Documenting Business Processes using Sweet Process for an Australian Financial Planning Company

VA, Sweet Process, Data Entry

For this VA position there will be a mix of data entry, admin and process documentation

An ongoing part of this position if for the VA to document the processes in my business using Sweet Process and saving them into Sharepoint or Salesforce.
I have a Sweet Process account where you’ll be documenting the processes for my team in my business to follow.
Here is a good example of how to set up the documentation with Categories and the steps.
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I am using Upgrade to see actual info to outline the work for you to do and then get you to get it done and click off the to do’s.

I don’t have set tasks for you each day – YET – that’s what you and I will need to develop if you start working with Upgrade to see actual info will be unstructured and ad hoc at the start, but I expect you to be clever so that you can pick up on what needs to be done and then get it Upgrade to see actual info will take about 1 to 3 months to get everything documented and in place. Then from there you and other team members will have daily/weekly/monthly to dos.

So we’ll start off by creating the daily tasks lists and documenting them.

The sowftware that you’ll need to use, document and set up processes in are:
1. Salesforce
2. Sharepoint
3. IRESS – Xplan
4. Facebook
5. Linkedin
6. Wordpress (website)

You’l have training programs to learn from and then you’ll need to document what you’ve learnt and put them into my Sweet Files account. You’ll also need to be very clear in ‘googling’ answers so that you can work things out for yourself.

The key to your role is to get me out of having to be involved in the process that you and other team members do.

I need to be out of the day to day activities of the business so I can bring in more business for you and the team to do.

We work in the financial services industry in Australia so your spoken English and written English need to be excellent.

IMPORTANT:
If you fit this role, please fill out this Google form ASAP >>
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Only applicants who submitted the form will be entertained. PLEASE COMPLY.
We look forward to hear from you.
Thanks.