Virtual Assistant Client Management 101: How To Show You're Worth Every Penny!
Virtual Assistant Client Management are rinse-and-repeat processes that you should set up at the early stages of business. Ideally, when you are just starting out because these Virtual Assistant Client Management systems will help you once your business takes off. Virtual Assistant Client Management Systems You Should Implement #1 – Organization Let technology help you get and stay organized when setting up your Virtual Assistant Client Management processes. For example use: Evernote or One Note are great free tools that can sync between multiple devices. Use it to keep minutes from client meetings or store client documents. Or to brainstorm problems and brain dump your thoughts and ideas for later use. Templates for documents you do over and over again. For example documents like client agreements, client or prospect information forms, or your business policies. Make sure you read my post Always Document Your Virtual Assistant Business Policies…It Will Make Your Life Easier! if you ha...