Cracking the VA Code

Get access to all of the following:

  • 1

    SECTION 1: INTRODUCTION

    • Forward by Nate McCallister

    • Introduction by Nathan Hirsch and Connor Gillivan

    • We're glad you're here- quick check in!

    • VA Budget Calculator Explanation

    • VA Calculator Download

  • 2

    SECTION 2: INTERVIEWING (CARE PROCESS)

    • Introduction Video

  • 3

    What is a Virtual Assistant?

    • What is a VA?

    • How Can You Use a VA?

    • What Makes a Really Good VA?

    • Cheat Sheet → Traits to Look for & Traits to Avoid

    • Cheat Sheet: Traits to Look for & Traits to Avoid
  • 4

    Where Can You Hire VAs From?

    • Why Are the Philippines Best?

    • Important Things to Know About Hiring from the Philippines

    • Cheat sheet → Things to Remember About Filipinos

    • Cheat Sheet Download: Things to remember about Filipinos
  • 5

    Choosing the First Task to Hire a Va For

    • Overview of Finding Tasks to Outsource

    • Screen Share of Activity for Listing Out Activities

    • Screen Share of Creating a Job Post

    • Creating a Job Post Cheat Sheet (Downloadable)

    • Activity: Choosing the First Task You Want to Hire a VA For

    • Activity: Listing Tasks
  • 6

    How to Conduct an Interview Via Texting Tool (Slack/Skype)

    • The CARE Interview Process

    • Screen Share of Interview Via Texting Tool Cheat Sheet

    • Screen Share of VA Interview Via Texting Tool #1

    • Screen Share of VA Interview Via Texting Tool #2

    • Screen Share of VA Interview Via Texting Tool #3

    • Screen Share of VA Interview Via Texting Tool #4

    • Activity: Interview VAs Via Texting Tool for your Task

    • Cheat sheet Download: Rubric for Interview, red flags + ERAC questions

    • Activity: Interview 2 with the ERAC Method (Downloadable file)

    • Section 2 Check in!
  • 7

    SECTION 3: ONBOARDING (THE SICC METHOD)

    • Onboarding Introduction
  • 8

    How to Set Up a Working Schedule

    • Scheduled VA vs On Call VA

    • Scheduling Tips

    • Screen Share of How to Build your Perfect VA Schedule

    • Schedule for VAs, Timezone Conversion, Important Filipino Holidays (Downloadable file)
  • 9

    How to Deal with Internet Issues, Power Outages, and Disappearing VAs

    • Internet & Power Issues

    • Personal Issues, Disappearing VAs, and Buying Things for your VAs
  • 10

    Setting Up Communication Tactics

    • Overview of Email, Chat, Emergency Communication Channels

    • Activity: Set Up your Own Communication Channels
  • 11

    Create the Right Company Culture for VAs

    • Overview of Culture We’ve Seen Work Well with Virtual Teams

    • Screen Share of OutsourceSchool Culture Doc

    • Activity: Create Your Own Culture Doc

    • Create Your Own Culture Doc Activity Sheet (Downloadable file)

    • Cheat sheet Download: Culture that has worked well for us
  • 12

    Section 3 Conclusion

    • Onboarding Wrap Up

    • Screen Share of Onboarding VA #1

    • Screen Share of Onboarding VA #2

    • Screen Share of Onboarding VA #3

    • Screen Share of Onboarding VA #4

    • Cheat Sheet: Onboarding Your Virtual Assistant

    • Section 3 Check In!
  • 13

    SECTION 4: TRAINING (SSS TECHINIQUE)

    • Training Introduction
  • 14

    Standard Operating Procedures (SOPs)

    • What Is a SOP and How Do You Make One?

    • Screen Share of SOP Builder

    • Screen Share of SOP Examples

    • SOP Example Cheat Sheet (Downloadable file)

    • Activity: Blank SOP Template. Create SOP for the VA You're Hiring (submit to us)
  • 15

    How to Train with a SOP

    • The SSS (study, sample, show) Training Technique

    • Screen Share of SSS Training Technique

    • Activity: Do the SSS Training Technique Yourself

    • Activity: Do It Yourself. Train Your VA → Submit for feedback

    • Section 4 Check In!
  • 16

    SECTION 5: MANAGEMENT

    • Section 5 Introduction: Management
  • 17

    The BARF Method (Buying In, Appreciation, Relationship, Family)

    • The BARF Method Overview

    • Screen Share of the BARF Cheat Sheet

    • Cheat Sheet Download
  • 18

    Weekly Management Strategies

    • Weekly Management Overview

    • Screen Share of Daily Check Ins Cheat Sheet

    • Screen Share of All Hands Meetings Cheat Sheet

    • Screen Share of Weekly Team Meetings Cheat Sheet

    • Screen Share of Quarterly 1 on 1 Meetings Cheat Sheet

    • Activity: Set Your Own Weekly Communication Strategies

    • Cheat Sheet Download: Template for Daily Check Ins

    • Cheat Sheet Download: Template for all hands

    • Cheat Sheet Download: Template for team meetings

    • Cheat Sheet Download: Template for Quarterly 1 on 1 Meetings

    • Activity: Set Up Meetings
  • 19

    Task Management Tips

    • Task Management Overview

    • Screen Share of Using Trello for Task Management
  • 20

    Handling Bonuses and Raises

    • Bonuses for Virtual Assistants

    • Raises & Linking Leaders to Performance

    • How We Handled Bonuses & Raises at FreeeUp

    • Screen Share of Bonuses and Raises Template

    • Bonuses & Raises Cheat Sheet (Downloadable file)
  • 21

    How to Fire a VA

    • Mentality for Handling Issues

    • Evaluating Your Investment in a VA

    • The Correct Process for Firing a VA

    • Screen Share of Handling Issues & Firing Cheat Sheet

    • Cheat Sheet Download: Firing a VA
  • 22

    How to Scale your VA Team

    • Tips for Scaling with VAs

    • 3 Examples of Scaling with VAs

    • Screen Share of Org Chart Cheat Cheet

    • Cheat Sheet Download: Org charts for each level

    • Activity: SOP for team leader expectations

    • Final Check In!
  • 23

    OUTRO

    • Outro
  • 24

    Hot Keys Cheat Sheet

    • Hot Keys

    • Hot Keys Cheat Sheet (PDF)