How to confidently and successfully use Support Assistants
to scale your business

EOfire

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Want the transcript? Download it here.

Episode breakdown

Barbara Turley the founder & CEO of The Virtual Hub, a business she started by accident that quickly exploded to become one of the leading companies that provide support assistants in the digital marketing space to businesses who need to free up time so they can scale. Tune in as Barbara shares how to confidently and successfully use support assistants to scale your business.

Delegation is actually a skill that needs to be learned, and most people are extremely bad at it—but if you get it right, support assistants are the key to scaling your business cost effectively.

In this episode

John Lee Dumas introduces the episode and Barbara Turley. She shares her background, including her unique story of working around U2 in Dublin and her move from Ireland to Australia.

Barbara explains why Support Assistants are a cost-effective solution for entrepreneurs, highlighting offshore hiring benefits, especially in the Philippines.

Barbara reframes the guilt entrepreneurs feel about offshore wages, showing how Support Assistant careers transform lives and communities.

She identifies poor delegation, lack of preparation, and weak recruitment as the main reasons entrepreneurs fail with Support Assistants.

Barbara stresses the importance of creating a clear, granular task list before hiring a Support Assistant.

She outlines tasks that work well for Support Assistants (blog posting, social media, podcast management) and warns against starting with personal admin tasks like email and calendars.

Barbara emphasizes a three-month transition, onboarding systems, and daily huddles using Scrum to minimize confusion and mistakes when working with Support Assistants.

She explains how to provide feedback without discouraging Support Assistants, discouraging the “sandwich technique” and recommending structured check-ins and expectation-setting.

Barbara shares lessons on scaling from one Support Assistant to a team, highlighting the need for an org chart and leadership structure to avoid chaos.

She describes how she maintains oversight using Asana, Zapier, and daily pipeline meetings to centralize processes and keep operations aligned as Support Assistant teams grow.

Barbara recounts how The Virtual Hub began unintentionally after a failed product launch, evolving into a thriving Support Assistant business.

Barbara advises committing to at least part-time Support Assistants for loyalty and long-term success. She shares how to connect with her on LinkedIn and The Virtual Hub.


Podcast Transcript:
How to confidently and successfully use Support Assistants to scale your business

John Lee Dumas: What’s shaking, Fire Nation, and welcome episode 2009 of Entrepreneurs on Fire. Today is an audio masterclass on how to confidently and successfully use virtual assistants to scale your business. Fire Nation, I have used a virtual assistant to scale my business. I have made some mistakes, I have hit some home runs, and there’ve been some singles and doubles in between, so we’ll be talking about some of that.

And, of course, we have our masterclass presenter, Barbara Turley. She’s in the house. She is an expert, and she’s gonna be talking to you all about how to confidently and successfully use those virtual assistants so that you can scale, leverage, grow, and just create awesomeness within your business. So who is Barbara?

Well, she’s the founder and CEO of The Virtual Hub, which is a business that she started by accident that quickly exploded to become one of the leading companies that provide virtual assistance in the digital marketing space to businesses who need to free up time so that they can scale. She’s also an investor, mom to a baby girl, Ruby, wife to her best friend, Eddie, and an adventure lover.

Alright, Fire Nation, hold onto those afterburners, and away we go. So Barbara, welcome to Entrepreneurs On Fire. Why don’t you share one thing about yourself that Fire Nation’s gonna find both unique and interesting?

Barbara Turley: Hey John, thanks for having me on the show. It’s exciting to be here.

So I was thinking about this question, and I thought, interesting about me, which I do think is quite unique and I’m hoping is interesting, is that many years ago, when I was about 19, I got into a situation where I managed to get my name on the credits of the U2 pop album.

So, not many people have their name on the credits of a U2 album, but my name is actually there. I spent a summer working in a restaurant in Dublin, where I’m from, and Bono’s brother owned that restaurant, and we got an opportunity one day to go do an external event. We were never told what was gonna happen at this event, but when we showed up, U2 were there, and it was actually their recording studio.

How to Confidently and Successfully Use Support Assistants to Scale Your Business

I spent that entire summer, every day, when they were recording the Pop album, serving coffee and having lunch with them and cleaning up after them, basically, which was pretty cool. So they put all our names on the Pop album.

John Lee Dumas: That’s phenomenal. And I will say, knowing that you right now are in Sydney, Australia, but are originally from Ireland, that must have been even double cool right there.

Barbara Turley: Yes, it is. It’s pretty cool. I’ve lived here for about 16 years now. I’ve been in Australia for a long time now, but I came for the weather and stayed for the lifestyle.

John Lee Dumas: Oh, cool. That’s kinda why I moved to San Diego and then Puerto Rico. I definitely moved for the weather, although Maine will always be the way life should be. You know, that’s our motto. Definitely moved for the weather as well.

And Fire Nation, if you’re listening and you’re fired up for today’s content, ’cause you saw the title, you should be, because Barbara’s gonna be delivering an audio masterclass today. And that audio masterclass is how to confidently and successfully use virtual assistants to scale your business.

And if you are an entrepreneur, Fire Nation, and I know you are, ’cause you’re listening, you need to use virtual assistants to scale your business, especially at the beginning. We’re gonna be talking about the pros, the cons, and everything in between.

