May 17, 2024
It’s all About the Fit

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Finding the right fit for your business is a lot like dating. You wouldn’t marry someone based solely on their online profile. You’d want to get to know the person behind it. The same is true when looking for a VA.
In this episode, we discuss what qualities are important to consider beyond your task list.
Have a question?
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Hi, welcome to the podcast that explores virtual assistants, lump business owners to know,
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when they start asking themselves the question, hey, do I meet a VA? I'm Rachel Davila, and after
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18 years as a virtual assistant going at a loan, I experienced the steep learning curve from the
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other side of the VA client relationship when I hired my own assistants. Joining me on this podcast
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is a group of friends and colleagues who all have their own take on what busy entrepreneurs need
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to know to find, hire, and work with a virtual assistant and mindfully answer the question,
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hey, do I meet a VA? Let's get this episode started. Hi everyone, welcome to hey, do I meet a VA?
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The podcast, episode number eight, joining me or Sydney Hubbard, RABV, and Leanne Remy,
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and we're going to talk the things to know beyond your task list today, because
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finding a VA is kind of like dating. You wouldn't go, you wouldn't marry somebody just because
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you liked their online dating profile. You'd want to go out to dinner and have conversations with them
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and get to know the person beyond the profile before you said I do. The same is true with finding
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hiring and working with a VA. So what qualities are you looking for in your VA? You have your
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hand-off list, you know your budget, you probably know what kind of VA you're looking for, but
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what do you need in the person not just the title? So that's what we're going to talk about today.
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So I always like to say it's about the fit. So we've talked about what kind of VA you're looking for.
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If you know that you need a collaborator versus a doer, that's important to know.
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What are some topics that you feel are important things to bring up in a conversation?
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Or what do you look for when you kind of have that initial conversation with a potential client?
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Sydney? I think for me one of the most important things would be communication style.
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And I think that goes beyond like do you like to email? Do you like to text? Do you like to call?
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And all of those things are very important. I think that's definitely a part of communication.
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But I think going beyond that, I think communication style can mean more of what types of things
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do you need to talk about surrounding your business? And also, do you communicate in a way that is
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clear for me the VA to understand? Because I might understand something one way and you might
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understand another way. And I think that's the whole point of collaboration and communication.
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But I think if the client wants something extremely specific, but our communication styles don't match.
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So I'm not understanding the specificity of what they want. I think that the like Rachel said,
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like it's a fitting and like that wouldn't necessarily fit.
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Yeah. I actually think there's a lot that goes into communication styles because
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you know, you say are you better by phone email? I had a client who put everything she needed
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all caps in the subject line of an email. Oh, that did not fit with me at all. I was like,
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thank you, but we are not the right fit because it felt like she was yelling at me every time she sent
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me an email. I didn't know that that was a thing for me until I was faced with it. I think also,
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when we talk about communication styles, do you think in email or do you need to talk about it?
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I had one client, he did a lot of driving and I would say, hey, yeah, just send me an email
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of what you need me to work on and he never did. But if I called him up on a Friday,
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oh, the test list I had for the following week, filled up all the time we had. So I think
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from a client perspective, knowing that what's come up for you, Bray, in terms of communication
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styles. Yeah, so we, with the clients that like to talk things out and stuff to and I feel like to
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sometimes things, you can text it and exact same words, but if you stay it either tone or something,
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it can just register differently too. So we also usually try to have a way where people do voice
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memos. So then if it's not something, you know, like they're thinking about it late at night,
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maybe don't want to lose the thought or whatever they can still send it to us through a voice
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memo or a different channel that way. So we like to have that as well. And one of the other
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things I like to consider with communication is, you know, like how how do they want to receive
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information? Like, is relationship building really important to them? Do they want to have
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as part of our agenda for our meeting that we spend the first five minutes checking in with each other?
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How's life? Because there's important information that comes from that too. Oh my goodness,
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you know, like there's a family emergency or you're not been feeling well, well, that makes sense
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why I didn't get this information. It kind of brings a little bit more human into it as well.
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And but some people that they're like, I don't have time for that. That's not part of how they're made.
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They want to have more of an action-based, like, okay, let's go through the agenda.
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Here's what we need to talk about. Here's our next steps. Thank you very much, A&X week.
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Whatever that is. And some people don't need a weekly meeting. Some people want it every two
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weeks or once a month, so knowing how much that means to look for you and that it can be adjusted.
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I find in the beginning we need more regular meetings to kind of get into that workflow, to get that
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no light contrast thing going on. And to find out those tasks and those things that come up in
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conversations that you may not have thought about. And kind of once you get that flow, maybe it is
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only every two weeks or once a month where we can be like, okay, let's do a roundup. This is what's
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coming up. But then again, that's like in a what, a evolution thing and kind of just checking in
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with each other to see where everybody's at and what expectations are around how you want to
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receive information. Yeah. I think it's important to note like you said evolution, but I also
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feel like it's important to know where you are starting from when you're having that initial call,
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because working with the VA, working with a client, you learn those things as you go.
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But in the beginning, you might feel like, oh, if I ask for a weekly meeting, it's too much,
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or my budget doesn't allow it because I only have five hours and if we meet every week,
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that's four of the five hours. But if it's important to establish that you need that
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needed. And there are valuable things that come out of those conversations, right? Like,
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do you want to review process? What are your time or turnaround expectations? Like, those things
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all matter to or making sure you don't feel in some people don't want to know that part either.
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And that's okay too. So understanding those pieces and the communication. Yeah.
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For communication, most of most of the time I let the client decide how they're going to communicate
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with me. So I kind of morph into what they're looking for. Here, comment about all caps and the subject
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line. I had a client to ended every sentence with two explanation points. The entire email
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to us every time. I'm like, what the heck? As you try to make a point? Is it, you know, as you're like,
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this is a, it was just how he wrote. And it was one of the things that what's I learned that's how
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he wrote is like, okay, whatever. I'm fine. But at the beginning, why are there so many of these
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estimation points? I barely started working with the person. So learning that part of things, especially
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in writing the way people write. Some people like to use really high-end words to explain something
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that's real, until they basically can be used in much shorter words. Once you figure that out,
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if you don't have the vocabulary, they do, you got a problem. You know, it's like, okay, you know,
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you need to bring your speech down to my level or I need to walk around the source or dictionary.
