Dec 8, 2021
Carrie Wulf is a Virtual Expert for Business Coaches, Trainers, and Speakers. She helps manage their chaotic inbox, organize their calendar, and set systems in place so that her clients have a smooth-running business. In this week’s episode, Carrie shares her process, why SOPs are so important, and how she’s built her business to function when she’s out sick.
Key takeaways:
- A little bit about Carrie and how she helps clients with managing their email.
- Do you feel a bit weird about outsourcing your email and calendar to someone else? Kathy did, also.
- When you work with someone for the first time, it does take some time to work with someone to get your system and process right.
- Kathy found herself deleting her entire calendar, and Carrie was able to restore it back to normal!
- Carrie has a training program out right now to help virtual assistants better manage their client’s email and calendars.
- It’s so important to set inbox rules and filters so that clients can find what they need a lot easier.
- What is an SOP (Standard Operating Procedure) and why is it important?
- Carrie shares some of her services and what types of clients she likes to work for.
- When Carrie understands how her clients work, she will add extra “time padding” for her clients so that they get certain tasks done on time.
- The great thing about Carrie is that she has a team of people behind her and, if she is out sick, her team can step in without any disruption to the business.
- Interested in getting to know Carrie and her team? Reach out and say hi!
Resources:
Quotes:
“I record the call and just let my client braindump what each team member does and their needs, and from there I figure out what process we need to document for our SOPs.”
“It can be a process, but we get it figured out and we start writing the SOPs. Once clients see their workflows written out, they’re more on board with [why SOPs are so important].”
“Carrie knows me so well that she knows what I’ll be procrastinating on while she’s gone. She has other people on her team slacking me.”