Our client is a fast-paced digital brand strategist and content creator who juggles multiple projects that require sharp research, visual storytelling, and highly responsive communication. To keep up with market demands, internal coordination, and campaign planning, they needed a virtual partner who could manage research, design mockups, and streamline internal communications across platforms.
Fully structured design + research workflow
Pitchbooks created
High client satisfaction rate
Email response accuracy
The Challenge
The client faced a unique challenge—a need for consistent research and brand-aligned visual content without dropping the ball on internal emails, file management, and communication.
Key pain points included:
Conducting fast, targeted research for industry trends, events, and grant opportunities
Designing professional mockups and pitchbooks using Canva for client and investor presentations
Creating high-impact social media creatives
Managing an active Gmail inbox with a high volume of time-sensitive queries
Organizing shared folders and documents across Google Workspace
They required a multi-skilled VA capable of handling creative, analytical, and admin responsibilities simultaneously.
What did Tasks Expert do?
Tasks Expert deployed a hybrid assistant skilled in design, research, and executive support to carry out:
Visual and Marketing Support
Designed mockups, pitchbooks, and social media posts using brand-specific templates in Canva.
Created branded decks to support funding applications, investor meetings, and internal presentations
Drafted event announcements and visuals for outreach campaigns
Research-Driven Outputs
Conducted market and grant research based on guidelines
Compiled data on relevant industry events, sponsorships, and promotional opportunities
Delivered results in easy-to-read sheets with summaries and links for action
Email and Workspace Management
Managed the client’s Gmail inbox, flagging high-priority messages and responding to general inquiries
Organized Google Drive folders by campaign, timeline, and topic
Coordinated internal communication using shared Google Docs and Sheets
The Results
- Rapid Response Time
- Branded Deliverables
- Effortless Coordination
- Insight-Driven Research
