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.
In this series, we’ll look at how a Notion consultant would plan out the work with a client based on their Notion freelancer requirements. Job Requirements Job Description I would like to implement a vendor portal with following features: Front End: Vendor should be able to access the portal using their credentials Ability to view …
Question: Does this exist? Looking for software to record my powerpoint presentation along with my video for an online course. I would like to have the option of video only, slides only, or both. I also would really like to be able to read my notes/script on my computer screen at the same time without …
As a small business owner in the service industry, juggling multiple client communications can be overwhelming. I’m searching for an effective way to streamline all customer interactions—from scheduling appointments and sending reminders to invoicing and follow-ups. What are the best tools or strategies to achieve this while maintaining a professional image? Managing customer communication is …
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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In this series, we’ll look at how a Notion consultant would plan out the work with a client based on their Notion freelancer requirements. Job Requirements Job Description I would like to implement a vendor portal with following features: Front End: Vendor should be able to access the portal using their credentials Ability to view …
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Question: Does this exist? Looking for software to record my powerpoint presentation along with my video for an online course. I would like to have the option of video only, slides only, or both. I also would really like to be able to read my notes/script on my computer screen at the same time without …
How Can I Efficiently Manage Customer Communication in My Service Business?
As a small business owner in the service industry, juggling multiple client communications can be overwhelming. I’m searching for an effective way to streamline all customer interactions—from scheduling appointments and sending reminders to invoicing and follow-ups. What are the best tools or strategies to achieve this while maintaining a professional image? Managing customer communication is …