Harley & Adrienne Green on Becoming a Family of Digital Nomads | Ep. 80
Harley and Adrienne Green share their journey of living a digital nomad lifestyle and building a successful real estate business. They started by investing in real estate and leveraging their savings and investments to create financial and time freedom. They transitioned from direct ownership of single-family homes to commercial investments and partnerships. Adrienne also became a real estate agent and built a team focused on serving real estate investors. They emphasize the importance of being strategic, leveraging virtual assistants, and setting up systems to achieve freedom and scalability. They also discuss the misconceptions and challenges of entrepreneurship and the importance of starting with the end in mind to design their dream lifestyle.
Takeaways
Investing in real estate and leveraging savings and investments can create financial and time freedom.
Being strategic and leveraging virtual assistants can help scale a business and achieve freedom.
Starting with the end in mind and designing a dream lifestyle is important for long-term success.
Misconceptions about entrepreneurship include the belief that it automatically leads to freedom and that it is easy and glamorous. Set clear – goals and create a vision for the future.
Leverage systems and outsource tasks to achieve financial freedom.
Embrace an abundance mindset and view failure as an opportunity for growth.
Traveling with young children can provide unique opportunities for personal and family growth.
Establishing a home base in an international location can be a future goal.
Providing valuable resources and education to others is a way to add abundant value.
Chapters
00:00 – Introduction and Background 02:44 – Investing in Real Estate for Financial and Time Freedom 06:16 – Transitioning to Commercial Investments and Partnerships 12:09 – Strategic Scaling with Virtual Assistants 29:08 – Designing a Dream Lifestyle: Starting with the End in Mind 33:43 – Setting Goals and Creating a Vision 34:42 – Achieving Financial Freedom through Leveraging 37:29 – Embracing an Abundance Mindset and Viewing Failure as Growth 45:36 – Traveling with Young Children: Challenges and Opportunities 52:04 – Establishing a Home Base in an International Location 56:23 – Providing Valuable Resources and Education to Others
What High-Level Tasks Can Virtual Assistants Perform to Enhance Your Client Care?
In the competitive landscape of modern business, efficient customer service is not just a necessity—it’s a differentiator. Virtual assistants (VAs) have become pivotal in managing sophisticated customer service tasks, enabling businesses to improve operational efficiency and enhance customer relationships. Here’s how virtual assistants can tackle four high-level customer service tasks that are crucial for your business.
1. Streamlining Client Onboarding
The onboarding process sets the tone for your client relationships. Virtual assistants can significantly enhance this initial interaction by taking over the administrative heavy lifting. They efficiently set up client profiles in CRM systems, ensure that all necessary information is collected, and even handle initial welcome communications. By delegating these tasks to a VA, you not only speed up the process but also ensure a smooth and professional first impression.
2. Managing Scheduling and Appointments
Effective calendar management is key to avoiding scheduling conflicts and ensuring optimal client interaction. Virtual assistants can oversee your calendar by scheduling appointments, sending out reminders, and managing reschedules or cancellations. This kind of support is invaluable in maintaining a seamless flow of meetings and interactions, which in turn enhances client satisfaction and trust in your business’s organizational capabilities.
3. Overseeing Invoices and Billing
Cash flow is the lifeline of any business, and managing invoicing can be a time-consuming task. Virtual assistants can take charge of the invoicing process by generating, sending, and following up on invoices. This helps maintain your financial organization and ensures timely payments. By outsourcing this task to a VA, you not only keep your books in order but also free up your time to focus on core business activities that drive revenue.
4. Providing Ongoing Client Care and Support
Ongoing client care is critical for retention and satisfaction. Virtual assistants can handle daily client queries, provide support, and resolve issues promptly. This consistent level of service helps build strong, loyal relationships with your clients, directly impacting client retention and the overall reputation of your business. With a VA, you ensure that your clients always have a knowledgeable and responsive point of contact.
Why These Tasks Matter
Delegating these high-level tasks to virtual assistants allows business owners to concentrate on strategic growth while ensuring that the operational aspects run smoothly. It’s a cost-effective way to enhance capacity without compromising on service quality or client experience.
Conclusion
Incorporating a virtual assistant into your business operations can transform your approach to customer service. From onboarding new clients to managing invoices and appointments, VAs provide a level of efficiency and professionalism that can significantly contribute to your business’s success.
In today’s competitive business landscape, efficient sales support is crucial for driving growth and achieving success. Leveraging virtual assistants, particularly those based in the Philippines, can transform your sales operations. Here’s how virtual assistants can enhance various aspects of your sales support, from material preparation to customer support.
