Hilltop Secretarial is 27 years old today! Where did the time go? It feels like the last 27 years have flown by. I’ve been incredibly blessed in my career as a virtual assistant and I have the best clients in the industry who have been with me almost from the beginning.
I still can’t imagine retiring, I love what I do too much! So here’s to many MANY more years doing what I love!
The Password “Book”
I have this book of passwords, logins and so on, I’ve actually gone through several, and this is my latest one.
[caption id="attachment_915" align="alignnone" width="300"] Kathy’s ‘Book’[/caption]
This is also my last book like this one. I can’t believe its taken me over 20 years to get my logins and passwords all organized. I mean, the other was ok, just put a rubber band on it and throw it in the safe and you’re good to go. But, ugh!, it was a beast to manage. Every new ‘key’ or login was stuffed in there wherever it would fit. Finding anything was a chore. I would have to do a task and suddenly realize I don’t remember the password, or it wasn’t in the digital manager yet, so I’d have to wade through pages and pages of logins and passwords to find what I needed – hence all the stickie notes and flags! It was very frustrating to page through the old book when you’re on the phone trying to get something done with a client.
So, over the past few days I have revamped my ‘book’. Its still small enough to fit in the safe, but its now arranged by alphabet, and each client has their own sheet(s). It works so much better now! Its still the 5.5 x 8.5 size, so it fits where I want it, it has a built in pocket for holding notes I haven’t categorized yet, and I used an old set of contacts tabs from my DayTimer , with notes pages. I love it, I feel so organized now!
For those of you who are yelling at me from afar and saying, “Digital password manager!!!” well, I have one of those too, but, its always a good idea to have a paper backup.
I’m so proud of myself – it only took 20+ years!! :-)]]>
Effortless Collaboration with Shared Folders
Managing a project that requires a lot of back and forth of files is a harrowing experience. Email works for the first round or maybe two, but after that, it quickly gets out of control. You’re working on version “c” while your client is already on version “e” and soon important revisions and notes are lost.
A better way to work from a single document is to simply add files to a shared folder. This way, as you or your client make changes, they’ll appear in real-time, leaving no doubt about which version anyone has, or what changes were made when.
There are several players in the folder sharing market, making it easy to find one that will work not only for you but for your clients as well.
A favorite in the shared folder race is Dropbox. The simple setup and generous amount of free storage space (2GB) make this a top choice for many people even if sharing files isn’t on their minds. If you work from multiple computers, need access to files on your mobile phone or iPad, or just want the extra security of knowing your important documents are backed up in “the cloud” then Dropbox is a good option.
The free version includes 2GB of storage space, which is plenty to get you started, but you can earn more space by Tweeting about Dropbox, referring friends, and connecting other applications. You can also upgrade to 100GB for around $10 per month.
Not surprisingly, Google has its own document sharing system. Formerly Google Docs, Drive now operates similar to Dropbox in that you can view your files in a folder on your computer. However, opening a file requires a web browser and the use of Google Apps. If you want to edit a spreadsheet in Excel, you’ll have to download it first.
Google Drive offers more free space than Dropbox does, starting out with 5GB. Upgrades are less expensive as well, with 100GB available for just $5 per month, compared to Dropbox’s $10 fee.
One noteworthy difference between Dropbox and Google Drive is how files are stored. With Dropbox, files exist both on your computer and in the cloud, meaning you can work on them without an internet connection. As soon as Dropbox detects a change to a document, it syncs the new version with that on the Dropbox server. If you and your client are both working on a file at the same time, this can result in a “conflicted copy” showing up in your Dropbox.
Google Drive is different in that only one copy of each file exists. When you’re working on a file, you’re actually editing that file on Google’s server. You can see this in action if you have a file open that your client is working on – you’ll be able to watch as she makes changes.
There are a variety of other file sharing services available as well, and chances are your clients will have their own preferences, so you’ll likely use several in your business. But to start out, Dropbox and Google Drive offer a simple solution for collaborating with others, or just sharing files between computers.]]>
The All-In-One Communication Tool Every VA Needs
The phone rings and you dash to grab it before your toddler – newly able to answer with a barely understandable “Hewo?” – can get to it. After all, it might be a client, or worse, a potential client.
Such is the peril of publishing your phone number on your website. Yet many virtual assistants find that offering a phone number increases the inquiries, and consequently, new clients, they receive. Having a separate office line would be a good solution to the toddler-as-receptionist problem, were it not for the cost.
