Archive for the ‘4 hour work week virtual assistant’ Category

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 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. 

When A Business Owner Should Hire Virtual Assistant

Thursday, September 26th, 2019

Hiring a virtual assistant for businesses process outsourcing is an excellent step in many ways, you don’t need to buy a physical office, you don’t need stationary, laptops, internet connections, and on top of everything by hiring a virtual assistant you can utilize virtual assistants services only for the tasks you don’t have time for and can pay only for the hours utilized by virtual assistants to complete that task, and then these virtual assistants cost much low as compare to hire an employee within company.

Beside these benefits, question rises that when is a good time to hire a virtual assistant?

In today’s online business grown rate, business owners who wants to run their business online, they immediately need several type of services for their business to run online, first of all they will need a designer and a developer to design and develop his online ecommerce website, or even before this he might need to get a marketing research done to know scope of his business on the internet and he will need assistant and he will go find some virtual assistant companies online who have virtual assistants with marketing research experience for launching products online and they can conduct this research for business owners. so even a new business who is going online will immediate needs virtual assistant services.

But, we have seen some of the companies still prefer to hire in-house employees instead of outsourcing their processes and there can be many reasons, like in Scandinavian countries like Norway and Sweden you can’t transmit your company’s data outside your country, even a business owner can’t use hosting outside their country to host a website and hiring a virtual assistant is totally out of question, but we will focus on the business who can outsource their processes, for a medium size company good time to hire a virtual assistant company is, when they have their development team generating good business and non-dynamic tasks like data entry in bookkeeping, data mining, data scrapping, customers support, website maintenance, and many other static tasks should be outsourced to these virtual assistant companies immediately, because it will not only cost them cheap in terms of per hour rate, but setup cost and regular office expenses will be zero that will require to maintain in-house employees.

Many companies, have adopted this practice as a way to increase their profit margins by reducing these office expenses and by hiring low per hour cost virtual assistants. Next question that usually comes in mind that which companies is best at providing virtual assistant services, there are several parameters to identify the best company. You can go to https://www.spyfu.com and can search for that company. It will show you their domain’s age, that for how many years this company is in business, more years means the management of the company have more experience in this industry and also you can ask them to send your virtual assistant CV for your review, and a good virtual assistant service providing company must have Master degree holder virtual Assistant with at least 2 years of experience as virtual assistant.

You can also Visit Kaya Systems Virtual Assistants Services page to know more about different services offered by virtual assistant companies

Migration from Zoho CRM to Infusionsoft By Keap

Thursday, September 26th, 2019

In this article, we will discuss general steps require to migrate from Zoho CRM to Infusionsoft by Keap CRM and if you want to get this migration done we will recommend you strongly to discuss with infusionsoft by keap consultant who have expertise in Zoho CRM as well, so that he can review your current campaigns, packages, tagging structure, roles, contact and lead forms in Zoho in detail and can advise you that how these functionalities will be mapped on your Infusionsoft by Keap (keap CRM).

Before we go in to more details, I will divide this general migration process in to three different stages

  1. Migration of Campaigns
  2. Migration of Tags
  3. Migration of Users/Customers
  4. Migration of Products

Migration of Campaigns from Zoho CRM to Infusionsoft by Keap CRM

In this step, you will need to export all your campaigns that you have in Zoho CRM as backup because once you will leave CRM you will not have option to take anybackup, and you will then need to create all these campaigns again in Infusionsoft by Keap CRM campaigns by following sequences and emails in Zoho CRM, this will be fast process as all the logic for campaigns is already functional and you just need to implement that in Infusionsoft by Keap campaigns. In this step, you will also create all lead/contact forms that you have on Zoho CRM in Infusionsoft campaigns, as in Infusionsoft a webform can be a triggering element to trigger automatic email campaigns. So here in Infusionsoft by keap you can create these forms right away in campaigns

