Virtual assistant serving three clients
Keep every client in their own space
You sent one client’s file to another.
How it feels: MortificationWhat you want instead: Careful
The problem
Every client’s work lives in the same inbox and the same drive. One mis-drag and confidential work goes to the wrong person.
How Plexii handles it
Each client gets an organisation or a client desk with only their mail, files and chat. Switch workspaces from Settings, so one client’s work is not in front of you while you serve another.
In short: Mixing up two clients is the mistake you never forget. Give each one their own desk, mail and files, and switch between them on purpose.
Step-by-step guides
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