Sales Material Preparation: Creating compelling sales presentations and proposals is a critical part of the sales process. Virtual assistants can help by researching and compiling data, designing professional presentations, and customizing proposals to meet specific client needs. This not only saves time but also ensures your sales materials are polished and persuasive, increasing your chances of closing deals.
Order Processing: Streamlining order entry and processing is essential as your business scales. Virtual assistants can manage order entry, track orders, and ensure timely delivery. By automating and overseeing these tasks, VAs reduce errors and free up your sales team to focus on what they do best—selling.
Appointment Setting: Efficiently scheduling sales meetings and calls is key to maintaining a steady sales pipeline. Virtual assistants can handle the scheduling of sales meetings and calls, coordinating between your team and prospects to find optimal times. This ensures that your sales team is always prepared and that no opportunity slips through the cracks due to scheduling conflicts.
Pipeline Management: Keeping your sales pipeline organized is essential for tracking leads and managing prospects effectively. Virtual assistants can help maintain your sales pipeline by updating CRM systems, tracking the status of leads, and providing regular reports on pipeline health. This ensures that your sales team has the information they need to follow up on leads and close deals.
Sales Forecasting: Accurate sales forecasting is vital for strategic planning and decision-making. Virtual assistants can assist by gathering and analyzing sales data, identifying trends, and generating reports. Their support ensures that your sales forecasts are based on reliable data, helping you make informed business decisions.
Customer Support: Providing excellent after-sales support and addressing customer inquiries are key to customer retention and satisfaction. Virtual assistants can handle customer inquiries, troubleshoot issues, and provide ongoing support, ensuring that your customers feel valued and heard. This enhances customer loyalty and can lead to repeat business and referrals.
Proposal Writing: Crafting customized sales proposals to meet the unique needs of each client can be a daunting task. Virtual assistants can assist by drafting and refining proposals, ensuring they are tailored to address the specific pain points and requirements of your prospects. This personalized approach can significantly increase your chances of winning new business.
Integrating virtual assistants into your sales support strategy can transform the efficiency and effectiveness of your sales operations. From material preparation and order processing to pipeline management and customer support, virtual assistants provide the flexibility and scalability needed to drive business growth. Are you ready to revolutionize your sales strategy with virtual support? Start today and experience the benefits firsthand.
Why Are Some Entrepreneurs Stuck? Unlock the 3 M’s Formula for Business Success!
Are you a business owner or entrepreneur looking to scale your business but feeling overwhelmed by the endless to-do lists and tasks that consume your time? You’re not alone. The path to success can be daunting, but what if you had the right support system to guide you?
At Workergenix, we understand the challenges entrepreneurs face and believe that the secret to overcoming them lies in a simple yet powerful framework—the “Three M’s”: Mindset, Motion, and Mastering Skills. By leveraging virtual assistants, you can unlock your business’s true potential and focus on what matters most.
Mindset: The Foundation of Success
The first “M” in our framework is Mindset. A positive and focused mindset is essential for any entrepreneur aiming to achieve greatness. However, maintaining this mindset can be challenging when bogged down by mundane tasks.
Virtual assistants can be the game-changer you need. By delegating routine tasks to skilled professionals, you free up mental space to focus on strategic planning and innovation. Imagine starting your day without the stress of administrative work, allowing you to concentrate on growth and creativity.
Motion: Turning Plans into Action
Next, let’s talk about Motion—the art of putting your plans into action. Motion is about taking deliberate steps towards achieving your business goals. However, with so many moving parts, how can you ensure you’re making progress in the right direction?
This is where virtual assistants shine. They can handle day-to-day operations, manage your calendar, coordinate meetings, and even engage with clients on your behalf. With their support, you can execute your strategies effectively, knowing that your business is running smoothly in the background.
Mastering Skills: Continuous Improvement
The final “M” is Mastering Skills. In the fast-paced world of business, continuous learning and skill enhancement are vital. But how do you find the time to focus on personal development when managing every aspect of your business?
Virtual assistants can assist here as well. By taking on specialized tasks that require specific skills, they allow you to focus on mastering the areas that truly matter. Whether it’s honing your leadership abilities or learning new market trends, you have the time and energy to invest in yourself.
Why Choose Virtual Assistants?
Cost-Effective Solution: Hiring full-time staff can be expensive, especially for small businesses. Virtual assistants offer a flexible and cost-effective alternative, allowing you to scale your workforce according to your needs.
