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How to make successful steps with infusionsoft by keap?

Monday, October 17th, 2022

Infusionsoft by Keap crm is a marketing software which was designed on a mission to help small businesses to grow and make their owners aware about the most important features of keap and its uses. These features include more lead generations and more repeat sales without too much investment. Keap is a perfect and most helpful platform that includes CRM, email marketing, and ecommerce suite. If you are a beginner or already using keap for months, it’s possible that you might be not utilizing its features properly. Most of the owners of small businesses use its two modules only – auto responder and shopping cart.

This is crucial in the beginning, and owners like you typically employ systems that maximize these two modules. As a result, this is the data that was pulled over in the Keap. To reap the full benefits of this software program, it is necessary to progress beyond these modules and use additional system services as time passes and the business grows. This will only aid in the rapid and easy development of procedures and standards.

Following are the points to pay attention while using Infusionsoft by Keap:

CRM Management – Undoubtedly, InfusionSoft by keap has the most fantastic CRM management system. This management system manages all contact records of the clients which is an important and difficult task at the same time, and business owners must know. It also stores all the data and records of clients. In a very short time, it can help you find the information, contact records, credit card information, emails, and many more things. Also, you can upload additional documents to the contacts.

Marketing – Using the Campaign Builder, you can easily manage each of your campaign pieces for product promotion or sale, as well as anything else you want to promote in your business. The Campaign Builder makes it simple to create emails, build opt-ins, tags for segmentation, and landing pages. It’s also simple to start and stop specific follow-up sequences for each client, which can save you a lot of time.

Ecommerce – It is possible that setting up the program’s shopping cart will be difficult at first. Indeed, many places require setups such as payment plans, order forms, promotional codes, and so on. However, once you know where to look for each of these things, you will find it quite simple to set any options for your products. When it comes to the design of the shopping cart, there are numerous options available. However, these features are simple to implement, and payments can be made with just a few mouse clicks. The system is also very smooth for scheduling payment dates and updating credit card data.

You can only use InfusionSoft by keap efficiently when you spend more time on learning about its features and how to apply them for your business’ growth and benefits. Most of the business owners do not pay attention to the learning, and then fail to gain the advantages of keap. You must ask your consultants about its use and its modules. Kaya Systems has the experienced infusionsoft by keap experts with more than 10 years of experience. Our keap consultant team is skillful and provides proper information. Our services are very affordable. Contact our team for further details.

Why Your Small Business Needs Infusionsoft by Keap?

Friday, October 14th, 2022

If you are in search of something that can help you grow your business in a more efficient way. Infusionsoft by Keap crm is the best platform for you. This is the platform that can help you manage and automate your time consuming tasks. Most of the people think that keap is just about email marketing and campaigns, but they actually are unaware of its functionalities. Most of its functions are designed for bettering the marketing work. If you are already using keap, then you might be not utilizing its features properly. Here in this blog, we will help you to find out new ways to use this software for your advantage. 

—Your clients are clever
Your client is a very intelligent person. When he invests in something, he expects to see quality work in return. And if you fail to deliver the best results, he will not take the project on a long term. Instead he would find some other place where he gets satisfactory marketing work. But if you are using infusionsoft by keap, you do not have to worry about these things. Because it is an all-in-one marketing automation platform.

—You need tools to increase efforts

Usually, small business owners have so many different tasks to perform and to complete. And sometimes you fail to perform all tasks at a time because it takes a lot of time. Keap is a perfect crm to manage all these tasks. It has the ability to complete all the complicated tasks very delicately and let you focus on the other important things of your business so that your time is not wasted. 

—Working with one dimensional email marketing provider
Are you currently using simple tools like Aweber or similar? These tools may only help you in the beginning to manage some tasks but will not handle your entire business. Because these are the basic tools and not enough to grow your business. Keap crm can run and manage your entire business very smoothly. 

—You need a whole package
Not all the small businesses can afford to pay the salaries to the whole team of developers and programmers. They search for an all-in-one platform which can do all these things for them. This is where keap comes out to be the perfect solution for their needs. It can generate the sales reports and manage your credit card processings very smoothly. 

—Integration with WordPress
Most of the people use wordpress for their blog and majority use wordpress to run their entire website. But here is another exciting thing about keap, it directly plugs into the content management system. The features of infusionsoft by keap crm are extremely useful and helpful for the growth of your business. 

