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Image by Nico Frey
A stack of four leather books in sage green, royal blue, dove grey, and scarlet.

Tools

The platforms, apps, tools, and resources I use

There are a lot of different platforms, apps, tools, and resources out there to help you increase your productivity and work more effectively. I've tried loads!

Listed below are those I use regularly, and some I use occasionally or have used in the past. I'm also quick to learn how to use new tools and systems and like training others. 

And if you're looking for information on becoming a Virtual Assistant, then have a look at The VA Handbook - it's where I first discovered the term "Virtual Assistant" and has a ton of useful articles on it!

And if you're wondering why I've chosen the photo above, it's because I love beautiful notebooks, although the more beautiful they are the more scared I am to write in them and ruin them with my messy scrawl! 🤣

Those I use regularly

A laptop with the Google Mail symbol on the screen.

Image credit: Solen Feyissa on Unsplash


Google Workspace
 

I love Google Workspace - especially Gmail, Calendar, Drive, Keep, and Forms. There is a free version of Google Workspace for Nonprofits, for which many churches and charities are eligible. I can help you set it up and provide training in its use.

A large Whatsapp icon on a smartphone next to a white keyboard. (which is only partially visible).

Image credit: Grant Davies on Unsplash


WhatsApp Desktop
 

Having WhatsApp Desktop allows me to see my messages sooner, type messages with my keyboard, send and receive files easily, and quickly copy and paste in chunks of text and links. And all messages are synced between my PC and smartphone.

A gold-coloured combination padlock on a white keyboard.

Image credit: Towfiqu barbhuiya on Unsplash


LastPass
 

People re-use passwords because they can't remember them otherwise, but this compromises security. Password managers, like LastPass, generate strong, unique passwords, store them securely, and save you from the guesswork!

An example Trello board with a background of yellow flowers and sky and, Done, Someday lists showing.

Image credit: Sarah at Halo Virtual Assistance


Trello
 

 I use Trello for so many different aspects of my life! It uses a Kanban-style board layout with lists and cards, making it easy to visualise tasks and their progress. You can use it by yourself or add team members to your boards for easy collaboration.

A green cup next to a (partially visible) silver laptop showing several people on a videoconferencing call.

Image credit: Chris Montgomery on Unsplash


Zoom and Google Meet
 

I mainly use Zoom because that's what most people prefer, but Meet is a simpler option that comes with Google Workspace. The free Meet plan gives you 60 minutes of meeting time (1:1 meetings are unlimited), but breakout rooms are a paid feature.

A green plant next to a white box with the words "WRITE WITHOUT FEAR. EDIT WITHOUT MERCY." on it. The plant is out of focus and the box in sharp focus.

Image credit: hannah grace on Unsplash


Grammarly and Wordtune
 

I use the free version of Grammarly for catching basic grammar, spelling, and punctuation errors and the free version of Wordtune (an AI-powered writing tool) to help tighten up my writing, although I don't always use their suggestions!

Lots of old clocks in various colours, including Grandfather clocks.

Image credit: Lucian Alexe on Unsplash


Toggl
 

I log time spent on each client's work for billing purposes, but time-tracking is also useful for seeing exactly how time is spent and identifying areas for improvement. I can even keep track when away from my desk as I also have Toggl on my phone.

A screen shot, showing part of my Canva account, including the Canva logo, a list of recent designs, and two images; the first image shows a female superhero and has the title "The Defender" and the second  shows instructions for enabling the Daily agenda from Google Calendar.

Image credit: Sarah at Halo Virtual Assistance

 
Canva
 

Canva is an easy-to-use design platform for those without a graphic design background. With a huge number of templates and graphics, it allows users to create a wide range of visual content and there are free and paid plans. I use the free version.

An orderly, stylish, office with an open laptop showing a website; a second, larger screen; a mousepad and mat; a drink; and a plant.

Image credit: Domenico Loia on Unsplash


Wix
 

I created my own Wix website and one for a church. I also maintain my local parish's. They are ideal for churches/small charities with limited budgets, and where maintenance is carried out by volunteers. I can set one up for you and provide training.

Facebook and Linkedin

I manage a couple of Facebook pages and for one I produce an annual report on page performance using its metrics on reach, engagement, and follower growth. I also use Meta Business Suite and Live Producer.

Then there's LinkedIn, which I mainly use to market my own business and  where I use the hashtag #VirtualAdminAngel

  • LinkedIn
Image by Nico Frey

Others I've used

Asana - a project management tool that's similar to Trello, but better suited to complex projects and large teams, while Trello is simpler and more suitable for smaller teams and individuals.

Basecamp - another project management platform but it's a bit different to Trello and Asana. It's best for remote teams and a-sync collaboration. It was perfect for our team at Coaching through Covid and Beyond, as we were fully remote.

Discourse - an open source Internet forum system. I have moderated a forum and provided training.

Loom - a free screen recorder. I used this to make a training video for the Discourse forum.

Mailchimp - a marketing automation and email marketing platform.

Doodle - an online polling tool for fast and easy scheduling. 

Hootsuite and Buffer - social media marketing and management tools, which I mostly used for scheduling posts.

Instagram and X (when it was Twitter!) - social media platforms for marketing, customer service, brand building, and community engagement.

Microsoft 365 - I prefer Google Workspace but have used Outlook, Word, Excel, PowerPoint, Publisher, Access, Forms, Teams, OneNote, SharePoint, and OneDrive.

Unsplash, Pixabay, and Pexels for free stock images (but mainly Unsplash), and I always credit the creator wherever possible.​

Data Developments Membership Coordinator - membership administration software specifically designed for churches, faith-based organisations, and charities to keep track of members, families, groups, and rotas, and to create a membership directory booklet and various kinds of reports. As well as maintaining it, I also provided training on its use.

 

SAP for order processing, a long time ago!

Act! CRM As well as using it, I also provided training on its use - a very long time ago!

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