virtual business professional - pt concierge service...by nickey hollenbach owner, personal touch...

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By Nickey Hollenbach Owner, Personal Touch Concierge Service ® Virtual Business Professional BCWJ ~ Page xx August/September 2018 3. Managing your database(s). It doesn’t do any good to have a database/ CRM if you’re not going to make sure it’s kept up to date. Other organizational tasks, deadline/deliverables tracking, and project management as well. 4. Email marketing - newsletter creation, posting blogs appropriately (make sure your VA knows about alt tags and picture size in a website). 5. Creating PPTs and Slideshares, creating forms, data entry, managing spreadsheets, PDF conversion, merging documents. Content Creation/Writer 6. Writing blog posts, articles, website content, video scripts—very important stuff! But if you’re not a writer, thinking about writing content can make you procrastinate or take valuable time away from other tasks that you should be doing. Website Developer/ Management 7. Unless you’re a website designer, you’re obviously going to outsource the building of your website. Make sure you shop around and ask the right questions! And once that website is built—and hopefully it’s a WordPress website for reasons we won’t get into here—it will need to be managed. You can pay more to host your website as a managed WordPress site at a shared host (we never recommend privately hosting your website), or you can pay a web developer to manage it for you, which I recommend. SEO/Web Marketer/ Social Media 8. This is a HUGE topic, so we’ll only graze the top: finding someone who does whitehat SEO is well worth your while. There are things you can do on your own without paying for full-blown SEO services, but you should have that discussion with an SEO professional. Part of that is making sure that your web developer understands ever-changing SEO and makes sure your website is up to snuff. 9. Web marketing, which also includes social media, is best left to a professional who does social media full time and who understands and constantly educates themselves on the ever- changing platforms. In other words, your “niece” who’s on Instagram all the time may not be the answer to promoting your business properly and effectively. There are many social media platforms out there—you probably don’t need to be on all of them. Each business is different, and a social media strategy should be in place before starting/rebranding/ stepping up your online presence. Also, analytics should be reviewed monthly to see what’s working and what’s not and to be able to tweak that strategy constantly. We always say that social media is a living, breathing “thing” that needs to be monitored constantly. Bookkeeping 10. The dreaded bookkeeping … you want to just do what you do and not worry about the money part, right? That’s where a good bookkeeper comes in. One you can trust. One who has more skills than just data entry. QuickBooks is the way to go. Find a great bookkeeper who works virtually and is insured (for your peace of mind). Decide whether you’re going to go with QB Online or whether you’ll have it on your computer or perhaps a laptop designated just for bookkeeping; then, allow your bookkeeper direct access. Link your bank accounts, allow him/ her user-only access, and sit back while your books are kept in perfect order, invoices paid, accounts reconciled, quarterly taxes paid, financial reports As a business owner, you’ve seen the advantages of utilizing the services of a Virtual Assistant, and you agree that you can’t do everything yourself in your business – nor should you. You know you’ve got more important things to be doing than most of the tasks you’ve been trying to accomplish yourself. But … What are you waiting for? Let’s take a look at a broad range of tasks first. Following is a list of areas where you can easily delegate: 1. Admin Services 2. Content Creation/Writer 3. Website Developer/ Management 4. SEO/Web Marketer/ Social Media 5. Bookkeeping Under those five categories, there are many services that can be taken off your plate. We’ll list the top 10 here: Admin Services 1. Are you so busy managing your calendar and inbox that you feel you don’t have time for anything else? Then it may be a good time to hire an assistant to manage them for you. That includes confirming appointments via email and/or phone. 2. Purchasing supplies, gifts, tickets … any type of item you have to find and purchase for yourself or other people in your life; making reservations; signing you up for X – these are things you should definitely not be spending your time on! created for your CPA— anything you need! Don’t have the misconception that working with virtual staff means that one person can do everything for you. How to make management of virtual staff easier? Hire a multi-VA company who will manage everything for you by design. You can decide whether you want to work with just a project manager who oversees everything or to have direct access to each of your virtual team members…or a combination of both! Whatever you decide, make sure you trust your business to virtual staff who are experienced and insured —and that you know the right questions to ask when looking for that perfect team. Not sure? Feel free to reach out to us—we’ve been helping businesses for 11 years virtually! 484-919-0637 www.ptconciergeservice.com [email protected] Nickey Hollenbach Managing Member Personal Touch Concierge Service ® is a multi-VA company. We have 5 divisions: Administrative; Social Media Marketing and Management; Website Design and Maintenance; SEO Performance Management; and Bookkeeping Services. Please visit our website for a full description of all services we provide – and as always, please feel free to contact us! 10 Tasks to Delegate to Virtual Staff

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Page 1: Virtual Business Professional - PT Concierge Service...By Nickey Hollenbach Owner, Personal Touch Concierge Service® BCWJ ~ Page xx Virtual Business Professional August/September

By Nickey HollenbachOwner, Personal Touch

Concierge Service®

Virtual Business ProfessionalBCWJ ~ Page xx August/September 2018

3. Managing your database(s). It doesn’t do any good to have a database/ CRM if you’re not going to make sure it’s kept up to date. Other organizational tasks, deadline/deliverables tracking, and project management as well.