And let’s just dive right into it, Barbara, because I wanna know: why are virtual assistants the solution when it comes to scaling in a cost-effective way?

Barbara Turley: They definitely are the thing that you’ve gotta do. Not only are they highly cost-effective because you can go offshore, you can even go to places like Puerto Rico.

Look, my company specializes in the Philippines, but you can go to places like that where, you know, I’ll take the Philippines as an example. English is extremely good. Their education system is very, very strong, and their culture is really, really, really close to the American culture in general. So what you end up finding is that you can hire staff.

There’s so much work that you need. As we all know, as entrepreneurs, there’s so much to do that you could never hire those staff, probably, to do that work in your own country when you’re starting out in particular, or when you’re in that ramp-up stage. So it really is something that people need to focus on getting right if they really wanna scale the business cost-effectively.

John Lee Dumas: Now I do know there’s a lot of people who I speak with who sometimes feel a little bit of guilt when they’re hiring virtual assistants and having ’em work 40 hours per week and then paying them, which, you know, in the United States or in a place like Sydney, Australia, is not a livable wage. But the reality is, for them, where they are, whether it be the Philippines or some other third-world country, it’s more than the living wage. In fact, it’s allowing them to do incredible things.

How do you talk to entrepreneurs who are having a hard time saying, “What? I’m paying this person like $2 an hour, $4 an hour? Like, how is this even possible?”

Barbara Turley: Yeah. So, you know, I struggled with that initially as well. I think it’s a common feeling, and it’s a really normal feeling because you are looking at it through our eyes.

What changed it for me was when I actually went over there and I actually looked at places in the Philippines where there’s a lot of virtual assistants. And I asked them, “What was life like 15 years ago before the BPO industry,” which is the big call centers and businesses that came into the Philippines and transformed that country?

And everyone was like, “Well, we all worked at Jollibee.” And Jollibee is like the McDonald’s of the Philippines, and there was no work there. Their country was significantly worse off.

So when you look at it on a grander scale like this, you say to yourself, because we’re going offshore, we’re moving, and we mean the collective of the entrepreneurial world, you move into a country like that, you create careers. You don’t just create jobs. Like in my company, we’re really passionate about creating careers for people.

And when somebody from there comes and tells you how much you’ve changed their life by coming into the country and actually creating the number of jobs that you do, then you start to see it’s looking at it through their eyes and not your own.

Because the danger when you look at it through Western eyes and you want to, like, sometimes I see people paying too much, and what you can start to do is that causes its own problems as well when you start to put pressure on a society by people being paid way over what everyone else is being paid.

You’ve gotta understand the culture and then know that what you’re doing is actually an epic thing for the people in that country.

John Lee Dumas: Yeah. There’s nothing sadder in life than unintended consequences, when people come in and they think they’re doing the best thing in the world, but then in reality, what they’re doing, what they think is so just and justified, ends up having these massive negative consequences down the line for those very exact reasons.

And, you know, quick story from my end. I’ve actually had many virtual assistants over the years, and I have many under my employ right now, but I’ve had one in particular now for seven years. She’s been my virtual assistant for seven years. I’ve met her in person multiple times, ’cause I’ve flown over and spoken in the Philippines, and I’ve always flown her to whatever island I’m speaking at.

And we get to hang out, and she gets to kind of enjoy the conference and meet some people and just continue to feel a part of the team, which has always been a great experience.

But I remember when I hired her, and I was having my first conversation with her before I hired her, actually. And I said, “What do you do, Jay? What is your job?” She’s like, “Well, I’m a nurse.”

And I’m like, “Well, why do you want to become a virtual assistant if you’re a nurse right now?” ‘Cause, you know, that’s my perspective of a nurse.

And she’s like, “Well, John, I have to wake up two and a half hours before my job starts, jump on a bus for two hours just to get to my job. I’ve been robbed on that bus three times in the last six months. Everything was taken on those bus rides. Then I get to my job, I work 12-hour shifts, then I jump on a bus and I’m two hours back to my house, and I do that four days a week.

And with the rate that you’re posting, I’m gonna make more working for you from my home, eight hours a day from my home, than that 16-to-17-hour nightmare that I just described to you.”

That really just hit home to me.

Barbara Turley: I hear those stories all the time.

John Lee Dumas: Yeah, and that was what really hit home to me, was like, wow, this is really going to change her world.

She gets to stay home with her family and have more time for herself to maybe exercise or do some hobbies that she loves, ’cause now she has 16 hours of the day to sleep and do other things that she wants to do instead of just those six or seven hours to come home and pass out and wake up and do it all over again.

And since I’ve hired her, she’s bought a house, she’s provided loans for her family. I mean, her life has absolutely changed, and she’s the most dedicated, loyal virtual assistant that I could ever ask for.

And that’s exactly what we’re talking about, Fire Nation, when you’re bringing these opportunities to amazing people around the world.

Now let’s kind of flip this around, Barbara, ’cause you could go on in stories about this all day long, but I wanna talk about why so many people fail at the VA thing and they end up losing so much time and so much energy, and frankly, a lot of money as well.

And by the way, I’m raising my hand right now because I failed at it. JM was a home run. She was my first ever hire. She’s still with me today, but I’ve hired people since then that we’ve had to let go, and I’ve hired others that have been other home runs.

