virtual assistant software choices

Question: I’d like to put in place a set amount of systems and software where my VA’s can log in and know how to do the job. For example, one process would be: onboarding a client, sending the intake form automatically, reviewing intake form, a VA develop questions from the intake form, send them to …

 
content creation studio workflow

Question: I am looking for advice on how to setup Asana for a content creation company. There are two different focuses of the company – we will make make different kinds of content (films, podcasts, social media, etc) and then actively sell this content to brands. I’m a bit confused as to what is a …

 
airbnb cleaning workflow

Question: I am running an Airbnb business, since I need a team work software, I tried Asana. But it will be more helpful if it can automatically generate cleaning tasks from Airbnb calendar. Since we need to inform cleaners to do cleaning every time when the guests check out. Do you know any other software …

 
online course formats

You could deliver the same content in the following ways (+ more): Always open online course (set & forget) Always open online course (with comments) Set timeframe course (with opening and closing dates) Website with member-only content Patreon-type sites Your own social network using something like Mighty Networks Your own course platform for just you …

 
scheduling software reviews

Depending on the industry, scheduling takes on many forms: Via email “do you have time…” Via email (available slots) Via self service website Via website form then phone booking Via phone On-site post appointment Via multichannel bookings Via class bookings (regular) Via group bookings (min number) Triaged by other staff members Via scheduler (individual) Via …

 
workflow consultant airtable

Further details of question: We’re looking for help from a Workflow Consultant to assist in the analyzation and development of our current workflow process. Our ultimate goal is to use some kind of online spreadsheet as our control base for all internal communication and project management. Currently, our internal departments are using Basecamp, Slack, Dropbox, …

 
workflow for photography business

Additional details of question: I run a volume photography business, and I need a piece of software that will let me automate workflow. I need to start entries with a form, and take them through an editing, and then a QA workflow which requires I update the database through additional forms. I’d also like to …

 

Getting online reviews for your business is notoriously hard. You’re often asking overworked people to use their time, risk their reputation and be creative in response to the service you offer.There are five key elements to asking for reviews in a natural way:  Wording Delivery / Timing Survey tools Review Platforms Incentives Wording To ensure …

 
esignature signing link

There are plenty of options for esignature software solutions and many are set up so that you upload a document or use a document template to add signature fields and then send to a single signee or a small group of signees. As part of our systems advice work, we’re often looking for ways to …