I love processes. Like, I LOVE processes. I love it when things are streamlined and easy and you know what to expect, and did I already say easy?
Here’s why: I have a 3 year old.
With 3 year olds come all sorts of daily adventures and side-tracks. Just when he enjoys brushing his teeth, he’s going to turn around and have a meltdown when the toothbrush even comes near his face. Just when it seem he actually enjoys getting bundled up to get in the car for the sitters…. he’s going to decide SOCKS ARE MONSTERS and will refuse to wear them, or boots even, out in the FREEZING COLD WINTER. So we’re going to be late for the sitters. And then I’ll forget to pour a travel mug of coffee. And who knows where his lunch box is? And did I leave the sink running?
Again?
So, to nip all that in the bud, I (try to) set my coffee the night before, have his lunchbox packed and ready to go at a moment’s notice, brush his teeth in the car, have extra socks in his backpack because as soon as he’s out of my site he’ll realize that SOCKS ARE NOT MONSTERS and he’ll wonder why he’s barefoot and the sitter will think I’m a neglectful parent.
Sigh.
So, even though walls are falling down around you with a three year old, you can at least keep your business under control by having systems and templates in place. I learned this the hard (ok, annoying) way the first year of my business when I was always scrambling to pull together a nice email, or explain my policies, or send of a contract.
So now I have all my ducks in a row. I have everything at the click of a mouse. I can prepare documents in the blink of an eye (which equals closing deals faster and welcoming clients to the roster!) and get things rolling.
And so can you! Let’s get your intake process under control. I’ve got wording for and “intro” email with all of the details you need to send to prospective clients. I’ve got a Policies document that you can build upon, or use word-for-word! And I’ve got a Service Agreement template that’s so succinct that you just have to add your own info and you’re good to go.
Aren’t you less stressed already?


When I was first starting out as a VA, I listened to WAY too many people. I listened to them saying things about making sure to put a little chart on my website showing just how much money people can save by hiring a virtual assistant instead of an in-house assistant.
In 2007 I was working in a corporate sales job.
I’m throwing a party in honour of Administrative Professionals Day!
I’ve just announced to my list today (psst, sign up – it’s over there on the right!) that I’m starting a new series of Question and Answers. It’s “Q & A Fridays” (yeah I know, really original, lol), and it’s coming soon!
We got our dog from a rescue in Los Angeles. Her story, what they know of it, is that her family lost their home due to the recession and couldn’t afford to keep her. (Sadly, she was surrendered to a high-kill shelter. For what reason we may never know – she’s the most laid-back Boxer I’ve ever seen in my life! – but I’m sure glad the rescue got wind of her and scooped her up!)
“If I’m going to sing like someone else, then I don’t need to sing at all.”