But you are the professional here. You’re the expert. Why do so many people fail at this VA thing?

Barbara Turley: Oh, look. Yeah, it’s a question because the internet is littered with stories of people that have really been burnt with this whole thing, and we hear it all the time on our sales calls. People say, “You know, I’m really nervous because I tried this before. It didn’t work for various reasons.”

So the first thing I would say is, let’s say, for example, the most common problem that we see is: good person. Let’s assume that. Recruited well and a good home-run person.

The problem is usually that people massively underestimate the amount of work needed in order to delegate effectively and to get ready for a VA before they arrive in your business.

Now, what I’ve discovered over the years is that delegation is actually a skill that needs to be learned, and most people are extremely bad at it. But they assume that they’re great at it because they just think, “Oh, well, I’ll just hire for this job, throw the task list, and it should all be amazing and come back to me beautifully.”

So we see this problem happening all the time, and one of the things I’m really passionate about, I was previously a business coach, and I saw people doing this all the time, so I actually built an onboarding process for all of our clients that actually makes sure that this doesn’t happen and they don’t fall into these traps.

The next biggest problem is recruitment and managing. Unfortunately, I’ll just give you some stats. In our latest round of recruitment that we’ve just done, we hired seven people this week. We had 180 people come through our offices in the Philippines to do the application process.

So that’s how difficult it actually is to find people, particularly in the digital sort of space. So recruitment is kind of an art in itself as well, and a lot of people just meet someone they really like, hire them, and they don’t really look at whether that person actually has any skills, and then they don’t wanna train them.

So there is actually a lot more work involved in offshoring and outsourcing and getting VAs on board than just hiring one.

And I think people fall into the trap of thinking, “Oh, everyone’s just told me to get a VA and I’ll pay two bucks an hour and it’ll all be awesome and my business will explode.” And unfortunately, that’s not true.

It can be true, but that’s where people trip themselves up really badly.

John Lee Dumas: So let’s talk about some specifics, and that being: how can we, as entrepreneurs, people who are running our business, how can we set ourselves up for success before we actually hire that virtual assistant?

Barbara Turley: Okay, so the number one thing that people need to do before you hire a virtual assistant is you have to get clear on the task list that you’re gonna delegate to that virtual assistant.

Now, a lot of people write a job description, and I don’t think you should think about it in terms of outsourcing the job. You need to think about it in terms of delegating a task list, and that’s much more granular.

Now, a lot of people have that in their head, but they’ve never really sat down and thought, “Well, what are the actual tasks that I’m gonna give this person to do?”

And it’s really important to do that before you hire someone because once they’re sitting there waiting for you to delegate to them, you’re gonna be running around like a headless chicken trying to figure out what to give them to do.

And then what I see happen all the time is people have created another job for themselves as opposed to getting rid of jobs. They’ve created another daily task where they’re like, “Oh my God, what am I gonna give my VA to do today?” because you’re not organized.

So key number one is figuring out what you’re actually gonna delegate before you hire someone. That’s important.

John Lee Dumas: Give a sample task list. Like, what are some tasks that you see entrepreneurs giving to their VAs that seem to really work out well, especially maybe in the first few weeks, in the first few months?

Barbara Turley: A lot of entrepreneurs, I mean, everyone has an online presence these days. So the biggest tasks that I see being delegated are blog posting, right?

So, for example, let’s say you have a writer or you’re writing your own blog content. Writing blog content is one part of the job, but the actual posting of it correctly onto your WordPress site with images to match, tweet boxes, the right keywords in there for SEO, all that sort of stuff.

We see a lot of VAs doing that kind of stuff for people. They’re also keeping the social media train going, like the content calendars, so creating Canva images for quotes and tips and things like that. Those are really easy things to delegate pretty quickly.

The easiest thing to delegate is your email or some of the admin tasks. In my experience, those can actually be sometimes the more difficult ones to delegate because they’re very much based on your way of doing things. It’s in your head, the way you’ve been doing it, so they can sometimes take a little bit longer to get right. And people usually start there.

I recommend starting with something that’s a bit more clear, like posting a blog post or creating some images for social media is actually easier.

John Lee Dumas: So delegating images, structuring a blog post, those are things that are good to delegate. Things like email and personal admin stuff, maybe even managing your calendar, that stuff can be tough.

Fire Nation, Barbara said it. I’m gonna echo it as well because I’ve tried to bring that in, and then it has just seemed to really cause almost double the work because, as much as I would love to just have somebody who is another second JLD who’s able to be in my inbox and set my calendars up and do all those things, in reality, there’s only one me, and I need to be answering certain questions and certain emails, and I need to know in my heart that I’m on top of everything and I’m getting to the right inbox zero that I want to.

But then, when it comes to the tasks that I can create a Snap video for or a ScreenFlow video for, and I can just show them, “Hey, when I send you a Microsoft Word document, this is what the next step is. You copy it, you paste it text only into the WordPress site. I want you to add a tweet to share here. I want you to add images like this.”

And then they have that step-by-step process that they can really follow. And, of course, they’re not gonna be perfect day one, but then you tweak them over the next few weeks, and then before you know it, they’re coming to you, hopefully, with suggestions.

