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.
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 …
There are quite a few tools in this space and they all offer access to clients in different ways. To take a step back, your options for communicating on projects with clients are: Email Phone Chat Weekly Reports Branded customer portal Access to your PM tool Access to a live project document Automated emails based …
Let’s jump in to why I see Weebly like a tiny house: It’s got limited options but you’ll find everything quickly It’s hard to add extras to the build but it makes you more resourceful with what you’ve got There are limited design options but it seems like people who build these are looking more …
Further Details: I’m interested in getting some help picking the best business management software for my business. We currently have a system in place, but it’s not filling the role as well as we had hoped. We do school portraits (along with some other types of photography) and currently work with around 50 schools in …
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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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 …
What is the best project management tool that allows client access?
There are quite a few tools in this space and they all offer access to clients in different ways. To take a step back, your options for communicating on projects with clients are: Email Phone Chat Weekly Reports Branded customer portal Access to your PM tool Access to a live project document Automated emails based …
Why Weebly is like a tiny house
Let’s jump in to why I see Weebly like a tiny house: It’s got limited options but you’ll find everything quickly It’s hard to add extras to the build but it makes you more resourceful with what you’ve got There are limited design options but it seems like people who build these are looking more …
Business Management Software for Photography Business
Further Details: I’m interested in getting some help picking the best business management software for my business. We currently have a system in place, but it’s not filling the role as well as we had hoped. We do school portraits (along with some other types of photography) and currently work with around 50 schools in …