—Easiest way to collect customer data
This is most likely the one most important feature of this keap. Customers are the best plus to any small business. It’s necessary to possess a tool in your arsenal which will quickly and accurately capture data regarding every one of your customers, so you’ll implement that data during a time of growing your business.

Kaya Systems has over 15 years of experience in working with crms. Our infusionsoft by keap consultant team is dedicated and works closely with strategy to understand the requirements better. We offer affordable infusionsoft by keap services that suit your needs and budget. Contact our team for further details.

How to implement a CRM System?

Thursday, October 13th, 2022

Customer relationship management (CRM) programs have evolved from a tool that helps groups store client information into a multifaceted center that drives the innovation suite of a complete business. It can include huge esteem to your company, but how well you coordinate it together with your pre-existing forms will direct its viability. The finest implementation incorporates focusing on your built up objectives, utilizing a committed group to lead the implementation, and preparing openings that offer assistance to workers to learn how to utilize the software when it launches. 

A CRM stage is an overarching framework overhaul, and the scale and detail of its usage must coordinate its expected reach. These four key concepts clarify the desired speculation and techniques businesses can take after for an effective CRM usage handle.

—Choose a right CRM

Before choosing a crm, it is important that you must have complete information about your business and its needs. Because crms are highly configurable and without business understanding you cannot make a right choice about any crm software. Once you are clear about your wants and needs, take time to research for the best CRM tools that your competitor is currently using. Choose the one that is cost effective, customizable, and user-friendly.  Look for its available integrations and evaluate its pros and cons. 

—Train your team

Right after choosing your crm, the next thing you have to consider is to give proper training to your team before the implementation of crm. Your crm system will not work for you if you do not have a proper understanding about its use. However, with enough understanding and proper training about crm will avoid any further complications. Some crms offer training and consulting programs also so the businesses can get the advantages from their platforms. 

—Backup and migrate customer data

Backing up and migrating your customer data is going to be the most time taking part of implementing a crm. Data migration and backup is your top priority. Make sure the data is safe and secure. When you start importing the data, make sure it is imported correctly. All the contact numbers are with correct country codes, customer data, finances, and the message services contain correct information. 

—Build in Integrations

Ensure your investment in existing software by making sure that they are associated amid implementation. Having one modern piece of tech to memorize is troublesome enough. Being told that the unused CRM doesn’t work with a software they’ve fairly gotten to grips with could be a migraine. Workers will rapidly pass on to the execution project supervisor. Integration with existing apps will increment customers’ understanding.

Here at Kaya Systems, we offer a wide range of crm services at extremely affordable prices. Our services include infusionsoft by keap, zoho marketing hub, active campaign crm, and hubspot consulting services. Our CRM marketing experts are fully trained and they have over 10 years of experience. We can help you choose the best CRM which you can successfully implement in your organization. Contact us to schedule a meeting.

How To Get The Most Out Of Your Virtual Assistant?

Wednesday, October 12th, 2022

As a business person or business owner, you normally have much work on your plate! So clearly you wish for assistance with the smaller errands that appear to require so much time, however don’t have the time to hire a full-time specialist! This is often where virtual assistants come in; they can get to work on those little errands whereas you focus on other viewpoints of your business! While working with a Virtual Assistant is fantastically helpful and time-saving, there are some steps you’ll take to guarantee you’re getting the foremost compelling work out of your VA!

Here are Kaya Systems’ tips about How to get the most out of your Virtual Assistant!

—Sort out all your SOPs

Standard operating procedures are the maps that help a virtual assistant team to complete the tasks efficiently. Because once you have assigned the tasks, given clear information, and easy-to-follow instructions, that means you have saved much of your time in the long-run. When you have written everything regarding your tasks in an easy way through flow charts or diagrams, it will make it easy-to-understand for a virtual assistant. After sorting out all your sops, your virtual assistant team will follow and complete the task exactly how you wanted it to be, which will benefit your business. 

—Build trust by giving them respect

Giving respect to your VA and building a trust is another great way to get the most out of your virtual assistant. It will develop a great bond with you and your VA and will work with you for longer. When you respect your employee they work for you with all of their heart and take your business to the next level. You do not have to make them your best friends, after all it’s a business but giving them guidance and being respectful, kind, and transparent is a way to get the best results. 

