There’s magic. Then there is unicorn magic. And when you are around Kathy Campbell, you know the difference. Kathy has spent the past 6 years as a virtual assistant helping people and businesses become more productive. It’s not just because she loves to serve and support people; it stems from her deep desire to help people love their business and their life.

There’s magic. Then there is unicorn magic. And when you are around Kathy Campbell, you know the difference. Kathy has spent the past 6 years as a virtual assistant helping people and businesses become more productive. It’s not just because she loves to serve and support people; it stems from her deep desire to help people love their business and their life.

WHAT SHE DESIRED

Kathy desired a system that allows her to maintain her efficiency and productivity as she doubles her business, while also being confident that nothing gets missed. She needs the solution to be accessible and flexible, because she is not always on her computer. She desires a better communication plan with all of her clients so they always feel taken care of and fully supported.

Kathy was interested in growing her Virtual Assistant (VA) business to efficiently handle more active (and long-term) clients. And she wanted to do this in a way that wouldn’t be taxing on her or overwhelming to her systems. She wanted a solid plan to grow with confidence knowing that she wasn’t going to lose track or miss anything.

PROJECT GOALS

Kathy’s main goal was to create systems that would allow her to double her client load. She also wanted to create a more robust communication system for her clients so they always knew what was being worked on, what was in the queue, what needed more clarification, and when a project would be completed.

NEEDS LAID BARE

Before we could even think about growing the business, we wanted to address Kathy’s current client work situation. She knew that she had holes in her systems that left her processes vulnerable, and therefore, causing her clients to feel uncomfortable about her level of readiness and attentiveness.

Kathy desired a solution that allowed her to work with ease, because she is also a full-time caregiver to her husband, who suffered a massive stroke 5 years ago. She wanted a system that provided love and support for herself, her clients, and her family.

The biggest challenge was finding a streamlined way to keep all her to-do items together in a way that made sense to her so she wouldn’t miss any deadlines. She didn’t have a clear and manageable workflow for client requests or interactions. Sometimes, clients email her tasks. Sometimes, clients give her tasks during a phone meeting. Sometimes, clients assign tasks to her via their own project management software (which may or may not be one she was already familiar with). Not only was this stressful for Kathy, but it also prevented her clients from having clear and realistic expectations.

APPROACH LAID BARE

Our main goal was to give Kathy the confidence she needed to grow. She is amazing at what she does, and adding solid systems to support expansion makes her unstoppable and totally in-demand. Our focus had to be on creating a path that utilizes Kathy’s strengths and addresses her time limitations.

PROCESS LAID BARE

We discovered a simple way for her clients to send Kathy tasks via an online submission form that then triggers a series of automations that allows her own project management tool to categorize and add tasks in her calendar – without missing a beat. This allows Kathy to keep track of everything in one place.

This is just one part of a larger system that permits her to communicate with her clients about what she’s going to do, what needs to be done, and what things need to be addressed before some tasks can be completed.

OUTCOME LAID BARE

Peace of mind for both her and her clients!! Kathy implemented the system and is now receiving such amazing feedback from her clients, who then refer her to other people (aka new clients). And now she has the capacity to handle everything – with confidence and ease. And because the system something she loves using, Kathy stays on top of it without feeling overwhelmed or stressed out. No balls dropped. *glitter toss*

 

IN HER WORDS

“Veronica was amazing, she managed to calm my stresses. I felt like I was going to tip over the edge of the cliff but when we left that day, I had a plan and knew how to make it magical. She knew exactly what questions to ask and how to formulate her plan with what I wanted and needed, and not just what she thought I should do.” – Kathy Campbell

LESSONS LAID BARE

The ability to take on additional client work effectively can be done solo – with the right systems. You don’t have to bring on more team members to scale your business. It’s all about asking the right questions, being honest about what you desire, and then working with an expert to help you grow in the most confident way.

Ready to double, triple, or even 10x your clients – without breaking your back (or your soul)? Schedule your free consultation (unicorns not required).

Ready to double, triple, or even 10x your clients – without breaking your back (or your soul)? Schedule your free consultation (unicorns not required).

Business Laid Bare © 2016