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52 Templates and Tools for Every Successful EA

Worxbee

You can try: Google Docs – easy to store and access and hey, it’s free! This ensures that the onboarding process is consistent and that new clients always get all of the information they need without someone having to remember to add it every time. Or, you can set them up in software such as Mailchimp or Campaign Monitor.

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Free ACT! (CRM) Video Tutorials

Professional Assistant Blog

Ive found a great resource on the ACT! My answer to this is: First off, cut down on the caffeine. Just had to say that, since you seem to be in a panic. Take a deep breath and follow the instructions below. website, which has the following online video tutorials for some of the most frequently used functions in this software.

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Seminars for Professional Assistants

Professional Assistant Blog

Even when I am not provided with the resources, I can make things happen. Just a seminar with great information on how to be the BEST Executive Assistant to the President/ CEO. I am really into self improvement in any way possible.

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The Great Calendar Debate - Paper or Electronic - 21 Experts Weigh.

Stephanie LH Calahan

You might find a PDA a tad too 'stale' in the way information is presented. For example, if all you need is a place to store contact information and keep your calendar, that is much different than a system that can prompt you for different types of follow up, keep templates, etc. Are you methodical and a logical thinker?

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