The solution? Skype.
You’re likely used to using Skype day in and day out to chat with friends, IM with colleagues, and perhaps talk to online clients as well. But did you know you can use Skype as a phone replacement?
Skype offers two types of services: Incoming and outgoing phone calls, and you can purchase them together or separately, for maximum flexibility.
Make Phone Calls
If what you really need to do is call out to clients or others, and don’t want to eat up your cell minutes or reveal that number to the public, then Skype credit is just the answer. Purchase a monthly or annual subscription or a pay-as-you-go plan, depending on your needs.
With Skype credit you’ll have the ability to place a call to either cell phones or landlines right from your Skype app. And if you need to call internationally, options are available for a variety of countries starting as low as one cent per minute.
Accept Incoming Calls
Want to publish your number on your website and answer it at your desk? The answer is to get a Skype number. For as little as $30 per year, you get your own phone number that rings right to your Skype desktop or mobile app. You don’t have to reveal your home or cell number, and you don’t have to worry about anyone else answering your calls, taking messages, or tying up the line.
When you sign up, you’ll have your choice of available numbers, so you can choose one that’s easy to remember and that shares your area code.
Combine with Google Voice for ultimate flexibility.
Having an office number is nice, but what if you’re not in the office? A Google Voice number (available only in the United States) will allow you to control your incoming calls. You can forward your calls to your Skype number when you’re at your desk, or to your cell phone when you’re out of town. A Google Voice number also gives you the ability to block certain numbers, send others right to voice mail, or forward some to your home phone and everything else to your Skype number. You can even set a call schedule, so you only receive incoming calls during business hours.
Google Voice is free, and like Skype, you can choose your own number from the available pool. You can also use Google Voice as a stand-alone solution, and make outgoing calls right from your Gmail account.
Having a phone number on your website helps visitors feel more secure, but publishing your home phone isn’t always a good solution. With Skype and Google Voice, though, you can have the convenience of an office phone without the high costs.
Plan Your Time More Effectively With Shared Calendars
We’ve all been there—stretched too thin, with more work than we have time, and suddenly an important deadline is missed. And if you’re a busy VA with lots of clients, that might happen more than you like, unless you have a trusted system for tracking due dates.
Google has the answer for you: Shared calendars.
All Your Important Appointments in One Place
Few things are a bigger time-suck than having to check and reconcile multiple calendars and apps just to see what’s on task for the day. When clients use different project management systems to record their deadlines, it can be challenging to remember to log in and check on your due dates.
But Google calendars synchs with any app that creates an iCal feed, so you can easily “subscribe” to your task lists and have them appear all in one place.
Not only that, but by sharing a calendar with clients, you can see what projects and appointments they have in the works as well, so you can plan accordingly. If your client is presenting at a telesummit, for example, you’ll know ahead of time and can keep that in mind when scheduling her social media or creating blog posts.
Time Blocking Ensures Critical Work is Completed On Time
Aside from knowing what’s on everyone’s schedule for the coming days and weeks, a calendar is a fantastic tool to help ensure all your important work is done. By setting aside time in your day to actually complete projects using a system known as time blocking, you’ll know exactly when you can get to that next project. No more guesswork or late nights trying to catch up when you overbook yourself.
Time blocking works by actually setting appointments with yourself. If you have a project to complete, and you know it will take you two hours to do, you make an appointment. The key though, is that these appointments are sacred. You cannot use time blocking as a suggestion, you have to treat it as an unbreakable appointment, otherwise it becomes just background noise that you’ll ignore.
Set your “appointments” with a reminder (either a pop-up or an email) and you will never have to ask yourself “What’s next?” You will always know, and you’ll find that you’re much more productive and efficient, too.
Access Anywhere for On-the-Go Productivity
Not in your office? No problem. Google calendars are available at any time from any of your devices, so you’ll always know what’s happening. Unlike printed planners, you won’t have to remember to take it with you, you can’t lose it, and you can check appointments and tasks not only for yourself but your clients as well, no matter where you are.
A calendar is a basic tool that every productive virtual assistant should master. Sharing calendars with your clients will make your job easier (and make you a superstar in their eyes), but you have to make use of it. Getting in the habit of using a calendar can be a challenge. If you’re not accustomed to it, then make it a point to check your calendar first thing in the morning and last thing at night. Set reminders for yourself if necessary, until it becomes a habit. You’ll soon find that you truly cannot live (or work) without your calendar.]]>