Firstly, we love that you’re defining the scope of work as your first step.
When it comes to website and CRM maintenance, the sky is the limit!
If you’re going to take this on as part of a general retainer package for your Australian virtual assistant business, you could limit any website or CRM work to trackable time. Meaning, if your client approves 2 hours of website/CRM maintenance work each week, then you would do what you can in that time.
The other way to approach this is by providing package options that each have set fees and a clear set of services/tasks that you will deliver.
We’ve compiled a list of the different types of tasks you can consider including below, but you should also think about making the answers to these questions very clear in your package descriptions and service agreement:
- Will you be contactable 24/7 for emergency website issues?
- Will you charge more for work done outside of your standard business hours?
- Will you be taking full responsibility for website function and CRM management?
- Who will pay for third-party tools such as replacement website plugins or integration apps? (please say the client!)
Also, keep in mind that you can use the VA Lead Network to find an Australian virtual assistant or online business manager to subcontract to when you can’t assist with a task due to skill set or capacity.
Here are just some of the tasks to consider including for website maintenance:
- WordPress updates
- Website theme updates
- Plugin updates
- Blog posts
- Sourcing images
- Setting up calls to action
- Web pages
- Updating existing content
- Creating landing pages for promotions
- Building new forms and integrations with CRM and/or task management platforms
- Website SEO improvements
- Keyword research
- Keyword planning
- Keyword implementation in pages, posts, meta descriptions and image file attributes
- Creating backlinks
- Set up and maintain Google Business Listing
- Tracking and fixing broken links
- Setting up automatic backups
- Reviewing hosting plans for domain and website for cost savings… then potentially assisting with migrating to new hosting
- Cleansing unused files (e.g., images)
- Setting up social media integrations
- Analytics reporting
- Online store product updates
- Spam Comment Filtering
- Graphic Design (for website pages or images)
Here are just some of the tasks to consider including for CRM maintenance:
- Define and maintain naming conventions (we’ve got you covered with our Automation Organisation Guide)
- List cleansing
- Removing duplicate contacts
- Removing hard-bounces
- Setting up re-engagement campaigns
- Campaign cleansing
- Tag cleansing
- Remove unresponsive/ unengaged contacts
- Preparing and importing spreadsheets/lists of contacts
- Testing automations (monthly, quarterly etc.)
- Reporting on sales pipeline progress
- Reporting on campaign performance
- If your client is using auto-responders, you could review and update the copy periodically to keep it fresh and relevant.
If you need help understanding how to perform any of these tasks, or why they are needed for your Australian virtual assistant business, let us know via Ask Thought Penny.