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: We are a boutique digital media (fully remote) agency looking for help with knowing if Basecamp3 is the best choice for our digital media agency. We’ve switched from Asana to Trello to Basecamp and are lacking recurring features (which is driving us crazy) as well as quick templates for completing tasks. We’re tired …
If you’re wanting to ensure that you don’t send a parcel to the wrong address because of a typo, you can install an address validation app, available through the Shopify app store. The two top Shopify address checker apps are: Address Validator that has a generous free plan. The app will prompt customers for their …
Question: I need help with developing detailed business processes for business development from lead generation to closing a sale. We are now using Zoho CRM and there is great potential for automation. I need someone to help map out all processes based on key activities and then we will identify processes that can be automated. …
It was so interesting looking at all the ways that people try to set up their wine club software for their vineyards. It should be relatively simple to run a wine subscription from your site but there are quite a few features that wineries want to have for their wine club member management: Integration with …
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.
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