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So, you copy the paragraph and you put it in chat, GPT. Exactly. You need to run with that.
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I have helped a lot with that kind of stuff. But knowing where your client is, if they are an academic
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type person, if they're a PhD and this is the level they speak at, that you have a hard time understanding
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that, that may not be a good match for you. So, it goes the other way too. If you are a younger
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VA and you are talking to an older client, that speech pattern is different too. So you have to make
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sure you understand what they're saying, which I think Sydney was trying to get to was, you got
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to talk the same language. And if you don't talk the same language, you may not be a good fit.
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Somebody's going to have to adjust or they have to find somebody else. So, as far as communication
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modes, I just go to whatever they want to work with. They want to go to Slack or, you know,
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Discord or please not Discord. But if you want to search or any of those other methods,
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you know, I have one that sends everything through messenger on Facebook. I'm like really,
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okay fine, you know, as long as I can figure out what they want, I can work with that,
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but not everybody can do that. Not every VA works that way. And then the biggest one is language,
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because I'm sorry if I have to plug a dictionary to figure out your sentences, we're not a good match.
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I'm like, I'm just imagining you, especially AI, just going out of time to look this up. I'm just going to
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summarize. Oh, language for a second grader, please.
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Some other things to think about in communication. It's not just that every day, communication,
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but how do you communicate anger or disappointment, like when mistakes happen?
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And how do you work through those? Are you open to having the conversation and giving a benefit of
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the doubt or are you a one and done? It's over. Having worked through some of those things will help
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you in terms of asking the questions or hearing the answers, one of the kind of talks with you.
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So, communication styles, knowing yours, and being able to communicate it during the getting to
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know your process. Personality styles, I have a 30-minute discovery call because I think it's important
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to know, do we like each other? Can I listen to you, speak? Do we get along? I'm very relational.
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I like to be friendly with my clients. I want to know about their life because, like you said,
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brain, like, they can impact the working relationship. If there's always family emergencies,
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be nice to know that. But I think knowing do you want somebody who's fun? Someone who's serious.
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I'm kind of extroverted on the phone and on Zoom, but I realize like shy people intimidate me
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because until it gets to know them, right? Because you don't know, are you angry? Are you happy?
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If they have the check-inaurus, like all their expressions are the same,
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I can't. I can't. I need to know. But somebody might look at me and be like,
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you are too boisterous. This is not going to work, right? Kind of thing. And then like, I think
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knowing like, if you want to become friends or if you're just co-workers, are you the get-rich
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quick-type or do you kind of go with the flow? And you want to grow your business organically? Do
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you micromanage? Are you micro-int, like, do you need to have a drain on everything? Because these kinds of
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things, if you know them upfront, then you can find somebody who fits that. What do you guys look for
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or think about in terms of personality styles? I think one of the things I look for is someone who
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is more relaxed in their style of speaking and you know, they understand there's a bit of
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the interest in this is a world outside their business. And so I've had the clients that are
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everything's, everybody's looking at business. So I have to do this right now. I know my goodness
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I'm like, wow, okay, not everybody's looking at your business every second of the day. And let's
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you know, bring it down to notch. I know the person who's that type, I can't work with. I just,
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I can't. It's too much for me. I like to think I can work with a bunch of different types of people,
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but I've learned over the years that that type A really go-go-go-go-go-go-go-go-go, micro-manage,
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or not my kind of thing. And I think I'm more like you, Rachel, I was like, I want kind of
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relationship. I kind of want to know what's going on. Are they married? Do they have kids? Is there
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something else besides how their business is doing? Because every human, you don't want just
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the business face because that's too easy to just shut off. And I don't, I want to care about my clients.
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If it's just a business, I don't necessarily care about it because it's a business. It's not a
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person with a business. If that makes sense. Yeah. I find I'm similar. Like I
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permeate, I like to really connect with the people. Like I feel like I emotionally invest in our
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work as well. Like I love that relationship. I love getting to, in fact, I am currently working
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from a client house as I'm here visiting with them. Like even though there's a lot of my clients,
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don't live in my hometown. I like to try and connect with them in person if I'm able to as well.
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So those kind of relationship things are important to me and feeling their passion. Like,
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like, Leon was saying, like, are they passionate about what they do? Are they passionate about
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what they, you know, what do we have similar interests and things outside of what we're doing
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in here that also helps us relate and understand each other on a different level.
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Those kinds of things are important to me. And also, so what you were saying, Rachel, like, are they
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and, and Leon, like, are they looking for, like, quick turnaround times and everything's urgent?
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And everything's like, okay, so I just realized this needs to come up tomorrow. I mean, those things happen.
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And, you know, here and there that happens, it's cool, it's help you out. But if it's consistently,
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like, hey, we said three weeks ago, we were going to do a newsletter. I still don't have the
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things from you. It's due in two days and it's supposed to go out. Like, I can't deal with
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that. I like to have buffer. I like to like, how can we plan ahead? How can we have everything
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at least a week ahead? So there's time for that review process. Make sure everything set up.
