Business Management Technology Virtual Assistant
How Can You Keep Your Client Work Organized?
Are you a Virtual Assistant who is looking for an easy way to collaborate with you clients and stay organized? If you are having difficulty staying organized in working with your clients, you may have too many locations where you store stuff.
For example, if you have 5 different clients that you work with, where do you save all of your communication? Is it difficult for you to keep track of the instructions that you receive via email? Does information get lost between the time you hear a voice mail to the time that you complete a task or project? It would be great if you could retain all of this information in one place. Well, the good news is, you can!
Basecamp is a fantastic resource that enables you to stay organized and focused when working with clients. Basecamp is online collaboration and project management software. Keep all of your data in one place so that you and your clients can review the same information at the same time. Additionally, you can edit and upload new versions of documents that you share. Why is this important for you? Basecamp will help you to stop losing emails and post it notes and voicemails. Upload all of the client notes that you have to Basecamp. Never lose a task or forget where you made notes about an important conversation.
Why is it so easy to keep track of files and conversations in Basecamp? Everything that you add to this tool is date stamped. You can get a visual timeline of the projects that you are working on currently. This let’s you know what is complete and where you may need to take action on specific project.
It is important for you to get and stay organized in your business. Impress your clients by staying on top of the tasks that you two have agreed on. Use Basecamp as the answer to the problem of being disorganized. Being disorderly is a choice. Therefore, make the choice of taking control of all of your business activity. Decide to be the captain of your business’ organization by implementing tools that will help you to serve your clients in a systematized and orderly way.
Basecamp, will have to give it a try – thanks for the overview.
Hi Joanne,
Anytime. What are you currently using to stay organized with your clients?
I only have 1 client at the moment, but I’m networking to get others.
Hi Jo Ann,
Keep up the good work. When networking, you just never know where your next 2 or even 3 clients will come from. More networking increases the chances of enrolling a new client. Especially, be sure to follow up on all new interest.
In your networking strategy, do you have scheduled events coming up?
I’ve used three task management systems, Basecamp, Asana and Teambox. Of all 3 I liked Basecamp the least. I like Asana because they are continually updating their user interface, and I can have up to 30 users for free! I just make a client a user and they can load the tasks directly into Asana. So easy! I also like Teambox. It’s the easiest software to keep track of projects and tasks. Again my client uploads the tasks and I just check them off when I’m done. 🙂
Hi Wil,
I use basecamp to work with my clients and I love it. I’ve been using it for over 4 years and they’ve made some great improvements. Never experienced downtime or outage in 4 years.
Thanks for sharing Amy. Feedback is great because it gives a different perspective that can really benefit many. What other business building tools help you?
Thank you Lakisha. I feel the same. Basecamp has served us well since 2006. What other systems help you in organizing your business?