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Do you really need a VA?....Yet?

Updated: Nov 15, 2022

When time becomes do you get back some precious time in your business and let's face it your life? ⏲

What you didn't set up this business for was to work all the hours and still not get time with the family, may as well have kept your 9-5 for less hassle right?

You've probably seen many people talk about getting a VA (you know a virtual PA essentially), but what are you going to give them to do? (a common question). You don't have the time to show them what to do, so what's the answer?

Having a VA is great, they are a lifesaver in many respects BUT if you don't have everything in order and good systems then you will find it difficult to know what to give them and they will find it difficult to support you.

Basically, it's a bit of a sh*t show until you get your ducks in a row. 🦆🦆

Let's talk about automating some of that paperwork and client admin before you talk about outsourcing to a VA.

Dubsado* is a client management system that has the capacity to give you back more time, do some of the mundane stuff automatically, looks amazing to your clients AND means you can spend more time on the things that are more important to you.

Some business owners think that by automating some of the tasks means you are less in control and it's not personalised enough - which is rubbish (harsh but true). You are not in control now!

Knowing your client journey is key to this process working. Write down all the steps that both you and your client goes through at each stage, from the minute they think about working with you to when they finish and everything in between:

  • How do they typically approach you before working with you? via your website, social media or email list - maybe all 3!

  • What happens when they have made contact to work with you?

  • If you have a discovery call, what happens after that - what do you want to send them?

  • Do you want to send them a reminder if they haven't come back to you?

  • When they have paid, what do you want them to do next?

  • Are you going to send them any questionnaires to complete, onboarding calls to book, client portal for them to access, pdf's that might help them, links to websites etc?

Ensure that you include what emails, forms, contracts, invoices that you are sending them and at which point.

Listen, all of this work can be 80% don't rush into getting a VA until you know what exactly is left to do.

Having a system in place keeps you on track, know where all your clients are in their journey at a moments notice - you know what you've sent them and you know what's left. You know where they've found you from, you have a consistent client experience and you can relax knowing that everything is being taken care of and you don't have keep it in your head! BECAUSE it's all in Dubsado.

Even if you don't want to use the workflows to automate at least have all your client management in one place. Dubsado has a brand new payment plan which is called a starter plan (and less expensive p/m) and doesn't include the workflows but still keeps all your clients in one place and that my friend is the crucial part.

THEN....when you have the system, you have the process then you will be in a better position to hire a VA if you still need to as you will have a clearer picture of what you need and then they can support you.

I teach business owners how to set up Dubsado on a 1:1 basis and bespoke to their business. AND more recently with the new starter plan I will now be offering set up of the starter plan for you as well.

Read a previous blog to learn more about how to get started with Dubsado here

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