And that’s one thing I always encourage my VAs. I say, “Listen, if you’re doing something and you have an idea of how to do it better, more efficiently, or any of the above, bring that to me because I’m not using my brain power anymore on this stuff. I’ve given this task to you now. It’s your job to tweak and improve and get better yourself and improve the content itself, and always bring me your thoughts, your ideas.”

So kind of have that end-of-day, end-of-week discussion where you open up, “What’s something you recommend about your job that would make it better?”

Now give us just a couple more things, Barbara, because we said just a couple of things here. Email and admin stuff as negatives, blog posting and Canva as positives. Give us a few other tasks on both sides of the fence that you’ve seen work for your entrepreneurs that have hired virtual assistants and that haven’t worked.

Barbara Turley: Yep. So let’s say podcasting, since we’re on a podcast now. I’ve got a podcast. Most people are doing well. I dunno how you manage yours, John, but with podcasting, my view is that all you should be doing is recording the podcast, like doing this bit. Everything else, the entirety of it, can be managed by a VA.

Now, not necessarily the editing of it, but they can liaise with the editor, they can get it up online, they can get it across all your social media channels for you, they can repurpose it.

So a huge amount of repurposing can be done from these kinds of podcasts. So, for example, you can create a transcript, you can create maybe 10 social media posts outta something like this, and all of that.

I think recording a podcast is about 10% of the work, and about 90% of the work is all the other stuff that goes on in the background. This is where VAs can really leverage your time.

I mentioned transcripts there. My view is transcripts — a lot of people get their VAs to do that. I would probably advise against that because transcribing, the type of person you’re gonna hire to be a great VA is probably gonna be terrible at transcriptions. And the reason being is because they’re two different mindsets.

So, I mean, I use a service like Rev.com where they actually specialize in that. So I would always recommend that. Just be careful asking a VA to do — like if you want a creative type of VA, then they’re probably not gonna be deep in Excel running research programs and stuff like that for you.

So if you want that sort of stuff to be done, then you wanna hire a VA that’s really specialized in those particular areas.

So a lot of people get their VAs to do research for them. So you can research competitors, various bits and pieces like that. I mean, the list goes on: creating eBooks, setting up webinars. I’ve had my VAs create slides for me for webinars and things like that as well.

Calendar management — when you come into these admin tasks, I always advise people to automate as much as possible, and then you delegate the rest, as opposed to delegating first and then trying to figure out what to automate.

But often, you can give your VA the task of figuring out what tools to use and maybe how to automate something. So you could give them a bit of a project, a research project like that, which would take a lot off your plate, really, if you wanna do it that way.

John Lee Dumas: When you first start working with virtual assistants, there’s just a ton of confusion. I mean, you’ve hired somebody, but you don’t know them yet, and so there are a lot of mistakes, a lot. There’s a lot of time that’s wasted.

Again, I’ve gone through this time and time and time again, and some of them have turned out to be diamonds and some of them have turned out to be duds. That’s just the reality of my experience.

So how do we reduce that? How do we minimize that confusion, those mistakes, that time waste?

Barbara Turley: And you know what? It’s really frustrating as well because, as entrepreneurs, we’re all the type that wanna hit the ground running. We want someone to come in and just blitz it on day one.

And everybody always says to me, “I want somebody who can hit the ground running, show initiative, and really get into it within the first week.”

And I’m like, look, it doesn’t matter if you’re hiring someone in the Philippines or someone with an MBA from the US. I’ve had experience with both ends of the spectrum.

If you are bringing someone into your business, you have to accept that it is a minimum of a three-month transition, no matter how experienced that person is, because it’s your business.

Now, unless you’re hiring a consultant to come in as a sort of external provider, it’s a little bit different. But if you’re hiring a salesperson in your business, that’s a Western, maybe a US person, it’s still gonna take them time to get their feet under the desk of your business.

So there’s gonna be confusion, mistakes, et cetera, in general, but there are ways of minimizing that.

The first step is what we talked about earlier, which is getting very clear on the task list.

Number two, then, for each task, and this is dealing with VAs specifically, for each task on your list, you need to have your step-by-step process created. It could be, as you say, a video.

I recommend having a few different mediums. So we do process maps, we’ve got step-by-step instructions, and we do have videos as well. So there’s training and onboarding.

I’ve spent time with your VA. Again, it’s a mistake on day one to just throw them a membership site and a login and say, “There’s all your training videos. Come back to me with any questions.”

There has to be a kind of process that you take. So, just like having a process for your tasks, you need to develop a process for onboarding somebody in your business and making sure that you’ve broken it down into bite-sized chunks that both you and that person can actually deal with and get success with.

So I always recommend breaking your task list first down into your recurring task list and your projects list.

Recurring tasks are those kinds of tasks that keep the engine of the business moving. So, for example, you have the weekly social media content calendar.

With the training and the processes of the recurring task list, delegate in the first week three to five tasks, depending on their size and depending on how long you have a VA for.

And then you have to have check-in points. So in that first week, it’s really important that you remember that not a lot of work may actually get done. It’s you guys kind of getting down to the nitty-gritty of what you’re doing together.

I always recommend that in that first week, make sure that you actually spend time with your VA to introduce them to not just what your business does, but what your vision for this business is and how they play a part.

Because sometimes when you show people the bigger vision and what part they play in the bigger vision, they actually take more interest. They take more time, and they’re more engaged in the thing.

