The Essential Systems Every Small Biz Owner Needs
(and a sample of what I can help you with)
Do you need a Virtual Assistant?
Client Management System
☐ Do you have a way to track leads, inquiries, and clients?
☐ Can you easily see project status and communication history?
☐ Do you send consistent follow-ups or check-ins?
Project and Task Management
☐ Do you use a tool to manage tasks and deadlines? ☐
Is your team (or future Virtual Assistant 😉) clear on responsibilities?
☐ Do you have repeatable workflows?
File Organisation and Storage
☐ Are your Google Drive, Dropbox folders or other storage areas clean and labeled?
☐ Do you have a naming convention for files?
☐ Can someone else easily find what they need?
Email and Communication
☐ Are your files and storgare systems clean and labeled?
☐ Do you have a naming convention for files?
☐ Can someone else easily find what they need, in case of a dreaded emergency?
Invoicing and Payments
☐ Are you sending invoices on time?
☐ Is there a simple way for clients to pay you?
☐ Do you track income/expenses somewhere other than your head?
Data Tracking and Reporting
☐ Are you tracking key business metrics regularly?
☐ Do you have dashboards for quick insights?
☐ Is your client or customer data clean and usable?