Resources for Virtual Assistants

This is some of my favourite software and apps that I think you’ll love to use. Some of the links are affiliate links, which means I might get paid something if you make a purchase – and this goes towards keeping VA Pro going. However, you can be sure I’m only recommending things that I actually use, or have used, myself and with clients.

The Perfect Pricing Formula

Our workbook, created so you can be confident in your rates

I looked for a long time to find a great resource for all your legal documents. We have a big discount off the Markel Law Hub (the same legal resource provided for the FSB, so they know what they’re doing) and you can download the documents you need for ¬£90 + VAT – with access to their whole resource for 12 months. Enter code VAPRO2019 as your “token number” when you sign up.

fsbThe FSB offer a wide range of business services including advice, financial expertise and support. Their legal helpline has been invaluable, as has the reassurance that I’d be paid if on jury service or had an HMRC inspection.

If you make a mistake, and your client loses out, professional indemnity insurance protects your business and your reputation. I recommend PolicyBee for professional indemnity, cyber and office insurance. Visit their website for a quotation, or call 0345 222 5370

The Society of Virtual Assistants’ annual survey is designed to take a snapshot of the UK VA industry answering business critical questions like: How much can I charge? What will I earn as a VA? What are the most effective marketing strategies? What services are most popular?
Where do I find clients? Well worth a read!

capsuleGreat startup CRM system. Simple and effective.

teamworkTeamwork Projects is our favourite online project and task management system for working with teams and clients. Good integration with Gmail. Teamwork Desk is also a great email support system when working with multiple associates.

LastPassMy brain just couldn’t manage without LastPass, a password manager and generator that keeps everything in a secure vault and remembers them for you when you visit a site.

ConvertkitThe email marketing system that I use now, and that I really like. Easy to automate, to integrate with other things and developing all the time.

dropbox

I don’t save any files locally on a PC anymore. I save everything on Dropbox and then I can get to all my files from anywhere, on any device, and share folders and files with clients.

salesflareMy favourite CRM and sales pipeline software. Well integrated with Gmail and Outlook, it automatically imports everyone you contact and finds other details about them for you. Reminds you to contact people again, tracks your opportunities and lists files you’ve sent them.

togglEasy to use time tracker that you can start with one click from any webpage or from inside an email. Simple reports on time spent on different clients and projects. The basic plan is free and a great option when you’re starting out, and forever if you work alone!

I love my Daily Greatness business planner.. Designed for optimal focus, personal growth and organisation, the week-to-a-view pages will guide you in forming excellent thinking habits while taking action on your most important priorities. Our link gives a 5% discount coupon.