Managing your clients' day-to-day business can be quite stressful. Here are 6 virtual tools that I use daily to communicate, create graphics, and share documents.
The Best for Tasks Management: Asana and ClickUp
I have two favorites.
Asana - The platform allows you to set deadlines for projects and manage them through the app. Asana's flexibility to enable remote and user-friendly access is beneficial because I am always on the move. The scheduling features ensure that projects are prioritized and completed on time. Asana is also an effective collaboration tool that helps teams manage various types of tasks. The first use of the platform can be daunting but Asana provides amazing and easy-to-digest tutorials so you can be a pro at managing your tasks in no time. Learn more.
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ClickUp - Collate all your tasks, documents, conversations, goals, reminders & more in one central place. Two great features that I admire about ClickUp include the ability to email your tasks to the platform and share documents with only specified persons on your team. You can also create templates for your team to use and share easily. ClickUp can be modified to suit your business at an extra cost. Discover ClickUp
“Focus on being productive instead of busy.”
Project Management Tool: Slack
Slack - With 84% of users feeling more connected to their teams*, it's no surprise that managing large projects remotely on Slack is a breeze. The central spaces enable me to communicate effectively with others and share information easily. You can also create channels with only the team members involved in a particular project. Slack is faster, better organized, and more secure than email. Check out the Top 5 tips for getting started on Slack.
Best Graphic Design Tool: Canva
Canva - Collaborate and create amazing graphic design assets for free. I am not a graphic designer, but with Canva, I feel like I am. There are so many templates available for every type of brand marketing material needed, including logo design, presentations, social media posts, videos, and more. Being able to deliver high-quality marketing materials to your clients immediately demonstrates your service value. If I was new to Canva, I would start here.
Social Media Scheduling Tool: Hootsuite
Hootsuite is a social media management platform that covers almost every aspect of a social media manager's role. With just one platform users are able to do the simple stuff like curate cool content and schedule posts.
I love using Hootsuite for 2 reasons, one, you can use this tool as a content calendar and schedule all of your posts at the same time. Two, you can set up streams (a clear layout of content from your social accounts) and manage your posts directly from Hootsuite whilst monitoring engagement. How cool is that?! With the free version, you can only schedule 5 posts however if your client is able to afford the subscription, they can upgrade to unleash the benefits. Try Hootsuite for free here.
Document Management: Google Drive
If you are using Google, Google drive is the best Cloud Based tool to manage and store your documents. One of my favorite features is that you can share, collaborate and work on the document at the same time. Creating documents in Google drive saves time, once you send a document to a client they can edit it live without having to send several emails. It is a great tool and also integrates with your Gmail for easy sending and sharing.
Being productive, efficient, and managing your time
The most important aspects of a Virtual Assistant are being productive, efficient, and managing your time effectively. You can use multiple tools and this still result in little progress and productivity. When I started my business I was all over the place not knowing what I should be using. I have tested a wide variety of tools and those are my favorite.
I hope this article supports your development.
Here is a FREE weekly Planner that I created to keep me organized. Enjoy
Bonus: Get Ready To Use Quotes for your social media channels.
“My goal is no longer to get more done, but rather to have less to do.”
Francine Jay
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