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Trello logo with two hands holding a piggy bank and clock myoutdesk logo

Trello & Virtual Assistants: The Best System for Efficient Admin Work!

Accelerator, Administrative, MOD Virtual Assistants, Mortgage, Property Management, Real Estate, Scale The Series

Since COVID, Jennifer’s business operations are now more efficient than ever — even with a downsized team. How? With Tello and a virtual assistant.

We grab a cup of virtual coffee with Jennifer Geddes as she talks about how she utilizes Trello and her MyOutDesk Virtual Assistant to gain leverage in her business. We ask Jennifer how she does it, and she takes us through her systems and processes she built with Trello to help create a system and process for her production and training.

Now, she has these systems in place, and she is ready to scale her business!

How a Virtual Assistant Manages My Trello

Combined with a virtual assistant, I use the free version of Trello, so it doesn’t even cost us anything!

We have a couple of boards. Having a free system is awesome because I feel like I had so many different systems, and they’re all thirty dollars. well, it all adds up with Trello, just jump in!

I have one virtual assistant from MyOutDesk, as well as a marketing person. Wanda, who is my virtual assistant, is doing all the administrative tasks. She does the transaction coordination.

Upgrading the operational system

I had a team a year ago, a team of six agents. A year and a half ago, I had eight agents. Now I have one, so I’m really just trying to trim the fat and focus on the revenue and generating streams. And the highest and best use.

What I found with the agents on the team was that they were not the best use, and it also led me to hire my virtual assistant and really just finding someone who was going to be more productive, efficient, and effective to increase the bottom line.

This year has given me a chance to step back and really focus on what we’re doing in improved systems and processes.

What’s the system and process to cross that million-dollar threshold?

[Considering a Virtual Assistant?]

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Organizing 500 Tasks into Exact Workflows – Trello + Virtual Assistant

What you’ve learned as you implemented this system and process for your business. Why did you decide on Trello? At what point did you decide you needed a system and a process to run the team? 

So, Trello was recommended through real estate b-school, which is the company that I use for coaching.

I spoke with quite a few individuals there who were using it, and it seemed like it made the most sense, so I tried it out myself and, through kind of playing around with it, I decided that it was going to achieve the things that we wanted to.

I had actually started out using Wunderlist, which is just an elementary kind of to-do list, and had built out some of these kinds of checklists there, which was like my step one of kind of like first grade then I graduated to middle school and so forth. I then integrated Trello definitely takes time to set up, and it’s an ever-evolving process because to me, what’s significant is to have every single step in here so that somebody can pick this up brand new.

A Transaction coordination virtual assistant can pick this up, and they can run with it! I have every step, but we also have how-to sheets and videos linked in a separate google drive.

So, as they’re going through each task, the individual could say, “okay, it says do x y z I don’t know how to do x y z, but they can go back and reference the video or the how-to sheet on how to actually do that step.”

It’s about creating the process and then creating the training that goes along with it that doesn’t involve me doing that and explaining.

Because it’s so time-consuming to have to explain those things over and over again. So, I’m big on recording videos, sharing my screen, talking through it while I’m doing it one time, then I don’t want to do it again.

[Considering a Virtual Assistant?]

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I love your mindset. Show us one of those examples? Can you share with us one of those examples in Trello? A task where you click on it, and then you pull up a video? How long is that video? What kind of detail did you share in that video?

We have our Trello how-to sheet. This is showing someone how to process a termination and then document names so for us. On Trello, we basically have every step on here like pre-offer, offer prep, under contract, after settlement. So now, if we go back to my Trello boards, and this is where I keep my template.

Under our templates, I have a pre-offer section, offer prep, under contract, and after settlement. So, the same as here, you could follow along and say, “okay. offer prep… where are the how-to sheets on offer prep?” If we go to the top here to ‘offer prep’ and ‘create a Trello card ‘… in KW Command, create a contact command through DocuSign. How to do that it’s through your CRM.

I’m just clarifying that those who aren’t KW people command are just a CRM like Salesforce or HubSpot or any other CRM.