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Tech, test out the tech, that kind of thing. I don't like living in that last minute and
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anxiety so that's something for me as well that I have discovered. So knowing that, you know,
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if clients are leaving things to last minute to that out, that doesn't work for me. But there are
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there are times, there are things that come up that that's, it's if it's not a consistent thing,
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then that's something we can work around. And I do try to be flexible in a lot of the ways
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that we do work. Like, we use a few different platforms and stuff. And if it's like this platform
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doesn't work for you, how can we adjust so we can still have communication, have a news that
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everybody can work in. We try to limit it so it's not too broad. So it's like out of these three
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which can we pick? But we do try to make it feel like there's a lot of flexibility in that as well
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for how do you need to receive information, how do you need to receive or project their
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acting like that? I will say around that if a client, if you as a client are
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currently operating at that last minute, kind of energy frequency, what it's something you're wanting
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to change, that's not what we're talking about. We're talking about the people who thrive in that
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last minute space and don't want to change. Just so be clear because a lot of my clients come to
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me because they're constantly in that last minute because they don't have systems and things in
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place. And that's what we do. We help you set that up. But if you're not wanting to set that up,
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that's a different place to be. And there are people that would work with that. There are, yeah,
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not me. We're not a back and call girl, but yeah, Sydney. Yeah, I think the
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personality is, are you extroverted or you introverted? But I think it's, it also ties into a lot
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about how you run your business, right? And is the way that you run your business? Is that
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compatible with the way that a VA is running their business? Right? I think that personality really
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determines if those puzzle pieces are going to fit because I think that how your personality
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also determines your communication style and your personality determines what tasks you're going
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to find most important, how you're going to react when something doesn't go the way you expected to.
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Because I mean, that's going to happen. Like, it's a business. And I think knowing that doing that
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introspection to look at like, okay, in my business, I tend to do this, this and this. And I think
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it's, and I know that Rachel has talked about this before. It's knowing those patterns, knowing those
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systems. I think we'll make it a lot smoother to hand off things. And also to just have a working
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relationship with a VA. I also think under personality is leadership styles are because it kind of
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is that my commandant or go with the flow, but I also feel like this has come up with a couple of
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clients. They have an expectation that a VA is just going to know what to do and they don't have
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to lead in any way, but it depends on how much you know your business and can verbalize and communicate
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the things I think leadership has an element in there as well. All right, time availability.
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So the joint of being a VA, that's a flexible job. And most of us have created the business
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to have the flexibility for our own lives, family, business. So since a VA is not an employee,
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they're available work hours may differ from yours. And is it important to you
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that they're available during your work hours? Or are you okay with them working on your stuff?
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Whenever they get to it, that's a question to have. Do you work two emergencies?
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And do you need some one ready at any time because as we discussed, we're not that.
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But there are people who are. So if you know that that is your tendency,
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then that's what you want to look for. And since VA is can work anywhere, we talked about domestic
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and overseas and however you're listening, that could be either side of the pond.
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Is it important that you're VA is in your time zone or that they have work hours that match
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your time zone? And can you work within their time zone or their working times?
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What other things do you consider for time availability? I think that for me,
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time availability is huge because I'm a college student. And so any client that I'm going to work with
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could know, like first and foremost, like I am a college student. And I think that also goes
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for like how many times do you want to meet per week? And how far ahead are you going to give
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me what I need different as a project? Because if I don't get what I need in time,
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there's a higher likelihood that I just can't get to clean it all because I have assignments
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and classes and everything like that in my day-to-day life. I think also for me, I work weekends.
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Like weekends are when I do the things that I do for my business. And if a client would want me to work
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weekdays, I think that would definitely be a challenge. And that would definitely be something that
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we would have to figure out. For different people depending on what they have going on outside of their
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life, for some VA's, their business is the thing that they do. Right? For other VA's, their business
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is only one of the many things that they do. And so knowing that can be important when
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you're looking for a VA, I think too that's where the time available ability goes along with
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that turnaround time expectation. Right? So like if you're looking for things that are going to be
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done in the next day, is that person working hours going to be, and is that an arrangement that
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you've made that it's like if I give it to you by the morning, then you have it to me by the next day
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morning or whatever that expectation is. Right? And then I find that the time zones is a really
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big thing for me and my clients and stuff too, like making sure like if the earliest I want to do
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a meeting is at nine o'clock, a mountain time. And I have Eastern clients, but 11 am, it was the
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earliest that they could have a meeting, isn't going to align with their working, then that might
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become a problem as well. Right? So knowing what your hours are, what their other persons' hours
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are, and if it's something that can work with the turnaround expectation as well as those connection
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points and also for communication, right? Like if I'm still working at three o'clock in the afternoon
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and I'm sending you a voice memo, is there a way where you don't have to hear it till the next day
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because you're now trying to turn off? That's also important too, right? For as business owners,
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sometimes we forget that's like having that turn off time is important so that's where we like to
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try and lose something like slacker or an app like that where you can set the hours where it doesn't
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notify you and we'll just know that we're putting it here for when you do have your work hours,
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but it's not a lost spot. So are there ways to work around that too so that it's not when they're
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on their off hours and we're still working that there's feeling like you can't turn off? Yeah,
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and it can work the other way too because like when I had clients on like I almost all my clients
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are East Coast clients and I'm Pacific, so you know they've been up for three hours before I
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even get into the office and so it's great because I can work and I can work until five o'clock
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my time and I don't expect responses from them but the responses are usually there in the morning
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when I come back to start so yeah it can work both ways like it can be good or bad depending on
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yeah there's definitely benefits to it. I think it goes with communication to is being upfront about it all.
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Yeah in our contract we actually have that communications will be over like responded to within
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24 to 48 hours. Generally we get to the same day or whatever but there is that buffer should
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somebody be sick or whatever else like just to know and so that's something that we stipulated
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communicating to with our clients but some people might not be okay with that kind of thing as well too.
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Yeah, I think you mentioned contracts when we were brainstorming desk and we're going to get to that
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as a broader topic but I think having that the time expectation and availability in your
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contract that you can kind of go back to like you know I'm generally in the office from this time
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to this time and anything that happens all-four's is a benefit not a norm right kind of thing
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but it is that setting the expectations and I think contracts are usually worth that is and in the
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conversation. Leanne you got in. I think you guys covered almost everything I think the biggest
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part is as long as you communicate what you expect and they communicate what they expect.
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There should be a pretty good you know you should be able to make sure you have a good fit.
