Virtual assistant template

[Aaron Maxwell]

Hi BP community,

I recently created a spreadsheet template and workflow for my virtual assistant to help me filter and organize tax deed and foreclosure properties based on my investment criteria. The goal is to have the VA pre-screen properties and input key details into the spreadsheet so I can easily sift through and cherry-pick the ones that fit my buy box.

I’d love to get your opinion on the structure I’ve created — specifically:

• Am I capturing the right data points to make quick, informed decisions?
• Are there columns I should add/remove to help with due diligence or prioritization?
• Any tips on how to improve the flow or automate this process further?

If anyone’s willing to take a look at the template and give feedback, I’d really appreciate it. Happy to share a view-only link to the spreadsheet.

Thanks in advance!

— Aaron M.

[Abel Curiel]

Quote from @Aaron Maxwell:

Hi BP community,

I recently created a spreadsheet template and workflow for my virtual assistant to help me filter and organize tax deed and foreclosure properties based on my investment criteria. The goal is to have the VA pre-screen properties and input key details into the spreadsheet so I can easily sift through and cherry-pick the ones that fit my buy box.

I’d love to get your opinion on the structure I’ve created — specifically:

• Am I capturing the right data points to make quick, informed decisions?
• Are there columns I should add/remove to help with due diligence or prioritization?
• Any tips on how to improve the flow or automate this process further?

If anyone’s willing to take a look at the template and give feedback, I’d really appreciate it. Happy to share a view-only link to the spreadsheet.

Thanks in advance!

— Aaron M.

 Hey Aaron,

Happy to take a look at the spreadsheet if you want to send it over.

I haven't done much of this on the automation side but what has helped improve workflow for me & my VAs has been using Loom. I can record short, detailed videos highlighting what I want, what I need, and what the VA can be creative with.

For your situation, you can create 'how-to' videos then record subsequent videos to have them refine the data entry/spreadsheet. 

Also, if you have multiple people working on the data entry, screening, etc., I like Trello as it has triggers that automatically notify team members when needed.