One little mistake, like a wrong link in an email, for example, might seem like a small mistake, except if they realize that it’s on the back of a webinar that has a thousand people about to show up to it.

So sometimes I see business owners making the mistake of not bringing the VA fully into the kind of business team.

I’m a big fan of the Scrum technique and the huddles. I say to all clients that come to The Virtual Hub that you need to make a daily huddle non-negotiable in the diary of you and your team.

And the biggest trick with it is to make sure that you are the one who’s showing up every day so that you actually give that message to your team that that’s how important it is.

And in the huddles is where you’re gonna find the confusion very quickly.

So for those who maybe have heard of the Scrum techniques, it’s like a very quick kind of stand-up meeting. You can do it virtually as well. I do them every day, and it’s basically: What have I done? What am I planning to do? And where am I stuck?

And that’s the biggest question that you wanna be there to answer for your new VA. You can spot the problems before they actually occur.

So those tips are really key.

John Lee Dumas: Okay. Fire Nation, first off, three-month transition. Just recognize it’s going to be a three-month transition. It’s not gonna be overnight or over the week. It’s gonna be over three months.

And then a couple of key points, a couple of key takeaways from what Barbara just shared.

Number one, create your task list. You have to have that task list and know what that task list is going to be before the hire, so you’re not just waking up every day saying, “What is my VA gonna do today?” Again, that’s causing more work for you.

Number two, create your processes and really figure out which ones are recurring, which ones are the one-offs. Really label those out.

And then, again, so key, I love the fact that you brought up the point of introducing your virtual assistant to your business. What is the big vision of what you do every single day? And specifically, what role is your virtual assistant going to play in this business?

That is so key. Bring them in. Make them loyal. Make them part of the team. Let them see that what they do really does matter because it does.

And then that daily huddle using the Scrum techniques. So definitely look into that if you’re interested in checking out what that means. There’s a couple of good books written on that technique, so you can definitely check that out.

And Fire Nation, if you think Barbara’s been dropping value bombs, you are correct. And we have some more coming up as soon as we get back from thanking our sponsors.

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So Barbara, we’re back, and I’m kind of curious when it comes to virtual assistants, ’cause I’ve been in this situation more than once. How do I give constructive feedback because they didn’t do something right or how I wanted it to, but I don’t want them to think I’m coming down too hard on them so they kind of retire into a shell and maybe never give their thoughts and feedback again?

Because I want their thoughts and I want their feedback, but at the same time, I want them to know that this is what I expect and this is how things should be done.

So how can I give constructive feedback that feels good for my virtual assistants, has them leaving that conversation feeling good, and is going to result in me getting the results that I want?

Barbara Turley: Oh, John, what a juicy question. Juicy.

You know what? Communication has been the downfall of many a marriage and many a business partnership, and I think communication, as humans, we naturally think we’re great at it, but we actually are probably not that great at it.

So most people, I find, here’s what happens. You sort of give your VA a task, it comes back, and it’s a mini disaster, and you go, “Okay, that wasn’t what I was looking for.” And then you just say to them, “Oh look,” and you give them something else to do.

You just say, “Oh yeah, it’s fine. I’ll just fix that one,” and you give them something else to do rather than addressing it.

So, along with the daily huddle concept, you’ve gotta try and get the problems there and then. Over time, you wanna be having a check-in call, and you wanna make it very clear in your sort of initial onboarding of a VA that this is gonna be happening.

And how you frame it up is you say, “What we’ll do then is we’ll have a check-in call, like a milestone maybe every month,” or whatever way you wanna set it up yourself.

And on that, we’re gonna review the work, review how it’s going, review how you are feeling, and review how I’m feeling.

And I always think if you frame it up that way, they know it’s coming.

So then, when it comes to the feedback thing, too many people dance around the issue, and they don’t actually say what they really think because they don’t feel they can deliver it in a way that is… everyone is afraid of criticism.

Now, I have suffered this for years. I danced around it. I did all this. I found it really difficult, and I would do what they call the sandwich, where you’d sandwich a piece of negative criticism in between two awesome bits.

And what happens is the person doesn’t really… they focus on the good stuff, and they don’t really focus on the negative, and then you feel like, “Oh, I got that off my chest.”

Then the mistake happens again, and then your blood boils. And if you’re anything like me, you explode and give it all in the wrong way. You might fire someone or you might just not speak to them for a week.

So it’s really difficult to do it right.

What I’ve learned over the years is it’s far better to put your mentor cap on, and you get on a call with someone and you go, let’s say it’s only a small thing at the moment. The check-in points are really good to say, “Hey, look, I think the process here, you followed it great, but there’s a point…” Like if they actually miss a step, that’s where you kind of have to say, “Okay, you’ve missed a step.”

But then say to them, “Look, it’s really part of the process. Really focus on getting every step right.”

And what you’re trying to say there is that it’s like that three-strikes-and-you’re-out sort of rule. You’re saying that it’s really important to me, and it causes me stress if the steps are not followed correctly. So next time, we just can’t have that one again.

And usually people are okay with that sort of thing.