—Share your vision through communication

Sharing your vision through communication is another key factor of getting the most out of your virtual assistant. Some business owners are not good at communication, they think that they are overcommunicating , which is not right. Make sure not to make any mistake while giving them instructions. You have to communicate efficiently and provide proper details and instructions about your tasks to your VA so they can meet your business requirements. 

—Equip them well

Another advantage of hiring a virtual assistant is that they have their own tools. You do not have to bear the expenses of tools. But still you have to make sure that they have all the technical things, and the right tools that are important so they can do the work and perform all the tasks efficiently. So, you have to leverage the right tools, in this way your VAs will do their best. 

Kaya Systems is an authorized and certified company. We finish this by teaching, instructing and motivating the Kaya Systems group to way better help our clients, and by giving our clients the assets required to move their company forward. We have worked with your man in India as a client for the virtual assistant services and on the other hand we have also tried Kaya Systems. Undoubtedly, YMII is a great company but Kaya Systems proved to be the best in virtual assistant services. They provided detailed instructions and the services were really affordable. Contact Kaya Systemsvirtual assistant consultants for further information. 

Top 5 benefits of hiring a Virtual Assistant

Tuesday, October 11th, 2022

Busy experts tell us, “I wish I could clone myself! I have so much to do!” Tragically, science isn’t however to the point where you’ll make another “you,” but you’ve got another choice for getting things done that doesn’t incorporate enlisting costly in-person staff: bringing on a virtual assistant. When you start your business you must be struggling with your administrative tasks. And when your business is prospering you must need extra hands to complete your tasks and run your business smoothly.

It is the right time to hire virtual assistants. You must have struggled with a lot of virtual assistant websites to know which one is the best to choose and what are its benefits. Here at Kaya Systems, our professional and talented virtual assistant consultants will help you in every task to run your business more efficiently. Here are the huge 5 benefits of hiring virtual assistants. 

—You can save tons of your time

Time is the most precious and valuable asset anyone has, and once it’s gone–it’s gone. Your business needs your core focus and when you are handling your business and administrative tasks all alone, it means you are not giving the level of focus it deserves. Having someone who can take care of your backend can be very beneficial. It will help you to save your valuable time and your administrative tasks will be done smoothly before the deadline. Our virtual assistant team will quickly soak your pain like a sponge because we work smartly on whatever tasks you assign. 

—You can expand your reach

Lead generation is an important part of business, whether you are doing it with social media, contact forms, or inbound campaigns, it is time consuming. And you do not have much time to handle it yourself. Our professional virtual assistant consultants and experts can easily manage your social media, answer all your online questions, and respond to your email queries. Stop worrying and paying a marketing firm because we are here to take your workload and provide you with the best virtual assistant services at a very affordable cost. 

—You can increase your productivity


Virtual Assistants
do your administrative tasks including data entry, managing your daily tasks, answering phone calls, and responding to the emails and other clients. These things increase your business’s productivity and let you focus on your other tasks. When you hire a visual assistant team, you have extra hands to help you throughout. Kaya Systems our skillful team will focus on the productive areas you might not be aware of, and save your precious time.

—You can scale your business

Taking a very first step towards your business expansion? Hiring a virtual assistant means scaling and growing your business. When you hire new staff and pay them, it can be more costly as compared to paying a virtual assistant group. And hiring VA can be a perfect solution. Our company provides a professional group of VAs at extremely reasonable cost. Which will help you scale your business by keeping you on budget and done your daily tasks 10 times faster. 

—You can be more flexible

Do you spend most of your time answering the phone calls, responding to the emails, and managing your inbound campaigns? What if someone else does these nonessentials things for you and you can focus on the other important tasks or of business? Your clients are located in different countries, different areas, and different time-zones and managing all of them all alone at the same time is something impossible. If you hire a new staff and teach them all new technologies and strategies it will be time taking, So why not hire a professional VA group of Kaya Systems who already know all the techniques?

Kaya Systems Inc offer great services at a great price. We take the time to understand the expectations for each task before assigning them to some random associate. We have also worked with yourmaninindia and have invested our time in coaching. Our services are best and our major goal is to make our client satisfied. For further information contact our team and they will answer all your queries. 

Infusionsoft by Keap CRM

Thursday, September 26th, 2019

CRMs have become the central hub for online businesses for the last 10 years and nowadays every single online business dealing with a lot of clients, new prospects and leads are actively using different CRMs. These CRMs play a vital role in automating different business processes but here in this article we will discuss how these CRMs play their roles in life cycle marketing. And specially we will discuss how Infusionsoft by Keap CRM is one of the best CRMs.