Migration of Tags from Zoho CRM to Keap CRM

Migrating tags is most important element as it defines what is current status of a user and what next steps or campaigns he will follow in a CRM. In Zoho CRM you need to export all your tags in csv file and then you need to login to Infusionsoft by Keap and in Marketing Module you need to download sample excel file that keap provides to users as sample excel file so that you can arrange you tags accordingly and then can import in Infusionsoft by Keap. Now you need to copy all your tags from the csv file you downloaded from Zoho CRM in to sample file you exported from Infusionsoft by Keap, once this is done you can now import all your tags in infusionsoft crm. Make sure you are not changing tag ids so that when you upload user lists they can automatically get associated with correct tags.

Migration of Users/Customers from Zoho to Infusionsoft

Migration of users and customers is almost same as migration of tags, you need to export all users records from zoho crm in to csv file and again in infusionsoft crm you need to export sample file for importing user records in infusionsoft. Copy and paste your user records in exported csv from Zoho to infusionsoft sample file and upload it in infusionsoft crm, make sure you are adding tag id’s column from zoho file to infusionsoft sample file so that these records automatically get connected with their tags

Migration Packages from Zoho CRM to Keap CRM

Similarly, you can export your packages you have created in Zoho to Infusionsoft by keap. But additionally, you will have to setup their costs, subscriptions etc. in infusionsoft, and also you will have to setup your payment details in infusionsoft by keap ecommerce if you wish to use infusionsoft by keap ecommerce functionality.

In Kaya Systems, we have consultants and virtual assistants who have expert level skills in both Zoho and Infusionsoft by Keap CRM, if you are thinking to migrate your CRM from Zoho to Infusionsoft we are here to help you, you can contact us and one of our expert will give you free consultation on your next steps

Role of Tags in Infusionsoft by Keap CRM

Thursday, September 26th, 2019

What is a Tag in CRM? This is very important question for those who wants to use a CRM with thousands of users and customers records. There are different definitions of tag, but here I will define a tag from a CRM’s point of view, in CRMs a Tag and is a flag that we can set against each and a group of people/records in the CRM to identify their current status, source and to trigger a certain campaign or action.

By the definition above, you can see how important is it to create an accurate and correct tagging structure in CRM to control your user’s flow within CRM. In Infusionsoft by Keap CRM, we also need to carefully decide tagging structure and here are steps that we need to follow in order to create an effective tagging structure

Know your processes and their stages

you need to know exactly what process you want to implementing through Infusionsoft CRM, for example a sale automation process can have different stages where if a sale person can be assigned with a task to call prospect, and based on the call result he should be able to move this prospect in second stage, that can be interested, could not connect, reschedule, and this will be done by applying or removing a tag (Rescheduled Tag) to the record. when you will understand your processes completely you will be able to see what tags are required during those processes and at what stage you will need to add/remove tags. An Infusionsoft by Keap expert help businesses to automate these processes in their routine and they have shared several sample tagging structures on different Infusionsoft by keap communities that you can search and use as guidelines to implement yours

Create and Run your Tags

Once you know what tagging structure you need, you can login to your Infusionsoft CRM and you can create those tags, to make those tags more clear and reasonable, you can create different categories for tags and then can create those tags and can assign them relevant tag category.

There are different ways to apply a tag in Infusionsoft which depends on different things like

  1. A new signup through Infusionsoft form
  2. Adding a user to a nurture sequence
  3. Purchased is made
  4. Selling up-sell to customers

Above are some of the many reasons that we need to apply a tag to a user. When someone signup through an Infusionsoft web form there is an option in web form setting that allow us to add a tag to users who will fill out that web form, similarly we can create purchase action set for a specific product to add a tag to customer who will purchase that product through Infusionsoft ecommerce shopping cart indicating that this customer have already purchased this product. And hence we can sell any accessories related to this specific product to this product buyers, by creating an up-sell campaign and adding all customer with that product tag applied.

