
Reclaim Your Time, Drive Your Business Growth Forward.
Redefining The Workforce, One Flex Agent at a Time.
Flex Agency Virtual Assistants Are Everything You Need To Grow.
Need to quickly scale your business without the overhead? Flex Agency's solutions provide the flexibility and scalability you need to adapt to changing business demands.
Our fully managed virtual assistants and project based assistants offer a seamless way to offload tasks and boost productivity. Our skilled team of trained professionals are ready to handle your business needs, from administrative support to more specialized skillsets, we have you covered so you can buy back your time and start focusing on growing your business.
Fully Managed Virtual Assistants. Outsource the ordinary, elevate the extraordinary.
Our virtual assistants will handle the mundane, so you can achieve extraordinary results. Flex Agency is your partner in growth and success. We help entrepreneurs, businesses, and firms and outsource remote staff so that you can focus on running your business the right way.
Executive Support
Streamlining your day-to-day operations. We handle the time-consuming tasks that slow you down, customized to your workflow.
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Ordering and stocking office supplies.
Planning and coordinating company events, such as conferences and team-building activities.
Inputting data into databases and spreadsheets.
Organizing and storing physical and digital files.
Maintaining accurate records and logs.
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Personal and professional appointments, such as meetings, doctor's appointments, and social events.
Reminders can be set for specific events or for recurring tasks, such as daily or weekly to-do lists.
This involves allocating specific time blocks for different activities, such as work, exercise, or relaxation.
Ensuring that there are no scheduling conflicts between appointments.
Coordinating schedules with team members and clients.
Scheduling flights, accommodations, and other travel-related activities.
Connecting the calendar to other productivity tools, such as email, task management apps, and CRM software.
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Regularly checking and clearing your inbox, categorizing emails into folders, and archiving old messages.
Using filters to automatically sort incoming emails based on specific criteria, such as sender, subject, or keywords.
Creating pre-written templates for common emails to save time and ensure consistency.
Writing concise, clear, and actionable emails.
Creating folders to categorize emails.
Using labels or tags to further organize emails.
Setting up filters to automatically sort incoming emails.
Writing clear and concise emails.
Using proper grammar and punctuation.
Responding to emails promptly.
Avoiding email overload.
Utilizing email clients like Outlook, Gmail, or Thunderbird.
Using email extensions to automate tasks.
Employing time management techniques to efficiently handle emails.
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Use a scheduling tool or calendar to find a time that works for all participants.
If an in-person meeting, reserve a suitable meeting room.
Create and send meeting invitations with all relevant details (date, time, location, agenda).
Create any necessary documents, presentations, or handouts.
Ensure that all necessary technology (video conferencing, screen sharing, etc.) is working properly.
Send reminders to participants, especially if the meeting is important or complex.
Take notes during the meeting or distribute meeting minutes afterward.
Clearly define who is responsible for what tasks.
If necessary, schedule follow-up meetings to discuss progress or make further decisions
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Determine where the necessary data will come from (e.g., databases, spreadsheets, surveys).
Use appropriate tools to extract data from various sources.
Ensure data accuracy and consistency by removing errors, inconsistencies, and outliers.
Format and structure data to suit the specific reporting needs.
Use statistical functions to calculate metrics and key performance indicators (KPIs).
Identify patterns, trends, and anomalies in the data.
Compare data from different time periods or groups to identify differences and similarities.
Use predictive analytics to forecast future outcomes.
Use statistical functions to calculate metrics and key performance indicators (KPIs).
Identify patterns, trends, and anomalies in the data.
Compare data from different time periods or groups to identify differences and similarities.
Use predictive analytics to forecast future outcomes.
Keep track of different report versions and changes.
Ensure reports are up-to-date with the latest data.
Store historical reports for future reference.
Track who accesses the reports and how they are used.
Collect feedback from report users to improve future reports.
Marketing Support
Streamlining your day-to-day operations. We handle the time-consuming tasks that slow you down, customized to your workflow.
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Planning and scheduling social media posts.
Writing, editing, and designing social media content.
Creating graphics, images, and videos.
Monitoring social media channels for brand mentions and customer feedback.
Responding to comments, messages, and reviews.
Fostering a strong and engaged online community.
Handling negative feedback and online crises.
Monitoring metrics like engagement, reach, and conversions.
