Oct '25 (edited) • Newbie VA Course
10.2 Setting Up Shared Tools — Newbie VA Course
Once a client hires you, the next step is connecting your workflows.Shared tools help you collaborate smoothly — no guessing, no back-and-forth messages, no chaos.
If your tools are organized, your partnership feels organized.
Essential Shared Tools
Here’s what you’ll likely set up first:
- Google Drive or Dropbox for shared documents
- ClickUp, Asana, or Trello for task tracking
- Slack, WhatsApp, or Voxer for quick messages
- LastPass or Bitwarden for secure password sharing
Take charge of setup — most clients expect you to lead this part.The smoother the handoff, the faster you build trust.
💬 Let’s Talk
What’s one tool or app you’d recommend using with a new client — and why?Comment below 👇
“Google Drive for shared folders and easy access.”
“ClickUp — keeps every task organized and visible.”
🔗 Classroom Lesson: Go to Lesson 10.2 — Setting Up Shared Tools
⏭️ Next Lesson: Lesson 10.3 — Establishing Workflows & Boundaries
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10.2 Setting Up Shared Tools — Newbie VA Course
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