Virtual Assistant Tools

August 29, 2008 | 2 Comments

Found my marbles

A good Virtual Assistant Tool is a web-based tool that allows the virtual assistant to be more productive, save data in a safe place and collaborate with clients.  Here are some of my favorite tools, most of which are either free or at least have a trial free account.

  1. Google Docs - This is a great way to have web-based documents stored and you can share them out.
  2. Google Reader - You may not know this, but you can use Google Reader to subscribe to web searches (via the RSS of the search) and with that tool, you can aggregate industry information and quickly become and expert on what you need to.
  3. Zoho CRM - Free CRM that is very good.  A crm is a tool that helps you close sales by tracking everything through the sales funnel.
  4. Survey Monkey - You should be using this or a similar tool to get feedbackfrom clients periodically.
  5. BaseCamp - Simple, interactive project management system that really focuses on collaboration.  Collaboration with clients is the key to providing more value.
  6. Wordpress - Yes you have to pay a few dollars to host it someplace, but the Wordpress developers are not getting that money.  That is the best free software I have ever seen.
  7. DocStoc.com - Officially, you should always hire a legal professional.  The reality is some of use go out and find a document we can modify ourselves.  You can save on legal fees just by having one done first and asking a lawyer to review it after.
  8. HighRise - There is a free version of this software.  It is excellent for sharing contacts.  If you are doing online advocacy, this tool is a must for you to work with your client.

If you know of some other tools that you use for your virtual assistant agency, please share them in the comments below.

Posted by Ron McDaniel | Filed Under Blog 

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