Running a smooth operation as a virtual assistant means getting organized. After 18 years refining my systems, I’ve learned a few key things about clutter-free organization.
First, create a clear and consistent file folder structure. Logically organize by client name, then project type. This makes finding anything a breeze. Save templates in a separate section for easy access and reuse.
Next up is cloud backups. Back up locally and to a cloud service daily. It saves nerves when technology fails or files get corrupted!
Also, document your systems and processes in a shared manual. Update it regularly as procedures change. Make sure new team members understand how things are done.
Lastly, schedule time annually to purge outdated or unnecessary files and emails. It keeps things clean and lean.
With these pillars for organizing your VA practice, you gain structure while avoiding chaos as you scale. What are your top tips for running an orderly business? Please do share!