Roslyn

Moxie software for freelancers

Game-Changing Tools: How Moxie is Transforming the Virtual Assistant Industry

The Best Features in Moxie for Virtual Assistants and Online Business Managers   Are you ready to explore the groundbreaking advancements in the virtual assistant industry? Imagine a tool that revolutionizes the way virtual assistants work and collaborate, offering unprecedented customization options, seamless communication features, and a streamlined client portal! Welcome to the world of […]

Game-Changing Tools: How Moxie is Transforming the Virtual Assistant Industry Read More »

Client Dashboards made easy in ClickUP

Create a Client Dashboard in ClickUp

We all face challenges when on-boarding new clients, and managing their ongoing projects, especially in the early stages. Initially, I encountered difficulties while requesting necessary information from clients through a combination of email, Google Docs, Google Forms, and Chat. This scattered approach resulted in confusion and multiple instances of information being resent because clients couldn’t

Create a Client Dashboard in ClickUp Read More »

How to use everyday tools to organize your business

Small Business, Big Results: Easy and Effective Organization

Every entrepreneur or freelancer is always looking for easy and effective organization tips to ensure the backend of their business runs smoothly. I’m sure you’ve read all kinds of articles that tell you that you have to implement a really great project management tool, CRM or bookkeeping software to stay on top of your work.

Small Business, Big Results: Easy and Effective Organization Read More »

How to manage your client onboarding process

Save Time, Wow Clients: Easy Dubsado Workflows for Client Onboarding

So you’ve landed your first few clients in your Virtual Assistant, Web Design, Social Media Manager business, or any other type of Freelance business you may run. Fantastic! But what’s next? Do you feel like you’re just improvising when it comes to on-boarding your clients or managing their projects? As a freelancer, the question “How

Save Time, Wow Clients: Easy Dubsado Workflows for Client Onboarding Read More »