You found a VA, now what?

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Hi, welcome to the podcast that explores what virtual assistants want business owners to

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know when they start asking themselves the question, hey, do I need a VA?

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I'm Rachel Davila and after 18 years as a virtual assistant going it alone, I experienced

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the steep learning curve from the other side of the VA client relationship when I hired

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my own assistant.

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Joining me on this podcast is a group of friends and colleagues who all have their own take

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on what busy entrepreneurs need to know to find, hire, and work with a virtual assistant

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and mindfully answer the question, hey, do I need a VA?

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Let's get this episode started.

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Hey everyone, welcome back to Hey, Do I Need a VA?

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The podcast.

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We are on episode 10, which is super exciting to me that we had 10 episodes of Things Talk

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About.

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Don't worry, this is our last episode of season one, but we will be back in the fall with

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a whole new season with lots more to talk about.

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So stick with us today because we are talking about onboarding.

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You found the VA, now what?

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So to get this ball rolling, I have with me Sidney Hubbard, Leanne Oremli, and Brie

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Vivi, and we are going to share all the things we want you to think about when it comes to

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onboarding your new VA.

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So what kinds of things do you talk about in that after you've decided to work with the

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client conversation in terms of getting started?

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Sidney, we'll start with you.

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I have a business contract.

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I didn't start out with one, but I ended up creating one.

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I think in terms of kind of figuring out what the business and the VA, like how they're

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going to fit together, I think a business contract is really nice because it fills

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in those details surrounding payment and also confidentiality, but also just like there's

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a part of my business contract where it talks about if you're having a problem, let me know,

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and what happens if my business and your business go separate ways, all of that stuff.

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I think even if anything just brings up talking points that the VA and the client should have

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surrounding how the businesses are going to work together.

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Yeah, I agree.

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A contract is good and not all VA's will have one, so if you as a client that is an important

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thing to have, maybe have draft something that kind of covers your basis, I know one

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of my clients had me sign a non-disclosure agreement because some of the tasks that I

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was going to be working on within her business required an extra step of confidentiality

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and legal ease.

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So kind of knowing what your business needs are, I know that I have a couple of coaches

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who I added wording into my contract with them to follow the ICF, International Coaches

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Federation Ethics, to just kind of cover working with their clients and everything.

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And then I know that as a graduate of AssistU, I follow their code of ethics, and so I do

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have wording in my contract that I follow those guidelines and that clients can follow

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that.

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I also, this kind of recently came up for me where emergency plans, contingency plans,

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I added wording into my contract to let my clients know that in the event of my incapacitation

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or extended absence, what the process would be.

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And so those are things that I've added into my contract based on client needs and just

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basically being in business and learning, you know, kind of what needs going on.

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But if you're looking at your business and the needs that you have, it is okay to say,

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add this paragraph or here's an addendum kind of thing that you'll want to take into account

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when you're onboarding clients.

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Anything you guys have come up with, Leanne or Brie?

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I also have a contract.

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It also goes over like, if I make documents or presentations to you like that those are

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now your, your own ownership of them, like who owns the documents and things after that,

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and that it should I want to use it as a portfolio kind of thing that I would ask permission

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first before sharing any kind of information like that.

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I also have like communication expectations and what our business hours are so that they

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know like, my team may decide to work on weekends, but it's not a requirement like our business

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hours are nine to four 30 mountain standard time, and that you can expect to have like

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responses within a certain amount of hours and that kind of stuff.

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So we also kind of have a little bit of like what the working communications and things

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back and forth like that would be in ours as well.

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And mine has all those things, although I am having which you said about the contingency

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plan that's coming up next.

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But the only other thing that's in mine is the billing cycle.

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So when do I bill, how much do I bill for, do I bill by the minute, do I bill by the

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quarter hour, you know, what is it, the other thing that I put in mine and it's because

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of past experiences, that if they want stock images or something they need to be purchased,

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they have to pay for the purchase.

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I'm not covering that.

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I mean, yes, I might purchase it for them, but it's going to be billed through to them.

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I found that stating those kinds of things on the contract helps with any questions that

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might come up later.

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I think that's pretty much all.

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Oh, the only other thing that's on there is, I'm not their employee.

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It says very clearly, I'm not your employee.