I think the major problems occur when you’re trying to give feedback. Maybe there’s a hole in the process. So that’s another problem where you’re sort of implying that you’re blaming the VA, but you can’t actually see that the process sometimes…

Let’s say you create a process where there’s a certain amount of IP that you have in your head, and as you are thinking and writing the process, you forget that the person who’s doing it doesn’t have the same thinking as they’re doing the process.

So there’s like an iteration of the process that they may come up with.

So that’s a key one, is to remember that when you’re giving feedback, don’t shoot the messenger first. Always look at your process first and look at it together with the person.

So let’s say you’ve done that and you’ve discovered that it’s not the process, it’s the person.

I think it’s really good, and it’s not something I’ve done successfully myself, and it’s something I’m bringing in now. My whole team is now laying expectations at the beginning.

So I would advise anyone listening to this to think about creating an expectations document. I call it an expectations document, but that sounds a bit corporate, but it can be a warm and fuzzy thing.

And basically, if you say to your VA, “Hey, something that really stresses me out is when there’s a problem and you don’t let me know straight away.”

Other people would hate that, but you’ve gotta lay your expectations of how you want things to happen with your VA.

So then when you come to the feedback meeting, because you’ve set it up, you’ve created your expectations, you’ve laid the boundaries around processes and how you want things done, then when it comes to the meeting, you’ve already laid down what was laid out in the beginning and how it’s going.

And it doesn’t have to be a negative feeling for either side. It can be a mentorship thing. You can actually mentor someone through that.

I think the trickiest part is when you’ve done that a couple of times and it comes to the difficult conversation.

So, you know that one where you’ve told them five times and it’s still not happening. In that meeting, you need to be really direct, and you need to say, “This is not working. You know it’s not working. I know it’s not working. What do you propose we do?”

You push it back onto them if it’s a really difficult conversation situation.

And I think as well with feedback, if you set up processes for the feedback, it actually takes away the pain from you because you stop avoiding the calls. You don’t put it off till the next day.

You actually know that this meeting is coming, and the VA knows it’s coming as well. So there are no kind of surprises, and it makes it a lot easier for both sides. I found that to really work for me.

John Lee Dumas: There’s a lot of great takeaways there, Fire Nation. One thing that I kind of wanna hammer home is the sandwich technique.

I thought that was super cool. Sliding one negative between two positives might make you feel better, and it’s definitely gonna make your VA feel better. But the problem is they’re only gonna remember the positives, and they’re gonna make the same mistake again.

And then you’re gonna fly off the handle because you’re like, “I already told them this,” but no, you didn’t really tell ’em this because you basically earmuffed them. You basically didn’t allow them to hear the negative comment because you just squished it right between these two big positives that, of course, they’re gonna focus on and gravitate towards.

So don’t use that sandwich technique.

And Barbara, I know a lot of my listeners right now, they’re entrepreneurs, they wanna grow their business. Yes, you start with one virtual assistant, and then that one virtual assistant gets to the point where they’re working full out and they can’t handle any more.

So you start hiring another virtual assistant and another virtual assistant. Before you know it, well, I seem to have a little bit of a team here.

But the problem is people do that unintentionally, and obviously there’s a right way to do that intentionally.

So how do we go from just one single virtual assistant to a whole team without overwhelm? Without overwhelming us, our other virtual assistants, the whole team, and business in general? How do we make that happen?

Barbara Turley: Yeah, look, this is something I learned the hard way as well, so I’m sharing all my lessons here about the years of doing this.

So I did exactly what you said. I hired one, then another, and then before I knew it, what typically happens is you end up with a team, and what you find is you end up in more chaos than before you ever had a team.

And you think, “Oh my God, I’m more chaotic now than before I ever had anyone and I was doing it all myself.”

And the reason for that is because the minute you have more than about five to seven people reporting to you, you have a lot of people asking you stuff all day long.

So even if they’re just reporting to you, you’ve gotta approve things, you’re reviewing things, and before you know it, you’re completely in chaos trying to manage all these people, and you essentially become your own project manager.

So you’re not only trying to grow the company, build the business, but you’re also now a project manager as well for all the VAs that you have.

So that’s why that transition is actually quite difficult.

So the way to avoid that is actually someone gave me a tip a few years ago, and it was the best piece of business advice I ever got.

And he said to me… I was really in chaos about this, and I was like, “I need to hire a project manager. I need to hire the next person.”

And he said to me, “Why don’t you take a step back for a second?”

And he goes, “I want you to draw the org chart of what you’re at.”

And I was like, “Oh really? I can’t even imagine that.”

And he said, “Before you decide who’s your next hire, I want you to draw the org chart of what it’s gonna look like at a hundred people. And then from that, I want you to make a strategic decision about who your next hire is.”

And it was really useful for me because the business that I’m in, and funnily enough, I’m now almost at that hundred-person mark.

The business that I’m in, I realized, okay, at a hundred people, I’m gonna need probably six team leaders. I’m gonna need a team manager. I’m gonna need a head of HR. I’m gonna need a sales team.

All of a sudden, it just all became clear to me.

And actually, the next person I took on was a salesperson and not a project manager. I continued to do that myself for a little while.

And then the next stage after that for me was looking at my five people or my seven people that were reporting directly to me and asking myself, “Well, what if I were to give them a team? How would that now look?”

And I’ll warn you that that transition is quite painful because all of a sudden, someone who was your employee and doing their own job is now elevated into a position of leadership.