Creating reports on social media performance.
Analyzing data to identify trends and opportunities.
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Updating products, content and images.
Troubleshooting website issues.
Applying security patches and updates.
Improving website speed and performance.
Tracking product inventory levels.
Tracking website traffic and sales performance.
Optimizing website content for search engines.
Handling customer inquiries and resolving issues.
Order tracking updating, and fulfillment,
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Building, segmenting, and cleaning email lists.
Writing compelling email copy and subject lines.
Scheduling email campaigns to send at optimal times.
Setting up automated email workflows (e.g., welcome emails, abandoned cart emails).
Tracking email metrics like open rates, click-through rates, and conversion rates.
Building and managing SMS subscriber lists.
Crafting effective SMS messages.
Scheduling SMS campaigns to send at optimal times.
Tracking SMS metrics like delivery rates, click-through rates, and conversion rates.
Ensuring compliance with SMS marketing regulations (e.g., TCPA).
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Managing affiliate & referral program.
Generating unique referral codes for each referrer.
Track referrals, communicate, support, and monitor their progress.
Sending personalized thank-you messages and updates.
Marketing the referral program to existing customers.
Assigning referrals to the appropriate sales representative
Tracking key metrics such as referral volume, conversion rates, and revenue generated.
Making adjustments to the referral program to improve its effectiveness.
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Brainstorming and developing content ideas.
Creating blog posts, articles, website copy, and other content.
Proofreading and editing content for clarity and accuracy.
Designing graphics, infographics, and videos.
Sales Support
Boosting your revenue potential. Keep your sales and CRM pipeline supported, adapted to your sales process.
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Assisting sales team in daily operations.
Responding to customer inquiries
Providing product information.
Inputting customer information and sales data into sales systems.
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Staying updated on product features, benefits, and pricing.
Assisting sales representatives in preparing and delivering sales presentations.
Creating and maintaining sales collateral, such as brochures and product sheets.
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Inputting new leads into the CRM system.
Ensuring data accuracy and consistency.
Adding relevant information to lead records.
Categorizing leads based on specific criteria.
Creating opportunities from qualified leads.
Updating opportunity stages as they progress through the sales pipeline.
Recording sales activities (calls, emails, meetings).
Monitoring and forecasting sales pipeline activity.
Generating reports on sales performance, pipeline health, and other key metrics.
Creating dashboards to visualize sales data.
Analyzing sales data to identify trends and opportunities.
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Creating a smooth onboarding experience for new clients.
Providing training and resources to help clients use the product or service effectively.
Assisting clients with initial setup and configuration.
Responding to customer inquiries via email, phone, or chat.
Creating and maintaining a knowledge base.
Regularly reviewing client accounts to identify opportunities.
Identifying upselling and cross-selling opportunities.
Mapping out the customer journey to identify pain points.
Creating personalized success plans for each client.
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Determine where the necessary data will come from (e.g., databases, spreadsheets, surveys).
Use appropriate tools to extract data from various sources.
Ensure data accuracy and consistency by removing errors, inconsistencies, and outliers.
Format and structure data to suit the specific reporting needs.
Use statistical functions to calculate metrics and key performance indicators (KPIs).
Identify patterns, trends, and anomalies in the data.
Compare data from different time periods or groups to identify differences and similarities.
Use predictive analytics to forecast future outcomes.
Use statistical functions to calculate metrics and key performance indicators (KPIs).
Identify patterns, trends, and anomalies in the data.
Compare data from different time periods or groups to identify differences and similarities.
Use predictive analytics to forecast future outcomes.
Keep track of different report versions and changes.
Ensure reports are up-to-date with the latest data.
Store historical reports for future reference.
Track who accesses the reports and how they are used.
Collect feedback from report users to improve future reports.
Customer Support
Keep your clients and customer retention at it’s best. Make the support you give your client show the difference in your revenue.
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Creating a smooth onboarding experience for new clients.
Providing training and resources to help clients use the product or service effectively.
Assisting clients with initial setup and configuration.
Responding to customer inquiries via email, phone, or chat.
Creating and maintaining a knowledge base.
Regularly reviewing client accounts to identify opportunities.
Identifying upselling and cross-selling opportunities.
Mapping out the customer journey to identify pain points.
Creating personalized success plans for each client.
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Creating and sending contract and proposals.
