Transzparencia és precizitás

Hogyan dolgozik egy virtuális asszisztens

Milyen eszközökkel dolgozik egy virtuális asszisztens?

Hogyan lehet több ügyfelet precízen kiszolgálni szigorúan betartva a határidőket? Hogyan lehet a különböző feladatokat áttekinthetően kezelni? Virtuális asszisztensként elengedhetetlen, hogy legyen válaszom ezekre a kérdésekre. Szerencsére számos eszköz áll rendelkezésre mind az ügyféladatok és feladatok nyilvántartására, mind a munkára fordított idő mérésére. Mivel számomra elsődleges szempont a környezettudatosság, ezért kizárólag online eszközökkel dolgozom.

eszköz

De kezdjük a legelején!

Feladatkezelés

Az ügyfelem adatait és a feladataimat az Asana-ban vezetem. Minden ügyfél külön projekt, amihez hozzárendelem azokat a feladatokat, amelyeket az adott ügyfélnek végzek. A feladatokhoz csatolhatok dokumentumot, alfeladatot rendelhetek hozzájuk, beállíthatok határidőt, amiről emlékeztető emailt kapok. Az Asana könnyen kezelhető és átlátható felület, remekül és nagyon egyszerűen nyilvántarthatók benne a feladatok.

transzparencia

Fájlkezelés

Minden olyan fájlt és dokumentumot, amit az ügyfélnek készítek, a Google drive-on tárolok, elkerülve ezzel a nagyméretű fájlok emailben küldését. Minden ügyfelemnek van saját mappája a Google Drive-on, amihez kizárólag ő fér hozzá rajtam kívül.

precizitás

A prezentációkat és a grafikákat Canvaban készítem. A számos profi sablonnal gyerekjáték egyedi és igényes prezentációt, fotómontázst, Facebook posztot készíteni.

Canva

Időmérés

A transzparens munkavégzéshez elengedhetetlen, hogy pontosan el tudjak számolni azzal az idővel, amit egy adott munkára fordítok. Ehhez én a Toggl Track-et használom.  Ugyanazokat a projekteket és feladatokat hozom létre itt is, mint amelyekkel az Asanaban is dolgozom. Projektenként és feladatonként mérem az időt és készítem el a kimutatást az elszámoláshoz.

transzparencia

Kommunikáció

A virtuális asszisztencia kifejezésben a virtualitás azt jelenti, hogy nincs személyes, csak telefonos és online kapcsolattartás. Az online térben beszélünk az ügyfeleimmel, Zoomon, Skype-on, Teams-en vagy akár WhatsApp-on.

Kommunikáció

A felsorolt eszközökön kívül számos remek alkalmazás létezik. Feladatkezelésre kiválóan használható még a Trello vagy a Todoist. Időt lehet mérni a Desk Time-mal vagy a Clockify-al is. Időpontfoglaláshoz én a Youcanbookme-t használom, de My Timebook vagy a Simplybook. me egyaránt jó választás.

Ezek az alkalmazások nemcsak a virtuális asszisztensek életét könnyítik meg, hanem bárkiét, aki transzparensen és hatékonyan szeretné végezni a munkáját.

Ha szeretnél többet megtudni arról, hogyan használom ezeket az alkalmazásokat, írj nekem és kérd fél órás ingyenes konzultációmat.

Transzparencia és precizitás

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