Tools & Resources: keeping you organised & efficient
As a Virtual Assistant with many years of work experience, The Temp PA’s founder, Georgia Mills, has provided a list of their favourite tools to be using! This list is a comprehensive view of resources to help keep you and your business organised & accountable. These tools would be useful for entrepreneurs ready to set-up a business, small businesses starting large-scale projects or a virtual assistant looking to enhance their skills and/ or portfolio.
And the best part? Almost all of the below platforms are easily integrated with each other - meaning you can keep all of your accounts synced and up-to-date as simply as possible!
TODOIST
If you’re juggling a busy to-do list, Todoist is a lifesaver. It’s a simple yet powerful task manager that helps you organise your day, set priorities, and stay on top of deadlines. You can even share projects and collaborate with others, making it just as handy for personal use as it is for teams. Bonus: it syncs with tools like Google Calendar so everything is in one place. Click here to sign up & receive your first 2-months FREE!
NOTION
Think of Notion as the ultimate digital notebook. You can use it to track projects, store important notes, and keep all your big ideas in one place. It’s flexible, easy to customise, and great for staying organised. We find this specifically useful during virtual calls & meetings to ensure actions are quickly noted down and never lost. Click here to sign-up and start getting you or your team organised today!
BREEZYHR
BreezyHR takes the hassle out of hiring by streamlining your recruitment process from start to finish. Post job ads, track candidates, and manage interviews—all from an intuitive, user-friendly platform. It’s a great tool for growing businesses that want to find and hire the right talent with ease. Click here to sign up!
MOOSEND
Moosend is an all-in-one email marketing platform designed to help businesses grow. With its drag-and-drop editor, automation features, and detailed analytics, you can create beautiful email campaigns that engage your audience and deliver results, all without breaking a sweat. Click here to sign up!
OYSTER
Oyster makes hiring and managing a global team simple and compliant. From onboarding international employees to handling payroll and benefits, Oyster takes care of the tricky admin so you can focus on building your dream team—no matter where they’re based. Click here to start exploring your options HR platforms!
ASANA
If you like your projects to be super organised, Asana is for you (it’s my personal favourite!). It’s great for mapping out timelines, setting goals, and keeping an eye on progress. Perfect for keeping everything (and everyone) on track. Click here to learn more about Asana and sign up for a FREE personal account!
GOOGLE WORKSPACE
From Gmail to Google Docs, Google Workspace is the ultimate productivity suite. It makes collaborating with clients or team members a breeze, especially when everything lives in one secure place. Starting with the correct filing system keeps you organised from Day 1. Click here to start with what we consider the foundation of your business!
MONDAY.COM
Monday.com is a versatile work management platform that helps teams stay organised, collaborate, and get things done. With its customisable dashboards, automation features, and visual workflows, you can manage everything from projects to daily tasks in one place. It’s perfect for keeping everyone aligned and on track. Click here to get started!
SQUARESPACE CIRCLE
Squarespace Circle is a community for creatives who contribute to three or more Squarespace sites. Members get perks like extended trial periods, expert insights, and early access to new features. It’s perfect for designers, business owners & VA’s looking to elevate their skills & connect with other creators. Click here to learn more!
SQUARESPACE
Whether you’re starting a new business or giving your current one a glow-up, Squarespace has you covered. With beautifully designed templates, an easy-to-use interface, and built-in tools for e-commerce and SEO, you can create a professional website in no time—no coding skills required. It’s perfect for showcasing your brand and making a strong online impression. Click here to learn more & start creating your website!
FLODESK
Flodesk is an intuitive email marketing platform that helps you create stunning, on-brand emails in minutes. With its beautifully designed templates and easy customisation, it’s perfect for small businesses and entrepreneurs who want to connect with their audience without the tech headache. Simple, stylish, and super effective - learn more here!
HUBSPOT CRM
This free CRM is brilliant for keeping track of your contacts, leads, and customer interactions. It’s simple to use and grows with your business, so you’re always on top of your relationships. Whether your a VA or an entrepreneur, building relationships with potential clients is much easier to track with a CRM system - click here to find out more!
INTUIT QUICKBOOKS
Managing finances can feel overwhelming, but QuickBooks simplifies it. From invoicing to expense tracking, it’s like having a mini-accountant on hand to help keep your books in order, all in one app on your phone. Click here to start managing your finances, making it much easier for you in the long-run!
FATHOM ANALYTICS
Fathom Analytics is a straightforward, privacy-first tool for tracking your website’s performance. It shows you the essentials—like visitor numbers and popular pages—without complicated dashboards or compromising anyone’s privacy. It’s perfect if you want clear insights and peace of mind all in one place. Click here to sign up today & $10 off your first invoice!
CANVA
Canva is a game-changer for creating stunning visuals without needing design experience. From social media posts to business presentations, their templates make everything look professional. It’s a must-have for any small business and have saved us so much time when creating content. Click here to sign up today!
TRELLO
Trello is another fantastic tool for project management if you’re a visual thinker. It uses boards, lists, and cards to help you break down projects into manageable steps. Whether you’re brainstorming ideas or tracking a big launch, it’s simple to use and easy to share with others. Click here to get started!
