Head Office for Virtual Assistants

With Head Office's relational database, you can create a "Personal Information Manager" for each client in your portfolio. In the PIM is logged each activity that you have completed for your client in respect of each of his own clients, eg you telephone customer X for your client and send him a brochure. You write to another customer Y, confirming a change in his order. You can then send your client either daily or weekly reports of all the activities completed on his behalf, which in turn can support an end of month invoice. You can also send links directly to your client to view his PIM and access links to documents you have created on his behalf. Click on link to screenshot below:

Head Office PIM

You can also create a billing database which links to the PIM and logs time spent on each activity and the fee charge per activity, providing the content for an itemised invoice if required. For my information on how Head Office can improve how your virtual assistant business performs, contact 08450 527565 or email info.headoffice@theawaypa.eu.

Of course, Head Office PIMs are also a good way to keep track of your own personal or business activites too!