So Jeff was paired with BELAY VA Katie.
“It was great,” Jeff shares. “I loved the idea that [BELAY] heard my needs, my personality, the things I was looking for and then selected the best person for me. She was fantastic. I really enjoyed working with her.”
Initially, Katie would cover the standard VA fare: Coordinating meetings and calls, calendar, emails. And trust was never an obstacle for their relationship, even early on.
“I gave her access to everything right out the gate,” Jeff says. “I felt secure because [BELAY] is a corporation that does this – instead of somebody that applied to an ad.
“So I felt more secure – plus I hit it off with her immediately and felt good about Katie. She seemed very trustworthy. So very quickly started offloading as much as I could and I was ready to do it – I’m pretty organized anyway.
“It wasn’t that difficult to say, ‘All right. Here’s my process for this. Here’s how it works. Here’s when I send you this.’ And because I had had people in this position before, I knew a little bit more of what I was looking for when we started.”
Soon after being paired, Katie had a baby – but Jeff’s transition to BELAY VA Kristin was ‘incredibly seamless.’
“That’s something I was really impressed with,” he shares. “Kristin was great but the plan was that she was filling in until Katie came back – until Katie called and decided to stay home.
“So there was a week or two where they overlapped. Katie and I had a pretty good process, so I think that was an easy handoff.”
And Kristin followed Katie’s lead and ran with it, even assuming more responsibilities by helping Jeff produce his podcast.
“She’s editing audio files, syncing them up, putting them together, uploading them into the platform. She’s writing descriptions,” Jeff adds. “These are things that I never thought Kristin or Katie would be doing. I never thought I’d be doing it.
“But Kristen has jumped right in and been a terrific partner. And the better she’s done, the more I have given her. And that’s been going great.”
And much of their success can be attributed to their initial communication cadence.
“When we first started, we would meet weekly – if not twice a week – to catch up,” Jeff says. “Now, most everything is text or email. We rarely need to talk and it’s been nice to evolve to where we’ve got our process, we’ve got a couple of tools that we use where she jumps in and we go back and forth.”
And one unexpected bonus talent Kristin has brought to their engagement?
“She is extremely talented at creating swag!” Jeff adds. “If you have a logo or design you want to put on a shirt or a hat or a mug or anything you can think of, she’s awesome at that – and that’s been super helpful.”