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 the client, once approved the team of writers comes in and starts writing articles.
Answer: There are a few different options if you’re looking to have your VA onboard a new client. By using certain project management tools, you can have your VA email your client without needing to create a new Gmail or Outlook email account and within showing their name. Some initial choices you could consider would be Pipedrive or Pipefy for a pipeline view or using BPM software like Process St or Tallyfy for running processes that have the option for webforms and email integration. In looking at the above tools, I’d recommend taking them for a free trial (some have up to 30 days free access) so that you can see which one suits the view that you want to have over the tasks being performed.
We love the aesthetics, design, pricing and branding of Mailchimp but sometimes our time and money-poor clients are looking for simple Mailchimp alternatives that will make their newsletter creation & content creation easy. A quick list of simple alternatives are: ⭐ Revue – a simple link curation style email newsletter that starts on a free …
I’m currently on an Asana trial and would like to know how to structure of digital agency’s workflow: Client (system some clients have multiple systems which can be separated) Project/Request under client Definition Development Test/review (approve go to regression test- fail go back to Development) CI/CD release to QA Regression test QA (approve go to client …
Question: I am looking to create a virtual hub for a university but need advice on what platforms to use. It would be a digital platform that builds familiarity with the both the spatial and experiential aspects of attending the university, that takes students on a journey while being intuitive, accessible and engaging. Here are …
Software choices for my VA
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 the client, once approved the team of writers comes in and starts writing articles.
Answer: There are a few different options if you’re looking to have your VA onboard a new client. By using certain project management tools, you can have your VA email your client without needing to create a new Gmail or Outlook email account and within showing their name. Some initial choices you could consider would be Pipedrive or Pipefy for a pipeline view or using BPM software like Process St or Tallyfy for running processes that have the option for webforms and email integration. In looking at the above tools, I’d recommend taking them for a free trial (some have up to 30 days free access) so that you can see which one suits the view that you want to have over the tasks being performed.
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A simple alternative to Mailchimp
We love the aesthetics, design, pricing and branding of Mailchimp but sometimes our time and money-poor clients are looking for simple Mailchimp alternatives that will make their newsletter creation & content creation easy. A quick list of simple alternatives are: ⭐ Revue – a simple link curation style email newsletter that starts on a free …
Asana structure for my digital agency
I’m currently on an Asana trial and would like to know how to structure of digital agency’s workflow: Client (system some clients have multiple systems which can be separated) Project/Request under client Definition Development Test/review (approve go to regression test- fail go back to Development) CI/CD release to QA Regression test QA (approve go to client …
Developing a Virtual Hub for a School
Question: I am looking to create a virtual hub for a university but need advice on what platforms to use. It would be a digital platform that builds familiarity with the both the spatial and experiential aspects of attending the university, that takes students on a journey while being intuitive, accessible and engaging. Here are …