BatchBook in the Real World: Virtual Assistant
- Posted January 23rd, 2009
- Filed under: Using BatchBook
A personal assistant and project manager is often times expected to respond quickly and efficiently to handle task communicated by clients who like to communicate in many different ways. Clients email me, call, tweet and sometimes even text message me to handle things on the fly. In the beginning, this wasn’t urgent, I could keep track of tasks in my personal spreadsheet program and know what needed to be done and where I could contact the client as needed.
Business has grown and I’ve looked at several new management options of keeping track of incoming information versus searching spreadsheets (or sometimes even gmail) for something I need to find immediately to get my task done. I not only need to know a clients contact information, but details of projects or FTP information or passwords.
I’ve tried many methods, using 37 signals products, Salesforce, even Microsoft Sharepoint on a Mac! Lately I’ve been using BatchBook to help me accomplish things and keep details organized.
