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 of question I really need to to merge fields from WordPress data capture to an e-sign app that emails a signable document. A workflow solution I’ve considered is: Step 1) Web visitor inputs data into a WordPress page which is integrated with a form tool (Google Forms, Gravity Forms, TypeForms or Contact Form 7 …
Question: We’re content creators who are looking to produce ongoing, interactive emails and would like for you to help us set up a more automated system. Some subscribers may join in on an ongoing campaign while others may always start at the beginning of a series. We’re looking for someone who has experience integrating with …
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 …
To decide whether to schedule appointments yourself or automate this process, you’ll need to look at whether this is a part of the business conversation where you’re adding value. Let’s look at a few factors to decide whether to do it yourself or automate. Add Value (DIY) If your current process is to have a …
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
How do I set up a Docusign workflow automation from WordPress?
Further details of question I really need to to merge fields from WordPress data capture to an e-sign app that emails a signable document. A workflow solution I’ve considered is: Step 1) Web visitor inputs data into a WordPress page which is integrated with a form tool (Google Forms, Gravity Forms, TypeForms or Contact Form 7 …
Need Help Setting Up An Interactive Email Campaign System
Question: We’re content creators who are looking to produce ongoing, interactive emails and would like for you to help us set up a more automated system. Some subscribers may join in on an ongoing campaign while others may always start at the beginning of a series. We’re looking for someone who has experience integrating with …
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 …
Scheduling Appointments
To decide whether to schedule appointments yourself or automate this process, you’ll need to look at whether this is a part of the business conversation where you’re adding value. Let’s look at a few factors to decide whether to do it yourself or automate. Add Value (DIY) If your current process is to have a …