This episode is brought to you by The Kolada Group.

Today, I’m talking about onboarding new clients with Trello.

My guest is Abbey Ashley, who is the founder of The Virtual Savvy, which helps women launch and grow their virtual assistant business from scratch.

Topics:

• (:44) Systems Saved Me Summit
• (1:36) Introducing Abbey
• (2:25) Virtual assistants
• (2:50) Business before Trello
• (4:53) Time to upgrade
• (6:28) Abbey’s process
• (10:38) Client boards
• (12:56) Personalize your systems
• (14:39) Abbey’s board process
• (17:08) Client onboarding
• (19:07) Best financial investment
• (22:16) Worst financial investment

Quote of the Week:

“It takes time to save time in the long run.”– Abbey

“An organizational system isn’t going to work if it doesn’t make things easier for you. If it’s going to take more work because you don’t understand it or it’s not simplifying things for you, then there’s no point in having the system at all.” - Abbey

 

Resources:   Systems Saved Me Summit www.trello.com www.thevirtualsavvy.com

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