Recruit CRM

JANUARY 4, 2022

To keep attracting the best candidates and clients for your recruitment agency, you need to have a good hang of writing exceptional recruiting emails. Right from sending good candidate sourcing emails to rejection emails , your candidates and clients must be informed at every stage of the hiring process.

Email 65

Email 2022 Interviewing Resume 65

Worxbee

MAY 17, 2021

Process management tools. Executive assistants are masters of process management and that requires some quality tools to keep track! Your processes, standard operating procedures and policies should be clearly documented and accessible to those who need to use them. Process documentation tools. Email templates and tools.

Google Docs 78

Google Docs Basecamp Calendars Doodle 78

BMT Office Administration

AUGUST 17, 2022

For example, some tasks that are more repetitive and boring can be hard to stay focused on, so you may need to experiment with music like lo-fi that can sometimes boost productivity or find a podcast that will provide entertainment without becoming a major distraction. You may find that a certain task is taking up more hours than it should.

Management 102

Management Calendars Payroll Phones 102

LEADERASSISTANT.COM

MARCH 28, 2024

This resource is intended to equip you with the knowledge and tools to streamline the hiring process, ensuring a successful addition to your team. Today’s EAs are strategic partners who manage projects, make travel arrangements, and participate in high-level decision-making processes. What is the Role of an Executive Assistant?

Interviewing 52

Interviewing Cover Letter Skills Resume 52

Stephanie LH Calahan

SEPTEMBER 6, 2010

Check out this great tool » Favorite Planning/Calendar Tool - Readers Speak Out There are many ways to manage your time and activities.  What is your favorite planning/calendar tool and why? What is your favorite planning/calendar tool and why? Of all the calendar tools I know, this one handles tasks the best.

Calendars 100

Calendars Twitter Phones Google 100

All Things Admin

JUNE 23, 2021

Procedures show you, step-by-step, how to perform a specific task – for example, completing an expense report or submitting a check request. Let’s use meeting and event planning as our example, and focus on creating a system for planning monthly staff meetings. Review calendars and compile date and time options. Meeting Agenda.

Agenda 90

Agenda Equipment Administrative Professionals Calendars 90

Office Dynamics

JULY 10, 2018

I’ve spoken with several assistants that have voiced frustration at the standard process. The process should actually be an exciting time to discuss progress and development goals that will help you maintain or create the position you want to excel in! I have personally experienced stress in the past too!

Goals 202

Goals Stress Filing Email 202

Worxbee

MARCH 1, 2021

These are our top three suggestions for tasks to give your virtual executive assistant: Calendar management. Calendar management falls under “must be done, but you’re not adding any value by doing it.” You’re likely spending a lot of time on managing your calendar that could otherwise be spent on other things.

Calendars 52

Calendars Email Goals Restaurants 52

Office Dynamics

AUGUST 29, 2019

Let’s take for example the task of meeting planning or calendaring for your executive. Pay attention to non-verbal cues when working with others to schedule meetings, if you are talking face-to-face or on the telephone or even in an email. You would: Take into consideration your executive’s travel.

Administrative Training 279

Administrative Training Travel Training Meeting Planning 279

Office Dynamics

JULY 21, 2017

If you’ve ever spent a morning trying to track down a lost file on your hard drive or searching through a decade of email, you know that digital disorder can also take a toll on your wellbeing. Most people handle a constant flow of text messages, emails, photos, videos, and other digital information. Automate Email Organization.

Filing 190

Filing Email 2017 Stress 190

Success

NOVEMBER 9, 2023

For example, “Create a 30-day social media calendar and captions for five posts per day. In the process of teaching myself to use ChatGPT for business, I learned much more about search engine optimization (SEO). But many late-night TikTok videos later, I noticed people using it in increasingly creative ways. And, voilà!

Social Media 318

Social Media Learning Agencies 2023 318

Stephanie LH Calahan

DECEMBER 2, 2009

Try This Instead | Main | Be Smart About Using the Telephone » The Great Calendar Debate - Paper or Electronic - 21 Experts Weigh In We are in the home stretch of 2009 -- bring on 2010!!    One item frequently purchased at this time of year is a calendar or planner for the upcoming year. 