Access to Expertise: Our virtual assistants are skilled professionals who bring a wealth of experience and knowledge to your business. From administrative support to social media management, they cover a wide range of services.
Focus on Core Business: By outsourcing routine tasks, you can focus on your core business activities. This not only boosts productivity but also enhances the quality of your work.
Work-Life Balance: Achieving a balance between work and personal life is crucial for maintaining a healthy mindset. Virtual assistants can help you achieve this balance, giving you more time to spend with family and pursue personal interests.
Conclusion
Business success is not just about working hard; it’s about working smart. By integrating virtual assistants into your team, you can harness the power of the Three M’s—Mindset, Motion, and Mastering Skills—to drive your business forward.
As a growth-minded entrepreneur or business owner, you know that your time is one of your most valuable assets. Yet, how often do you find yourself bogged down by administrative tasks, customer service inquiries, marketing efforts, and bookkeeping? The solution could be simpler than you think: hiring the ultimate executive assistant.
The Value of an Ultimate Executive Assistant
Imagine having one person who can handle a variety of business operations functions, from customer service to marketing to bookkeeping. This versatile professional frees you up to spend your time on high-value activities that drive growth and innovation. Whether you are a solopreneur or a real estate investor, the ultimate executive assistant can be a game-changer.
The Role of a Virtual Assistant Executive Assistant
A virtual assistant executive assistant can make a world of difference to an entrepreneur. By taking a lot of the busy work off your plate, they allow you to focus on strategic decisions and expansion plans. Here are some key areas where a virtual assistant can add significant value:
Customer Service: Responding to inquiries, managing customer relationships, and ensuring a high level of satisfaction.
Marketing: Handling social media, email campaigns, and content creation to keep your audience engaged and growing.
Bookkeeping: Managing invoices, tracking expenses, and keeping financial records up-to-date.
Administrative Support: Scheduling meetings, managing your calendar, and organizing files.
The Workergenix Advantage
At Workergenix, we have a proven track record of hiring these “ultimate executive assistants” for clients across a variety of industries. Our skilled professionals are capable of handling multiple tasks, allowing business owners to focus on their core competencies. Here’s how we help:
Expert Recruitment: We find virtual assistants who are not just generalists, but skilled in multiple areas relevant to your business.
Custom Fit: We ensure that the executive assistant fits seamlessly into your business operations, understanding your unique needs and workflow.
Ongoing Support: Our relationship doesn’t end at hiring. We provide continuous support to ensure the assistant meets your expectations and contributes to your business growth.
Overcoming Misconceptions
Many entrepreneurs have a misconception that only they can handle the various aspects of their business. This belief often stems from a lack of trust or confidence in others’ abilities to manage tasks with the same level of dedication and detail. However, this mindset can hold you back from achieving greater success.
Workergenix specializes in finding virtual assistants who can become your “ultimate executive assistant.” These professionals are adept at multitasking and can efficiently manage different areas of your business, proving that it is possible to delegate effectively.
Transform Your Business Today
Are you ready to take your business to the next level? By hiring the ultimate executive assistant, you can unlock the full potential of your operations. Free yourself from the day-to-day grind and focus on what truly matters: growing your business.
Discover how Workergenix can help you find the perfect executive assistant to transform your business. Contact us today and start your journey towards greater efficiency and success.
Are you one of the many business owners who wait too long to delegate? Our co-founder, Harley Green, recently shared easy, actionable solutions on the Good Neighbor podcast.
He addresses the limiting beliefs that prevent effective delegation and walks through the key steps to delegate successfully.
Listen now to start your business on the growth path! 🔗 Spotify Link
As an entrepreneur or business owner, handling customer service can quickly become overwhelming, especially as your business scales. Here’s a practical guide to easing this burden by bringing on a Virtual Assistant (VA).
Why You Need a Virtual Assistant for Customer Service
Customer service demands can spike unpredictably, and your ability to respond promptly affects customer satisfaction and retention. A VA can manage routine inquiries and support tasks, freeing you to focus on the growth and development areas of your business.
How to Choose the Right VA for Customer Service
Identify Your Needs: Before searching for a VA, outline what customer service tasks you need help with. This could range from answering emails to managing live chat and handling customer complaints.
Selecting a VA Service: Companies like Workergenix provide a comprehensive setup for VAs, including local phone numbers, task management systems, professional email addresses, and email signatures, which are essential for maintaining professionalism in customer interactions.
