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.
- 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
- 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
- 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!
5 Day in a Box Detox
“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.”