How to Stay Organized in your Virtual Assistant Business

How to Stay Organized in your Virtual Assistant Business

Being a virtual assistant can be hard. Not only are you working with multiple clients at one time, but you are working with different systems and softwares. Trying to keep everything organized can be a real challenge, but there are tools and strategies that can help.

Here are my tips on how to stay organized in your Virtual Assistant business:

Set a Good Structure 

The structure of your business is basically the tools and systems you use to keep things running smoothly. Setting this up from the beginning can save you a lot of wasted time and effort. 

How are you keeping up with client emails? How are you keeping track of all the things clients are sending you? How are you keeping up with due dates? Here are a few of my favorite methods below:


Trello is a software that uses boards to help you organize information and tasks. It can be super helpful when trying to keep up with your to-do list. You can create a board for each client and even invite them to join it. That way, you & your client can see at a glance what tasks are on the to-do list, in progress, and completed. This is great for beginners!

Click Up

Similar to Trello, ClickUp is another great option for keeping work & tasks organized. You or your clients can assign tasks and due dates right on the platform. It’s one of my favorite ones to use because you can easily add links, tutorials, and more, and it has a ton of capabilities. This software is a little more advanced, but it’s so worth the learning curve! 

The Daily Five 

I love using the daily five as a strategy for keeping organized. With this method, you list out the top five things you need to get done in the order that is most important. When you start your work day, begin with the first thing listed. Don’t begin the next task until the one above it is complete. I learned the Daily Five came from The Free Mama, and you can find it here.

Organization is Key 

I know how hard it is to keep focused on one task when you’re getting messages and emails from other clients or your phone is blowing up with notifications. The most important thing you can do is to have a system to stay organized. Using Trello, ClickUp or the Daily Five will help keep your business running smoothly, and, isn’t that what we all want? 

Are you looking for an amazing community of support as you build and grow your virtual assistant business?

Join my Facebook group, Become a Tech VA, for community, tips, and trainings. It’s the best place to be!

– Jess

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