I don't understand why nobody talks about it more for VA work. I was spending so much time doing research for my client by going through multiple websites and copy pasting information. Someone told me to try Perplexity, and it literally pulls everything together with sources in one place. Is this actually reliable enough to use for real client research, or is it just good for quick lookups?
One of my clients used to send random voice notes all day and it was honestly killing my focus. I finally suggested using a shared task board + one daily check-in instead. It’s been 2 weeks and communication is SO much cleaner now. Took me a while to realize being a VA isn’t just “doing tasks.” Sometimes we actually have to improve the client’s systems too.
A client asked me to “make the weekly reports faster” and instead of manually doing everything, I used ChatGPT + a simple Google Sheets automation to cut the process from almost 2 hours to like 25 mins. Not fully automated yet but honestly felt good seeing the client notice the improvement without me even mentioning it first.
Let me save you some stress. You don't need to learn everything at once. Pick one tool that solves your biggest current problem and learn that one properly For me, it was Fathom because meeting notes were eating my time. One tool, one problem, actually solved. Then move to the next one That's it — that's the whole strategy that's been working for me
A client asked me to “make their inbox less chaotic” and 3 weeks later they literally said they feel less stressed opening email now. Weirdly proud of that haha. Biggest thing that helped was creating: - VIP folder - quick reply templates - auto-labels for recurring stuff Simple systems really do make clients stay longer.