Level 9 Virtual
    139+ Tasks We Handle

    Our Capabilities

    From administrative tasks to specialized skills, discover everything our managed virtual team can do for your business.

    Inbox management & prioritization
    Calendar management & scheduling
    Meeting prep, notes, and follow-ups
    Travel planning & bookings
    Document formatting & organization
    CRM contact management & cleanup
    Data entry & record updates
    File management (Google Drive, Dropbox)
    Vendor coordination & follow-ups
    Research & information gathering

    Task coordination & prioritization (Asana)
    SOP documentation & process mapping
    Internal workflows & checklists
    Team coordination & reminders
    Basic operational reporting & summaries
    System cleanup & organization
    Compliance documentation support (non-legal)
    Project tracking & status updates

    AI-assisted email drafting & refinement
    AI-assisted content creation & editing
    Prompt-based task execution (PromptOps)
    AI summarization of meetings, docs, and threads
    AI research & synthesis
    AI-powered data cleanup & categorization
    AI-assisted SOP creation & documentation
    AI-assisted customer support responses
    AI-assisted ad copy & creative variations
    AI-assisted CRM automation logic drafting

    Custom GPT builds (task-specific, role-specific, or brand-trained)
    Internal AI assistants for operations, support, marketing & admin
    Prompt libraries and structured prompt systems
    AI-powered intake forms, classifiers & task routers
    AI agents for draft generation, summarization & data organization
    Secure GPT setups using client SOPs, knowledge bases & documents
    AI workflows integrated with CRM, forms & dashboards
    AI-assisted QA and review workflows
    Iterative prompt tuning and refinement based on usage

    CRM setup & cleanup (GoHighLevel and others)
    Pipeline & deal stage management
    Lead routing & assignment
    Sales activity logging
    Proposal & document preparation
    Appointment confirmations & reminders
    Follow-up task coordination
    Scripted outbound execution (copy provided)

    Email & chat-based customer support
    Ticket tagging & routing
    Scripted FAQ responses
    Refund & cancellation processing (per SOP)
    Client onboarding coordination
    Account updates & confirmations
    Review request outreach
    Feedback collection & reporting

    Social media scheduling & publishing
    Blog post uploads & formatting
    Email campaign setup & scheduling
    Landing page content uploads
    Marketing calendar management
    Partner & influencer outreach coordination
    Asset organization & approvals

    Blog writing & editing
    Website copy edits & rewrites
    Landing page & funnel copy
    Email sequences, newsletters & drip campaigns
    SMS copywriting
    Ad copy variations
    Product descriptions
    Case study creation
    SOP writing & documentation
    Content repurposing (blog → email → social → video)

    Social media graphics & carousels
    Static ad creative (Meta, Google, etc.)
    Landing page design (Figma / builder-based)
    Website graphics, banners & UI elements
    PDF layouts, brochures, guides & eBooks
    Pitch decks, presentations & sales materials
    Brand kit creation & cleanup
    Print-ready designs (posters, business cards, marketing collateral)
    Thumbnail creation (video, YouTube, ads)
    Short-form video graphics (lower thirds, captions)

    Funnel builds (GoHighLevel, ClickFunnels, etc.)
    CRM-based landing pages & sales funnels
    Page redesigns, UI adjustments & mobile optimization
    Website page builds & updates
    WordPress edits (content, layout, plugin configuration)
    Funnel QA, tracking setup & conversion improvements
    Pop-ups, forms, timers & embedded tools
    Calendar & booking setup
    Membership area setup
    Website structure & speed improvements
    Domain & DNS assistance
    Plugin installation & configuration

    GoHighLevel workflow & automation builds
    Trigger setup, tagging systems & pipeline organization
    Email & SMS workflows
    Lead routing & notification systems
    Funnel & integration troubleshooting
    Webhooks & Zapier / Make connections
    Calendar, domain & email configuration
    Appointment reminders & confirmations
    Internal notifications & alerts

    Data scrubbing, cleanup & formatting
    Lead research, list building & prospect mining
    Contact verification
    Spreadsheet setup & tracking sheets
    Reporting dashboards (Google Sheets / Looker Studio)
    Market & competitor research
    Analytics & performance monitoring
    Import / export handling

    Ad account setup & structure
    Campaign, ad set, and ad creation
    Creative & copy uploads
    Pixel & conversion setup
    Audience creation & management
    Budget & schedule updates
    Performance reporting
    Iterations based on provided direction

    Product uploads & updates
    Order processing
    Customer support for orders
    Inventory updates
    Refunds & exchanges
    Shopify / WooCommerce admin tasks
    Promotion setup (execution only)
    Review management

    Transaction categorization
    Reconciliation preparation
    Monthly report preparation
    Invoicing support
    Expense tracking
    Accounts receivable/payable support
    Bookkeeping system cleanup

    Inbound call answering
    Call routing & message taking
    Scripted lead qualification
    Appointment booking
    SMS follow-ups
    CRM logging
    Overflow & after-hours coverage

    Services We Don't Offer

    For your protection and ours, Level 9 Virtual does not provide the following services:

    • Business strategy or consulting
    • Sales rep or closing roles
    • Custom software or app development
    • Emergency same-day turnaround guarantees
    • Legal, tax, or financial advice
    • Unmanaged third-party vendor relationships
    • AI strategy consulting
    • Speculative or experimental AI products
    • Autonomous agents with unsupervised execution
    • AI training on sensitive data without approval

    Ready to Delegate?

    Book a discovery call to see how our team can handle your tasks and free up your time.