SYSTEM SAVED ME PODCAST
Episode 050: Abbey Ashley; Onboarding New Clients with Trello

This episode is brought to you by The Kolada Group.

 

Today, I’m talking about onboarding new clients with Trello.

 

My guest is Abbey Ashley, who is the founder of The Virtual Savvy, which helps women launch and grow their virtual assistant business from scratch.

 

 

TOPICS:

  • (:44) Systems Saved Me Summit
  • (1:36) Introducing Abbey
  • (2:25) Virtual assistants
  • (2:50) Business before Trello
  • (4:53) Time to upgrade
  • (6:28) Abbey’s process
  • (10:38) Client boards
  • (12:56) Personalize your systems
  • (14:39) Abbey’s board process
  • (17:08) Client onboarding
  • (19:07) Best financial investment
  • (22:16) Worst financial investment

 

QUOTES OF THE EPISODE:

“It takes time to save time in the long run.”– Abbey

“An organizational system isn’t going to work if it doesn’t make things easier for you. If it’s going to take more work because you don’t understand it or it’s not simplifying things for you, then there’s no point in having the system at all.” – Abbey

 

RESOURCES:

Trello
Systems Saved Me Summit

 

GUEST BIO: 

Abbey Ashley is the Founder of The Virtual Savvy. She helps savvy women launch and grow their own virtual assistant business from scratch. After running a successful VA business since 2012, Abbey has now helped thousands of women discover their skill-set, price and package their services, and land there first client. Several of her students have quit their jobs within a few months of starting their own biz! It is her passion to see women create a job that they love, so they can have more time to spend with their families. If you’re looking to make money from home with a job that utilizes the skills you ALREADY have… virtual assistance may be right for you!

 

WHERE TO FIND HER: 

www.thevirtualsavvy.com

 

Jordan Signature
Jordan

Jordan is the head honcho at The Kolada Group. Her business love language is efficiency and she’s boss at organizing everything. Strengths Finder: Focus, Discipline, Responsibility, Futuristic, Maximizer

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