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Podcast Technology

The VA Success Cafe: Episode 14

In your Virtual Assistance business you will need basic tools to re-create the environment you once had when you were employed. What are some of the tools that you need? A good place to start is to take stock of technology that you already own before begin making purchases.

Business Management Technology Virtual Assistant

How Can You Keep Your Client Work Organized?

Are you a Virtual Assistant who is looking for an easy way to collaborate with you clients and stay organized? If you are having difficulty staying organized in working with your clients, you may have too many locations where you store stuff.

For example, if you have 5 different clients that you work with, where do you save all of your communication? Is it difficult for you to keep track of the instructions that you receive via email? Does information get lost between the time you hear a voice mail to the time that you complete a task or project? It would be great if you could retain all of this information in one place. Well, the good news is, you can!

Basecamp is a fantastic resource that enables you to stay organized and focused when working with clients. Basecamp is online collaboration and project management software. Keep all of your data in one place so that you and your clients can review the same information at the same time. Additionally, you can edit and upload new versions of documents that you share. Why is this important for you? Basecamp will help you to stop losing emails and post it notes and voicemails. Upload all of the client notes that you have to Basecamp. Never lose a task or forget where you made notes about an important conversation.

Why is it so easy to keep track of files and conversations in Basecamp? Everything that you add to this tool is date stamped. You can get a visual timeline of the projects that you are working on currently. This let’s you know what is complete and where you may need to take action on specific project.

It is important for you to get and stay organized in your business. Impress your clients by staying on top of the tasks that you two have agreed on. Use Basecamp as the answer to the problem of being disorganized. Being disorderly is a choice. Therefore, make the choice of taking control of all of your business activity. Decide to be the captain of your business’ organization by implementing tools that will help you to serve your clients in a systematized and orderly way.

Organization Resources

3 Ways to Use Evernote For Your Business

If you would like a tool that gives you instant access to data that you have collected, you have no need to look any further than Evernote. Why can this be an effective tool for your Virtual Assistance business?

Keep Track of Everything

Evernote has so many cool features that you just cannot get enough of using this awesome app! You can track absolutely everything that comes to your mind. One of the first things that you may want to do with Evernote is to start saving data so that you can see how easy it is to collect information.

If you have photos or images that you want to keep online instead of on your smartphone or camera, you can save them in Evernote. The same goes with audio and text files that you create. When you upload data you can use the tagging function that will enable you to do an easy search for your files.

Inside Evernote I have a notebook called Business. This is where I put all of my business ideas that come to mind. The app on my smartphone gives me 24-hour access to my Evernote account. I use this app to organize product launches for the EAtoVA community. You can consider ways that you can Evernote to keep track of business opportunities, ideas and tasks.

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