Urszula Richards shares her experiences as a Business Catalyst Partner

Updated on 14-December-2016 at 5:20 PM

Business Catalyst End of life announcement - find out more details.

During this interview,

Urszula shares a lot of what she has learned over the years. I�m focusing on what she shared about Virtual Assistants, but you should listen to the entire interview to get the most out of her experiences.

Virtual Assistant Use Cases

Getting Clients
A Virtual Assistants (VA) is often hired for administrative tasks, but there�s no reason not to use a VA to help drive business. Urszula had great success when she tasked her VA to look up local graphic designers with only a few websites in their portfolio. A lack of websites could mean they are struggling with web. Once her VA came back with a list of potential designers, Urszula made the most of Business Catalyst�s email marketing to send out an email campaign to the list. It worked. Urszula not only made high quality relationships with many of the designers, she continues to get referrals from that campaign. One of those graphic designers is now Urzula�s go-to designer.

The more sites you build, the more support requests you receive. This can cripple productivity. Urszula solves this by leveraging her Virtual Assistant as first level support. In most cases the VA responds to the support request and adds the work order to Trello for Ursh�s developers to take over.

Urszula�s tips on using a Virtual Assistant:

  • Get really clear about the type of support you need.
  • Understand how much work your VA can take on. If you take on a big project your VA may not have the additional time to help support the project.
  • Distinguish tasks which require little training, supervision and risk vs business critical ones which require a considerable time investment in training. This has implications for what you invest in training and how much of a commitment you ask (eg. how available are they on a weekly basis, and/or what their longer term employment terms are). Once a VA has proved the quality of their work, it can require less supervision.
  • It�s important to encourage your clients to use your support system. You want to ensure things don�t get lost, and you can follow the thread of a support request even when you are not directly involved (or need to take over).
  • Decide when virtual is not enough. You may come to a point where you need someone in-house and in-person.

To learn more, listen to the entire interview.