Carrie Wulf — Organize Your Inbox, Calendar, and Life!
Dare to Leap
English - December 08, 2021 08:00 - 48 minutes - 44.7 MBCareers Business Entrepreneurship remotework workforce financialfreedom remoteteam virtualassistant virtualcareer virtualexpert virtualteam Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Carrie Wulf is a Virtual Expert for Business Coaches, Trainers, and Speakers. She helps manage their chaotic inbox, organize their calendar, and set systems in place so that her clients have a smooth-running business. In this week’s episode, Carrie shares her process, why SOPs are so important, and how she’s built her business to function when she’s out sick.
Key takeaways:
A little bit about Carrie and how she helps clients with managing their email. Do you feel a bit weird about outsourcing your email and calendar to someone else? Kathy did, also. When you work with someone for the first time, it does take some time to work with someone to get your system and process right. Kathy found herself deleting her entire calendar, and Carrie was able to restore it back to normal! Carrie has a training program out right now to help virtual assistants better manage their client’s email and calendars. It’s so important to set inbox rules and filters so that clients can find what they need a lot easier. What is an SOP (Standard Operating Procedure) and why is it important? Carrie shares some of her services and what types of clients she likes to work for. When Carrie understands how her clients work, she will add extra “time padding” for her clients so that they get certain tasks done on time. The great thing about Carrie is that she has a team of people behind her and, if she is out sick, her team can step in without any disruption to the business. Interested in getting to know Carrie and her team? Reach out and say hi!
Resources:
Quotes:
“I record the call and just let my client braindump what each team member does and their needs, and from there I figure out what process we need to document for our SOPs.”
“It can be a process, but we get it figured out and we start writing the SOPs. Once clients see their workflows written out, they’re more on board with [why SOPs are so important].”
“Carrie knows me so well that she knows what I’ll be procrastinating on while she’s gone. She has other people on her team slacking me.”