Virtual Assistants: Organize, Support, Deliver

1. OCPs

2. Clients & Intake

3. Projects and deliverables

4. Publishing, forms and external sharing

5. Collaboration and knowledge sharing

6. Scoping & Quoting

7. Plan & Execute

8. Share & Align

9. Billing & Wrap-up

How Priority-Zero adapts to your workflow

Practical features for Virtual Assistants:

Set up each client or contract as a project, and add deliverables for tasks, recurring duties, or one-off requests.
Keep notes, instructions, and checklists tied directly to each deliverable so nothing gets missed.
Attach files, resources, and documents securely in your own OneDrive or Google Drive account. Everything stays organised in the right place, and you always keep full ownership.
Track deadlines for client requests, meetings, and follow-ups with reminders in your calendar.
Plan daily and weekly tasks, track progress, and manage client commitments in one place.
Set up online meetings, calls, or check-ins with clients, and link agendas and notes to the right project.
Share updates, reports, or completed work with clients through secure unique links.
Create custom forms to capture client intake, task requests, feedback, or approvals.

A simple and reliable way to keep client work clear, organised, and delivered on time.

A Day Assisting with Priority-Zero

Start with the daily plan showing client tasks, deadlines, and meetings.
Open a client project and check the deliverables due today.
Bring up notes, instructions, and attached files linked to each task.
Work through the tasks, track time if billable, and update progress as you go.
Record outcomes, mark off completed work, and set reminders for follow-ups.
Share updates, completed tasks, or reports with the client using secure links.
End the day with reports that show progress across clients, upcoming deadlines, and billed hours.

Can I manage multiple clients at the same time?

Yes. Each client is set up as a project with deliverables for tasks, requests, or ongoing responsibilities.

Is client data secure if I attach files?

Yes. All files are stored securely in your own OneDrive or Google Drive account. You keep full ownership and control.

Can I share updates and completed work with clients easily?

Yes. Share read-only links for task updates, reports, or files. Clients don’t need an account to view them.

Does it help with recurring tasks and deadlines?

Yes. You can set up recurring deliverables for weekly, monthly, or quarterly tasks, with reminders in your daily plan and calendar.

Can I track time for billable client work?

Yes. Use built-in timers to log hours per task, compare with estimates, and generate invoices when needed.

Can I collect client instructions directly?

Yes. Create custom forms for client intake, task requests, approvals, and feedback. Responses are linked directly to the client project.

Does it integrate with calendars and meetings?

Yes. Add deadlines and reminders to your calendar, and set up meetings or check-ins directly from within the system.

Can I use it for my own admin and personal tasks as well?

Yes. Projects can be personal or professional, so you can manage both client work and your own admin in one place.

Can I export or delete account data?

Yes. Account data can be exported or deleted at any time. Integrations are optional and can be disconnected whenever you choose.

Simplify project management, stay organised, and achieve your goals with Priority-Zero. Start today – no credit card required.

14 DAY FREE TRIAL / NO CREDIT CARD REQUIRED

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