During these last 10 years of working as Infusionsoft experts, we at Kaya Systems work very closely on these tagging structure to make sure that business owner can have detailed insight of what’s going on in the system and they can make their decisions accordingly.

My 4-Hour Work Week Experiment

Friday, September 18th, 2009

My 4-Hour Work Week Experiment
By: Andrew Brown

In a recent article, I touched on Timothy Ferriss’ book The 4 Hour Work Week. While I can’t say I agreed with the practicality of all of his suggestions, I did find some of his ideas very interesting and figured I’d try some on for size. Namely, I wanted to find my very own Virtual Assistant.

Just what is a Virtual Assistant? Well, in simplest terms, they’re like a secretary – providing administrative / clerical support to a busy executive. They can do whatever any assistant can do as long as they don’t have to be physically present. So while you couldn’t have them pick up your dry cleaning, they’d be more than happy to research an upcoming presentation for you.

The Search Begins
Ferriss’ book mentions a couple resources – Brickwork, Your Man In India (YMII), & Elance to name a few. I chose a shot gun approach and made inquiries with all three. Evidently, I was not the first person follow in Mr. Ferriss’ footsteps. My initial requests for information from both Brickwork and YMII were met with requests for me to ‘please be patient due to a recent upsurge of customer inquiries.’

Elance was a different story altogether. I posted a job request and within a few hours started receiving bids on my project request.

I have to admit that I initially was biased towards Brickwork and YMII because both promised highly educated professionals in myriad areas of expertise. They also offered 800#s, 24 x 7 service, and skilled project management capabilities to source my tasks to a resource best suited for my needs.

I was drooling at the thought of being able to jot an email request at 9pm at night and then having a full report waiting for me in my inbox the next morning.

My expectation was that anyone I found on Elance would be hard pressed to match the infrastructure of one of the more established services.

But would that be the reality of the situation? Would the experiment be a success?

4 hour workweek by mr ferriss

First Contact
After about a week, I had the opportunity to speak with Dr. Satwik Joglekar of Brickwork. We had a 20 minute interview where he assessed my needs to ensure we had a good fit. I really liked Dr. Joglekar but my only concern was the difficulty we had communicating with each other. His accent was very thick and I had to keep asking him to repeat himself. This made me feel horrible.

Here’s this guy. He’s extremely well educated. He speaks multiple languages. I’m confident his IQ was 10X that of mine — I know, I know that’s probably not saying a lot. But the whole time I’m having to ask him to repeat himself because I just couldn’t make out what he was trying to say. Yeah, I guess that makes me the Ugly American expecting the world to meet my needs and communicate with me on my terms — but it is what it is and IT was painful.

That same week I was sent a description of services & contract agreement from yourmaninindia. My initial contact, Pushpa, said if I was agreeable to the terms I could sign document and I’d be assigned a VA (Virtual Assistant) within 3 weeks. That’s right — 3 weeks. I read the agreement and it was fairly benign and offered a trial period which would easily let me out of my commitment if I wasn’t happy. The documentation they provided was well thought out and I was anxious to get started, so I signed.

Elance. As I mentioned I received multiple bids within hours of me putting up my original post. Many, many were boiler plate responses but a number of them responded with intelligent & well thought out proposals. All in all, there were 14 bids which I was able to narrow down to 4-5.

So ummm what’s this going to cost?
Brickwork – assuming most of our communications would be written, I was very impressed with Brickwork. I really felt they could handle anything I could throw at them. They too had a bit of a lead time before they could assign someone to me. But I got the sense whoever it was would know their stuff. But it was going to cost me. Minimum to get started I had to be willing to pay $600 a month for 30 hours of work. Yikes. That was not the $4/hr. mentioned in Mr. Ferriss’ book.

YMII had a more reasonable entry fee. Prices started at $15 per hour but went down to $7 if I were willing to commit to 160 hours per month. I settled in on their $120 per month plan @ $12/hr.