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Time zones always a there was looked at as a negative but it's a great point out it could be a benefit
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you know she or East Coast clients just extended their workday by three hours and they're not actually
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doing the work. So you know those kinds of things work well. One of the things I've noticed especially
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when Sydney was talking about the she's college kid she's got classes and things like that
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some VA's and I know when my kids were much little or I had like the middle part of my day was
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not an option because I was making up children and dropping them off at things and all that kind
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of stuff so I worked in the morning and then I had a big gap and then work at night and as long
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as my clients knew that they were okay it was the ones that either weren't listening or I told them
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or weren't okay with it where we started to have the problems. So it definitely it's a communication
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thing but VA's we set up our business based on what we need so my kids are now adults I
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don't have the gap in the middle of the day that has to come out but it has moved as they've gotten
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you know they were very young I started it was I used to work around nap times.
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Yeah it's like I only worked at nap times but you know as they got bigger and I have bigger gaps
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and as long as a client stands up for what support for them the VA stands up for what support
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for them themselves it'll work but only if you communicate so yeah and if you're honest with yourself
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exactly because I think a lot of times you can go and like yeah sure no problem it'll work
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out just fine and then you realize oh I didn't know I had that as a need yep yeah and maybe
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having a like a game plan should there be things to come up how do we want to discuss it like if
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you have that game plan where there's issues beforehand on how you want to communicate around it
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it kind of takes away that how do I bring it up or I just don't bring it up and then we just don't
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work together anymore where it could have just been a simple conversation but I think having that in
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place as well like you know let's try this out and you know let's check in in a month and see if
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there's any problems or if there's something that comes up beforehand please let me know be back
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so we learn that kind of conversation helps with those kind of moments too yeah and that's come that's
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communication it's like a relationship you guys the VA client relationship is like a relationship right
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if you don't communicate things start to fall apart so remember that part all right we're going to
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shift into security needs and then we'll wrap up um security needs many times a VA is
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privy to important and sensitive or confidential information so if that is part of your business then
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you need to think about your specific needs around security do you need a non-disclosure agreement
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as part of your contract through the VA to work on your projects you know some VA's work off
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their dining room table or used to um with their computers and full of you of family and kids
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is that going to cause issues if a family member is walking by and sees them working on your stuff
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you know up until up until September I shared my office with family all different family so I
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didn't have the luxury of locking the door and having things where people couldn't get to it now
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I have a shop at my own door yeah with a lock sorry get very excited about that piece um but is that
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like my clients I was very afirm with them my kid you know because I started when my kids were
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young so they were always around so I couldn't I couldn't work with clients who needed
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security type of things now that I've put systems in place and and their their adults now too
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they've out you know they've outgrown the what's my working on stage um you know but I still
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for my comfort level I don't work with clients that have really strict security needs
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probably because for so long it wasn't an option what do you talk about when it comes to security
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I think for the most part because I've always had an office I haven't thought about you know what
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what people can see so much um my for security I always try to make sure that we're
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doing things as security spots will move through the internet so things like hey yes you need to
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give me a password how about don't put the username password and website on an email as you send it to me
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um yeah so you know those kinds of security things I lead the client more than let the client lead me
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only because that's how my brain works although I have had clients say you know this is highly
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confidential and I'm gonna give you you know a 20 step system you need to get through to get to whatever
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account it is I'm fine with that but I know some people aren't so it kind of depends on what
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everybody is comfortable with for me security one way the other is fine because I have my
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office I have for 20 something years that's fine but it's always say hey you know I don't want
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to be hearing our phone calls okay now I've got a problem nothing's some proof and it is still a home
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office so you know those kinds of things obviously I would have say okay I'm not the right person
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for you for that but you Brie I'm sure you you're pretty careful on your security stuff
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yeah we have password bolts and things and sometimes either we'll find ways to get the
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passwords from clients in a secure way and put them in ourselves or help set up a client so they have
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their own password bolt and can share it through us that way especially to something like I don't
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really want you to know the password but I want you to have access then we accommodate that as well
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we do have an on-disclosure in our contract I have worked with people who wanted in the
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additional one on top of that that we gladly will sign and make sure we adhere to and just
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as a general rule like we don't be like so so and so doing this or whatever if there's some
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ideas that we want to share it'll be more of like generalizations of things that we've learned
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that we've been testing and sharing information that way but never specific or things like that
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on other clients and that's kind of how we go about it I haven't really had other things come up
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like we have everything backed up on cloud they stuff and things like that so that everybody has
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access and her copies on some computers and things like that but other than that we haven't had any
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other needs that have come up on our world yet. Did anything come up for you? I think you guys covered
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it all I think for me it's the main security things is just like yeah like I'm getting user
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name and password so protecting that and making sure like okay like I'm on my personal account now
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I'm not on like a business someone else's business account you know using that all of that
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responsibly and again like I'm I'm a college student I bring like computer places because I'm
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going to class and stuff and so I think understanding that as like a lifestyle type piece and like
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who you're looking for is a virtual assistant it's good to keep in mind. Thank you I know we're going
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to talk about contracts but I kind of feel like that's its own episode so stay tuned and he last
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bit before we wrap up. I think the last piece that I had was knowing if it was important
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to you to have a VA that's very passionate about your business and maybe has like like a hobby
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that's like in line with your business and it's like like very like understanding and the no
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like if that's important to you or if it's not important to you I think that all virtual
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assistants will respect the businesses that they work with as professionalism but if you want like
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an extra layer of like that like this virtual assistant as like interest outside of their business
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and your business happens to align with that like if that's important to you or if it's just kind
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of a cherry on top I think that would also be something to think about. And I think I think these
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can tend to niche into areas that they are equally passionate about so you know finding if
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if the VA is passionate about the business that you're doing I think that's a plus that is our
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episode for things to consider beyond your task list. If you have any questions you can email us at
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hey VA podcast at gmail.com or use the link tree to connect with any one of us individually and we
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will see you at the next episode. So thank you so much for joining us for this episode. We are wrapping
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up for our summer vacation but please subscribe on your favorite podcast channel or on YouTube to be
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reminded of when we come back and we will see you soon. Thank you for joining us on this episode of
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hey do I need a VA the podcast. If you found this episode helpful please leave a like, comment or review
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and feel free to join our Facebook group find higher and work with a VA for more tips and tools.
