Free Tools For New Virtual Assistants

As a new virtual assistant, navigating the essentials for your business can be overwhelming and stressful. I have compiled a list of the best free tools for new virtual assistants to save you time and effort in searching for the right resources.

FREE TOOLS FOR NEW VIRTUAL ASSISTANTS

1) PAYPAL

PayPal is the way to go when collecting money from clients.

• You can send customized invoices for free

• You can set up recurring invoices and send reminders for unpaid invoices.

• Your client can pay with their PayPal, credit, or debit card

2) TYPEFORM

Typeform allows you to create free online surveys for clients.

You simply create the form, send the link to your clients, and they fill in their answers. Or you can embed the form on your website!

Another free option is Google Forms.

3) CALENDLY

Calendly is an online tool you can use to schedule your client discovery calls and meetings.

Rather than exchanging emails to ask, "What works for you?", simply send a link to your calendar. The client can then select a date and time that suits them. Just like that, it's settled.

• Time zones are automatically adjusted for you. 

• Clients can cancel and reschedule appointments themselves.

• Easily add scheduled appointments to your Google Calendar.

4) LASTPASS

LastPass is where you can store sensitive info like passwords for both you and your clients.

• It’s a secure way for clients to send you private info.

• It makes it super easy to log in to all the sites you’ll need to access.

• There’s an app that you can install on your phone so that you have access to everything.

• Clients have the option of making their login details visible or not.

5) ZOOM

Zoom is a video conferencing tool that gained popularity during the pandemic. It is ideal for conducting discovery calls and client meetings.

• You choose whether you want to do video or non-video calls.

• You can record meetings.

• You can share your screen.

• You can share links, etc. in the chatbox.

• Having meetings through Zoom solves the problem of long-distance phone calls.

6) GOOGLE DRIVE

You can create documents, spreadsheets, and slides using Google Drive (and keep it all organized).

• Everything is saved to the cloud automatically (you don’t have to hit save constantly).

• You can share files and folders with clients or vice versa.

• You can collaborate with a client and everything is updated on both ends.

• You can save images and files.

• There’s an app so you can access folders on your phone too.

7) TRELLO

Trello is a project management tool that will help you organize your to-dos and client projects.

• Organize and prioritize your to-do’s in an easy, visual way that’s fun.

• Create boards, lists, cards, checklists – it’s an organizer’s dream!

• Link to your Google Calendar, upload images and files, and more!

• There’s an app for your phone too, so you can view your to-do’s on the go.

8) DROPBOX

Dropbox is what I use to save my files instead of saving them directly on my computer.

• You can easily share files and folders with clients and vice versa.

• You can share large files

• Sending files is much more secure than email.

• It’s a popular file storage tool that lots of businesses use.

• You can send files to anyone, even if they don’t have a Dropbox account.

9) – CANVA WEBSITE

Canva now has a website builder! And it’s free!

You can create an attractive one-page website using Canva's user-friendly website builder. Additionally, you have the option to use a complimentary URL from Canva or connect your own domain, and the hosting is also provided at no cost.

Indeed, starting or running your VA business doesn't require investment. A handful of free tools are all you need to begin!