So start Ari did – and Katie decided to jump in with both feet, choosing to fill gaps with trust while meeting once a week.
Her thought process?
“If BELAY trusts this person, then I’m going to trust this person,” she says. “And right out of the gate, I had him in my inbox, in my calendar, and sent every login that he would need. And it was overnight.”
And her trust paid off – quickly.
First order of business? Bringing order to her chaotic inbox.
“[He] color-coded everything,” Katie says. “So when I get into my email, I know to take care of the red things first, and then the yellow things. It’s so helpful.”
But beyond the usual suspects for a VA – email, scheduling and more – Ari proactively stepped in to bring even more order to Katie’s business.
“[Ari] had a lot of initiative,” she shares. “And so he’s always thinking of ways that we can improve our systems and make things better.”
So they started with Trello.
“He was able to see the big picture and see what the problem was and how to actually solve it – [and] not just doing tasks that I asked him to do,” Katie says.
And implementing new systems and leveraging project management platforms has worked wonders for Katie.
“I can list out the tasks that she needs to focus on [and] the projects that I’m working on that week,” Ari adds. “And it’s just a great reference point [that] you can keep going back to throughout the week as you need.”
“I finally felt like I didn’t have to think of everything,” Katie shares. “I had somebody that was helping me think of everything.”