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You know, I pay my own taxes, but you know, talk to your tax consultant, you will probably

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have to do a form because I am a contractor.

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So contracts aside, what are some other kind of onboarding things?

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I know a lot of times clients have specific programs that they work in.

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And so a lot of that kind of upfront beginning conversation, first meeting type things is

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let's get you into the email.

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Let's get you into the programs that you need the sharing of passwords.

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You know, Leigh Ann, you're a technical person, but a lot of programs nowadays have those

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two factor authentication.

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So even if like I have an info at the client email, I still need to kind of be on a call

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with them for the, that initial verification codes and everything.

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So what else can you guys think of for kind of that first, let's get started call.

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I'll start with, because I know I'm much less formal than some of you.

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When I start a new client, I literally let them talk and I take notes and I work with

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whatever they're comfortable with.

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So if they're into specific programs, I use those if they want to communicate in a certain

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way, that's what I use.

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I'm not nearly as formal in the hair, here's forms and stuff.

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You know, Bri has to be, because she has a team, but at the same time, I'm just like,

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yeah, okay, let's just start working together and figure it out.

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As far as passwords and stuff, I highly recommend my clients use something like LastPass or

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one or one of the other password sharing programs.

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Most of them don't understand, they still need to get me in the first time, because

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they're like, oh, I shared it with you, you're good.

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I'm like, that's not how this works.

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And a lot of people that's not, at least for the clients that come to me, they're not tech

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savvy enough to do LastPass.

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I'm like, okay, so how else are we going to do this?

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Some of them literally send me, they're using our password.

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I do not recommend this, but they do.

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So if they're going to do that, that's fine.

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Like at least, you know, text me one and email me the other.

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Don't put them both in the same email.

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You know, let's just kind of separate it out.

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And then I just start working on their biggest pain points.

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So it's like, I feel like my clients want to see something right away.

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So it's like, instead of a long onboarding for me, it's more of a, hey, this is my big

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pain point.

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Okay, let's get it moving in the right direction.

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And then the rest of it just kind of comes.

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Like I said, everybody does it differently.

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I know with a team, Bree, you would have to do more formal stuff.

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But I was like, I'll email them if I have a question, text them, whatever.

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Bree, what's your process like?

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Yeah.

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So I do try to like send out, you know, prior to the call, a like question there kind of

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form just to kind of get things flowing so that when we come to the meeting, they'll

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have an idea of some of the passwords that they might need because not everybody knows

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where they are.

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So then that way they'll have, feel like they can be prepared.

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And we usually kind of start with like the same kind of thing, like having conversations

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on where are your biggest pain points?

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What is the things that you're hoping to see first and then having conversations around

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the information I would need to know for those and then letting them know the logins.

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I do usually joke that the verification process is the hardest part of working with somebody

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remotely.

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And that, you know, like with me having a team, sometimes we have to do it twice and

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it's usually easier to have done on a call.

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So sometimes I'll invite a team member who is going to be working with that client into

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the call just so we can all get verified at the same time and then we're good to go.

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And quite often I use like Fathom.

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Thank you, Rachel, for recommending that one for me.

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I use Fathom recording to help with my team and so I'll highlight sections that they need

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to know in our calls and then I can just send them the links so that so that they can even

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hear firsthand from a client if they need or like go back and check it out so that they

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can get updated as well.

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And once we get working together, sometimes I'll even have the team members take on the

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calls themselves.

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But in that first call, we tend to go over like, what's the working relationship going

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to look like?

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What kind of other partner do they want to work with so I can kind of figure out what

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other team member would work with them?

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Like what their communication expectations are?

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How often do they want to connect?

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How often like how fast do they want to go?

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And usually prepping them that in the beginning, there's usually more meetings and more conversation

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and then we kind of get more into the work speeding it up kind of thing as you go, just

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to kind of foreword them that even in the first inquiry call and stuff like that.

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But yeah, in the onboarding call, we go over that, ask them to bring in their list of things

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that they were talking about and then try to come up with the order that makes sense

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and hits those pain points from the beginning.

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So me, anything that we didn't cover that you have?

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I think you guys covered most of it.

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The fact that the verification process, I agree with Bri, it's easiest on a call.

