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Frequently Asked Questions

Q: How can I give access to my accounts to my VA without giving my passwords?

A: You can use LastPass to generate encrypted access to your VAs.

 

Q: My VA is unable to access some of my tools because of location restrictions. What can I do?

A: You can use a VPN so that your VA can operate from a server location that works with your tools. You can check out Express VPN or NordVPN. This allows them to choose the specific server to operate from. 

 

Q: How can I delegate tasks to my VA and be able to track the progress?

A: You may use simple project management tools like Asana or Trello for task management. Simply input the tasks in a “to-do list” and have two other lists for “doing” for ongoing tasks and “done” for accomplished tasks. 

 

Q: I need my VA to make and receive calls.  What should I use?

A: You may consider using DialPad or RingCentral. These are cloud phone dialers that allow your VA, from anywhere in the world, to make and receive calls. 

 

Q: I am looking to improve the way I conduct business and communicate with customers and potential customers. What would you recommend?

A: You may consider using a CRM or a Client Relationships Management tool like HubSpot or Zoho CRM. These allow you to greatly enhance the way you connect with your customers. It serves as a database for all the data regarding your customers and your interactions with them. You can even use automation to make it even more efficient!

 

Q: How can I better track my customer interactions?

A: You may consider using a CRM or a Client Relationships Management tool like HubSpot or Zoho CRM. It allows you to track your customer interactions in the different stages of your sales process or customer support process.

Q: I want to give my VA instructions regarding a process flow. I don't want to repeat myself over and over. Any recommendations? 

A: You may use Loom which is a screencasting tool. It will allow you to capture your computer screen as you go through the process so your VA can see the actual work as you do it. Great for instructional videos! 

 

Q: Are there any tools that will make it easier to post a single post on multiple social media platforms all at once? 

A: You may use Social Media Manager tools like Hootsuite or Buffer which allows you to manage your posts on different platforms, and schedule your posts. Not only, can you schedule posts and cross-post, but you can also get some statistical analysis on the performance of your posts!

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