Calendars 100

Calendars Microsoft Outlook Twitter Purchasing 100

Worxbee

MAY 10, 2021

They’ll be examining your admin processes at the same time and figuring out any areas they could improve. You’re in a process rut. Executive assistants are process management professionals. They can assess where you are at right now, look for any gaps or needs for improvement, and design processes to resolve the situation.

Calendars 78

Calendars Email Goals Environment 78

Success

NOVEMBER 17, 2021

Recurring tasks, delegation, comments, calendar integration, kanban-style productivity visualizations and subtasks are some of the most notable features of Todoist. The boards, columns and cards can contain whatever you like, but the process remains the same: The cards flow from column to column until they are complete and leave the board.

2022 352

2022 Basecamp Google Google Docs 352

Office Dynamics

AUGUST 4, 2017

One of the greatest advantages organizations achieves from automating various processes is saving time, among other resources. Phenomenal examples include manufacturing, mechanized farming, retail, and many other sectors. An app such as Evernote can be linked to task running apps like Trello and Asana and even to your Google calendar.

Credit Card 182

Credit Card Dropbox Fax Google 182

Worxbee

APRIL 5, 2021

So a better approach is to match the task to the time on the calendar when you know you’ll have the right kind of energy for it. For example, some people like to schedule “like” tasks in blocks based on the level of focus the task requires. Pairing up “thinking” tasks with tasks that you do on autopilot are good examples.

Calendars 52

Calendars Time Zones Email Management 52

Office Organization Success

NOVEMBER 19, 2015

The solution is simple … you plan it in your calendar. The first step, and most important step, is to actually schedule your time off in your calendar. Once it’s on your calendar and you can see it you’re unlikely to accidentally schedule in a client call, meeting, or other event that will encroach upon your down time.

Holidays 100

Holidays Calendars 2015 Training 100

Office Organization Success

APRIL 28, 2016

Are you continually searching around looking for an email address? For example, how do you create a new client file? List all of the steps you take in a process from start to completion – these steps will form your system. One example could be you’re answering the same client enquiries again and again.

Management 100

Management Calendars 2016 Email 100

Stephanie LH Calahan

FEBRUARY 18, 2011

Productive & Organized Goes Audio in 3 Different Ways » 19 Tips for Managing Your Email Even When You Dont Want To E-mail, it is the form of communication that we love to hate and love to love.    Multiple studies on business productivity will tell you that huge amounts of time are wasted on email.

Email 100

Email Management Filing Monster 100

Step It Up VA Coaching

JUNE 25, 2015

There are so many ways you can keep your name and face in front of your prospects, and the follow up process should absolutely be part of your overall marketing plan. Mark your calendar to follow up with a brief email no more than one week following your meeting. Your next follow-up email should be maybe 7-10 days later.

Networking 100

Networking UPS Calendars Email 100

Worxbee

MAY 31, 2021

Do they have very particular processes or not? In addition to usernames, passwords, email, and calendars, you’ll also need to know who to talk to or where to go if you have any system issues. Look for any gaps where you might be able to initiate a smoother process. Do they like to communicate a lot or a little?

Agenda 78

Agenda Attire Goals Calendars 78

Eco-Office Gals

DECEMBER 23, 2012

The end of 2012 is looming on the horizon, which means it’s once again time to buy new calendars, reset the budget, and start thinking about your business strategy for the coming year. In addition, you can add eco-friendly symbols, promoting your green practices in the process and optimizing the impact of your packaging.

2013 100

2013 Promotion 2012 Calendars 100

Step It Up VA Coaching

MARCH 14, 2013

There are so many ways you can keep your name and face in front of your prospects, and the follow up process should absolutely be part of your overall marketing plan. Mark your calendar to follow up with a brief email no more than one week following your meeting. Your next follow-up email should be maybe 7-10 days later.

Networking 100

Networking UPS Calendars Email 100

BMT Office Administration

DECEMBER 13, 2022

In short, gone are the days of keeping track of umpteen email threads and Slack chats to stay on top of your team’s progress. For instance, Asana and other programs offer Gantt charts, calendar views, and time-tracking, whereas Trello does not (unless you pay for power-ups, but more on that in a bit). Calendar view. Salesforce.

Management 52

Management Project Management Forms Calendars 52

Page Personnel

AUGUST 26, 2022

Those in an office manager role need to know how to manage processes, procedures, documentation, project management and communications. For example, answering phones, taking messages, purchasing office equipment, working with relevant software and filing paperwork.