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I also just keep the passwords and like pen and paper in case I ever need it again.

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Even if our working relationship ends, I think that that could be something that could be

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in a business contract, but it could also just be a conversation of like, hey, like,

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I don't want you to have this information if we go separate ways.

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But I think a lot of times there has to be a certain amount of trust because I know for

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my job, I can't do what I need to do if I can't be like in a client's YouTube channel,

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right?

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Or if I can't be in their mail chip account, in their podcast platform.

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And so I think there does have to be a certain amount of trusting that a VA is a professional

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and they're going to do what they need to do.

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I think you hit on an interesting element to the onboarding process.

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When you're first starting with a virtual assistant, you may or may not have the experience

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or the trust in giving all of this, sometimes personal, like passwords and stuff that can

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be very personal.

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And so you might look at what you are handing off in the very, very beginning to match your

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comfort level.

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So if you're not comfortable with handing off passwords and things like that, what are

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some projects that can be done to establish that trust to then go, okay, now I can hand

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off a password or something like that?

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Because some red flags that I've heard, I've not experienced this, but our clients who

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just won't give sensitive information.

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They're just not at that comfort level.

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And then they require the VA to do work, but then they don't give the information that

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the VA needs.

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And so that can stall or stymie the VA from actually completing the work.

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So have you experienced that?

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I haven't experienced that directly, but I have had some gun shy about handing off passwords

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and stuff.

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So some of the ways that we've gone around that is like add us as an admin.

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And then we get our own login, you can take it away at any time, that kind of thing.

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So for back ends of websites, for social media, add us as an admin to your business account

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and we can still post as the business, things like that.

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Or like Leanne was saying, use the last pass and even send them videos and stuff of walking

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them through what setting that up looks like and how to share it that way so we don't actually

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get full access, but then we can still access those things without seeing all the passwords.

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And they can restrict what the access is to as well, right?

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They can give us different levels.

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The other thing that we've done is kind of just like start, like you guys were saying,

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start with some of those other not as scary things and build up to them.

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So like they have to give us a password say to their social media, but they don't have

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to give it to their course stuff or whatever, like just like getting them as we need them

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instead of like, let's dump all the passwords off the get go, like let's paste it out.

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We can do that as well.

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I've also been added as delegated access in like in Gmail, you know, clients have created

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their business.

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May I have a face?

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Tell me the name.

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Google workspace.

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Is that right?

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You know, and then they give, they have an admin or an info at which then I have access

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to, but then they give that delegated access to theirs for anything that I need to do.

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So I know within last pass, that's the one that I use.

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I'm sure the other ones have the same thing, but you can share the password without the

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person seeing the password so that you still have it in your vault, but then you don't

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necessarily know what it is.

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We will have a whole episode on this because our technical advisor, Leanne, put it on the

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list.

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So don't worry, we will get to it in terms of technology and things like that and everything.

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But when it comes to the onboarding process, these are some of the things that you'll want

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to consider your comfort level and your technical knowledge in terms of where they match up.

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And the VA can be a very useful tool and resource for that because a lot of our clients come

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to us because we are more tech savvy than they are.

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And so we can kind of guide them through, like Brie said, we could create a video or

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walk them through on a call or things like that.

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And I know for me, if there's anything that I don't know, I say, hang on.

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And I go to Leanne and say, Leanne, how do I do this?

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And she tells me what to do.

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So we can reach out to our community of colleagues to kind of fill in whatever gaps we don't have

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to support our clients.

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But we may not know what those are until you bring them up to us.

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Other onboarding things that I know I bring up are if I'm communicating to a client's

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clientele, I'm always very professional and respectful.

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But what are some elements, branding, wording, things like that, that clients want me to

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have?

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So how do I set up my email signature?

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Am I using my own personal Gmail, but with a signature specific to the client?

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Or do they have an email that they want me to use to communicate on their behalf?

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And do they have the technical experience to set me up for that?

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Or how do we do that?

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That's a conversation I have.

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If I'm doing graphic work or art kinds of things, do they have their colors, their logos,

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their branding, artwork in a place?

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Do I use my Canva account?

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Am I using their Canva account?

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And sometimes if I'm using theirs, then it's getting added as a team member.

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So sometimes the specific programs and how the client wants to interact.

