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:

Wulfdenvirtualassistants.com

Carrie on LinkedIn

5 Day in a Box Detox

 

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.”