Management 52

Management Payroll Fax Suppliers 52

Office Organization Success

SEPTEMBER 14, 2010

The first step, and most important step, is to actually schedule your time off in your calendar. Once it’s on your calendar and you can see it you’re unlikely to accidentally schedule in a client call, meeting, or other event that will encroach upon your down time. Also plan your programs and trainings around your vacation time.

Holidays 100

Holidays Calendars Training Email 100

Office Dynamics

APRIL 25, 2016

Apps for file access, e-mail, calendar, password protection, word processing, spreadsheets, presentations, virtual meetings, news, weather and travel are examples of key productivity tools mobile devices should have installed. Today’s Admin needs to be a MobileOfficePro™. Know Your Mobile Device. Google Drive.

Dropbox 100

Dropbox PDF Filing Google 100

Office Organization Success

OCTOBER 5, 2013

It’s great to set up systems and processes and have them work for you, but in order to fully automate your business you also need to know which technologies are going to work best to support you in that. An example I see a lot is using Aweber for list management, and then using Paypal to accept payments.

2013 100

2013 Calendars Training Google 100

C-Suite Assistants

JULY 26, 2021

With the right technology and communication styles, virtual assistants work in remote locations and can successfully take over tasks such as: Calendar management, such as booking meetings with clients Email filtering and management Data entry Client follow-ups Transcription and note-taking Social media management Recruitment tasks.

Time Zones 52

Time Zones Social Media Calendars Expenses 52

Stephanie LH Calahan

NOVEMBER 14, 2012

Don’t be fooled by the calendar. For example, if you are spending hours daily on Twitter and Facebook telling yourself that you are “growing your business” through building relationships, you are stealing from yourself. Consider moving out of “busy” and moving into productive – your life and business will thank you for it.

Social Media 100

Social Media Calendars Agenda Twitter 100

Office Organization Success

JULY 31, 2009

Are you continually searching around looking for an email address? For example, how do you create a new client file? List all of the steps you take in a process from start to completion – these steps will form your system. One example could be you’re answering the same client enquiries again and again.

Management 100

Management Calendars Email 2009 100

Office Dynamics

OCTOBER 27, 2012

Joan began by sharing a word picture example for administrative assistants: imagine your job is like being at a football game. Your manager read emails, texts, and took phone calls between those times and the situation may have unfolded completely differently, requiring you to have new priorities this morning. Be caring, supporting.

Travel 100

Travel Email Management Calendars 100

Productivityist

JANUARY 12, 2015

There’s just something about taking the first month of the calendar year slowly in order to really set up the next eleven months properly, and since I really start this process during the first week of the Christmas break I have about six weeks to reflect on the months gone by and mindfully prepare for the months ahead.

Calendars 40

Calendars Social Media Email Google 40

Stephanie LH Calahan

NOVEMBER 2, 2011

"I check my email 3 times a day and will respond within 48 hours, if this is an emergency call xxx.xxx.xxxx etc." For example, I actually have time blocked off on my calendar every week for reading - both for knowledge and for fun.  PS - I invite you to sign up to get updates in your email. 

Calendars 100

Calendars AT&T Email Confidence 100

Stephanie LH Calahan

OCTOBER 9, 2012

  Back when I had to keep track of phone conversations, email and face-to-face it was simply much easier to do! Here is an example of an interaction that my client had prior to putting a CRM in place: Prospective client calls on the phone about a speaking project and a meeting gets scheduled. " I can relate! 

Phones 100

Phones Networking Social Media Calendars 100

Productivityist

FEBRUARY 14, 2017

BusyCal (M, I, $): I’ve used many different calendar apps, but this one was the one that stuck with me. The tags allow me to colour code anything on my calendar according to the theme it falls under (Coaching, Deep Work, etc.). This calendar is pricier than many out there, but when I love an app, then price is less of a factor).

Calendars 66

Calendars 2018 Forms 2017 66

Stephanie LH Calahan

MARCH 12, 2010

  While it is really from the grass family, bamboo has some amazing strategic growth processes --heck some can even grow up to 100 feet tall!    The more you can put systems and processes to the work you do, the stronger you become and the more you can grow and even survive harsh conditions.   Bamboo? 

Networking 100

Networking Email Phones Filing 100