Good Day!
I’ve been asked “What information does my virtual assistant need and how do I organize all of it?”
As a virtual assistant for almost 2 years I have seen how important it is to be very organized. Any small business knows this, but if you run your small business from home, then its even more important.
Outsourcing to a virtual assistant is crucial if you find yourself overwhelmed with “too much growth” and not enough time in your week to complete important projects.
Here’s a sample of what I use when starting a relationship with a client. If you are searching for a virtual assistant, feel free to print this list and keep it pinned to your office wall for future reference.
Remember, your virtual assistant should be able to help you get organized. Don’t feel that you have to have everything already organized BEFORE you contract with a virtual assistant.
Let’s Begin:
Open a new excel spreadsheet, give it a name, and then save it in a new folder (this will save you time from having to search each time you need to access it.)
1. Make a list of all your press release and article directory usernames and passwords
2. List all articles and press releases that have been submitted; include the date and topic for each
3. Did You outsource your article and press release writing? Write down that persons contact information
4. Write down the contact information of your hosting company
5. Make note of your CPanel username and password
Just a final thought:
Organization is just as important as communication when it comes to building a successful relationship with your virtual assistant. If you have been in business for any length of time you know how fast you collect accounts, usernames, passwords, and a million useful links so having all of this information together in place will make your life and business run more smoothly!
Good luck with your organization and remember, its never too late to start gathering all that information.
##
Stephanie Fish is the owner of Buckeye V.A. virtual assistance for the physical product seller. I invite you to take advantage of my free 30 minute consultation to see if my services will compliment your business. If you are serious about building your business without sacrificing your family, please contact me at buckeyeva@gmail.com