Before we discuss that how InfusionSoft by Keap CRM helps automate marketing process, we first need to understand steps in marketing process

On basic level, there are 3 marketing process stages/steps

  1. Advertisement
  2. Information Sharing
  3. Selling

I will give only an overview of these steps here, so in advertisement we create different ads of our products and services and we post those ads on different channels like Facebook paid advertisement, PPC, Email Marketing or through other advertisement channels. Through those ads we bring users to a website, landing page or on the Facebook page where we share detailed information about the product and services and then we convert those users into customers by selling these products.

These was the normal practice being followed when there was no CRM available, but with CRM we can’t only automate this entire process but we now have several options that we can perform in an automatic way like

  1. We can sign up users to Infusionsoft by Keap CRM so that we can have their information to promote new products, services or news about companies in future
  2. We can sell upsells to these customers because we have their contact information saved in CRM
  3. We can remarket new versions of the products/accessories they have already purchased through us

There are several CRMs available in the marketing but here we will discuss Infusionsoft by Keap CRM specifically and what different aspects of this CRM make it different from others

If you are new to InfusionSoft by Keap CRM and you are not getting from where to start you need to understand what are major functionalities that you need to utilize correctly in order to have maximum output from InfusionSoft by Keap CRM.

Infusionsoft by Keap Consultant are the expert who should be the first in your list to consult your need and how they can either help you or train you to implement Keap CRM so that you can achieve your goals, but here are some guidelines that you can use in order to implement Keap by yourself.

Data Management with Tagging in Keap CRM

First of all, at the very core level you need to understand what tagging is and why it’s important to create a good tagging system in Keap. A tag in Keap CRM is used to identify a contact’s current status or its source, for example if a person signed up for a free book through Keap’s web form. A tag “Free book signup” applied to this person will identify that from where this user came in the system, and this tag will distinguish this user from those who did not come through this sign up form. So, segmenting your contacts in Keap CRM is extremely important, it allows you to make different decisions based on these tags

Keap CRM Campaign Management

This is another very important segment of Keap CRM. In the section we can create different campaigns and Keap CRM has a drag and drop feature to create these campaigns. You can create several types of campaign in Keap CRM from automated response to a for submission to complex ticketing systems campaigns.

Keap CRM integration with website

Integration of Infusionsoft by Keap CRM with websites through web forms or order forms allows an interface from where user’s data gets in Keap CRM and then we can trigger an campaign based on what further we want to do with these contacts.

In Kaya’s upcoming posts we are planning to discuss different aspects of Keap CRM in detail and you will be able to get more information on this CRM in our coming posts.

HubSpot CRM Marketing Automation

Thursday, September 26th, 2019

HubSpot is being used widely by online businesses as CRM for marketing automation, lead management, as CMS and to integrate it with website or social media to bring in leads and prospects. Today in this article, I am going to explain what marketing automation is and how Kaya systems help clients to automate their marketing funnels by using HubSpot CRM as marketing automation tool.

In nut shell, marketing automation means to define a set of processes in automated way that can lead users to different paths based on their actions and then to bring these users to satisfy a predefined goal, and this goal can be a purchase, an upgrade in their membership level, or signup for any offer.

There are several processes involve in marketing automation, sending emails, assign leads to sales team, nurture sequences, selling upgrades, abundant cart campaigns etc. and HubSpot modules allows business owners to achieve maximum marketing automation for their business.  Marketing Hub module of HubSpot CRM contain all we need to automate marketing, below is a list of what we can do along with small description

HubSpot CMS

You can use HubSpot as CMS, which means you can create you can host your website pages on Hubspot, you can create content, add images, forms and products. HubSpot provides drag and drop features that you can use to design your page, and also gives different templates that you can use to create your pages by just replacing your content, images and logo

Landing Pages with Call to Action

You can design your landing page in HubSpot and you can add Call to Action in those landing page, a Call to Action is a web form that you can integrate in your landing page with some offer to people to signup, like free e-book

Email Campaigns

HubSpot CRM provide many prebuilt email templates that you can use to create your nice-looking email templates, you can also create your own custom email template that you can develop according to you branding, HubSpot campaigns offers both drag and drop feature for creating custom email templates or you can also use HTML coding to create your email template.