4. Email marketing - newsletter creation, posting blogs appropriately (make sure your VA knows about alt tags and picture size in a website).

5. Creating PPTs and Slideshares, creating forms, data entry, managing spreadsheets, PDF conversion, merging documents.

Content Creation/Writer

6. Writing blog posts, articles, website content, video scripts—very important stuff! But if you’re not a writer, thinking about writing content can make you procrastinate or take valuable time away from other tasks that you should be doing.

Website Developer/Management

7. Unless you’re a website designer, you’re obviously going to outsource the building of your website. Make sure you shop around and ask the right questions! And once that website is built—and hopefully it’s a WordPress website for reasons we won’t get into here—it will need to be managed. You can pay more to host your website as a managed WordPress site at a shared host (we never recommend privately hosting your website), or you can pay a web developer to manage it for you, which I recommend.

SEO/Web Marketer/Social Media

8. This is a HUGE topic, so we’ll only graze the top: fi nding someone who does whitehat SEO is well worth your while. There are things you can do on your own without paying for full-blown SEO services, but you should have that discussion with an SEO professional. Part of that is making sure that your web developer understands ever-changing SEO and makes sure your website is up to snuff.

9. Web marketing, which also includes social media, is best left to a professional who does social media full time and who understands and constantly educates themselves on the ever-changing platforms. In other words, your “niece” who’s on Instagram all the time may not be the answer to promoting your business properly and effectively. There are many social media platforms out there—you probably don’t

need to be on all of them. Each business is different, and a social media strategy should be in place before starting/rebranding/stepping up your online presence. Also, analytics should be reviewed monthly to see what’s working and what’s not and to be able to tweak that strategy constantly. We always say that social media is a living, breathing “thing” that needs to be monitored constantly.

Bookkeeping

10. The dreaded bookkeeping … you want to just do what you do and not worry about the money part, right? That’s where a good bookkeeper comes in. One you can trust. One who has more skills than just data entry. QuickBooks is the way to go. Find a great bookkeeper who works virtually and is insured (for your peace of mind). Decide whether you’re going to go with QB Online or whether you’ll have it on your computer or perhaps a laptop designated just for bookkeeping; then, allow your bookkeeper direct access. Link your bank accounts, allow him/her user-only access, and sit back while your books are kept in perfect order, invoices paid, accounts reconciled, quarterly taxes paid, fi nancial reports

As a business owner, you’ve seen the advantages of utilizing the services of a Virtual Assistant, and you agree that you can’t do everything yourself in your business – nor should you. You know you’ve got more important things to be doing than most of the tasks you’ve been trying to accomplish yourself. But …

What are you waiting for?

Let’s take a look at a broad range of tasks fi rst. Following is a list of areas where you can easily delegate:

1. Admin Services 2. Content Creation/Writer 3. Website Developer/Management 4. SEO/Web Marketer/Social Media 5. Bookkeeping

Under those fi ve categories, there are many services that can be taken off your plate. We’ll list the top 10 here:

Admin Services

1. Are you so busy managing your calendar and inbox that you feel you don’t have time for anything else? Then it may be a good time to hire an assistant to manage them for you. That includes confi rming appointments via email and/or phone.

2. Purchasing supplies, gifts, tickets … any type of item you have to fi nd and purchase for yourself or other people in your life; making reservations; signing you up for X – these are things you should defi nitely not be spending your time on!

created for your CPA—anything you need!

Don’t have the misconception that working with virtual staff means that one person can do everything for you. How to make management of virtual staff easier? Hire a multi-VA company who will manage everything for you by design. You can decide whether you want to work with just a project manager who oversees everything or to have direct access to each of your virtual team members…or a combination of both!

Whatever you decide, make sure you trust your business to virtual staff who are experienced and insured —and that you know the right questions to ask when looking for that perfect team. Not sure? Feel free to reach out to us—we’ve been helping businesses for 11 years virtually!

484-919-0637www.ptconciergeservice.comNickeyh@ptconciergeservice.com

Nickey HollenbachManaging Member

484-919-0637www.ptconciergeservice.com Nickey Hollenbach

Personal Touch Concierge Service® is amulti-VA company. We have 5 divisions: Administrative; Social Media Marketing andManagement; Website Design and Maintenance;SEO Performance Management; and Bookkeeping Services. Please visit our website for a full description of all services we provide – and as always, please feel free to contact us!

10 Tasks to Delegate to Virtual Staff