SERVICE DELIVERY

SUBPAGES

VAs Working With Clients

• How To Answer A Client's Phone Line

• How To Change The Owner Of A Handbook

• How To Communicate With Clients

• How To Deal With Clients

• How To Deal With Client Complaints & Issues With Clients

• How To Get Started With A Client/Do A Handover

• How To Get Access To A Client’s IRD Account

• How To Get Access To A Client’s Xero Account

• How To Get Access To Client Information That You Need

• How To Know Which Clients Are Assigned To You

• How To Maintain Handbooks

• How To Manage Client Passwords

• How To Manage Client Tasks 

• How To Set Boundaries With Clients

• How To Set Savvy Up As A New User In ANZ

• How To Set Savvy Up As A New User In ASB

• How To Set Savvy Up As A User In BNZ Business Banking

• How To Set Savvy Up As A New User In Kiwibank

• How To Set Savvy Up As A User In Westpac Business Banking

• How To Get Savvy Added As A User In iPayroll

• How To Add Another Business To The BNZ Business App

• How To Undertake Client Work

• How To Update Clients On Their Budget

• How To Use The Report Feature In Harvest

• Helping A VA Who Is Away & Not Contactable

• Key Notes For Dealing With Clients

• Meeting Minute Taking & Writing Tips

• Phone Sheet Template

• Proofing Agreement For Clients

• Secure Mail Template To IRD Regarding A Missed Payment

• Support From Our Accountant Contractor

• What Tasks Can I Delegate?

• What To Do If A Client Asks You To Purchase Something On Their Behalf

• What To Do If A Client Asks You To Set Up A Tool

• What To Do If You Have An On-site Meeting With A Client

• What To Do If You Have Completed All Your Work For The Day

• What To Do When You Don't Have Client Work

• Bookkeeping Tips

• Cafes, Catering & Room/Venue Hire

• Client Handbooks

• Client Anniversaries & Birthdays

• Client Gift Ideas

• Contacts For Outsourced Work

• Covid-19 Leave Support Scheme for Employers

• Email Templates For Sending To Clients

• Finding Accommodation & Conference Centre's Across NZ

• Inbox Management - Best Practices

Tech Apps & Tips

• How To Build A Website

• How To Bulk Update Teamwork Tasks

• How To Create A Favicon

• How To Create A Google Site

• How To Do A Screen Recording In Berrycast

• How To Email Directly To SharePoint

• How To Fill In & Sign An Adobe PDF

• How To Insert An HTML Email Signature To Gmail

• How To Open A Chrome Tab That You Accidentally Closed

• How To Reduce The Size Of A Video

• How To Reset A User's Password For The Smartly App

• How To Resize Images With PicResize

• How To Set Up A Meeting

• How To Set Up Harvest

• How To Use Airtable

• How To Use/Add Chrome Profiles

• How To Use Hubdoc

• How To Use Mailchimp

• How To Use Teamwork

• How To Use Trello

• Templates For Documents That Clients May Request

Tech Tools

• Adobe

• Airtable

• Appear In

• Better Proposals

• Bitwarden

• Bonjoro

• Board Pro

• Bookkeeping Apps (with subpages)

• Box App

• Canva

• Captions

• ChatGPT

• Contract Template

• CRM

• Descript

• Dext (formerly Receipt Bank)

• Dropbox

• Elixir

• Eventbrite

• Evernote

• Facebook

• Fast Poll

• Florbs

• Flow

• Google (with subpages)

• Happy Scribe

• Harvest

• Hubdoc

• Involve.me

• Job Advert Text Examples

• Jotform

• Kajabi

• LastPass

• LEAP

• LinkedIn

• Lynda.com

• Mailchimp

• Microsoft Office (with subpages)

• MYOB

• Office 365 / SharePoint

• Online Meetings

• Privacy Policy Creator For Websites

• Project Management Apps - Comparison

• Rocketspark

• SharePoint Access

• Site We Use Cookies Pop Up Tool

• Skype

• Slack

• Smartly (formerly SmartPayroll)

• Snapito

• Spectacle - Promo videos for inspiration

• Speech Kit

• Survey Monkey

• TeamViewer

• Teamwork

• Todoist

• Trade/Builders Apps

• Tradie Job Tool Apps - Comparison

• Trello

• Video Ask - Use to get feedback and testimonials

• Voxer

• Web Genius

• Westpac Business Internet Banking

• WhatTheFont

• WiseStamp

• Xero (with subpages)

• YouTube

• Zapier (with subpages)

• Zoom