As a Virtual Assistant Business owner, I am often asked which tools I use to keep things on track. Here are my top 5 most used tools that I recommend to all my clients.
๐ญ. – ๐๐ฎ๐๐๐ฃ๐ฎ๐๐.
This is a password vault that keeps all your sites and passwords secure. I cannot live without it and everything gets saved in there. It can be added to your browser bar to automatically save sites that you log into (just like Google does but easier to use) for you and it is also an app you can have on your phone. There is a free, premium and family option. I use Premium so I can share passwords securely and use it on more than one device but the free option is still good: Unlimited passwords, Access on one device type โ computer or mobile, Save and autofill passwords, One-to-one sharing, Passwordless login,ย Password generator
๐ฎ. ๐ง๐ฟ๐ฒ๐น๐น๐ผ (๐๐น๐๐ฎ๐๐๐ถ๐ฎ๐ป)
A tool to help you stay organised. This is basically a list-making application that I describe it as an online post-it system.ย If like me, you like lists and you are a visual person this is ideal as a project management tool. It can be used on the desktop and as an app on your phone, although I don’t use the app myself. It’s a powerful tool that I know I don’t use to its full capacity but if you need a simple and visual way to stay organised it’s brilliant. I use the free option which is more than adequate.
๐ฏ. ๐๐ฎ๐น๐ฒ๐ป๐ฑ๐น๐
A scheduling system where people can book only the dates and times you specify. It saves a lot of time as people can book in when it suits them rather than email back and forth. You can also take payments through it and run polls. I do pay for this as not all options are free but it’s worth it and not expensive.
๐ฐ. ๐๐๐ฒ๐ฟ๐๐ถ๐ด๐ป
A tool to get documents signed remotely with an e-signature. Ideal if you have contracts that need signing. The basic free package allows you to generate 5 documents per month for free.
๐ฑ. ๐๐ฟ๐ฒ๐ฒ๐๐ด๐ฒ๐ป๐
Accounting software. There are many to choose from, this one is free with a NatWest business account and it enables me to do all my invoices and accounts, including the tax return (actually, my accountant does that but she does it through this software). I also use it to track the time spent on client work.
If you are looking for ways to be more productive or to automate some of your systems, get in touch and let’s chat to see if I can help you. Use my Calendly link on our contact page to book a quick discovery call.