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If you have any questions please email them to hey VA podcast at gmail.com. We'll see you next time.
00:00:00,000 --> 00:00:10,640
Hi, welcome to the podcast that explores virtual assistants, lump business owners to know,
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when they start asking themselves the question, hey, do I meet a VA? I'm Rachel Davila, and after
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18 years as a virtual assistant going at a loan, I experienced the steep learning curve from the
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other side of the VA client relationship when I hired my own assistants. Joining me on this podcast
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is a group of friends and colleagues who all have their own take on what busy entrepreneurs need
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to know to find, hire, and work with a virtual assistant and mindfully answer the question,
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hey, do I meet a VA? Let's get this episode started. Hi everyone, welcome to hey, do I meet a VA?
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The podcast, episode number eight, joining me or Sydney Hubbard, RABV, and Leanne Remy,
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and we're going to talk the things to know beyond your task list today, because
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finding a VA is kind of like dating. You wouldn't go, you wouldn't marry somebody just because
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you liked their online dating profile. You'd want to go out to dinner and have conversations with them
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and get to know the person beyond the profile before you said I do. The same is true with finding
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hiring and working with a VA. So what qualities are you looking for in your VA? You have your
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hand-off list, you know your budget, you probably know what kind of VA you're looking for, but
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what do you need in the person not just the title? So that's what we're going to talk about today.
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So I always like to say it's about the fit. So we've talked about what kind of VA you're looking for.
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If you know that you need a collaborator versus a doer, that's important to know.
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What are some topics that you feel are important things to bring up in a conversation?
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Or what do you look for when you kind of have that initial conversation with a potential client?
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Sydney? I think for me one of the most important things would be communication style.
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And I think that goes beyond like do you like to email? Do you like to text? Do you like to call?
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And all of those things are very important. I think that's definitely a part of communication.
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But I think going beyond that, I think communication style can mean more of what types of things
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do you need to talk about surrounding your business? And also, do you communicate in a way that is
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clear for me the VA to understand? Because I might understand something one way and you might
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understand another way. And I think that's the whole point of collaboration and communication.
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But I think if the client wants something extremely specific, but our communication styles don't match.
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So I'm not understanding the specificity of what they want. I think that the like Rachel said,
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like it's a fitting and like that wouldn't necessarily fit.
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Yeah. I actually think there's a lot that goes into communication styles because
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you know, you say are you better by phone email? I had a client who put everything she needed
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all caps in the subject line of an email. Oh, that did not fit with me at all. I was like,
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thank you, but we are not the right fit because it felt like she was yelling at me every time she sent
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me an email. I didn't know that that was a thing for me until I was faced with it. I think also,
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when we talk about communication styles, do you think in email or do you need to talk about it?
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I had one client, he did a lot of driving and I would say, hey, yeah, just send me an email
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of what you need me to work on and he never did. But if I called him up on a Friday,
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oh, the test list I had for the following week, filled up all the time we had. So I think
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from a client perspective, knowing that what's come up for you, Bray, in terms of communication
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styles. Yeah, so we, with the clients that like to talk things out and stuff to and I feel like to
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sometimes things, you can text it and exact same words, but if you stay it either tone or something,
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it can just register differently too. So we also usually try to have a way where people do voice
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memos. So then if it's not something, you know, like they're thinking about it late at night,
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maybe don't want to lose the thought or whatever they can still send it to us through a voice
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memo or a different channel that way. So we like to have that as well. And one of the other
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things I like to consider with communication is, you know, like how how do they want to receive
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information? Like, is relationship building really important to them? Do they want to have
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as part of our agenda for our meeting that we spend the first five minutes checking in with each other?
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How's life? Because there's important information that comes from that too. Oh my goodness,
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you know, like there's a family emergency or you're not been feeling well, well, that makes sense
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why I didn't get this information. It kind of brings a little bit more human into it as well.
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And but some people that they're like, I don't have time for that. That's not part of how they're made.
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They want to have more of an action-based, like, okay, let's go through the agenda.
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Here's what we need to talk about. Here's our next steps. Thank you very much, A&X week.
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Whatever that is. And some people don't need a weekly meeting. Some people want it every two
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weeks or once a month, so knowing how much that means to look for you and that it can be adjusted.
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I find in the beginning we need more regular meetings to kind of get into that workflow, to get that
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no light contrast thing going on. And to find out those tasks and those things that come up in
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conversations that you may not have thought about. And kind of once you get that flow, maybe it is
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only every two weeks or once a month where we can be like, okay, let's do a roundup. This is what's
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coming up. But then again, that's like in a what, a evolution thing and kind of just checking in
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with each other to see where everybody's at and what expectations are around how you want to
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receive information. Yeah. I think it's important to note like you said evolution, but I also
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feel like it's important to know where you are starting from when you're having that initial call,
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because working with the VA, working with a client, you learn those things as you go.
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But in the beginning, you might feel like, oh, if I ask for a weekly meeting, it's too much,
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or my budget doesn't allow it because I only have five hours and if we meet every week,
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that's four of the five hours. But if it's important to establish that you need that
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needed. And there are valuable things that come out of those conversations, right? Like,
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do you want to review process? What are your time or turnaround expectations? Like, those things
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all matter to or making sure you don't feel in some people don't want to know that part either.
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And that's okay too. So understanding those pieces and the communication. Yeah.
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For communication, most of most of the time I let the client decide how they're going to communicate
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with me. So I kind of morph into what they're looking for. Here, comment about all caps and the subject
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line. I had a client to ended every sentence with two explanation points. The entire email
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to us every time. I'm like, what the heck? As you try to make a point? Is it, you know, as you're like,
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this is a, it was just how he wrote. And it was one of the things that what's I learned that's how
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he wrote is like, okay, whatever. I'm fine. But at the beginning, why are there so many of these
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estimation points? I barely started working with the person. So learning that part of things, especially
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in writing the way people write. Some people like to use really high-end words to explain something
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that's real, until they basically can be used in much shorter words. Once you figure that out,
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if you don't have the vocabulary, they do, you got a problem. You know, it's like, okay, you know,
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you need to bring your speech down to my level or I need to walk around the source or dictionary.
