Ready for the new year? It’s a time of new beginnings, evaluation, and dreaming big. Channel the enthusiasm of resolutions and the fresh start to make this year a great one for your business. Use our checklist to start off the new year strong.
Client Relations
- Review current client list. Double check the information to ensure it’s up to date. Make sure points of contacts, email addresses, etc. did not change in the new year.
- Review your prospective client list. Decide which potential relationships to prioritize cultivating in the new year, and outline steps to take to turn the prospects into fans of your organization.
Employee Management
Evaluate staffing needs. Identify any areas lacking support staff. Maybe it’s time for a social media manager or another administrative assistant. Consider a virtual assistant as an efficient and cost-effective way to meet your staffing needs, without draining the bank.
Business Management
- Create a strategy for the year. Create tangible, measurable goals for your organization. Think about what you want to accomplish in the upcoming year and how success is defined for your business. Then prioritize efforts for the first quarter.
- Make a thorough budget. It’s tedious, but important to make a budget for the full
year. It’ll change as unexpected expenses and outstanding situations arise, but it will help provide the clear direction necessary to ensure money is being spent where it’s most needed. - Review your processes. Examine your hiring practices, sales strategy, social media and marketing strategy, customer service practices, everything your organization does. Identify what is working, and what needs adjusting.
- Examine your technology. Make sure the security features on your devices and accounts are as secure as possible. Update any programs. Add in necessary equipment purchases in the budget for the new year.
- Clean up and clean out. Start off the new year with an organized workspace. Get rid of unnecessary documents on your computer. They just add clutter! Clean out and organize your desk to ensure everything is in its place for the new year.
Social Media and Marketing
- Conduct a social media audit. Go through all your social media channels. Evaluate their success and value to your organization, and cut ones that are not working.
- Review your branding. Sometimes a new year calls for a new look. Go through your website, business card design, and logo to see if anything should be updated.
It’s a new year, but there’s still the same old administrative tasks begging for your attention. If you’re stretching yourself (or your employees) too thin, outsource projects to Alpine Small Business Solutions! We can handle any business-related tasks for you, freeing up more of your time to manage your business in the new year. Give us a call or send us an email today.

You can’t find the perfect candidate if you don’t know what the perfect candidate looks like. Start off by figuring out what tasks you need accomplished (hint: you can use our
Once you’ve got a clear picture of what you need, you can start spreading the word that you’re looking for a new virtual assistant. You’ll need to create a clear job listing that details everything you need (i.e. everything from step one). Include something quirky to make sure the person actually reads your listing and can follow directions (for example, asking candidates to mention their favorite movie in the last paragraph to ensure they aren’t just mass posting an application).
Ask candidates for a resume, references, and work samples to ensure their experience and work is up to your standard. Conduct an in-person or webcam interview to get a feel for them beyond their application. It’ll allow you to get a glimpse into their work setting, their fluency of English, their personality, their energy, and all the other intangibles that play a role into how they will fit into your organization. Even though they won’t be coming into the office, it’s important to be sure that their
Imposter syndrome is often confused with a few other things, so let’s clear that up right now. Imposter syndrome is not humility (which is an accurate view saying your worth isn’t more than someone else). Imposter syndrome is a warped and false view of your “lack” of
It tells us we just got lucky. It wasn’t our hard work, talent, and ambition that got us that success. We just happened to be at the right place at the right time (which, by the way, is why you shouldn’t take a chance now because your luck may run out).
Don’t try to fix it with success. Sometimes people think the way to overcome imposter syndrome is to pursue more accomplishments. But, the underlying root of imposter syndrome is not being able to accurately internalize your own success and abilities. Simply piling on more success won’t do anything to make imposter syndrome go away.
Yes, your time is stretched thin right now. That’s probably why you
of communication
is working with several clients and each one has their own set of preferences and procedures, as does your virtual assistant. A broad term like social media management can mean anything from creating a few posts a month to creating a thorough multi-page digital
trades. Any task you can imagine, they can handle. Choosing the best tasks to pass on, however, can make your work with a virtual assistant more efficient. The ideal task is one you and your team lack the time/energy/experience for that the virtual assistant has the competence for. Usually these fall under the realm of administrative tasks (like scheduling or addressing envelopes). But don’t underestimate the value of using a virtual assistant to handle social media, blog writing, and other aspects of digital marketing. If they bring experience in that industry, they can really help your business grow. You can use
task. Are there any unnecessary steps you can remove? Is there any way to make the task less time consuming? Can you batch tasks to make the process more productive? The more efficient the process, the less money it will cost you for the
virtual assistant or a team member, should know how to complete the task. Remember that how-to manual you are creating? In the event the
This is the one who the office would die without, who knows where everything is an how it all works.
Generally, an office will hire one or two general VAs to handle the
offer a breadth of service options. As the company grows, you can add on a technical VA to handle more specialized tasks.
ideas.
project, then create and assign tasks in a to-do list format. Tasks can be delegated to one or more team member and can include deadlines, descriptions, and files. Tasks can also repeat (for example, social media engagement twice a week for a certain client). Team members can also view only the tasks assigned to them. It’s a great way to keep track of the many tasks your team needs to complete. The free version allows unlimited projects and tasks for 15 team members. Need even more? Of course, they have an option for that.
stored in a cloud. You can grant access to members of your team for different documents, and they can make edits directly into the document (and these edits can be viewed by everyone). No more downloading, uploading, and trying to remember which version is the most recent. You can easily organize documents into folders, and the free version provides 15 GB of storage.
you’re available, get back five lists of times, and spend minutes trying to find the overlap.
This is the basic first step to making yourself a legitimate business. You need to know if you are going to be a sole-proprietor or an LLC, or something else. Most virtual assistants run an LLC. You need to make sure you have all your ducks in a row for your accounting and banking and have the general setup for legal requirements in your area. Go do the research. Develop your
You have to know what you are going to sell. What are you good at and what do you have to offer people. Once you know what your business is there for, you can learn more and expand your services. I cannot tell you how important it is that you keep learning and stay on top of new developments not only in your industry but with new technology and ways to work. If you keep your skills up to date then you’ll have a more varied ad valuable skill set and will be worth more money. Plus, there is always something to learn and keep learning within the virtual assistant world.
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You want work? Go to the places where works is listed. There are many places that allow people to publish jobs they need someone to help them with. It may not always been the ideal position, but it does get some income rolling through the door and helps you build a little bit of a reputation. The best part, when you land that first small project, you can build that relationship for when they need more work, they know they can contact you directly to see if you are
Look in to other VA groups or agencies. There are many
I know this sees a little cliché, but if people don’t know what you have to sell or market, how do you really expect them to buy it? If you have a specific clientele you are looking for, go talk to them. Send them some material about what you can offer. Being a