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Some clients don't care at all.

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Some clients are very specific.

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Like those are the things that I kind of step into.

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It's like what are those specifics and how do we do it?

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And then I always try to take one project on.

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What's the one thing that I can start right now that will make the most difference and

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get us going?

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Yeah, for us, because we do work as a team, we use ClickUp as our organizing platform.

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So I'll usually walk them through that and get them set up in that and invite them in

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as a guest so that they can collaborate with us and then figure out what other type of

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communication they want as well.

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So sometimes we'll set up like a Slack channel with what other team members are working in.

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So they have a direct way to contact.

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I try to keep it for our clients that we don't really do a whole lot of communicating in

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email or text because I want them to have that A for themselves.

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But B, I feel like emails can sometimes get lost.

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So I want them to be able to have a place where they can be like, okay, I'm going to

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work with my VA's right now.

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I'm going to go into this place and I know that I can get a hold of them and communicate

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with them and keep everything in one place.

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So we try to kind of set up things like that or like, where are we storing documents?

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Are we using Google drives or things like that?

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And making sure that we have those set up so that we're organizing things as we go to

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so that should for some reason it ends up not being a fit.

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They still have tangible things that they can take on with them.

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I didn't even know like the whole ownership transfer.

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Like if I create a document for a client and they want to keep it, yeah, there's rules

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and things like that.

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So I'm even just now kind of starting to kind of go, do I create the folder?

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And therefore, if we ever stop working together, having the conversation of, okay, copy everything

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over into a new folder, or do they create the folder and invite me into it so that they're

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the owner of anything that goes in there.

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Those aren't always things we think about.

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We just, I never did.

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And now I'm kind of like, oh, I had a client who was very much like, I want ownership of

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it and now transfer all the ownership from my old email to this email.

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And I was like, oh my God.

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It was a very fun project.

287
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So yeah, those are kinds of things to, if you're not already thinking about maybe this

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conversation will help you think about like, do you need to have the ownership?

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Do you even care or not?

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And then set it up ahead of, you know, at the beginning so that you're not going at the

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end all of the, all the folders and all the things that then have to get figured out

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how to translate over.

293
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I completely agree.

294
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I think that's also something that I've been thinking about in terms of, okay, am I going

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to log into your Google Drive or is it going to be on my Google Drive?

296
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And if it is going to be on my Google Drive, if you're having me download some really hectic

297
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files, do you expect me to like buy extra space in my Google Drive for you?

298
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Right?

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I think that's a good thing to think about, especially if some clients aren't comfortable

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getting or seeing the files in Canva the way they are, right?

301
00:21:34,840 --> 00:21:41,840
So I think it also goes back to how tech savvy the client is, if they can look at a file

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in Canva and understand what's going on, or if they want PNGs of different versions of

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a graphic.

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And I also think I mainly use Google Drive for that, but if you're having me make like

305
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12 different versions of one graphic, like that can get fluttered pretty quickly.

306
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And I think there is an element of, I like to be organized.

307
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So I think I will be doing a lot of organizing, but then it's like, to what extent do you

308
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want me to organize your drive for you versus, you know, I'm organizing the stuff that I

309
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make.

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00:22:24,120 --> 00:22:31,280
So I think there is a lot to consider, again, when it comes to ownership and when it comes

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00:22:31,280 --> 00:22:36,840
to having tangible things that the client wants to keep.

312
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Man, I know this can get into a technical realm really quickly.

313
00:22:42,560 --> 00:22:47,840
And that's not what this topic is about, but in terms of onboarding, are there any kind

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00:22:47,840 --> 00:22:56,640
of pre-planning things that you can suggest in terms of technology or anything?

315
00:22:56,640 --> 00:23:03,160
For the most part, I try to make sure that I'm setting stuff up for the client versus

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under my name.

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So if I'm setting up email, if I'm setting up, you know, I do a lot of work inside of

318
00:23:10,920 --> 00:23:15,760
websites, so there's a lot of other accounts that need to be, like if they need a Zappi

319
00:23:15,760 --> 00:23:18,760
account, I'm not using mine, I'm setting one up for them.