And your job then becomes to be leaders of their teams, and it’s a little chaotic while that happens.

I was in a situation when this happened because I had my first baby, so I had no choice but to kind of put several people on my team into that position of leadership, and that was how I did it.

John Lee Dumas: That’s really interesting.

And Fire Nation, that might be overwhelming to you because I can tell you it’s definitely overwhelming to me as well. I mean, I’m not even at 10 people yet, so to think about drawing an org chart about what my company would look like at a hundred people is super overwhelming.

So don’t worry about the fact that it is overwhelming to you as well, but just realize what that did for Barbara. It put things in perspective for her.

And I can tell you straight up, Barbara hired a sales manager, and I kind of chuckled to myself a little bit because if there’s one thing I’ve learned in the past six years running a seven-figure-a-year business, it’s that businesses thrive or wither based on sales, Fire Nation. They thrive and wither based on sales.

If you are doing what you need to do when it comes to sales of your products, of your services, of your communities, of fill in the blank, whatever that is, you’re winning.

And if you’re not, you are losing.

And so hiring people that aren’t getting you to that goal first is gonna be a mistake.

And I love how a hundred-person org chart really brought Barbara to that realization.

Now, Barbara, one thing that I know for a fact is that a dream come true for most entrepreneurs, myself included, is to be able to be at the point in life and business where you can let your team actually run your company for you.

But the problem is maintaining control when you get there or if you get there or while you’re getting there.

So how can we build that dream scenario of being able to let our team run our business for us, but still maintaining control?

Barbara Turley: Yep. So this is something I am super passionate about.

And like I said, I mentioned that when I started this business, I was actually pregnant and I had my first baby, and she’s now 21 months old.

So I went through this whole journey, and any women listening, and even men who may have partners that are having babies and stuff, it applies to everyone. Or even if you just wanna climb Machu Picchu, it doesn’t really matter about having a baby.

My biggest thing was I don’t wanna work… I was 15 years in corporate, in investment banking, and I didn’t wanna be a corporate mother. That was one of the reasons I left. I didn’t wanna do the seven till 8:00 PM, never see my children, and all that sort of stuff.

So it was really important for me when I was building this business not to lose sight of what my personal goals were and empower the business.

I’ve handed off most of the things. This makes me sound lazy. I’m really busy, but I don’t do any of the doing in the business these days.

But I do a lot of mentoring and coaching my team and advising and guiding them on what to do in certain situations.

Barbara Turley: Now, I don’t have to answer questions all day long, but my role is really that sort of guide for my team.

Now, the problem with this is that if you have a team like that and they’re running teams under them, you can lose control very quickly because they’re all doing their own thing. They’re starting to develop their own processes, which is something that can really pinch at you as a leader because you’re like, “I don’t know what’s happening in that process.”

So I fell into this trap a little bit and sort of saw it coming. Over the past year, I’ve worked very hard on this, and I would advise anyone to just think about this.

As you grow, you need to have an oversight, a way of having your finger in every single process without you doing anything.

So the way I’ve done it, and it has been very effective for me, I didn’t mention this earlier, but one of the things you really need to use is a project management tool.

Now, I’m a massive fan of Asana. There’s Trello, there’s Teamwork, there’s all of these tools. But my entire business, like the king in my business, is Asana.

And using Zapier, we have integrated a lot of our other systems so that everything drops into Asana.

So everything from Zendesk customer support tickets, sales leads coming through, client briefs coming through, the trainers are all commenting on the VAs that are going through our training programs. So it’s all in Asana.

And that, for me, means that every day, all I’ve gotta do is open one program, and everybody’s reporting to me in Asana.

Now, I’ve made a very strict rule in my business that every process has to be approved by me, which might make me sound like a control freak, but if you have people creating their own processes, you start to lose the stamp of what you created.

And at the end of the day, the reason you’re the leader of your business is probably because you’re the best at it, and you’re the one that really knows the vision and the direction.

Personally, I feel that you should have that stamp on everything.

So with your processes, you’ve gotta know all the processes. Everyone has to document something, and they have to actually show it to you.

So my team know that when they create a new process, they book a call with me and they present it to me, and then I know where it’s all filed. I know how it’s working.

Now, recently, a few things kind of went a bit awry. I had too many things to watch, so I started a new process, which is working an absolute dream, and I’m rolling it out across our entire business.

I do the daily huddles every day, and they worked great, but I actually added this new concept called the pipelines.

Now, it might be specific to my business that we can use this pipeline strategy, but just let me give you an example of how it works.

We started doing it with the client-VA matching process, and every day on our huddle, we have a pipeline meeting where we go through all the VAs coming through training.

So our recruiters are on the call, the master trainers are on there, our client liaison officer, our systems person who manages all the reports and all the tags and everything coming through, making sure everyone’s moving through. Our accounts person is there.

Now, I do lead that huddle because I still enjoy doing this bit, where it’s the matching of the client briefs with what’s coming through from the trainers.

The idea of this huddle is that every day we are pushing clients and VAs through the pipelines.

Now, we can do it with a lot of tech, but because we meet every day and do this pipeline thing, we get things moving really fast. We’re matching the efficiencies there.

So what we started doing was working so well in our business, and it’s all in Asana, we started rolling it out across other areas.

