Teams > GREEN “Project Files” folder
  |
  | 2:00–3:00 PM | BizSocials Content & Investor Support |

• Organize & rename uploaded influencer content (TikTok-style)

• Track investor outreach (CRM + Investor List Google Sheet)

• Send BizSocials pitch decks or NDAs to new investor leads

• Schedule follow-up calls or demos using MS Bookings
  |
  | 3:00–4:00 PM | Sales Team Support |

• Post job ads or follow up with applicants via careers@askige.com

• Schedule second interviews using MS Bookings

• Prepare onboarding documents (offer letter, welcome email, orientation link)

• Assist with training material uploads (Sales Training, Gold Membership Walkthrough)
  |
  | 4:00–5:00 PM | General Admin & Reporting |

• Update CEO’s calendar with priority items

• Submit daily report in Teams (Tasks Completed, Tasks Delayed, Issues)

• Review and organize shared Google Drive folders (labeling, moving, archiving)

• Document SOPs for any new process handled that day

???? Weekly Responsibilities

• Send out weekly update emails to workshop registrants

• Confirm schedule for the sales team and new interviewees

• Check status of all active automation workflows
  |
  | Tuesday |

• Ensure BizSocials investor leads have been contacted

• Review Canva templates for flyers or pitch decks
  |
  | Wednesday |

• Publish scheduled social media content (BizSocials, GBC, Reimagine It)

• Send promotional emails for Get Biz Credit and BizSocials
  |
  | Thursday |

• Coordinate with Emmanuel or Rojen for backend API/webhook issues

• Upload recordings or replays from past workshops
  |
  | Friday |

• Submit full weekly task summary to CEO

• Assist with weekend webinar reminders

• Clean and organize project folders and CRM leads

???? Tools Used Daily

• Email: Gmail/Outlook (CEO & CRM)

• CRM: RISE CRM

• Email Automation: Sendiio

• Calendar & Scheduling: Google Calendar, MS Bookings

• Workflow Automation: Make.com

• Design: Canva

• File Management: Google Drive, MS Teams

• Video Calls: Zoom, Teams

• Content Upload: WordPress, Meta Suite (if assigned)

Would you like this structured as a downloa