Analyzing requests for proposals or quotations to understand client requirements.
Drafting compelling proposals that address client needs.
Reviewing proposals for accuracy, clarity, and completeness.
Ensuring timely signing and execution of contracts.
Maintaining a contract management system to track contract expiration dates and key terms.
Managing contract amendments and modifications.
Collaborating with sales, legal, and finance teams.
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Responding to customer inquiries via phone, email, or chat.
Initiating contact with customers to provide updates or resolve issues.
Managing customer support tickets and tracking their resolution.
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Collecting and analyzing customer feedback.
Sending customer satisfaction surveys.
Developing positive relationships with customers.
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Determine where the necessary data will come from (e.g., databases, spreadsheets, surveys).
Use appropriate tools to extract data from various sources.
Ensure data accuracy and consistency by removing errors, inconsistencies, and outliers.
Format and structure data to suit the specific reporting needs.
Use statistical functions to calculate metrics and key performance indicators (KPIs).
Identify patterns, trends, and anomalies in the data.
Compare data from different time periods or groups to identify differences and similarities.
Use predictive analytics to forecast future outcomes.
Use statistical functions to calculate metrics and key performance indicators (KPIs).
Identify patterns, trends, and anomalies in the data.
Compare data from different time periods or groups to identify differences and similarities.
Use predictive analytics to forecast future outcomes.
Keep track of different report versions and changes.
Ensure reports are up-to-date with the latest data.
Store historical reports for future reference.
Track who accesses the reports and how they are used.
Collect feedback from report users to improve future reports.
Operations Support
Elevating your team efficiency. We ensure smooth operations and productive management.
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Office Supply Management: Ordering and stocking office supplies.
Organizing Events: Planning and coordinating company events, such as conferences and team-building activities.
Data Entry: Inputting data into databases and spreadsheets.
File Management: Organizing and storing physical and digital files.
Record Keeping: Maintaining accurate records and logs.
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Scheduling appointments: This includes both personal and professional appointments, such as meetings, doctor's appointments, and social events.
Setting reminders: Reminders can be set for specific events or for recurring tasks, such as daily or weekly to-do lists.
Time blocking: This involves allocating specific time blocks for different activities, such as work, exercise, or relaxation.
Checking for conflicts: Ensuring that there are no scheduling conflicts between appointments.
Team scheduling: Coordinating schedules with team members and clients.
Travel planning: Scheduling flights, accommodations, and other travel-related activities.
Integration with other tools: Connecting the calendar to other productivity tools, such as email, task management apps, and CRM software.
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Inbox Management: Regularly checking and clearing your inbox, categorizing emails into folders, and archiving old messages.
Email Filtering: Using filters to automatically sort incoming emails based on specific criteria, such as sender, subject, or keywords.
Email Templates: Creating pre-written templates for common emails to save time and ensure consistency.
Effective Communication: Writing concise, clear, and actionable emails.
Email Organization: Creating folders to categorize emails.
Using labels or tags to further organize emails.
Setting up filters to automatically sort incoming emails.
Email Etiquette: Writing clear and concise emails.
Using proper grammar and punctuation.
Responding to emails promptly.
Avoiding email overload.
Email Productivity Tools: Utilizing email clients like Outlook, Gmail, or Thunderbird.
Using email extensions to automate tasks.
Employing time management techniques to efficiently handle emails.
-
Check availability: Use a scheduling tool or calendar to find a time that works for all participants.
Book meeting rooms: If an in-person meeting, reserve a suitable meeting room.
Send meeting invitations: Create and send meeting invitations with all relevant details (date, time, location, agenda).
Prepare meeting materials: Create any necessary documents, presentations, or handouts.
Test meeting technology: Ensure that all necessary technology (video conferencing, screen sharing, etc.) is working properly.
Send reminders: Send reminders to participants, especially if the meeting is important or complex.
Document meeting outcomes: Take notes during the meeting or distribute meeting minutes afterward.
Assign action items: Clearly define who is responsible for what tasks.
Schedule follow-up meetings: If necessary, schedule follow-up meetings to discuss progress or make further decisions
-
Identify Data Sources: Determine where the necessary data will come from (e.g., databases, spreadsheets, surveys).
Extract Data: Use appropriate tools to extract data from various sources.