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So, you copy the paragraph and you put it in chat, GPT. Exactly. You need to run with that.
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I have helped a lot with that kind of stuff. But knowing where your client is, if they are an academic
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type person, if they're a PhD and this is the level they speak at, that you have a hard time understanding
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that, that may not be a good match for you. So, it goes the other way too. If you are a younger
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VA and you are talking to an older client, that speech pattern is different too. So you have to make
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sure you understand what they're saying, which I think Sydney was trying to get to was, you got
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to talk the same language. And if you don't talk the same language, you may not be a good fit.
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Somebody's going to have to adjust or they have to find somebody else. So, as far as communication
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modes, I just go to whatever they want to work with. They want to go to Slack or, you know,
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Discord or please not Discord. But if you want to search or any of those other methods,
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you know, I have one that sends everything through messenger on Facebook. I'm like really,
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okay fine, you know, as long as I can figure out what they want, I can work with that,
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but not everybody can do that. Not every VA works that way. And then the biggest one is language,
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because I'm sorry if I have to plug a dictionary to figure out your sentences, we're not a good match.
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I'm like, I'm just imagining you, especially AI, just going out of time to look this up. I'm just going to
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summarize. Oh, language for a second grader, please.
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Some other things to think about in communication. It's not just that every day, communication,
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but how do you communicate anger or disappointment, like when mistakes happen?
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And how do you work through those? Are you open to having the conversation and giving a benefit of
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the doubt or are you a one and done? It's over. Having worked through some of those things will help
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you in terms of asking the questions or hearing the answers, one of the kind of talks with you.
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So, communication styles, knowing yours, and being able to communicate it during the getting to
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know your process. Personality styles, I have a 30-minute discovery call because I think it's important
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to know, do we like each other? Can I listen to you, speak? Do we get along? I'm very relational.
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I like to be friendly with my clients. I want to know about their life because, like you said,
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brain, like, they can impact the working relationship. If there's always family emergencies,
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be nice to know that. But I think knowing do you want somebody who's fun? Someone who's serious.
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I'm kind of extroverted on the phone and on Zoom, but I realize like shy people intimidate me
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because until it gets to know them, right? Because you don't know, are you angry? Are you happy?
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If they have the check-inaurus, like all their expressions are the same,
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I can't. I can't. I need to know. But somebody might look at me and be like,
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you are too boisterous. This is not going to work, right? Kind of thing. And then like, I think
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knowing like, if you want to become friends or if you're just co-workers, are you the get-rich
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quick-type or do you kind of go with the flow? And you want to grow your business organically? Do
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you micromanage? Are you micro-int, like, do you need to have a drain on everything? Because these kinds of
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things, if you know them upfront, then you can find somebody who fits that. What do you guys look for
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or think about in terms of personality styles? I think one of the things I look for is someone who
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is more relaxed in their style of speaking and you know, they understand there's a bit of
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the interest in this is a world outside their business. And so I've had the clients that are
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everything's, everybody's looking at business. So I have to do this right now. I know my goodness
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I'm like, wow, okay, not everybody's looking at your business every second of the day. And let's
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you know, bring it down to notch. I know the person who's that type, I can't work with. I just,
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I can't. It's too much for me. I like to think I can work with a bunch of different types of people,
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but I've learned over the years that that type A really go-go-go-go-go-go-go-go-go, micro-manage,
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or not my kind of thing. And I think I'm more like you, Rachel, I was like, I want kind of
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relationship. I kind of want to know what's going on. Are they married? Do they have kids? Is there
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something else besides how their business is doing? Because every human, you don't want just
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the business face because that's too easy to just shut off. And I don't, I want to care about my clients.
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If it's just a business, I don't necessarily care about it because it's a business. It's not a
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person with a business. If that makes sense. Yeah. I find I'm similar. Like I
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permeate, I like to really connect with the people. Like I feel like I emotionally invest in our
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work as well. Like I love that relationship. I love getting to, in fact, I am currently working
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from a client house as I'm here visiting with them. Like even though there's a lot of my clients,
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don't live in my hometown. I like to try and connect with them in person if I'm able to as well.
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So those kind of relationship things are important to me and feeling their passion. Like,
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like, Leon was saying, like, are they passionate about what they do? Are they passionate about
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what they, you know, what do we have similar interests and things outside of what we're doing
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in here that also helps us relate and understand each other on a different level.
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Those kinds of things are important to me. And also, so what you were saying, Rachel, like, are they
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and, and Leon, like, are they looking for, like, quick turnaround times and everything's urgent?
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And everything's like, okay, so I just realized this needs to come up tomorrow. I mean, those things happen.
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And, you know, here and there that happens, it's cool, it's help you out. But if it's consistently,
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like, hey, we said three weeks ago, we were going to do a newsletter. I still don't have the
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things from you. It's due in two days and it's supposed to go out. Like, I can't deal with
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that. I like to have buffer. I like to like, how can we plan ahead? How can we have everything
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at least a week ahead? So there's time for that review process. Make sure everything set up.
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Tech, test out the tech, that kind of thing. I don't like living in that last minute and
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anxiety so that's something for me as well that I have discovered. So knowing that, you know,
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if clients are leaving things to last minute to that out, that doesn't work for me. But there are
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there are times, there are things that come up that that's, it's if it's not a consistent thing,
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then that's something we can work around. And I do try to be flexible in a lot of the ways
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that we do work. Like, we use a few different platforms and stuff. And if it's like this platform
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doesn't work for you, how can we adjust so we can still have communication, have a news that
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everybody can work in. We try to limit it so it's not too broad. So it's like out of these three
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which can we pick? But we do try to make it feel like there's a lot of flexibility in that as well
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for how do you need to receive information, how do you need to receive or project their
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acting like that? I will say around that if a client, if you as a client are
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currently operating at that last minute, kind of energy frequency, what it's something you're wanting
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to change, that's not what we're talking about. We're talking about the people who thrive in that
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last minute space and don't want to change. Just so be clear because a lot of my clients come to
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me because they're constantly in that last minute because they don't have systems and things in
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place. And that's what we do. We help you set that up. But if you're not wanting to set that up,
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that's a different place to be. And there are people that would work with that. There are, yeah,
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not me. We're not a back and call girl, but yeah, Sydney. Yeah, I think the
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personality is, are you extroverted or you introverted? But I think it's, it also ties into a lot
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about how you run your business, right? And is the way that you run your business? Is that
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compatible with the way that a VA is running their business? Right? I think that personality really
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determines if those puzzle pieces are going to fit because I think that how your personality
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also determines your communication style and your personality determines what tasks you're going
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to find most important, how you're going to react when something doesn't go the way you expected to.