You have to create what’s called “an opportunity” through KW Command so that KW knows what business we’re doing right now. These are pretty simple steps here. Most of them are self-explanatory. Command, save, mortgage pre-approval, CPE, ad, client, once buyer broker assigned CTE is what we use for financial and gold tracking. So once we have a buyer broker signed, we’re going to add that into CTE. If we go back here, I’ve got a “How to add to CTE,” so if the person doesn’t know how to do that, they open it up.

It’s simple. Follow the steps. You can figure out more complicated things. We have videos on these. this, the pre-offer, is really just setting the stage. Then you get to offer prep a little bit more complicated. Creating the documents, and setting them up in DocuSign, so that they’re ready for me to then review before we send them to the client. Once we go under contract, we broke things up into Day One, which needs to be done right away. And then we get down to Day Two, and then we’ve reached Day 10, Day 16. So there’s a timeline.

[Considering a Virtual Assistant?]

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Oh my gosh, there are 500 tasks, but as you can see, I’m scrolling through. There are many things here, but it’s all simple tasks that the person can complete in KW Command.

KW wants to see stuff, so we have to submit these documents to them. Once we go under contract right check off above is meant for these labels that we use here. So when you see the labels on my big screen, you can see as we go through a transaction, you get less and less of the labels, so that’s really a way for us to track how many tasks are left. We have a KW command submission. Once that’s complete, that would be checked off here. So we check that off, and now that’s gone. So that’s what that’s talking about completing it up above. But it’s really again just every step that we go through in Trello, and add the due dates above.

We’ve got an area where all of our critical due dates, execution date, first deposit, reply to inspection, second deposit, title order, and mortgage settlement. So I don’t want my VA wasting time searching for this. It’s all right here. She sets it up one time, and she sets it up when she’s sending out the initial email to the seller’s side that’s telling them about the due dates.

Once tasks get input into the system, it gets set as reminders on her calendar and finished. We do a lot with email templates, so all email templates are sent out that the VA knows what to fill in. We’re also scheduling a lot of our templates now. So before it was okay, you need to go back into the file like every day. We’re scheduling out this buyer with five pending emails sent out three to four days before the deposit.

Essentially almost all of our emails are going out on day one, or at least they’re being set to be scheduled to go out day one.

How does the CRM, your email calendar, CTE commit to excellence? How do they all play with Trello in your world?

Wanda has this template saved in her Gmail. she pulls it up and schedules it to send when it’s due on the 10th. It takes about five minutes to input these into the calendar, and again it’s done on day one. The seller side knows the dates as well as when the mortgage commitment is due. This gets emailed to the lender a day before it’s due.

Now it’s on Wanda’s calendar the day it’s due, and then we actually have a reminder. So she’ll put the calendar reminder that the mortgage commitment is due on the 10th. there will be an email that gets sent to her on the 9th and an email that gets sent to her on the 7th, so all of our due dates, we have a one-day email reminder and a three-day email reminder; what I found is having a calendar alert those get missed you’re in the middle of a Zoom, and you click off of it, or whatever it is so I have the reminders in our google calendar set as actual email reminders, so that goes into her email box she doesn’t miss it she can see that it’s due and it stays there until it’s addressed.

[Considering a Virtual Assistant?]

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I love it! How do you manage what’s done versus what’s not done? How do you manage multiple people with deadlines?

In Trello, there’s this chat feature here at the bottom. So we actually have a different template that is it’s on another board. It’ll take me too long to get over to it, but when another agent is involved, we have a pre-offer dash admin pre-offer dash agent, so it’s very clear who is responsible for what task so Wanda could see.

I found that when I had agents who weren’t following my pretty good process, not perfect, those were not the right people.

So I think that’s my simple answer, although it sounds pretty elementary. If you have a process that makes the agent’s lives easier and they’re not doing it, maybe we need to look at something else.

Another thing I did was if you, the agent, follow the process and do all the steps and don’t miss any of your due dates, and the virtual assistant will do more of the deal and do more tasks for you.

It’s like the more you follow your process, the more they do so. If you do x on time, the assistant will do y and z, you miss x, now you have to do y and z., so it was a favorable combination of positive-negative reinforcement to try to get the agents to do things.

