In this episode, Fran walks through the chaos behind the scenes of her white-label agency and exactly how she's fixing their onboarding process. No fluff, just the actual steps she's taking to remove herself from the bottleneck and set her team up for success before her Greece trip in May.
Why the current onboarding process was a cluster (and how Fran's fixing it)The 4-step email sequence that removes Fran from the process entirelyHow to set up your VA team for success without awkward phone callsThe importance of feedback loops (for both clients AND team members)White labeling 101: What it is and why Fran chose this route to growWelcome Email First - Introduce the VA (not yourself), list services, and include a form linkForm Before Call - Get all the important details before scheduling to avoid awkward conversationsSchedule the Call - Once the form is complete, send the scheduling link (within 12 hours)Introduce Leadership - Send an email introducing yourself as the escalation point with a booking linkFollow Up in 4 Weeks - Send feedback forms to both client AND VA to identify process gapsQuotable Moments: "I don't operate well in the gray. Shout out to the Tism, but I was like, OK, there's a clear way to fix this."
"My team was like, I could do that instead of you Fran. And I was like, okay, don't let me cry."
"I'm team Fran's VAs like hands down, like they make me look good. What can I do to make them look great?"