.Every successful entrepreneur has a few ‘must haves’ when it comes to productivity. Virtual Assistants need to have apps, programs, and tools to help them quickly serve their clients with excellence. We’ve put together a list of 10 tools that our team uses on a daily basis.
The Virtual Assistant Toolbox (in no specific order)
1. Teamwork. This web-based program is a great option if you are working with a team. It has many features including repeating tasks, calendars, and projects to stay organized with your team. We have been using Teamwork for a few years now and have found it to be worth the investment in having everything concerning our clients and communication in one convenient place.
2. Canva is one of our favorite sites for creating custom images for client testimonials, cover photos, quotes and so much more. Canva offers free as well as premium images you can purchase for only $1. They have templates in many of the optimal image sizes for all the social media platforms. They even offer templates for some business marketing materials like business cards and brochures.
3. Slack is one of our newest discoveries as a team. Much like Teamwork, you can set up folders for individual clients and add specific team members who work with those clients as a direct line of communication. Slack is a great way to get instant access to team members without having to use personal text messaging or less detailed messaging apps.
4. Trello is perfect for the person who just needs to stay organized in their virtual assistant business, or even personally! Trello’s boards, lists, and cards enable you to organize and prioritize your projects in a fun, color-coded, flexible way.
5. Calendly is like an assistant for the virtual assistant! If you’ve got clients who need to schedule meetings with you, create a free Calendly account and have them use your custom link to schedule 15, 30 or 60-minute meetings. The best part? It integrates with most calendar programs including Google Calendar so you’ve got your master calendar all in one place. Genius!
6. Unsplash and Pixabay are our favorite sites to search and download royalty free images for our clients. Using images from Google or Pinterest put you and your client at risk of legal action by using someone’s image without permission. Utilizing royalty-free websites like Unsplash and Pixabay are great ways to use images confidently… and legally.
7. Dropbox is helpful for not only sharing large files with clients or team members but also for Cloud storage of your files. While Dropbox Basic gives you 2GB of storage space for free, Dropbox Plus offers 1TB (1,000 GB) of storage for only $99 a year. Store business as well as personal documents in the Cloud; you can even upload your photos to it for a backup!
8. Zoom is a one-stop shop for video conferencing, webinars and more. Our team uses Zoom weekly for team check-ins, meetings and training. Higher plans even offer recording of the meetings. This allows you to share the meeting link or even provide team specific training in the future.
9. Oh, Grammarly, how our team loves you! If you create ANY content online, then Grammarly is a must! It’s a plug-in for your Internet browser that spell checks anything you write online. Grammarly has dramatically increased our accuracy since our team members have started using it. It’s a must-have.
10. LogoNerds is a quick and economical way to get quality custom logos created. We have used LogoNerds on a number of occasions… including our Virtual Assistant Training Network logo! They ask a bunch of questions and work with you to provide multiple logo options for you to choose from. LogoNerds a great option when you may not have a connection or a budget to hire a graphic designer.
We hope we’ve given you some new tools for your Virtual Assistant Toolbox.
Being prepared for whatever your client may need will set you up for success. Feeling confident in your Virtual Assistant Toolbox will help you serve your clients with excellence.