AvariHQ for Virtual Assistants & Operations Support

Keep recurring client work moving without losing requests, deadlines or context.

Bring client requests, responsibilities, recurring tasks, deadlines, retainers and communication into one organized operation.

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30 days free. No credit card required.

Illustration: An operations assistant on a headset call, writing in a planner.

Does this look familiar?

Illustration: an operations assistant with a headset reaching between several client folders and a wall of sticky notes.
  • Requests arrive by text, email and chat, and priorities are hard to see.
  • Every client has different preferences, access details and recurring responsibilities.
  • Recurring work is rebuilt each week instead of running from a defined workflow.
  • It is hard to show clients what was done and what is still in progress.
  • Retainer capacity and additional scoped work are tracked separately from delivery.

What this could look like in AvariHQ

  • One place for every request

    Give client requests a defined path with history and priority.

  • Recurring work, set up once

    Set up recurring tasks and workflows once for each client.

  • Clear capacity and billing

    Keep retainers and additional work connected to what was delivered.

Illustrated diagram: a client request flowing into a prioritized work queue, then branching to recurring tasks, delivery coordination and retainer billing.

The client journey

From first consultation to a dependable, ongoing support relationship.

Each stage shows the AvariHQ tools that support it. Explore Platform

  1. Acquire

    Track inquiries and referrals through to a consultation.

    How AvariHQ supports this stage

    Illustration: An operations assistant in an introductory conversation with a business owner.

  2. Convert

    Agree the package, proposal and retainer.

    How AvariHQ supports this stage

    Illustration: An operations assistant and a business owner agreeing the scope of support.

  3. Onboard

    Document responsibilities, access and preferences, then set up recurring tasks.

    How AvariHQ supports this stage

    Illustration: An operations assistant taking notes as a business owner explains their processes.

  4. Deliver

    Manage requests, deadlines, projects and recurring workflows.

    How AvariHQ supports this stage

    Illustration: An operations assistant completing a stack of tasks at a desk.

  5. Bill

    Invoice the retainer, project work and any additional capacity.

    How AvariHQ supports this stage

    Illustration: An operations assistant reviewing month-end paperwork.

  6. Support

    Keep incoming requests, priorities and issue history in one queue.

    How AvariHQ supports this stage

    Illustration: An operations assistant handling a client request on the phone.

  7. Grow

    Expand capacity or add services from the same client record.

    How AvariHQ supports this stage

    Illustration: An operations assistant and a business owner planning expanded responsibilities.

Want help setting it up?

Explore Services

Keep every client's work moving without losing the thread.

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30 days free. No credit card required.