Our Top Must-Have Systems As a Virtual Assistant Business

Running a virtual assistant business means juggling many moving parts: clients, tasks, deadlines, and communication.

And while we love a good to-do list, these three systems keep everything running smoothly behind the scenes.

Here is a look at the three systems that keep Champagne Collective running like clockwork (and keep us sane) after almost ten years in business.

Asana

Asana is the heartbeat of our business - and without it, our team AND our clients would be completely lost. In short, it keeps our operations seamless.

Every task, deadline, and deliverable lives here, making it easy to stay organized, aligned, and on top of what’s coming next. It keeps our team organized, clients informed, and us…completely sane.

Slack

You can think of Slack as our virtual office. It’s our communication hub throughout the day, so we can avoid messy email threads that get lost in our inboxes. We have dedicated channels for clients, projects, and even a fun one for team wins.

Slack is crucial for our team to stay connected in real time, especially being 100% remote. It keeps our communication quick, clear, and human - even when we’re working remotely (and don’t worry, we always log off after hours. 😉)

Google Suite

Google Suite makes every collaboration effortless - from brainstorming in shared docs to tracking deliverables. It’s where everything is stored, shared, and updated.

It keeps our team and clients connected, organized, and always on the same page. It’s simple, secure, and essential.

These three systems are the backbone of our business. If you’re building or scaling your Virtual Assistant or OBM business - start here. Your future self will thank you.

Or, if you’re at a stage where you’re ready to outsource in your business, start with the team that has effective systems nailed down. Click here to learn more about our Virtual Assistant services.

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