Further details of question: I’m looking to outsource my admin by hiring a virtual assistant via Upwork. What types of software should I use so they can do the following tasks:
Manage calendar
Create, submit and follow up on invoices
Transcribe meeting notes
Monitor emails for follow up
Help to source contractors as requires- for instance IT support, etc
Answer: You’re definitely making the right decision in wanting to systemise your systems prior to hiring a VA. I’d recommend that you speak to your Systems Adviser about having appointment scheduling software set up, giving staff access to your invoicing software (with invoice templates), using software to have your transcribed meeting notes turning into action items & posted to the company blog. You’ll also be setting up a system for having your VA do a morning sweep of your inbox to remove unwanted content, do quick replies (using templated responses), tag emails for priority and add to your knowledge base. For sourcing contractors, we’d recommend keeping a central, simple database with contact details, rates, freelancer platform names & skills to compare.
Further Details: I am basically replicating a grocery check out experience via Type form but can’t work out how to set up the conditional logics that need to be programmed. Basically, I want to create a typeform for my grocery store. Initially the typeform will sell Eggs, Milk, Vegetables, Fruit, Bread and Special Requests. The …
Further details of question How do I design a database or an application which will have following portals: User Seller Enterprise Answer The best way to store the bills from vendors and suppliers would be to have individual pages on your website for users, sellers and enterprise clients and integrate smart webforms into the pages …
Question: I have x4 simple email sequences to set up and want to know what my options are for email sequence automation. I would like automations to occur: Sequence stops with link is clicked Contact is tagged if link is clicked One sequence needs to redirect to a form of options Each automation comprises of …
What software should I use for outsourcing my admin work?
Further details of question: I’m looking to outsource my admin by hiring a virtual assistant via Upwork. What types of software should I use so they can do the following tasks:
Answer: You’re definitely making the right decision in wanting to systemise your systems prior to hiring a VA. I’d recommend that you speak to your Systems Adviser about having appointment scheduling software set up, giving staff access to your invoicing software (with invoice templates), using software to have your transcribed meeting notes turning into action items & posted to the company blog. You’ll also be setting up a system for having your VA do a morning sweep of your inbox to remove unwanted content, do quick replies (using templated responses), tag emails for priority and add to your knowledge base. For sourcing contractors, we’d recommend keeping a central, simple database with contact details, rates, freelancer platform names & skills to compare.
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Replicating a grocery checkout experience via Typeform
Further Details: I am basically replicating a grocery check out experience via Type form but can’t work out how to set up the conditional logics that need to be programmed. Basically, I want to create a typeform for my grocery store. Initially the typeform will sell Eggs, Milk, Vegetables, Fruit, Bread and Special Requests. The …
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Further details of question How do I design a database or an application which will have following portals: User Seller Enterprise Answer The best way to store the bills from vendors and suppliers would be to have individual pages on your website for users, sellers and enterprise clients and integrate smart webforms into the pages …
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