It’s no secret that business owners wear a lot of hats but virtual assistance is a whole different ballgame. When you’re serving so many different types of clients and have responsibilities that differ from week to week, you need tools that you can rely on. Tools that will help you keep things organized, save you time, and help you provide a great client experience.
With so many different tools out there, finding the ones that work for your business and actually impact it in a positive way can take time. Since starting my VA business, I’ve tried so many different ones but I finally have a process down pat and it’s one that’ll completely transform your business, too!
5 Tools To Run Your Virtual Assistant Business
ClickUp
ClickUp is the ultimate project management tool! It has so many integrations that allow you to stay on top of projects, assign tasks to team members, and even has a time management tool (perfect for VAs!). If you’re someone who needs a tool for keeping track of your to-do list, client projects, and deadlines, this tool is for you.
There are also a bunch of different options for how you view everything you need to get done, too! My favorite is the list and calendar view.
Honeybook
A client relationship management (CRM) tool is a must in any business! For The Social Icing, I use Honeybook because I can have all of my contracts, invoices, proposals, and scheduling all in one place. It’s extremely user-friendly, so it’s perfect for VAs just starting out and the customer service is great if you need any help. There’s also an easy-to-use app so if you’re on the go, you can see what’s coming up or send any last-minute invoices!
Slack
I love Slack for communicating with my teams and clients! I have our Slack built out with different topics and channels so we can keep communication about different topics organized and easily accessible. With the ability to make messages unread and to set notifications and reminders, nothing falls through the cracks.
Google Drive
Whether you do a lot of writing, need approval from clients before posting content, or just need a place to keep client assets organized, I cannot recommend Google Drive enough! I have The Social Icing drive built out based on service, client, and tasks that we complete for each client. This allows us to keep everything organized and I love how easy it is to share documents and folders with team members and clients.
If you work more collaboratively, Google Drive is also great for this! Multiple people can be in (and editing!) a document at the same time without there being any issues and everything automatically saves.
Grammarly
If you do any sort of writing, you NEED the Grammarly chrome extension. With Grammarly, I’m able to fix any spelling and grammar mistakes before hitting publish or sending an email to a client. It truly saves the day, every day!
Related post: How to Become a Virtual Assistant
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