Training Your VA to Meet Your Standards
Establish Clear Expectations: Provide detailed descriptions of tasks and the quality of service you expect, including response timeframes, tone of communication, and handling procedures for different types of inquiries.
Use Training Materials: If you have existing Standard Operating Procedures (SOPs), recordings, or handbooks, share them with your VA. If not, consider tasking your VA with creating these materials as part of their onboarding.
Adopt an “I do/We do/You do” Training Approach: Demonstrate tasks yourself, perform them together, then let your VA handle them, providing feedback as needed.
Ensuring High-Quality Service
Implement Systems: Use tools like CRM software to manage customer interactions systematically. Systems can be scaled or adjusted depending on business size, ensuring your customer service grows with your company.
Regular Feedback and Evaluation: Schedule regular reviews and provide constructive feedback. Encourage your VA to ask questions and suggest improvements.
The Advantages of Outsourcing Customer Service
Outsourcing to a VA not only alleviates your workload but also enhances operational efficiency. It allows for scalability, offers flexibility during demand fluctuations, and ensures your customers have access to support when they need it. Ultimately, a VA can contribute significantly to customer satisfaction and loyalty, driving long-term success for your business.
For businesses feeling the strain of customer service demands, hiring a virtual assistant can be a game-changer. Embrace the opportunity to enhance your operational efficiency and watch your business thrive.
Today, we’re tackling a topic often clouded by misconceptions: How virtual assistants can improve your business’s customer service! We’ll discuss what customer service is, detail tasks that a VA can do, and dispel common myths along the way.
First, let’s all agree on what customer service is. It is the support and assistance a business provides to customers before, during, and after they purchase a product or service. activities aimed at addressing customer needs, resolving issues, and ensuring satisfaction. This includes answering inquiries, handling complaints, processing orders, providing guidance, and offering solutions to problems. Exceptional customer service is essential for building strong relationships with customers, fostering loyalty, and driving repeat business. It plays a crucial role in shaping the overall reputation and success of a business.
How can a virtual assistant help with customer service? They can answer inbound messages, such as calls, emails, online messages, and social media messages. They can answer client questions in this communication, schedule appointments, and accept payment, They can also complete outbound contact pre-emptively: status updates, check-ins, and reaching out to get client details. They can also post updates for a client in an online system if the company uses something like that. Another example of customer service is event outreach: they can reach out to customers, past and present, inviting them to an invite, or reminding those who’ve RSVP’d to attend!
Let’s dive into some common questions about hiring a virtual assistant for customer service! First, a question I get is: Do virtual assistants have accents that might impede effective customer communication? At Workergenix, many of our virtual assistants come from The Philippines, where English education starts as early as first grade. This means that there are many great potential VAs out there with little to no accent. Moreover, we’ve implemented a rigorous in-house English training program to address accents and help VAs sound more natural. So, while they may not be native to the US, their communication skills are top-notch.
Now, onto another misconception: Will using virtual assistants result in a decline in service quality? Contrary to popular belief, outsourcing customer service to virtual assistants often enhances service quality. With the affordability of virtual assistants, businesses can offer more comprehensive customer service, demonstrating a commitment to their clients’ needs. Many of our clients had no dedicated customer service employee prior to working with us, as the cost of hiring someone locally was prohibitive. Now, they’re able to have a highly-skilled, college-educated person dedicated to customer service. Isn’t that better than the business owner or another employee trying to do it in their free time?
Moving on, let’s address another concern: Are virtual assistants capable of handling complex customer inquiries? Absolutely. Our VAs have the experience and training to handle a wide range of customer issues efficiently, ensuring your customers receive the support they need. We recruit and hire for each opening, so we are searching for someone who’s skill set is a perfect fit for the client’s needs. Also, we only hire those with at least a bachelor’s degree. Moreover, our VAs have access to a wealth of resources and tools to assist them in resolving complex issues promptly. At Workergenix we have several corporate accounts our VAs can use, including a pro ChatGPT account. We’ve found that’s a great resource for helping problem-solve complete situations, and for crafting customer responses that are polite and well-written. Another resource they have is the Workergenix community. VAs can speak with each other, ask about problems they’re facing, and see if another VA has dealt with this in the past and has a solution. Our clients get the benefit of an entire community of VAs and the sum of their experiences!
Lastly, there’s a misconception that virtual assistants lack the personal touch of in-house customer service representatives. However, our VAs are trained to provide personalized and empathetic support to every customer, ensuring a positive experience with your brand. There is no reason for the customer to think that the VA is NOT an in-house customer service rep. We have had numerous situations where customers interact with the VA as if they are right in town, the customer doesn’t know the VA is elsewhere! Additionally, with advancements in technology, virtual assistants can now engage with customers through various channels, including phone, email, chat, and social media, providing a seamless and personalized experience across all touchpoints.
