Do you find yourself juggling several projects for clients? 

If so, you should make your life easier and start using a project management system to organize your Virtual Assistant Business. Keep a list of what you need to do each day for yourself and your clients. Schedule in everything; even going to lunch with a friend or going to the park with your kids. If it helps to schedule laundry, cooking dinner and so forth do that too.

How Virtual Assistants Can Manage Several Clients

Create a Client Intake System

Once you start getting client interviews it’ll be so much easier if you know what you want from each contact. You may have set up a calendar on your web page that allows potential clients to schedule a 15-minute discovery call with you. Along with that, you should include a questionnaire that needs to be answered prior to the call so that you know in advance if this might be the right client for you. Set up editable thank you notes, and other follow-up emails so that you can send them out fast after contact with a potential new client. Follow the same steps with every client. 

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Set Up Projects Immediately

Once you have clients, as soon as you get a project, insert the deadline and any milestones in your project management system or calendar or both. If you have a regular client asking you to do tasks on an ongoing basis, put that on the calendar too. Do not look at the due date and wait until that day to look at it. You may have questions that need to be answered or things your client needs to do so that you can complete the project. The moment you review the project tasks, send your questions to the client.

Use a Project Management Systems

Central Desktop, TeamWork.com, Asana.com – these are all awesome project management systems that you can start using now even if you have no clients to help you manage the tasks you need to do for your own business. Then, when you do get clients you’ll already understand how to use it properly. This will make you seem that much more organized and professional. The more organized and systematic you are the more work you can take and the more money you’ll make without feeling as if you’re going crazy.

The more processes and systems you can put into place the more likely your VA business will be successful. While a VA business and career is much more flexible than going to a regular 9-5 job, it’s still work. The more organized you are the more work you can get done. The more work you can finish the more money you’re going to earn.

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Tawnya Sutherland

Tawnya Sutherland

Tawnya is a Certified Internet Marketing Business Strategist from the University of British Columbia and has owned her own VA business for 20+ years. Her online marketing skills founded her VAnetworking.com in 2003, the market leader in the Virtual Assistant industry. Tawnya has become the go-to spokesperson and expert trainer/coach for Virtual Assistants wanting to share, learn more, and grow their businesses.

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Tawnya Sutherland

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