I think it’s spending the time to do it the right way, and it’s having the right person too. So when Wanda started, we had probably 70 of it done. It would be, “okay, Wanda do these things all right? I’ll talk to you in two or three hours.” in two or three hours, we’d talk, and she’d say, “Jen, I don’t know how to do XYZ.”

“Did you look at the how-to sheet?”

“Yep, it’s blank.”

“Oh, okay, great, let’s walk through it together over zoom screen share.”

And she would create the manual, take notes on it, and then complete it. So I think now having it all complete, it would be seamless to bring someone else in.

People complain about the paperwork and transaction coordination. I mean, that is such a small portion of my business now, whereas, in the past, I’d say my admin spent probably 90% of the time on it.

[Considering a Virtual Assistant?]

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Now with my virtual assistant, I’d say Wanda is spending 25% of her time on it in a perfect world with booming business. she’ll spend well under 50 percent of her time doing transaction coordination, which means I’ll run 25 million through the business with someone doing 15 hours a week of transaction coordination. Before, if I had someone spending 40 hours a week on this, and now they’re spending 15 hours a week. What can I have them do in that other time that’s 25 extra hours a week?

For me, I enjoy selling and growing and evolving; this is just kind of a side effect that needs to be done, and it needs to be done correctly, so I don’t want to spend time on it

I want it to be a system that just flows and is super easy to go through, making a lot of sense.

What’s it been like working with MyOutDesk?

MyOutDesk has been great. I have no complaints. Communication was excellent. I wanted to get started right away and was pretty demanding about that. And my request was met, which was great. I know you guys were in a significant backlog, but you could fit me in, which was really super important to me. I asked Wanda to find other resources within MyOutDesk periodically, and she does, but with her training and skill sets and all of that, I really have no complaints.

I have a client who just went under contract who complimented Wanda, “She’s been so great. How long has she worked with you?”

He’s been a long time client, and I ask for feedback.

“I’m so glad you found her. Is she in your office?”. . . and that’s what I was waiting for. I’m explain, “Our office is closed. She’s in the Philippines, actually.

“No kidding?”

So this is someone that’s been working with him. And he had no idea that she was in the Philippines, which to me is the goal.

My virtual assistant has been a lot more motivated and enthusiastic than anyone I’ve had in this role in a long time in person. She’s finding things to do when I get busy, and I’m not giving her something to do. I feel confident she’s working the whole time, which was not the case when someone was sitting in the office.

[Considering a Virtual Assistant?]

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Growing Your Business With An Administrative Virtual Assistant

As a business person, you’re already familiar with what an administrative assistant can support do for you and why it’s crucial to your business. Staying on top of administrative  functions is essential to your success.

You can be more effective if you’re not bogged down by paperwork, repetitive administrative tasks and troubleshooting bureaucratic red tape delays and issues. A administrative virtual assistant can take care of these tasks and ensure that sales paperwork and its administration run smoothly and your clients are receiving excellent customer support.

With a virtual coordinator, you can become more efficient & effective  – while your coordinator handles all the repetitive tasks involved with your business – like gathering documents and signatures, calling clients, and stakeholders, completing paperwork, following up on contracts & requirements, and putting together a broker file for each completed transaction.

Having a virtual professional tackle operations and administrative outcomes for you can go far beyond what a traditional assistant does, like answering phones and keeping your calendar. There are many more ways a virtual professional can help you administratively. Here are some concrete examples of my favorite things administrative virtual professionals do for our clients.

  • Virtual receptionist
  • Client care & relationship building
  • Screen calls & emails
  • Loan processing
  • Administrative support
  • Accounting & bookkeeping
  • Lead management
  • Lead reporting
  • Recruitment
  • Agile project management
  • Performance reporting
  • Customer support

In addition, MyOutDesk Virtual Assistants can also:

  • File & systematize information collected for client documentation
  • Input & sync data collected across multiple software systems
  • Perform third-party verification procedures for loan-level data
  • Coordinate personal & administrative tasks
  • Manage calendar & appointments
  • Coordinate travel arrangements
  • Complete orders & fulfillment
  • Solicit & nurture 5-star client reviews
  • Process client documents & follow-up accordingly for incomplete information
  • Assemble agent audit reports
  • Compile, format, and summarize information for documents and presentations
  • Coordinate website & account configuration necessary for loan processing
  • Team task management

. . . and so much more.