So now we have an HR pipeline where we have all the new VAs that have just been chosen by clients. We’ve got all of them dropping into the other project, which is the HR pipeline, which is the onboarding, and they drop back in there using Zaps.

I won’t get into the technicality of it, but when they’re up for their six-month review, when their KPIs are due, all that sort of stuff, every month we can go, “Okay, this month we’ve got 15 VAs coming up for their six-month review,” and it just all drops in.

So the tech all works. We’ve rolled it out across our sales channels, we’ve got it in our training programs, and now in our payroll.

So we’ve got payroll coming through where the pipeline there has all the bonuses that have been paid by clients, all the overtime that’s been booked, and it’s all in Asana.

So the trick for me is that I can now be the ultimate conductor of the business by conducting everything through Asana.

So that might be overwhelming or probably just a lot on this call, but it’s tying things together and making sure that you’re always in the conductor role.

And what do you need to do in order to conduct and be able to see everything without touching anything?

John Lee Dumas: That is overwhelming.

But Fire Nation, remember, Barbara got there one step at a time. So no matter where you are in your journey, with zero VAs, one, six, 11, no matter where you are, you’re taking one step at a time, and you’re just gonna be moving towards that final pipeline scenario.

Barbara Turley: John, can I just… sorry, just on that point, just to share with the listeners, it is one step at a time.

And I just wanna tell you this one small thing. The reason I started this business, I did not have a business plan. I did not have any of this planned. I call it my accidental business because I did not mean to start it.

I was a business coach. I’d started another business. I had done a massive product launch that honestly was a flop, and it didn’t go well. I was very depressed after it for about three months. I’m sure lots of people on this call have felt the pain of that.

I had lost money, and I was doing some business coaching, and all the clients I had had the same problem. They had no time.

So I started recruiting VAs in the Philippines just because I had read The 4-Hour Workweek like everybody else.

I had one VA there, and I said, “Can you get 10 of your friends?” So we did that.

And before I knew it, I was getting more calls for VAs than I was for business coaching. And I was like, “Do you reckon there’s a business in this?”

I actually asked my brother, “Do you think there’s a business in this?”

So I did a free webinar. I had no name, no business plan. We had nothing — no website, nothing.

And we got buyers on that webinar. It was the most successful one I’ve ever done.

And from that, within a month, this business was born, hashed together from just an idea.

So it’s four years later now. It’s built like this, but it didn’t start that way.

John Lee Dumas: Well, Fire Nation, I hope you enjoyed this audio masterclass, how to confidently and successfully use virtual assistants to scale your business.

And that big takeaway: just one step at a time.

So Barbara, let’s end today on fire with you giving us one parting piece of guidance, the best way that we can connect with you, and then we’ll say goodbye.

Barbara Turley: Sure. Yep.

So the best way to connect with me personally is on LinkedIn. So you can just look up Barbara on LinkedIn. You’ll find me there, CEO of The Virtual Hub.

And if you wanna connect with us at The Virtual Hub, go to thevirtualhub.com/fire.

And we have some really cool bonuses for you guys that you can pick up over there on that page.

We’ve got a checklist to show you the five reasons people fail with VAs and what to do about them.

We’ve got a scalable business success formula over there for how to use VAs, so you can recap a lot of what we talked about here today.

So there’s plenty of goodies over there for you.

John Lee Dumas: Just one parting piece of guidance.

Barbara Turley: Look, one of the things with VAs is we all think, “You know what? If I could just get two or three hours a week of a VA…” And I understand that we’re under financial pressure when we start a business.

It’s that that VA never really committed to you, and you’re not really committed to them, and sometimes that’s why they disappear or they leave after you’ve trained them and all that sort of stuff.

I would advise people, in every business, you can at least hire a part-time VA, and I wouldn’t kid yourself in thinking that you don’t have enough work for them to do because, if you don’t, you need to reconsider what you’re doing in business.

And I would commit to someone, committing to this. It’s a marathon, not a sprint.

Commit to a person. Bring them into your business, bring them into your vision, and then fly together.

John Lee Dumas: Fire Nation, invest in yourself, invest in your business. It’ll be the best investment you make, hands down.

And you’re the average of the five people you spend the most time with, and for the last 45 minutes or so, you’ve been hanging out with BT and JLD today.

So keep up the heat, Fire Nation, and head over to eofire.com and just type Barbara in our search bar, and her show notes page is gonna pop up with everything that we’ve been talking about today.

These are the best show notes in the biz: timestamps, links galore, and of course, connect directly with Barbara Turley on LinkedIn.

And the strong call to action, ’cause she has a wonderful set of gifts waiting for you at thevirtualhub.com/fire.

Barbara, thank you for sharing your journey with Fire Nation today. For that, we salute you, and we’ll catch you on the flip side.

Barbara Turley: Thanks, John.

John Lee Dumas: Hey, Fire Nation, hope you enjoyed our chat with Barbara today.

And if you’re ready to accomplish that one big goal, well, The Freedom Journal is your key to success because when you follow the step-by-step guidance, you’ll accomplish your number one goal in 100 days.

Visit The Freedom Journal. Use promo code PODCAST for a nice little discount as a thank you for listening to my podcast, and I’ll catch you there, or I’ll catch you on the flip side.

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