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Because I mean, that's going to happen. Like, it's a business. And I think knowing that doing that
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introspection to look at like, okay, in my business, I tend to do this, this and this. And I think
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it's, and I know that Rachel has talked about this before. It's knowing those patterns, knowing those
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systems. I think we'll make it a lot smoother to hand off things. And also to just have a working
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relationship with a VA. I also think under personality is leadership styles are because it kind of
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is that my commandant or go with the flow, but I also feel like this has come up with a couple of
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clients. They have an expectation that a VA is just going to know what to do and they don't have
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to lead in any way, but it depends on how much you know your business and can verbalize and communicate
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the things I think leadership has an element in there as well. All right, time availability.
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So the joint of being a VA, that's a flexible job. And most of us have created the business
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to have the flexibility for our own lives, family, business. So since a VA is not an employee,
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they're available work hours may differ from yours. And is it important to you
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that they're available during your work hours? Or are you okay with them working on your stuff?
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Whenever they get to it, that's a question to have. Do you work two emergencies?
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And do you need some one ready at any time because as we discussed, we're not that.
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But there are people who are. So if you know that that is your tendency,
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then that's what you want to look for. And since VA is can work anywhere, we talked about domestic
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and overseas and however you're listening, that could be either side of the pond.
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Is it important that you're VA is in your time zone or that they have work hours that match
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your time zone? And can you work within their time zone or their working times?
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What other things do you consider for time availability? I think that for me,
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time availability is huge because I'm a college student. And so any client that I'm going to work with
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could know, like first and foremost, like I am a college student. And I think that also goes
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for like how many times do you want to meet per week? And how far ahead are you going to give
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me what I need different as a project? Because if I don't get what I need in time,
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there's a higher likelihood that I just can't get to clean it all because I have assignments
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and classes and everything like that in my day-to-day life. I think also for me, I work weekends.
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Like weekends are when I do the things that I do for my business. And if a client would want me to work
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weekdays, I think that would definitely be a challenge. And that would definitely be something that
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we would have to figure out. For different people depending on what they have going on outside of their
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life, for some VA's, their business is the thing that they do. Right? For other VA's, their business
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is only one of the many things that they do. And so knowing that can be important when
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you're looking for a VA, I think too that's where the time available ability goes along with
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that turnaround time expectation. Right? So like if you're looking for things that are going to be
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done in the next day, is that person working hours going to be, and is that an arrangement that
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you've made that it's like if I give it to you by the morning, then you have it to me by the next day
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morning or whatever that expectation is. Right? And then I find that the time zones is a really
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big thing for me and my clients and stuff too, like making sure like if the earliest I want to do
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a meeting is at nine o'clock, a mountain time. And I have Eastern clients, but 11 am, it was the
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earliest that they could have a meeting, isn't going to align with their working, then that might
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become a problem as well. Right? So knowing what your hours are, what their other persons' hours
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are, and if it's something that can work with the turnaround expectation as well as those connection
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points and also for communication, right? Like if I'm still working at three o'clock in the afternoon
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and I'm sending you a voice memo, is there a way where you don't have to hear it till the next day
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because you're now trying to turn off? That's also important too, right? For as business owners,
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sometimes we forget that's like having that turn off time is important so that's where we like to
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try and lose something like slacker or an app like that where you can set the hours where it doesn't
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notify you and we'll just know that we're putting it here for when you do have your work hours,
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but it's not a lost spot. So are there ways to work around that too so that it's not when they're
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on their off hours and we're still working that there's feeling like you can't turn off? Yeah,
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and it can work the other way too because like when I had clients on like I almost all my clients
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are East Coast clients and I'm Pacific, so you know they've been up for three hours before I
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even get into the office and so it's great because I can work and I can work until five o'clock
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my time and I don't expect responses from them but the responses are usually there in the morning
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when I come back to start so yeah it can work both ways like it can be good or bad depending on
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yeah there's definitely benefits to it. I think it goes with communication to is being upfront about it all.
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Yeah in our contract we actually have that communications will be over like responded to within
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24 to 48 hours. Generally we get to the same day or whatever but there is that buffer should
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somebody be sick or whatever else like just to know and so that's something that we stipulated
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communicating to with our clients but some people might not be okay with that kind of thing as well too.
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Yeah, I think you mentioned contracts when we were brainstorming desk and we're going to get to that
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as a broader topic but I think having that the time expectation and availability in your
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contract that you can kind of go back to like you know I'm generally in the office from this time
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to this time and anything that happens all-four's is a benefit not a norm right kind of thing
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but it is that setting the expectations and I think contracts are usually worth that is and in the
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conversation. Leanne you got in. I think you guys covered almost everything I think the biggest
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part is as long as you communicate what you expect and they communicate what they expect.
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There should be a pretty good you know you should be able to make sure you have a good fit.
