StewardWorks, Inc.

Our work

See the work.
Know the support.

Explore the experience behind our team, the support around your VA, and the tasks we can help you organize.

Our team's experience

Previous work completed by our Tech Director before StewardWorks. The project shows the experience he brings to the team.

AI automation and admin

CRM and administrative support

Previous team work

A complete CRM process, built around the work.

CRM process overviewScope illustration
Confirmed project scopeOne CRM process
Email marketingCampaigns and messages
AI receptionistReceptionist setup
AI lead managerLead management
Software appApplication delivery
Previous team experience · Illustrated scope
Illustrated project scope, not a capture of the client's system.
Project brief
Build the whole CRM process for a personal client.
Delivered support
CRM setup, email marketing, an AI receptionist, an AI lead manager, and a software app.
Delivered work
Completed by Deevon Dinsmore before StewardWorks. This project represents previous experience brought to the team.

What your VA can handle

Explore the tasks and deliverables behind our services. These are example scenarios with original illustrations and sample records.

Admin and executive support

Calendar and coordination

Example scenario
01

Give a busy week a clear plan.

Weekly calendarExample workspace
October 5 - 9Sample week · Example times
Week view
Mon05
Tue06
Wed07
Thu08
Fri09
9 AM
Weekly priorities9:00 - 9:30
Project review9:00 - 10:00
Next-week brief9:00 - 9:30
10 AM
Client discussion10:00 - 10:30
Prepare follow-ups10:00 - 11:00
11 AM
Document review11:00 - 11:30
Team check-in11:00 - 11:30
Send recap11:00 - 11:30
PreparationMeetingsFollow-up
Example schedule · Times and tasks are illustrative.
Situation
A business owner needs one place to see meetings, preparation, and follow-ups.
Proposed support
A VA could maintain the calendar, prepare meeting notes, and flag schedule conflicts.
Example deliverable
A weekly calendar, preparation list, and recap the owner can review.
Customer support

Calls and callbacks

Example scenario
02

Show what happened to every call.

Daily call reportExample workspace
Illustrative day90 total callsSample figures
Answered
80
Missed
6
Voicemail
4
Sample activity
Incoming inquiryAnswered
Schedule questionAnswered
Callback requestVoicemail
Sample day · 80 answered, 6 missed, 4 voicemail. Figures are illustrative.
Situation
A business needs a clear view of incoming calls and requests waiting for a reply.
Proposed support
A VA could answer approved questions, log requests, and prepare the callback list.
Example deliverable
A daily call report with call status, follow-up notes, and items for the owner.
Social media and marketing support

Design and video production

Example scenario
03

Keep content moving from idea to review.

Creative production boardExample workspace
SW / Original sampleMake room
for what
comes next.StewardWorks · Design study
Vertical videoA clearer
next step.Caption placementOriginal motion layout
00:0000:0500:1000:15
VideoOpeningMessageClose
TextCaptions and titles
Audio
Original graphic samples and an illustrative editing layout.
Situation
A business has content ideas but needs a consistent process for preparing them.
Proposed support
A VA could prepare graphics, edit supplied footage, add captions, and organize approvals.
Example deliverable
A social graphic, a video draft, and an organized content review folder.
Lead generation and sales support

Lead follow-up and handoff

Example scenario
04

Give each inquiry a visible next step.

Lead follow-up workspaceExample workspace
A next step for each inquiryIllustrative records

New inquiry

Service requestReview the briefSample record
Website inquiryCheck requirementsSample record

Follow-up

Scope discussionPrepare next messageSample record
Pricing questionOwner approvalSample record

Owner review

Discovery callReview the handoffSample record
Owner handoffContext · Questions · Proposed next step
Example pipeline · Illustrative records and stages.
Situation
Inquiries arrive through different channels and the owner needs a clear follow-up list.
Proposed support
A VA could organize leads, prepare follow-up messages, and keep approval items visible.
Example deliverable
A pipeline board and a handoff brief with context, questions, and the next action.
Bookkeeping support

Records and finance handoff

Example scenario
05

Make the records easier to review.

Expense review workspaceExample workspace
Sample expense summary$680
Sample figures
CategorySource recordAmount
SoftwareReceipt attached$300
TravelReceipt attached$260
Office suppliesNeeds review$120
Ready for finance reviewKeep source files and open questions together.
Illustrative records · No financial performance claim
Sample expense records · $680 total. Amounts are illustrative.
Situation
Receipts and expense details need to be brought together before finance review.
Proposed support
A VA could organize source records, update the tracker, and list unclear items.
Example deliverable
An expense summary, linked source files, and open questions for the finance contact.
Website and project support

Website and project coordination

Example scenario
06

Keep the website and the work in view.

Website and project workspaceExample workspace
Original design sample
A service businessMake the next
step easier.Explore services ↗
StudioMake the
next step
easier.Explore ↗
BriefDesignBuildReview
Original desktop and mobile layout · Illustrative project stages
Original desktop and mobile design study.
Situation
A business needs clearer website updates and a shared view of the work involved.
Proposed support
A VA could organize content, record feedback, and track work for the technical team.
Example deliverable
A page review, organized feedback, and a project board with the next steps.
Admin and executive support

Meeting notes and follow-through

Example scenario
07

Turn the discussion into clear next steps.

Meeting recap workspaceIllustrative meeting
Blurred stock photograph illustrating a remote meetingStock image · Illustrative meeting
Example meeting recap

Priorities reviewed. Open questions collected. Next steps prepared for the owner.

Illustrative stock photo, not a recording of a client meeting.
Situation
A business owner needs decisions and follow-ups recorded after a meeting.
Proposed support
A VA could prepare the agenda, record approved notes, and organize action items.
Example deliverable
A meeting recap with decisions, open questions, and next steps for review.

Your next step

Give your growth
some room.

Tell us what is filling your day. We’ll talk through the support you need.

Request a discovery call

A conversation about your business and your next hire.