Keep Your Business Running Smoothly Behind the Scenes

Exceptional client experiences begin with efficient operations behind the scenes.

At Virtual Business Partners, we provide dependable back-office and client service support that helps independent RIAs, insurance agencies, and growing businesses stay organized, responsive, and productive. From client onboarding and CRM management to document coordination and workflow support, we handle the details so you can focus on serving your clients and growing your business.

Whether you need ongoing support or assistance with specific operational tasks, we become a trusted extension of your team.

Our Back-Office Support Services

Client Onboarding

Create a professional first impression.

• New client onboarding
• Welcome packets
• Document collection
• CRM setup
• Appointment coordination

CRM Management

Keep your client information organized and current.

• Contact updates
• Database cleanup
• Notes and activity tracking
• Record management
• Reporting

Client Communications

Provide timely, professional communication.

• Appointment reminders
• Follow-up emails
• Client correspondence
• Scheduling
• Customer service support

Document Management

Keep information organized and accessible.

• Digital filing
• Document preparation
• Electronic signatures
• File organization
• Record maintenance

Business Operations Support

Improve efficiency across your organization.

• Workflow coordination
• Process documentation
• Project support
• Reporting
• Administrative coordination

Why Businesses Choose Virtual Business Partners

Since 2006, we've helped businesses improve operational efficiency while maintaining exceptional client service.

We don't simply complete tasks—we create systems that help your business operate more effectively, allowing you to focus on serving clients and growing your business.

 

Software & Platforms We Support

At Virtual Business Partners, we work with many of today's leading business, marketing, CRM, website, and productivity platforms. Whether you're using industry-specific software or widely adopted business applications, we can quickly integrate into your existing workflows.

Financial Services Platforms

We have extensive experience supporting independent RIAs, insurance agencies, and financial professionals using industry-specific tools and technologies, including:

• Redtail CRM
• Salesforce
• DocuSign
• WealthBox
• RegEd
• Jump
• Zocks
• Wealth.com
• Right Capital
• EMoney

AI Tools

• ChatGPT
• ClaudeAI
• LovableAI
• Copilot
• Google Gemini
• Google LM
• Perplexity

CRM & Client Relationship Management

• ActiveCampaign
• HubSpot
• Keap (formerly Infusionsoft)
• Salesforce
• Redtail CRM
• LinkedIn Sales Navigator
• Zoho CRM
• WealthBox
• Less Annoying CRM
• Coaches Console

Email Marketing & Marketing Automation

• AWeber
• Constant Contact
• ConvertKit
• Mailchimp
• ClickFunnels

Project & Workflow Management

• Airtable
• Asana
• ClickUp
• Dubsado
• MeisterTask
• MindMeister
• Teamwork
• Toggl
• Trello

Website & Content Management

• WordPress
• Elementor
• Avada
• Beaver Builder
• Divi
• Astra
• GeneratePress
• Squarespace
• WooCommerce
• Yoast SEO
• Leadpages
• OptimizePress

Learning Management & Membership Platforms

• Kajabi
• LearnDash
• MemberPress
• Teachable
• Thinkific
• WP Courseware
• Wishlist Member

Social Media & Content Creation

• Buffer
• Canva
• Hootsuite
• Sprout Social
• YouTube

Webinar & Event Platforms

• Calendly
• Doodle
• Eventbrite
• EverWebinar
• WebinarJam
• Zoom

Creative & Design Tools

• Adobe Creative Cloud
• Adobe Illustrator
• Adobe InDesign
• Adobe Photoshop
• Audacity
• Filmora
• Canva
• Descript

Productivity & Collaboration

• Box
• DocuSign
• Dropbox
• Google Workspace
• Jotform
• Microsoft 365 (Word, Excel, PowerPoint, Outlook & OneDrive)
• Skype
• Slack

Accounting, Payments & Business Operations

• Buildium
• FreshBooks
• PayPal
• QuickBooks
• SamCart
• Square
• Stripe
• DirectPay
• Gusto

Additional Business Applications

• Lisbyn
• Thrive