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Time zones always a there was looked at as a negative but it's a great point out it could be a benefit
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you know she or East Coast clients just extended their workday by three hours and they're not actually
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doing the work. So you know those kinds of things work well. One of the things I've noticed especially
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when Sydney was talking about the she's college kid she's got classes and things like that
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some VA's and I know when my kids were much little or I had like the middle part of my day was
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not an option because I was making up children and dropping them off at things and all that kind
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of stuff so I worked in the morning and then I had a big gap and then work at night and as long
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as my clients knew that they were okay it was the ones that either weren't listening or I told them
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or weren't okay with it where we started to have the problems. So it definitely it's a communication
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thing but VA's we set up our business based on what we need so my kids are now adults I
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don't have the gap in the middle of the day that has to come out but it has moved as they've gotten
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you know they were very young I started it was I used to work around nap times.
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Yeah it's like I only worked at nap times but you know as they got bigger and I have bigger gaps
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and as long as a client stands up for what support for them the VA stands up for what support
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for them themselves it'll work but only if you communicate so yeah and if you're honest with yourself
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exactly because I think a lot of times you can go and like yeah sure no problem it'll work
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out just fine and then you realize oh I didn't know I had that as a need yep yeah and maybe
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having a like a game plan should there be things to come up how do we want to discuss it like if
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you have that game plan where there's issues beforehand on how you want to communicate around it
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it kind of takes away that how do I bring it up or I just don't bring it up and then we just don't
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work together anymore where it could have just been a simple conversation but I think having that in
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place as well like you know let's try this out and you know let's check in in a month and see if
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there's any problems or if there's something that comes up beforehand please let me know be back
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so we learn that kind of conversation helps with those kind of moments too yeah and that's come that's
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communication it's like a relationship you guys the VA client relationship is like a relationship right
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if you don't communicate things start to fall apart so remember that part all right we're going to
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shift into security needs and then we'll wrap up um security needs many times a VA is
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privy to important and sensitive or confidential information so if that is part of your business then
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you need to think about your specific needs around security do you need a non-disclosure agreement
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as part of your contract through the VA to work on your projects you know some VA's work off
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their dining room table or used to um with their computers and full of you of family and kids
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is that going to cause issues if a family member is walking by and sees them working on your stuff
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you know up until up until September I shared my office with family all different family so I
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didn't have the luxury of locking the door and having things where people couldn't get to it now
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I have a shop at my own door yeah with a lock sorry get very excited about that piece um but is that
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like my clients I was very afirm with them my kid you know because I started when my kids were
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young so they were always around so I couldn't I couldn't work with clients who needed
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security type of things now that I've put systems in place and and their their adults now too
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they've out you know they've outgrown the what's my working on stage um you know but I still
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for my comfort level I don't work with clients that have really strict security needs
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probably because for so long it wasn't an option what do you talk about when it comes to security
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I think for the most part because I've always had an office I haven't thought about you know what
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what people can see so much um my for security I always try to make sure that we're
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doing things as security spots will move through the internet so things like hey yes you need to
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give me a password how about don't put the username password and website on an email as you send it to me
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um yeah so you know those kinds of security things I lead the client more than let the client lead me
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only because that's how my brain works although I have had clients say you know this is highly
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confidential and I'm gonna give you you know a 20 step system you need to get through to get to whatever
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account it is I'm fine with that but I know some people aren't so it kind of depends on what
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everybody is comfortable with for me security one way the other is fine because I have my
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office I have for 20 something years that's fine but it's always say hey you know I don't want
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to be hearing our phone calls okay now I've got a problem nothing's some proof and it is still a home
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office so you know those kinds of things obviously I would have say okay I'm not the right person
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for you for that but you Brie I'm sure you you're pretty careful on your security stuff
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yeah we have password bolts and things and sometimes either we'll find ways to get the
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passwords from clients in a secure way and put them in ourselves or help set up a client so they have
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their own password bolt and can share it through us that way especially to something like I don't
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really want you to know the password but I want you to have access then we accommodate that as well
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we do have an on-disclosure in our contract I have worked with people who wanted in the
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additional one on top of that that we gladly will sign and make sure we adhere to and just
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as a general rule like we don't be like so so and so doing this or whatever if there's some
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ideas that we want to share it'll be more of like generalizations of things that we've learned
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that we've been testing and sharing information that way but never specific or things like that
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on other clients and that's kind of how we go about it I haven't really had other things come up
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like we have everything backed up on cloud they stuff and things like that so that everybody has
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access and her copies on some computers and things like that but other than that we haven't had any
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other needs that have come up on our world yet. Did anything come up for you? I think you guys covered
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it all I think for me it's the main security things is just like yeah like I'm getting user
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name and password so protecting that and making sure like okay like I'm on my personal account now
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I'm not on like a business someone else's business account you know using that all of that
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responsibly and again like I'm I'm a college student I bring like computer places because I'm
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going to class and stuff and so I think understanding that as like a lifestyle type piece and like
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who you're looking for is a virtual assistant it's good to keep in mind. Thank you I know we're going
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to talk about contracts but I kind of feel like that's its own episode so stay tuned and he last
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bit before we wrap up. I think the last piece that I had was knowing if it was important
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to you to have a VA that's very passionate about your business and maybe has like like a hobby
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that's like in line with your business and it's like like very like understanding and the no
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like if that's important to you or if it's not important to you I think that all virtual
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assistants will respect the businesses that they work with as professionalism but if you want like
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an extra layer of like that like this virtual assistant as like interest outside of their business
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and your business happens to align with that like if that's important to you or if it's just kind
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of a cherry on top I think that would also be something to think about. And I think I think these
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can tend to niche into areas that they are equally passionate about so you know finding if
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if the VA is passionate about the business that you're doing I think that's a plus that is our
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episode for things to consider beyond your task list. If you have any questions you can email us at
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hey VA podcast at gmail.com or use the link tree to connect with any one of us individually and we
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will see you at the next episode. So thank you so much for joining us for this episode. We are wrapping
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up for our summer vacation but please subscribe on your favorite podcast channel or on YouTube to be
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reminded of when we come back and we will see you soon. Thank you for joining us on this episode of
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hey do I need a VA the podcast. If you found this episode helpful please leave a like, comment or review
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and feel free to join our Facebook group find higher and work with a VA for more tips and tools.
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If you have any questions please email them to hey VA podcast at gmail.com. We'll see you next time.