Once your templates are created, you can send your content to your contacts with in minutes and can put your offers, services or products in front of them, you can link you landing pages with Call to Actions within the body of your email content and people can click and go to the landing page and can perform the actions you want to.

Drip Campaigns

Once a user shows an interest in your product/services, add these leads in to a predefined path of drip campaigns, where you will be sending them to different choices to make and based on their selection these leads will follow different paths, and ultimately converting them in to a customer, Drip campaign is a complete logically defined path that I will explain in my other article that how we can setup these drip campaigns to trigger next steps for each leads based on their individual decisions on each stage.

Tracking and Reporting

HubSpot tracking code can be installed on the website/landing pages, or on call to action pages, and you can track all user’s activity within hubspot, and based on these tracking reports you can make different business decisions that can improve marketing process and can bring more business to you.

Infusion Soft is now InfusionSoft by Keap

Thursday, September 26th, 2019

Infusion Soft was founded in 2001 and in 2004 they wrote their script to automate sales lead which was large milestone for infusion soft to become one of the leading CRM in digital marketing industry, with development infusionsoft added many modules in infusionsoft CRM to help businesses to have more control over their sale processes, these modules are as follow

Infusionsoft CRM module

In this module we can manage contacts, companies, referral partner and visitors, this is where we can design complete tagging structure and based on these tags we can search and create different lists to distinguish contacts and leads within infusionsoft CRM module.

InfusionSoft Marketing Module

In InfusionSoft marketing module we can create campaigns, send email broadcasts, create interactive email template, lead generation and reporting. In infusionsoft email campaign we can create autoresponders, drip campaigns, can create signup forms. Then these campaigns are used to send different offer, new products or news letters to contacts in the CRM. Also, we can design custom email templates that we can use in our campaigns.

Infusionsoft E-Commerce Module

In E-commerce module of Infusion soft we can either create a complete cart system or we can just create single order form that we can use to integrate within our email campaign with buy now button or on the landing page with link to cart to order form. There are several payment gateway options infusionsoft offers like PayPal and authorize.net

InfusionSoft Admin Module

In this module admin of the user can create, delete or update users, and can set their permissions to limit their access on different module.

In 2019, infusionsoft announced their rebranding and new band name is Keap, after this announcement all social media channels for infusionsoft changed their page’s name to Keap. Keap administrators still access their application on the infusionsoft main domain name as they were doing before, no change there so far. Modules in infusionsoft are still same there is no major change there after rebranding.

Keap CRM Consultant and Experts

Keap CRM consultant and experts are observing rebranding very closely and in Keap CRM community this is hot topic these days, specially Keap API developers are taking this rebranding very importantly as they have developed many aplications with Keap API, any new addition in the CRM in coming days can get Keap API developer’s attention, and they can also expect to have more control over the Keap API which is now available right now.

Summary

InfusionSoft by Keap CRM is rebranded, from functionality point of view and from API documentation things are same as before, but Keap CRM support need to improve more with this new branding because Keap support improvement can make a major positive impact on this new brand. Keap Consulting firms, API developer, and Keap virtual assistant or Keap administrator and users will be happy with this new branding if they will have more improved customer support from Keap CRM to resolve their issues they are facing in InfusionSoft by Keap portal.

Is Virtual Assistant a savior?

Thursday, September 26th, 2019

Is Virtual Assistant a savior?

Well, it depends on the perspective but yes, if you get trained and highly skilled virtual assistants. Over the world, people have been focusing on hiring virtual assistant rather than full time in-house employees. It mostly happens when you business require a lot of research and data mining, administrative tasks and similar, it is always good to go for virtual assistant.

If you are new to the world of business, let us help you with the term – Virtual Assistants. It is an intelligent, trained and highly skilled personal assistant who can perform services and tasks for an individual based on the instructions and requirements given. Since 2017, people have been more into hiring virtual assistants as compare to full time employees from their homes. They are also known as virtual office assistant. They can be self-employed or working under outsourcing companies.

Which virtual assistants are better?

Normally, when people are new to business are worried about which ones to choose. The best option is hiring virtual assistant through outsourcing company to make sure the quality of services are great with privacy to be maintained. You definitely do not want to work with someone who can sell out your data to any of the competitors. Keep the things clear, company takes the responsibility to make sure that your position is secure as far as the confidentiality is concerned along with high quality services.

Why virtual assistant is a good option to consider?

