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Basic Technologies To Use When Working With a New Client

A virtual assistant is a very valuable resource to a busy entrepreneur.  Getting your working relationship off to a good start is important in securing a long term assignment with your new client.

Working with anyone – real or virtual – is a dynamic situation where adjustments need to be made as the working relationship evolves.

With hundreds of mobile applications and cloud-based technologies, working effectively with your client should include using various electronic technologies.  Having a virtual workspace for communicating with your client is essential for success.

Below are 3 basic technologies that should be implemented as you start to work with you new client:

  1. Email – be sure to find out if your client will be setting up a specific email address for you that has their business extension, or if you will use your own email address to communicate with them.  Determine a response time that is acceptable to you and your client.
  2. Live Chat–...
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The Technology Tether

Do you find yourself constantly checking email, text messages or social media? Is your smartphone or tablet the first thing you reach for in the morning, or the last thing you put down at night? If this sounds like you, then you are tethered to technology and probably missing out on what is actually going on around you.

Below are some tips on how to disconnect—so you can connect with your family, friends and with your kids from Working Mother Magazine.

  • Customize your notifications. Give important contacts (your husband, boss, nanny, etc.) their own ringtones and text tones. Only respond to key contacts when you’re trying to have uninterrupted time with your kids, family or friends. Everyone else can wait.
  • Create tech-free zones. Make a pact that you’ll stay off your phone during key “connect times”. Those should include meal times, when you’re in the car with your husband, wife or kids, and an hour or so before your child’s bedtime. Kids...
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