Elance varied between $4 – $40 per hour. I had offers from US & Canadian firms which were on the high end but I did get the feeling communication skills would be worth it. In the end I settled on Kaya Systems @ $6.5/hr. I settled on them not because they were the lowest bidder, because they weren’t. I just felt they had put the most time & thought in responding to my request. They said what they were good at, what they weren’t suitable for, and they provided intelligent responses to any questions I asked.

My First Assignment
So after eliminating Brickwork just for budgetary concerns. I found myself with two VAs: Ashwin as assigned by YMII and Hassan of Kaya Systems.

I still had to wait a few weeks to get going with YMII so Hassan (Kaya Systems) & I got a head start on things.

Hassan Bokhari is actually based in Athens, Georgia. He founded the company with his brother Razi after getting his MBA in Finance & General Management at the University of Texas at Austin.

Kaya has a two step process. First, all tasks are managed by Hassan or Razi. They feel as Americans they’ll be able to quickly understand what the requirements are and set performance parameters for regular processes. The second step involves transferring the work to their colleagues in South Asia. This approach makes sense as they’re essentially acting as the communications bridge between their clients and their team.

Hassan & I were both on the same page. Delegation of tasks to a VA is an iterative process. My first goal was to get regular maintenance of the Small Business Guru Web site and email newsletter into someone else’s hands. This was a series of repeatable steps that if offloaded, would free up my time to focus more on what I do best — which is NOT managing a Web site.

We started off slow. The weekly management of the Web site and newsletter generally took me about 5-6 hours per week. I was able to divide the project into chunks of work that I could transfer to Hassan. I knew I wouldn’t be able to teach the whole process to him in one week and still get the newsletter out in time. So we broke it up in chunks and over a 3 week period we eventually got it to the point where Hassan was handling the whole thing from start to finish.

At first, the back and forth of this process doubled the lead times for stuff that I’d normally just pound out myself. But once Kaya ‘got it’ — it was AWESOME. Not only did I gain the 5-6 hours a week, I just don’t have to do something that I hated doing. I can relax and know they have it covered.

YMII’s Turn
By the time YMII was ready to take me on as a client, I was already sold on this whole Virtual Assistant idea. I was excited to try YMII because I figured with their infrastructure they’d be able to really take me to the next level. Unfortunately, that changed within the first week’s worth of assignments.

Based on what I read in their literature, I was expecting YMII to bring some bench depth with respect to research and analysis. The idea was forming in my mind that I could use Kaya for data entry type tasks and YMII for research and analysis.

I started by assigning a research project. I tried to set expectations for questions I wanted answered, how long the project should take, and what resources they might want to check out. Two days later I received a very thin report that apparently took 3 hours to put together. It failed to answer my questions and was little more than a one page document with a couple links to some Web sites.

By contrast, I tried assigning the same exact project to Kaya. What a difference.

Hassan first sent me an email with some questions he had on the task. He wanted to make very sure he understood my objectives before just jumping right in and eating up a bunch of hours. Then when he did deliver the report, it was a thing of beauty. It was packed with RELEVANT information. It answered all my questions. It had summaries of the pros & cons of each option presented. It was more than I hoped for and it only cost me $18.

Conclusion
For me, Kaya Systems ended up being the clear winner.

Perhaps if I had invested more time in coaching yourmaninindia, we could have eventually established a good working relationship. I still think YMII is probably an excellent company. If anything, I’m guessing they’re probably just a victim of their own success. I just got the impression they were struggling to keep up with an onslaught of new clients and thus were not able to provide the level of service they would have liked to.

Long & short, I’d say Kaya’s success stems from the high level of involvement by their principals. They offer a great service at a great price. They take the time to understand the expectations for each task before assigning them to some random associate.

ABOUT THE AUTHOR

Kelly Andrew Brown of Small Business Guru provides Coaching, Inspiration and Practical Advice for Small Business Owners and Entrepreneurs. Subscribe to the free, weekly newsletter at Kaya System Blog.

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