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.
Great question, especially coming into the holiday time when kids have extra time and will be tempted to use it on social media and other consumption-based tasks. You want them to be creative but you also need to be wary of telling them to follow their passion when it comes to business. They need to …
Further details of question: We need advice on the best way to document and adjust our existing Business Process workflow. We use Pipedrive for our CRM and our Pipedrive filters trigger Zapier integrations. Our data requires examination analysis and reports We need help to: understand the current implementation document the status quo identify the low …
This is a useful way of gathering instant feedback from website visitors and gives you the extra depth of insight from being able to hear the tone of voice used and understanding what’s not working for your website visitors. This type of voicemail/speech capture software for embedding on your website can also be used in …
Question: We need a Marketing Automation Expert to build a sales automation while deals are open. For our agency, we are looking for a marketing automation expert that can create automation based on our sales pipeline. The deals that are open, should get a sequence of emails to increase the closing rate of the sales …
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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