Clean and Validate Data: Ensure data accuracy and consistency by removing errors, inconsistencies, and outliers.
Transform Data: Format and structure data to suit the specific reporting needs.
Perform Calculations: Use statistical functions to calculate metrics and key performance indicators (KPIs).
Analyze Trends: Identify patterns, trends, and anomalies in the data.
Compare Data Sets: Compare data from different time periods or groups to identify differences and similarities.
Forecast Future Trends: Use predictive analytics to forecast future outcomes.
Perform Calculations: Use statistical functions to calculate metrics and key performance indicators (KPIs).
Analyze Trends: Identify patterns, trends, and anomalies in the data.
Compare Data Sets: Compare data from different time periods or groups to identify differences and similarities.
Forecast Future Trends: Use predictive analytics to forecast future outcomes.
Version Control: Keep track of different report versions and changes.
Update Regularly: Ensure reports are up-to-date with the latest data.
Archive Old Reports: Store historical reports for future reference.
Monitor Report Usage: Track who accesses the reports and how they are used.
Gather Feedback: Collect feedback from report users to improve future reports.
Training Support
Elevating your team efficiency. We ensure smooth productive training management, aligned with your business standards.
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Office Supply Management: Ordering and stocking office supplies.
Organizing Events: Planning and coordinating company events, such as conferences and team-building activities.
Data Entry: Inputting data into databases and spreadsheets.
File Management: Organizing and storing physical and digital files.
Record Keeping: Maintaining accurate records and logs.
-
Scheduling appointments: This includes both personal and professional appointments, such as meetings, doctor's appointments, and social events.
Setting reminders: Reminders can be set for specific events or for recurring tasks, such as daily or weekly to-do lists.
Time blocking: This involves allocating specific time blocks for different activities, such as work, exercise, or relaxation.
Checking for conflicts: Ensuring that there are no scheduling conflicts between appointments.
Team scheduling: Coordinating schedules with team members and clients.
Travel planning: Scheduling flights, accommodations, and other travel-related activities.
Integration with other tools: Connecting the calendar to other productivity tools, such as email, task management apps, and CRM software.
-
Inbox Management: Regularly checking and clearing your inbox, categorizing emails into folders, and archiving old messages.
Email Filtering: Using filters to automatically sort incoming emails based on specific criteria, such as sender, subject, or keywords.
Email Templates: Creating pre-written templates for common emails to save time and ensure consistency.
Effective Communication: Writing concise, clear, and actionable emails.
Email Organization: Creating folders to categorize emails.
Using labels or tags to further organize emails.
Setting up filters to automatically sort incoming emails.
Email Etiquette: Writing clear and concise emails.
Using proper grammar and punctuation.
Responding to emails promptly.
Avoiding email overload.
Email Productivity Tools: Utilizing email clients like Outlook, Gmail, or Thunderbird.
Using email extensions to automate tasks.
Employing time management techniques to efficiently handle emails.
-
Check availability: Use a scheduling tool or calendar to find a time that works for all participants.
Book meeting rooms: If an in-person meeting, reserve a suitable meeting room.
Send meeting invitations: Create and send meeting invitations with all relevant details (date, time, location, agenda).
Prepare meeting materials: Create any necessary documents, presentations, or handouts.
Test meeting technology: Ensure that all necessary technology (video conferencing, screen sharing, etc.) is working properly.
Send reminders: Send reminders to participants, especially if the meeting is important or complex.
Document meeting outcomes: Take notes during the meeting or distribute meeting minutes afterward.
Assign action items: Clearly define who is responsible for what tasks.
Schedule follow-up meetings: If necessary, schedule follow-up meetings to discuss progress or make further decisions
-
Identify Data Sources: Determine where the necessary data will come from (e.g., databases, spreadsheets, surveys).
Extract Data: Use appropriate tools to extract data from various sources.
Clean and Validate Data: Ensure data accuracy and consistency by removing errors, inconsistencies, and outliers.
Transform Data: Format and structure data to suit the specific reporting needs.
Perform Calculations: Use statistical functions to calculate metrics and key performance indicators (KPIs).
Analyze Trends: Identify patterns, trends, and anomalies in the data.
Compare Data Sets: Compare data from different time periods or groups to identify differences and similarities.
Forecast Future Trends: Use predictive analytics to forecast future outcomes.