320
00:23:18,760 --> 00:23:24,080
Those kinds of things, if they don't have a Google drive, I ask them to do it because

321
00:23:24,080 --> 00:23:29,360
it's easier or the other option is use something like Dropbox.

322
00:23:29,360 --> 00:23:32,080
So that way I can dump into their Dropbox.

323
00:23:32,080 --> 00:23:40,240
I try to give them as much of, for them as possible, because if the relationship stops,

324
00:23:40,240 --> 00:23:43,680
it's much easier to say, there you go, that's all yours.

325
00:23:43,680 --> 00:23:44,680
Just take me off.

326
00:23:44,680 --> 00:23:48,840
You know, change your password and you're good, you're locked up again.

327
00:23:48,840 --> 00:23:54,720
But when I'm setting up a client, if I feel like they're getting overloaded, I don't ask.

328
00:23:54,720 --> 00:24:00,360
I just do it for them and I figure if nothing else, it's in their name, you know, they're

329
00:24:00,360 --> 00:24:01,360
not going to go by.

330
00:24:01,360 --> 00:24:05,560
If I do it in my name, that's different because now I should probably be asking for that.

331
00:24:05,560 --> 00:24:11,880
But sometimes people, the new clients are like, oh, this is too much, this is too much,

332
00:24:11,880 --> 00:24:13,680
I can't even think it through.

333
00:24:13,680 --> 00:24:17,120
So I make some of the decisions for them figuring, I can always reverse it.

334
00:24:17,120 --> 00:24:18,440
I can always go back and move it.

335
00:24:18,440 --> 00:24:21,640
If I just, if they're like, no, no, no, that needs to all be in your, okay, fine, I'll put

336
00:24:21,640 --> 00:24:25,000
all mine on the food over later when you're ready.

337
00:24:25,000 --> 00:24:30,000
It's more work, but you know, sometimes that's where you have to start, depends on the client.

338
00:24:30,000 --> 00:24:32,720
Yeah, that's true too.

339
00:24:32,720 --> 00:24:40,480
And for potential clients listening to this, you don't have to know all these answers.

340
00:24:40,480 --> 00:24:46,680
We're just giving you things to consider, to think about if you haven't already, but

341
00:24:46,680 --> 00:24:54,360
having a good VA to kind of go to ask you the questions, at least if you're already kind

342
00:24:54,360 --> 00:25:00,960
of having it in mind, then when the question is presented to you, you can kind of go, oh,

343
00:25:00,960 --> 00:25:04,240
I didn't know that that was important, but now I do.

344
00:25:04,240 --> 00:25:08,320
So yes, put it in my name and let's do that kind of thing.

345
00:25:08,320 --> 00:25:13,160
So you don't necessarily have to go home and be like, oh my God, I have to fill out all

346
00:25:13,160 --> 00:25:16,080
these ideas.

347
00:25:16,080 --> 00:25:18,880
We'll walk you through it as needed.

348
00:25:18,880 --> 00:25:24,280
And it might be, okay, we're setting this up because we're doing other things, because

349
00:25:24,280 --> 00:25:28,200
we can see where it's going to go down the road.

350
00:25:28,200 --> 00:25:35,560
You may not need to know that upfront, but when we ask a question, it's because we know

351
00:25:35,560 --> 00:25:39,280
kind of the flow it's going to lead us down.

352
00:25:39,280 --> 00:25:43,800
So if you do get overwhelmed, say, I am overwhelmed.

353
00:25:43,800 --> 00:25:48,400
And we will say, okay, this is what I need to know for right now.

354
00:25:48,400 --> 00:25:52,680
And then we can fill in the gaps as we go.

355
00:25:52,680 --> 00:26:00,800
But the benefit of a VA is we have the experience to kind of know, okay, Dropbox has more room

356
00:26:00,800 --> 00:26:01,800
than Google.

357
00:26:01,800 --> 00:26:04,600
So let's do a Dropbox and we can do it this way.

358
00:26:04,600 --> 00:26:11,640
So we can kind of guide the journey, you know, but if you're like, no, I really want to stay

359
00:26:11,640 --> 00:26:14,120
in Google, that's fine too.

360
00:26:14,120 --> 00:26:21,640
But then we have other questions or, okay, we're nearing the fill line of your limits.

