But that big step paired him with BELAY Virtual Assistant Lynne, who jumped in feet first and learned their business.
And in the process, they both gained trust, with daily email ‘jam sessions.’ Soon, their sessions were three days a week, then twice a week to eventually reduce Josh’s time in email to about 15 minutes a day.
“And that’s all he really needs to be [in his email],” Lynne says. “I just tell him if something really important comes up.”
“We did [email jam sessions] for quite a long time,” Josh recalls. “It was months that we did that – then we went on a cruise. And I didn’t check email a whole week – and got back and everything was fine. So I said, ‘You know what – why don’t we just keep doing this? Can I keep pretending that I’m on vacation?’”
Now, Lynne manages Josh’s email and calendar, both personal and business.
“That’s been a big game-changer because email for me used to be a big, big time suck and really kept me from doing a lot of the important business-owner things that only I can do,” Josh says.
“She learned our calendar, our travel – basically everything about our life, more or less,” he continues. “When our dog needs to go to the vet, when the kids need to go to the doctor – she’s pretty much involved in all of it.”
And with that confidence in Lynne and BELAY, Josh onboarded another BELAY virtual assistant, too.
“We were trying to hire for a position that we had opened and it was actually more of a technical position,” Josh shares. “We needed somebody with financial industry experience – but we just did not find a fit.
“I wondered if BELAY might have someone with financial industry experience, so I threw it out there.”
And lo and behold, BELAY did.
“Marcy – who has a lot of financial industry experience – has been super helpful, super, super helpful. And it was a quick start. I did not have to do a ton of training with her,” Josh says.