No matter how huge or small your business is, keeping the budget maintained is the major key. Due to their independent nature of job, clients do not have to worry about logistics problems, taxes, office space, supplies and equipment. With the help of virtual assistants doing the tasks for you, can help you achieve target without expanding the budget to enormous numbers. Clients are only bound to pay for the hours committed or worked as per the contract signed by both the parties.

How to communicate with virtual assistant?

There are multiple ways to communicate with virtual assistant such as via Internet, emails, and online workspaces and phone call. As the professional means, clients and virtual assistants whether individuals or via company, prefers to use Skype or Google Voice, Slack and Zoom to communicate especially at Kaya Systems. There are multiple expected positions available such as office supervisor/ manager secretary, legal secretary, real estate virtual assistant, legal assistant and executive assistant. There are also advance services available for virtual assistant such as attending the call via VOIP (vonage) without letting the other end user getting the knowledge. This helps clients/ companies to add personal touch to the business of a receptionist or main desk without actually paying a full salary package.

How Virtual Assistants work?

Virtual assistants are available as individuals or companies who provide multiple professional products and services with proper training such as Kaya Systems. It is always advised to have dedicated virtual assistance under a company who can supervise the end task and assure the quality. Being under the company helps to get better Internet connection, communication and working environment. They are also known as online administrative assistant, online sales assistant or online personal assistant.

When it is great to hire virtual assistant?

Online administrative assistant can be hired at any stage of the business but most importantly, when you know time is money and you are actually running out of both. Burdening or over-burdening yourself as an entrepreneur or new to the business can mislead you but sharing the workload with highly qualified and trained virtual assistant USA such as at Kaya Systems can be a great relief.

Due to enormously input and ease added to life due to virtual assistant, they have become really popular these days. From day-to-day business tasks to regular personal tasks, virtual assistance is becoming a bigger thing now.

How virtual assistant can help?

Few of the reasons to work with virtual assistant are flexible hours competitive pay, remote working and more family time. They are a great source to help you lessen the workload with few dollars spent. Other benefits include: no separate office space, no employee related expenses, no taxes and concerns regarding downtime. You simply have to pay VA according to the contract signed between both the parties.

If you get a professional, loyal and efficient virtual assistant, it can become a great asset to the company. When the company is growing, every new addition is a greater opportunity to grow so why don’t try a well-trained and smart virtual assistant at Kaya Systems. Here is the list of top tasks virtual assistants are great at:

  • General Virtual Assistants
  • Social Media Management
  • Content Writing
  • Digital Marketing
  • SEO (Search Engine Optimization)
  • Graphic Designing
  • Web Developer
  • Data Scraping and Mining

Sometimes, it is good to train a virtual assistant you synchronize with to make sure you they give you the best. There are specialties of virtual assistants such as someone good at writing and speaking in English can be hiring for content writing, content moderation, digital marketing and telemarketing. Administrative virtual assistants can work on emails, data entry, data mining/ scraping, appointment scheduling, attending calls as receptionist, setting up reminders and so on and so forth. As an entrepreneur, find the virtual assistant who can deal well with the tasks you feel burdened with. The best idea is to consult companies offering virtual assistance. This way, you can have multiple types of trainer staff working as online assistance for you.

What are the general responsibilities of Online Personal Assistant?

For the small businesses, administrative costs are as similar to as labor costs are when measuring time and resources. Administrative roles majorly include emails, invoicing, payrolls, sales reports and dealing customer inquiries. General virtual office responsibilities includes the following:

  • Payroll duties and bookkeeping (calculating hours, updating salaries and adding expenses)
  • Perform banking requirements such as transferring funds and paying bills.
  • Database building, updates and entries such as contacts, sales, CRM and similar.
  • Receptionist or main desk duties such as leaving voicemails, answering calls and checking messages.
  • Create, present and file weekly report on deliverables, sales, hours and tasks.
  • Write and send invoices to customers and clients.
  • Manage technical supporting tickets and chat support.
  • Check and manage emails, respond to clients’ inquiries and manage spam.
  • Manage and create/ send invitations, greeting cars, thank you notes and newsletters.
  • Virtual Assistants also manage calendar by update, establish and add reminders to it about important events.
  • Schedule appointments with salespeople, businesses and clients.
  • Manage and launch cloud compute accounts such as Google, One Drive and Dropbox.
  • Convert, split and merge PDF files.
  • Prepare train manuals for new staff members and remote workers.
  • Produce graphics for spreadsheets or social medias.
  • Proofread content, documents or other official documents.
  • Create forms and surveys for customer feedback.
  • Create/ compose document/ files for multiple official tasks such as faxes, handwritten drafts and dictations.

