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.
Further details of question: I’m looking for a combination of systems that can automate a lot of the administrative mundane tasks needed in a sales/contract cycle. I suspect there would be lots of integrations using apps like Zapier to connect things like-calendar, leads, emails (auto email generation), notes, tasks, invoice, payments etc etc.
Question: I am looking to build a website which includes a payment & booking option but need help setting it up with the right software. I would like a ‘log in’ section for teachers & students where teachers can easily upload results from tutoring exams and the website would provide many statistics/charts to summarise the …
Q: Can you set up automated reminders, call scheduling etc. i.e. the system generates and continues to generate reminders to the deal owner of action required? When we first set up Pipedrive I was manually watching deals across the group and then asking questions and prompting reminders and activities manually. Can we set this up to …
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 …
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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Further details of question: I’m looking for a combination of systems that can automate a lot of the administrative mundane tasks needed in a sales/contract cycle. I suspect there would be lots of integrations using apps like Zapier to connect things like-calendar, leads, emails (auto email generation), notes, tasks, invoice, payments etc etc.
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Question: I am looking to build a website which includes a payment & booking option but need help setting it up with the right software. I would like a ‘log in’ section for teachers & students where teachers can easily upload results from tutoring exams and the website would provide many statistics/charts to summarise the …
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Q: Can you set up automated reminders, call scheduling etc. i.e. the system generates and continues to generate reminders to the deal owner of action required? When we first set up Pipedrive I was manually watching deals across the group and then asking questions and prompting reminders and activities manually. Can we set this up to …
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 …