In conclusion, virtual assistants can be your ultimate customer service solution, offering expertise, affordability, and efficiency, while shattering common misconceptions along the way.
Today, we’re diving into how technology enhances the efficiency and productivity of Virtual Assistants (VAs). At Workergenix, we take care of the technicalities so you can focus on growing your business. Let’s explore the tech tools we provide and how they benefit our clients.
Workergenix offers a comprehensive suite of tech solutions designed specifically for VAs. Here’s what we provide:
Time Tracking: We have our own system to monitor and verify VA work hours since they are our employees. This ensures transparency and accuracy.
Task Management: We use Monday.com, a robust portal for managing tasks and projects.
Business Email Addresses: To maintain professionalism, we set up business emails for VAs, avoiding personal email usage.
Local VOIP Phone Number: VAs get local phone numbers, making communication seamless. Clients can easily reach the VA, and see them as a part of your local team.
Premium Tech Services: We provide access to premium accounts on platforms like Canva, CapCut, and ChatGPT.
With these tools, our clients don’t need to purchase or implement new technology systems to work with their VAs. However, some clients prefer to integrate VAs into their existing systems.
For instance, about 50% of our clients set up company-specific email accounts for their VAs, like . Some clients also add VAs to their pre-existing phone systems, integrating the VA into their communication networks.
This tech-focused approach that Workergenix provides is a game-changer compared to hiring a VA directly. When you hire a VA on your own, you face the challenge of managing international HR and learning how to handle an international virtual employee.
On the other hand, hiring a US-based employee, whether in-person or virtual, requires you to navigate US legal employment requirements and develop your own oversight systems.
With Workergenix, you avoid these hassles. We manage the HR, legalities, and tech solutions, allowing you to focus on what you do best – running your business. Our technology systems ensure that your VAs are not only integrated smoothly but also operate at peak efficiency.
Ready to learn more and see how a VA could help your business? Reach out to schedule a discovery call!
In the fast-paced world of entrepreneurship, achieving a harmonious work-life balance can often feel like an elusive goal. As business owners, we wear many hats and juggle numerous responsibilities, leaving little time for personal pursuits and relaxation. However, with the rise of virtual assistants (VAs), entrepreneurs and employees alike have found a valuable ally in reclaiming their time and restoring equilibrium to their lives.
Introduction:
In today’s fast-paced business landscape, entrepreneurs rely heavily on virtual assistants to streamline operations and drive growth. However, the key to unlocking the full potential of this partnership lies in setting clear expectations and fostering trust from the outset.
Defining Roles and Responsibilities:
To lay the groundwork for a successful collaboration, start by clearly defining the roles and responsibilities of both parties. Outline the tasks your VA will handle, along with any specific guidelines or preferences you have. This clarity ensures that both you and your VA are aligned on expectations from the start.
Establishing Communication Protocols:
Effective communication is the cornerstone of any successful business relationship, particularly in a virtual setting. Establish clear communication protocols with your VA, including preferred methods of communication, response times, and availability. Regular check-ins and status updates help maintain transparency and keep projects on track.
Providing Detailed Instructions:
When delegating tasks to your VA, provide detailed instructions and guidelines to ensure clarity and accuracy. Break down complex tasks into smaller, manageable steps, and provide examples or templates whenever possible. Clear instructions minimize misunderstandings and empower your VA to deliver high-quality work consistently.
Building Rapport and Trust:
Trust is the foundation of any productive partnership, and building rapport with your VA is crucial. Take the time to get to know your VA on a personal level, understanding their strengths, preferences, and working style. Show appreciation for their efforts and accomplishments, fostering a positive and supportive working environment.
Offering Constructive Feedback:
Feedback is essential for growth and improvement, both for you and your VA. Offer constructive feedback regularly, highlighting areas of strength and areas for improvement. Be specific in your feedback, focusing on actions and outcomes rather than personal attributes. By providing actionable feedback, you empower your VA to continuously improve and excel.
Conclusion:
In the dynamic world of entrepreneurship, virtual assistants play a vital role in driving business growth and efficiency. By setting clear expectations, establishing effective communication, and fostering trust, entrepreneurs can cultivate strong and productive partnerships with their virtual assistants, unlocking new opportunities for success and innovation.