361
00:26:21,640 --> 00:26:28,680
Go ahead and purchase more space or let's declutter kind of thing.

362
00:26:28,680 --> 00:26:31,880
We know where things are going to go, even if you don't.

363
00:26:31,880 --> 00:26:35,360
So we can kind of help guide with that journey.

364
00:26:35,360 --> 00:26:41,880
Anything that we should consider about red flags or deal breakers as part of the onboarding

365
00:26:41,880 --> 00:26:47,840
process, anything you've seen, interacted with, dealt with that we might want to bring

366
00:26:47,840 --> 00:26:48,840
up.

367
00:26:48,840 --> 00:26:53,640
So the whole time we got to onboarding, the red flags have already been flown and you

368
00:26:53,640 --> 00:26:56,840
never get to the onboarding.

369
00:26:56,840 --> 00:27:02,840
I think my biggest red flag has been more on the security side where the client has been

370
00:27:02,840 --> 00:27:06,160
like, here, I'm going to send you one document and here's everything.

371
00:27:06,160 --> 00:27:10,400
Website, username, password, and here's all of it.

372
00:27:10,400 --> 00:27:14,880
Okay, that's not really a red flag for us working together, but let's discuss security

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00:27:14,880 --> 00:27:17,120
for a minute.

374
00:27:17,120 --> 00:27:18,720
Let's not do it that way.

375
00:27:18,720 --> 00:27:24,920
The only other one is, and I'm totally guilty of this, and I try not to be, is in my contract

376
00:27:24,920 --> 00:27:31,840
I have a statement that says I need a deposit for me to start and it goes back to, you know,

377
00:27:31,840 --> 00:27:37,000
I've had people ghost me before, but I just want to deposit on the first hour.

378
00:27:37,000 --> 00:27:40,680
Therefore, I can start working and then, you know, now I know you're like a real person

379
00:27:40,680 --> 00:27:42,400
you're actually going to pay.

380
00:27:42,400 --> 00:27:46,000
I have started before someone has actually paid me.

381
00:27:46,000 --> 00:27:50,840
Not my brightest move because my red flag has always been, I'll get to it, I'll get

382
00:27:50,840 --> 00:27:54,440
to it, I'll get to it, and then they don't.

383
00:27:54,440 --> 00:28:00,280
So, and then they disappear, they take the work I've done and I'm out the money.

384
00:28:00,280 --> 00:28:05,440
So that's been my only big red flag from, you know, hey, I've already onboarded you

385
00:28:05,440 --> 00:28:10,040
and now I've got a problem because you haven't paid the deposit.

386
00:28:10,040 --> 00:28:15,840
So I try not to break that rule anymore, but I just did it the other day.

387
00:28:15,840 --> 00:28:19,280
Oh, good, Bri, I feel better.

388
00:28:19,280 --> 00:28:20,920
It's not just me.

389
00:28:20,920 --> 00:28:21,920
I felt fine.

390
00:28:21,920 --> 00:28:22,920
I knew who she was.

391
00:28:22,920 --> 00:28:26,840
It was fine, but at the same time I'm like, I'm breaking a rule I shouldn't be doing

392
00:28:26,840 --> 00:28:27,840
this.

393
00:28:27,840 --> 00:28:28,840
Yeah.

394
00:28:28,840 --> 00:28:34,320
It's hard to get excited and you want to just get going and you are like, all amped

395
00:28:34,320 --> 00:28:38,040
up and so you just want to get running with it and be able to give them stuff and support

396
00:28:38,040 --> 00:28:40,720
them and yeah, it's easy to get caught up in it.

397
00:28:40,720 --> 00:28:41,720
Yep.

398
00:28:41,720 --> 00:28:45,080
It's like, oh wait, no, I actually need to be paid for this.

399
00:28:45,080 --> 00:28:52,200
Yeah, I think that's why I like my debit card system now because it does take some of the

400
00:28:52,200 --> 00:28:53,200
pressure off.

401
00:28:53,200 --> 00:28:59,040
It's like, all right, start with a low-dose card if you're not sure and then we could

402
00:28:59,040 --> 00:29:06,680
go from there, but only because I too have experienced that ghosting of no money.