What are the responsibilities regarding content writing?

Here is a quick list of virtual assistant hired for content writing services:

  • Guest blogging and posting
  • Articles/ Blog generation
  • Compose newsletters, press releases and submit to news release directories.
  • Design pamphlets and brochures, creates content to put into it.
  • Produce content marketing material such as white papers, eBooks and info-graphics.
  • Publish industry related book reviews and extensive how to guides.
  • Content writing virtual assistant service also include Write/ submit op-ed pieces to websites and newspapers.
  • Interview industry sources to write an in-depth report on market.
  • Interview previous/ old clients to develop case studies for future use.
  • Correspond and respond to the comments made on the business’s blog.
  • Generate industry related contents and blogs.

What are the responsibilities regarding SEO and digital marketing?

Here is a quick list of virtual assistant hired for SEO and digital marketing services:

  • Updating, developing and optimizing an SEO
  • Designing and planning Web Marketing Strategies
  • Setting up, designing and creating the landing pages
  • Digital marketing virtual assistants also conduct Blog analysis
  • Conducting keyword research for better blog and website performance
  • Off-page optimization: commenting on other blog page, participate in message boards, forums, and responding to the public on News Websites and YouTube.
  • Starting an in-depth competitor analysis (ranked content, targeted keywords and SEMRUSH positions).
  • Webmaster and sitemap submissions.
  • Monitoring weekly/ monthly Google Analytics reports including observing site backlinks.
  • Designing advertisements (side panel graphics, banners and etc) finding high-traffic and appropriate websites to place them on.
  • Establishing auto-responders, follow-up emails and edit according to response rate.
  • Generating email newsletters, email contacts and promotional copy.
  • Designing eBook covers, logos, icons, headers and other graphic elements.
  • Reach out to media outlets and influencers to garner profiles to publishers.
  • Looking for a content marketing publisher and firm to post branded content.

What are the responsibilities for social media management virtual assistant?

Here is a quick list of responsibilities a virtual assistant has to offer for social media:

  • Open social media accounts such as Twitter, Facebook, Instagram and Google+.
  • Share; generate new and edit posts on social networks (a content creation strategy).
  • Come up with proper profiles on social medias and inserting links to company website.
  • Conduct thorough analysis on shares, traffic and mentions known as performing a social media audit.
  • Upload photos to social media accounts such as Instagram and Pinterest as part of marketing strategies.
  • Run a social media challenge and content off and on to engage audience.
  • Graphically engaging pictures on Pinterest, Facebook and Instagram so that people repost.
  • Regular updates on social media accounts for better engagement.
  • Keep an eye on competitors on social media by looking the level on engagement, ranking, keyword prioritization and online visibility.
  • Virtual Assistance for Social Media Management Services also includes engagement with the targeted audience such as sharing relevant information, responding to inquiries/ purchases, posting promotions and thanking customers/ people for mentions.
  • Responding to reviews given on your page or other pages across social medias.
  • Looking and researching for highly used Hashtags for each day and see if they suit the company’s products, messages and marketing objectives.
  • Ensuring the mobile social media strategy for full optimization for small businesses.

What are the responsibilities for Web Developer virtual assistant?

Here is a quick list of responsibilities virtual assistants have to offer for web development:

  • Business and contact information
  • Easy usability
  • Quick loading times
  • A high ranking on search engines
  • A good navigation system
  • Planning, developing and designing WordPress websites (in case there is not one).
  • Provide technical support through coding on WordPress webpages.
  • Installing, updating and customizing WP plug-ins and themes.
  • Installing/ supporting ticketing systems and payment gateway.
  • Maintenance of integrity of website as well as security, functionality and troubleshooting.
  • Incorporating web programming and applications languages such as CSS, HTML, JQuery, JavaScript and APIs into company website.
  • Launching company’s own program and affiliate plug-in.
  • Online Assistant for Web development add images and tags to blog posts and website.
  • Creating online forms for customer feedback or inquiries and content submission,
  • Doing regular backups to prevent data loss.
  • Understanding User Interface (UI), general web standards/ functions and cross-browser compatibility.
  • Managing, setting up and monitoring other affiliates and respective links.

