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Sydni Craig-Hart

SYDNI CRAIG-HART, expert marketing coach and consultant, supports service professionals in creating success – in both their businesses and their lives. Known as "The Smart Simple Marketing Coach," Sydni uses a results-focused, “how to” approach in implementing simple and customized strategies ...

Category of Expertise:

Business & Finance


Smart Simple Marketing

User Type:



04/06/2013 10:48pm
How Can You Keep Your Client Work Organized?

Are you a Virtual Assistant who is looking for an easy way to collaborate with you clients and stay organized? If you are having difficulty staying organized in working with your clients, you may have too many locations where you store stuff.

For example, if you have 5 different clients that you work with, where do you save all of your communication? Is it difficult for you to keep track of the instructions that you receive via email? Does information get lost between the time you hear a voice mail to the time that you complete a task or project? It would be great if you could retain all of this information in one place. Well, the good news is, you can!

Basecamp is a fantastic resource that enables you to stay organized and focused when working with clients. Basecamp is online collaboration and project management software. Keep all of your data in one place so that you and your clients can review the same information at the same time. Additionally, you can edit and upload new versions of documents that you share. Why is this important for you? Basecamp will help you to stop losing emails and post it notes and voicemails. Upload all of the client notes that you have to Basecamp. Never lose a task or forget where you made notes about an important conversation.

Why is it so easy to keep track of files and conversations in Basecamp? Everything that you add to this tool is date stamped. You can get a visual timeline of the projects that you are working on currently. This let's you know what is complete and where you may need to take action on specific project.

It is important for you to get and stay organized in your business. Impress your clients by staying on top of the tasks that you two have agreed on. Use Basecamp as the answer to the problem of being disorganized. Being disorderly is a choice. Therefore, make the choice of taking control of all of your business activity. Decide to be the captain of your business' organization by implementing tools that will help you to serve your clients in a systematized and orderly way.

Sydni Craig-Hart, The VA Success Coach™, is Founder of Executive Assistant to Virtual Assistant!, a company dedicated to providing Administrative Professionals with the support, tools and resources they need to create a highly successful, profitable Virtual Assistant business. Visit www.VASuccessSecrets.com to listen to Sydni's FREE audio class "Discover How To Start A Profitable Virtual Assistant Business... From Scratch Nothing!"


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