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.
Question: I’m not a technical person and want to create a simple, minimal website for my yoga business. I don’t need blog posts and I’m not looking to sell products at this stage. What are the best options? I know I need a domain name and something as a web presence for my yoga studio …
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 …
Question: I run a small business, helping weddings with their reception and people checking in jackets, bags and other personals. I would like to develop a system in which the customer can hand over their belonging, the item will then become “Checked In” and receive back a unique ticket number, with the venue’s logo on …
Further details of question: We are a online company that specializes in online culinary courses (cooking) and soon to be merchandise. However we are relatively new and need to move into a promising online presence. We really need to find out how we can benefit from opportunities to increase site traffic and sales. As 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.
Related Posts
Super simple yoga website
Question: I’m not a technical person and want to create a simple, minimal website for my yoga business. I don’t need blog posts and I’m not looking to sell products at this stage. What are the best options? I know I need a domain name and something as a web presence for my yoga studio …
Asana for a content creation company
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 …
Item Check-In System
Question: I run a small business, helping weddings with their reception and people checking in jackets, bags and other personals. I would like to develop a system in which the customer can hand over their belonging, the item will then become “Checked In” and receive back a unique ticket number, with the venue’s logo on …
How do I get more awareness & sales of my online course?
Further details of question: We are a online company that specializes in online culinary courses (cooking) and soon to be merchandise. However we are relatively new and need to move into a promising online presence. We really need to find out how we can benefit from opportunities to increase site traffic and sales. As of …