403
00:29:06,680 --> 00:29:15,040
So I think for potential clients listening in, a lot of our standards and contract things

404
00:29:15,040 --> 00:29:18,240
have come from experience.

405
00:29:18,240 --> 00:29:24,800
So if you have questions on that, then always ask because there's usually a reason why we

406
00:29:24,800 --> 00:29:27,400
put something in our contract.

407
00:29:27,400 --> 00:29:34,080
And if you don't have that in yours, then that might be something you take on with for

408
00:29:34,080 --> 00:29:35,080
yourself.

409
00:29:35,080 --> 00:29:41,800
I've taught a lot of clients how to manage their business in how I manage mine.

410
00:29:41,800 --> 00:29:44,520
So it goes both ways.

411
00:29:44,520 --> 00:29:47,840
All right, is there anything else before we wrap up?

412
00:29:47,840 --> 00:29:51,080
The only one thing that also came to mind as we were talking, especially when you guys

413
00:29:51,080 --> 00:29:57,080
were talking Google, is that in the beginning setting, how do you want to work on things

414
00:29:57,080 --> 00:29:59,840
like if you're doing copywriting together and things like that?

415
00:29:59,840 --> 00:30:04,320
If you want to have collaborative spaces that you could work, where as Google Docs or, I

416
00:30:04,320 --> 00:30:08,320
know Microsoft even has a version of their Word Docs that you can work in online, where

417
00:30:08,320 --> 00:30:14,320
it updates instantly and people are doing it versus having old school where you, everybody's

418
00:30:14,320 --> 00:30:17,120
downloading it and you're trying to make sure you're working on the same version or did

419
00:30:17,120 --> 00:30:18,800
we lose the draft or whatever.

420
00:30:18,800 --> 00:30:22,960
So kind of determining how you want to look that to look in those spaces before you get

421
00:30:22,960 --> 00:30:28,360
started can also be helpful and seeing the value of using maybe some more of those collaborative

422
00:30:28,360 --> 00:30:33,520
ways versus some of the other ways and the reasons why and what your preference is.

423
00:30:33,520 --> 00:30:36,880
We'll get into that with technology because there's the view only.

424
00:30:36,880 --> 00:30:38,880
The editor.

425
00:30:38,880 --> 00:30:39,880
Yeah.

426
00:30:39,880 --> 00:30:44,680
And if you make a copy of the document and that's the one you're working on, but I'm

427
00:30:44,680 --> 00:30:50,440
working over here, we need to have a conversation about collaborative spaces.

428
00:30:50,440 --> 00:30:54,960
So yeah, with that in mind, is like have some of those conversations in the beginning can

429
00:30:54,960 --> 00:30:55,960
be helpful too.

430
00:30:55,960 --> 00:30:56,960
Yeah.

431
00:30:56,960 --> 00:31:00,200
Before you get too far down the road.

432
00:31:00,200 --> 00:31:01,440
Then you're playing cleanup.

433
00:31:01,440 --> 00:31:02,440
Yeah.

434
00:31:02,440 --> 00:31:03,440
Yeah.

435
00:31:03,440 --> 00:31:04,440
Okay.

436
00:31:04,440 --> 00:31:09,960
Thank you so much for joining us on our final episode of season one.

437
00:31:09,960 --> 00:31:12,960
You found your VA now what?

438
00:31:12,960 --> 00:31:17,400
Join us next season when we come back.

439
00:31:17,400 --> 00:31:23,760
Make sure that you subscribe to your preferred platform so that you get notified when we're

440
00:31:23,760 --> 00:31:27,040
back and we will see you next time.

441
00:31:27,040 --> 00:31:29,720
Thanks so much for joining us.

442
00:31:29,720 --> 00:31:34,000
Thank you for joining us on this episode of Hey, Do I Need a VA?

443
00:31:34,000 --> 00:31:35,000
The podcast.

444
00:31:35,000 --> 00:31:39,800
If you found this episode helpful, please leave a like comment or review and feel free

445
00:31:39,800 --> 00:31:45,360
to join our Facebook group, find hire and work with a VA for more tips and tools.

446
00:31:45,360 --> 00:31:51,400
If you have any questions, please email them to Hey, VA podcast at gmail.com.

447
00:31:51,400 --> 00:32:04,080
We'll see you next time.