Leverage your Brivity Virtual Assistant

We have a suggested list of tasks as a "Best Practices" checklist to powerfully leverage your Brivity Virtual Assistant and the Brivity Platform!

Download the PDF for ideas on:

-Account Basics

-Ongoing Database Hygiene

-Database Management

-Auto Plan Creation & Application

-Transaction Management

-CMA, Brivity Valuations, Kwkly and your Brivity website

Brivity VA Best Practices Checklist