Great question—and well done on landing a new client! 🙌 When it comes to keeping your personal number private while still being available for client calls, softphones (VoIP phones) are a smart, flexible solution. The good news is that there are plenty of Australian-compatible VoIP providers and softphone options, ranging from free or pay-as-you-go services for occasional calls, up to ... Read on
Automation Organisation Guide
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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Security Simplified
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
Oh, we feel this. Starting a virtual assistant business while juggling work, family and, well, life—is no small feat. Even though you’re aiming to run a one-person show, getting your business off the ground can feel like a full production. Here’s the truth: you don’t need to do everything at once. Building your business doesn’t have to mean late nights, big leaps, or quitting your ... Read on
CRM with Automation, Appointments, EDMs, Sales Pipeline and More
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
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
Asana Certification
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