welcome...
TRANSCRIPT
S
XCLUSIVE HOMES
WELCOME
Building and Managing a virtual office
What is a virtual Office?
The ability to create a business presence anywhere you want or
happen to be
Similar Terms: Remote Office Mobile Office
What it Actually Looks Like
UPSIDE: Mobility
Flexibility $$$
DOWNSIDE: Quality Assurance
Motivation Team Building
What do you need to run your business from home?
• Email • Phone • Instant Messaging • Virtual Conferencing • Calendars
• Document Storage • Electronic Signature
Email Options • Dedicated Email Server • GoDaddy or Domain Host-based email • Gmail • Google Apps for Business
Additional helpful tools •Boomerang
• Gorgias • Gmerge Alpha
• MailMerge Google Application • MailChimp
Phone
• Hardline • Toll Free
• Cellphone • Google Voice
Instant Messaging
The new standard for quick communication • Gchat/Hangouts • Skype • FaceBook Messenger • AIM • HipChat • Zopim
Benefits: • Searchable
• Less Interruption • Faster
(Virtual) Conferencing
Face-to-Face meetings are still a necessary part of business!
• Physical Meeting Space: Flex Office Space
Office Coffee Shop
• Virtual Meeting Space: Skype
Google Hangouts GoToMeeting
Facebook? YES Facebook!
Calendars
• Shared Calendars / Personal Calendars • Public Calendar Events • Google Calendars • Outlook Calendars
Document Storage
Storage Options: - Filing Cabinet
- Cloud Cloud Storage
- DropBrox - Google Drive
- Amazon - Cubby
Physical Backups!!! Other things to consider: Online/Offline Access
Signatures
• Scanned Paperwork - Scanner - Phone - CamScanner
• DocuSign • HelloSign • SIGNificant • Dotloop
Additional Useful Tools
• Virtual Office • Virtual Assistant
• CRM
Virtual Office Services
• Call Handling • Mail Service • Office Space • Etc
Companies that have dedicated Virtual Office Solutions:
• Regus.com
Virtual Assistant
• Assign ongoing and custom projects to an online digital assistant • Generally not a front-facing individual • Charts, reports, emails, marketing, social media • Do not assign accounting work or anything with secure data
CRM Customer Relationship Management
So Many Options! • Contactually • Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent
CRM
Automation is what CRM’s are all about: • Client and Lead Management • Follow up Reminders • Time Management • Email templates and Drip Marketing • Web Design and Maintenance • Accounting
Hardware
What do you need to work from home? • Computer & Reliable Internet
That’s it!
Mentality – No Perfect Recipe
• Self-Disciplined • Motivated
• Time-management skills • Tech Forward
• Willing to learn • Communicates well
• Can separate work and personal life • Likes to stay busy
Best Practices
• TATS – Today’s Accomplished Tasks • Weekly Team Meetings and Monthly
company-wide Meetings • Make sure you have a dedicated (quiet) home office space and enough internet
bandwidth to support their job
Best Practices…
• Establish a daily routine • Put in daily/regular face-time with your team • Keep work out of your home-life • Get fresh air- take regular breaks
Overview
• Understand what your technology infrastructure is and make sure your full
team uses the same tools • Communication is key to a successful
remote environment • Automate as many tools as possible and
create daily routines • Remote infrastructure is not the right
solution for everyone.