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We all have our favorite business and organization tools to get things done. These tools help me create organization and efficiency so that I can get things done in my business while providing Virtual Assistant Services to my clients. Here are a few of my most used tools.
I use both Trello and Asana for the organization of my own business, but I prefer to use Trello for working with my goal accountability clients. Trello and Asana can both be used for free, but I find that each platform has different strengths while working in my own business and with clients.
Dubsado is my client management system. I love that I can set up the scheduling calendar, invoice, and manage leads and clients all in one system. I use workflows to automate the next steps for onboarding my clients and collecting any information I need from them. This really frees up my time. To get a 20% off coupon, you can click here! https://www.dubsado.com/?c=rayva
I use Zoom for video conferencing because it’s a simple and straightforward tool that offers free recording if needed. Zoom allows me to really connect with potential clients even if they are remote. With my full-time clients, this is an essential tool in helping them get things done and keeping our accountability sessions enjoyable. We all need that personal connection, especially when you are isolated at home and working online. Zoom allows you to take that extra step to connect as often as possible.
Siteground is my preferred website hoster, and I appreciate how straightforward it has been to get my website up and running properly. Their customer support is the best I have experienced! Click here to get a special deal on your first year of hosting! https://www.siteground.com/index.htm?afcode=49d46c6b3cbb2a8d7dae3d21f69c9bf0
Toggl is my timekeeping tool and bonus, and the free version has enough features to keep me organized and on top of reporting.
Gsuite is what I primarily use for documents and storage which gives me access to Google products such Docs, Drive, and Sheets. I also like Google Keep for simple note-taking on the go. The features allow you to share notes, making things like meal planning and shopping lists easier for the whole family.
This platform is great for coaches to use with their clients and it’s one I personally use. This tool will help you manage your clients better and make the most out of your programs. Learn more about Coach Accountable here: https://www.coachaccountable.com/?referredBy=SONDRARAY
I hope this gives you some great ideas on tools to help you get things done and create the organization your business needs to be successful. These tools help my clients and I keep on track and organized.
What are some of your favorite tools?
Did you know I have offer to do a review of your systems and tools? You can find out more at https://ray-va.com/goal-accountability-services/