Thought Penny originally developed this guide for clients who engage us for business automation services. Now, we’re excited to share it with you! This guide provides an in-depth set of categories and naming conventions to help you manage automation software and quickly understand your level of engagement with any given contact in your database. We’ve also thrown in a few tips to help you avoid ... Read on
Asana
You may have started your business using a pen and notepad (or a spreadsheet if you are a bit fancy) to keep track of your to-do's but you've realised pretty quickly it's tough to keep track of everything that needs to be done. Using Asana as a task tracker and project management tool will reduce the mental load of running a business, leaving you to do your best work with an uncluttered ... Read on
From 0-10 Clients: Your Ultimate Checklist for Setting Up a Profitable & Fulfilling VA Business
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LastPass
LastPass is our preferred password manager. Our team has used a number of others such as Dashlane and 1Password, and LastPass is easily our favourite. Why do we use LastPass? Besides having a secure and encrypted home for all of our passwords, here are all the other reasons we love it: Let us know if you have any questions or need help determining which LastPass plan suits you or ... Read on
Rome wasn’t built in a day
Ugh, we totally get this. Even though you’re planning to run a self-employed, one-person show, getting your VA business up and running from zero to hero is a momentous task. So, the key thing here to remember is that everything doesn’t need to happen at once. You know that saying, Rome wasn’t built in a day? Neither was your VA business. It’s a marathon, not a sprint, and the only person ... Read on
Keap Pro
Keap Pro is an all-in-one sales, marketing and customer relationship management platform, and seriously, your new best friend. The key word we want you to keap, uh, keep in mind here is automation... because Keap Pro is the master of it! So, while you can choose how hands-on you want it to be, when used to its full potential, it’s a platform designed to take the hard yards out of everything ... Read on
Asana Certification
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Google Workspace (formerly G Suite)
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Keap Max Classic (fka Infusionsoft)
To access this beginner and intensive automation training, you will be asked for a Keap ID. Get a Keap ID by starting a free trial of Keap Pro here. ... Read on