What are the virtual assistant services for Graphic Designing?

Here is a quick list of responsibilities a virtual assistant has to offer for graphic designing:

  • Design the images for all type of requirements.
  • Design website images
  • Graphically design email templates
  • Website designing
  • Editing and improve images
  • Graphic Designing Virtual Assistant is also qualified to Photoshop/ Photo edit photos provides by you.
  • Graphic designing for social media accounts such as Display Pictures, Banners, Posts, Pins and Instagram posts, etc.
  • Brochures and Flyers
  • Logo Designing
  • EBook
  • Templates for PDFs
  • LetterHeads, Business Cards
  • Miscellaneous

What are the responsibilities for Data Scraping and Mining virtual assistant?

Here is a quick list of responsibilities a virtual assistant has to offer for Data scraping and mining:

  • Finding email addresses
  • Contact details
  • Finding people with specific designation for marketing/ contacting purposes
  • Data scraping and mining virtual assistant can also find candidates for recruitment purposes
  • Collecting data for specific companies open with certain types of positions required by clients.

To contact for highly trained and expert virtual assistants in all the above-mentioned categories, send us an inquiry at www.kayasystems.com.

Who is true Infusionsoft Automation Expert?

Thursday, September 26th, 2019

Infusionsoft automation is basically automation of different processes that we can’t perform manually when it comes to large number of database. These processes can be sale process, marketing process, e-commerce or sending a newsletter to subscribers on weekly or monthly basis. There are two aspects of automations

  1. Infusionsoft automation within Infusionsoft portal
  2. Technical side of Infusionsoft automation

A true Infusionsoft expert / consultant is the one who not only understands infusionsoft portal side of automation but also understands that how it will be integrated technically with a website or a third part tool to get 100% automation output out of Infusionsoft.

For example, we will discuss a marketing process as a case study where we are marketing a product on facebook and we want to automate this process through infusionsoft. And let’s say following are steps that we want to automate in this process

  1. We want to land a user on a landing page with product info
  2. We want to give them an option to sign-up for promotions if he is not interested to by right now
  3. He can click on product and can go to checkout to complete purchase
  4. He purchased and went to thank you page
  5. Let’s assume Owner of this ecommerce site don’t want to use Infusionsoft Ecommerce module and want to use woocommerce extension for infusionsoft

Now in this scenario, an infusionsoft consultant must understand both sides, how to automate this process within infusionsoft and how to automate sign-up and ecommerce part of the process.

In this case, infusionsoft consultant will use infusionsoft CRM module to create following campaigns within Infusionsoft campaigns

  1. A confirmation email sent to those who signed up for news letters
  2. A nurture sequence campaign where he can add these subscribers to send latest or upcoming promotions so that whenever a new promotion is there, that can be sent to all subscribers automatically
  3. Up-Sell Campaign – if someone has purchased from you already, they are more likely to have more purchases from you and therefore in Infusionsoft CRM you can create Up-Sell campaign and can add these customers to this campaign to send them upsells
  4. Infusionsoft Cart abundant campaign, if someone has clicked a product purchased url in your email campaign and he is on checkout page but have not purchased anything for let’s say 1 hour, you can send him a cart abundant campaign asking him if he is facing any difficulty in complete purchase process

And on the technical side of this example infusionsoft expert needs to know

  1. How to create and integrate sign-up form on the website and how to theme it so it looks same as website from design point of view
  2. He should be expert to integrate infusionsoft with wocommerce, so that whenever there is an order, woocommerce can send this customer record to infusionsoft CRM along with a tag applied so that we can manage to add these customers in up-sell campaigns within infusionsoft automatically

During the last 10 years being infusionsoft expert in the digital industry we have seen 100’s of clients who are always confused while using infusionsoft crm, and the reason being is they rarely find consultant who understand both sides of infusionsoft. If an infusionsoft consultant only understands how to work within infusionsoft and does not understand how it will interact outside third party tools like clickfunnels, leadpages or woocommerce, he can’t design and implement complete process automation through infusionsoft. And same goes for who inderstand infusionsoft integrations for third party tools but don’t understands tagging structures, campaign automations they can’t help clients completely.

A true infusionsoft expert will see whole picture of proess automation and will implement that which will help businesses to achieve their goals without worrying about infusionsoft system implementation correctly.