Perform Calculations: Use statistical functions to calculate metrics and key performance indicators (KPIs).
Analyze Trends: Identify patterns, trends, and anomalies in the data.
Compare Data Sets: Compare data from different time periods or groups to identify differences and similarities.
Forecast Future Trends: Use predictive analytics to forecast future outcomes.
Version Control: Keep track of different report versions and changes.
Update Regularly: Ensure reports are up-to-date with the latest data.
Archive Old Reports: Store historical reports for future reference.
Monitor Report Usage: Track who accesses the reports and how they are used.
Gather Feedback: Collect feedback from report users to improve future reports.
Flex-Able approach for business clarity and peace of mind.
Don’t need a managed virtual assistant? Don’t worry. We specialize in creating custom project based solutions tailored to your unique goals and business needs. Our flex-able approach ensures you get the exact support to help grow your business without the need to hire.
Flex-Able Project Based Solutions
✔️ Sales & Marketing Materials
✔️ Operations & Technology Builds
✔️ Training & Development Platforms
✔️ Recruiting & Onboarding Processes
✔️ Social Media Marketing Projects
Why Choose Flex-Able?
Fully Managed: We handled managing the staff so you don’t have to.
Ditch The Freelance: Custom project based solutions tailored to your unique goals.
Cost-Effective: Save up to 70% on operational costs by outsourcing non-core tasks.
Increased Productivity: Focus on high-value activities while our we handle your projects.
Effective Support: Top tier trained professionals to assist your project needs.
Scalability: Easily scale your projects up to meet fluctuating workloads.

INDUSTRIES WE KNOW, INDUSTRIES WE GROW
Tailored Support for Your Industry
We adapt our virtual assistant services to meet the specific challenges of your business.
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Commercial & Residential. Handling the details so you can focus on clients and closings
Email management
Client Communication
NHD, Title, and Escrow support
Meetings & Event support
Vendor Assistance
Property staging coordination
Open House Support
MLS Listing & Management assistance
Appointment setting and follow-ups
Transaction coordination support
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Maintaining client communication
Assist with marketing tasks
Scheduling appointments
Sending reminders and follow-up emails
Monitoring Commissions
Preparing illustrations & presentations
Drafting correspondence
CRM & Sales tracking support
Gathering market data
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Preparing loan applications
Gathering and organizing required documents
Creating loan packages
Inputting client information into loan origination systems & CRM
Updating loan status and tracking key dates
Maintaining data and electronic files
Scanning and indexing documents
Scheduling appointments with clients and other professionals
Coordinating closing dates and timelines
Answering client inquiries via phone, email, or in-person
Providing updates on loan status
Addressing client concerns
Requesting and collecting necessary documents from clients
Verifying the accuracy and completeness of documents
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Answering customer questions via phone, email, or chat.
Resolving customer issues and complaints.
Taking and processing orders.
Handling returns and exchanges.
Providing guidance and assistance with product usage.
Customer support & client retention.
Inputting customer information, orders, and other relevant data.
Maintaining accurate records of customer interactions and transactions.
Scheduling appointments and reminders.
Generating reports on customer interactions, sales, and other key metrics.
Identifying and qualifying potential customers.
Following up with leads and customers to close deals.
Assisting sales representatives with administrative tasks and product demonstrations.
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Answering customer questions via phone, email, or chat.
Taking and processing orders.
Handling returns, exchanges, and refunds.
Providing shipping information and tracking updates.
Answering questions about products and their features.
Troubleshooting website problems, such as broken links or slow loading times.
Assisting customers with completing their purchases.
Resolving payment processing errors.
Helping customers with account creation, password resets, and profile updates.
Monitoring inventory levels and restocking as needed.
Creating and updating product listings.
Uploading and optimizing product images.
Sending promotional emails and newsletters.
Supporting social media accounts and engaging with customers.
Writing product descriptions and blog posts.
Optimizing product listings and website content for search engines.
REINVEST YOUR SAVINGS INTO GROWING YOUR BUSINESS
Unlock Up To 70% Savings on Operational Costs with Flex Agency Solutions.
Tired of juggling multiple tasks and feeling overwhelmed? Looking to complete a few projects? Need streamline your business operations and boost productivity?
Ready to Elevate Your Business?
Take the first step towards growing your business. Get started with Flex, today.