To start the process of getting your own Virtual Assistant, click here to schedule a call now!

 

[Considering a Virtual Assistant?]

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Envisioning of a New Reality for Your Business

Simply put, MyOutDesk equips entrepreneurs & business owners with tools, strategies, and virtual employees – and when combined, businesses have a competitive edge and find growth while efficient systems and processes are put in place.

MyOutDesk proudly provides additional free business growth guides, books, and strategy calls.

See what we are about, and schedule a free consultation with us. We’ll take the time to learn more about your business and offer solutions to foster top talent and lower operational costs for your company.

 

Experience The Difference
MyOutDesk can save you up to 70% on employment cost
Claim a free business strategy consultation & ‘Grow Virtual’ Guide

 

Did You Know?  MyOutDesk’s origin story is set during the last global financial crisis of 2008. Yes, that’s right — our business started by scaling businesses with virtual assistants during a recession! Pioneers of virtual assistant services, our first client in 2008 went from five to seventeen VAs with a completely revamped organizational model in short order, and he told MyOutDesk, “Our virtual professionals have shaved $250,000 off our monthly overhead.”

November 17, 2020/by Jeremy
Brian Icenhower with portrait president and ceo at icenhower coaching and consulting with daniel ramsey ceo myoutdesk

“Striking Oil” – Hire, Train, Manage a Real Estate Virtual Assistant

Administrative, Inside Sales, Marketing, MOD Virtual Assistants, Property Management, Real Estate, Webinars


Brian Icenhower of Icenhower Coaching & Consulting with Daniel Ramsey


Brian Icenhower is the founder of Icenhower Coaching & Consulting (ICC) and an owner of many of the largest and highest-producing real estate companies in the United States. Brian has been coaching and training real estate agents for more than 25 years. ICC is one of the largest real estate coaching companies with more than five hundred clients that include 31 of the Real Trends Top 500 list.

 

It’s time to maximize your productivity:
Leverage virtual assistants!

 

Today we talk about how virtual assistant services produce TOP real estate teams. Real estate agents who are tapping into admin, marketing, and ISA virtual assistant services are the biggest gainers in market share.

 

MyOutDesk helps to onboard virtual assistants with quick and easy service. It only takes 3 steps.

1) Sign up.

2) Thorough Interviews To Find Your Perfect VA.

3) Virtual Assistants are ready to work for you!

 

COMPOUND LEVERAGE

If you understand compound interest, then you can apply that same principle to leverage.  Once you delegate a task and create a process and a procedure, you are able to recover your time.  And get this, since you have now developed a repeatable process that someone else can handle … you get that time back for the rest of your career!  That’s compound leverage! Training means stepping back and expecting a decline before you bust through the plateau and grow.

MyOutDesk can save you up to 70% on employment costs
Claim a free strategy consultation & downloads

 

How to keep your virtual assistant (VA) busy

You don’t need to do this directly—when you integrate them into your business, they become part of the business and tasks will come in naturally. Have systems in place for your VA success.

The Grow Virtual Guide helps give you a deep understanding of how to align many important facets of your business within your growth strategy.

Visit The Real Estate Trainer to learn more about real estate success & virtual assistants.

 

Grow Your Virtual Strategy Today!
Access the ‘Grow Virtual’ Guide
& Schedule a free consultation

 

Did You Know?  MyOutDesk’s origin story is set during the last global financial crisis of 2008. Yes, that’s right — our business started by scaling businesses with virtual assistants during a recession! Our first client in 2008 went from five to seventeen VPs with a completely revamped organizational model in short order, and he told MyOutDesk, “Our virtual professionals have shaved $250,000 off our monthly overhead.” 

 

 

August 3, 2020/by Jeremy
a digital marketing team work together

If you don’t have an assistant then you are one: Managing Growth & Culture

Accelerator, Administrative, Inside Sales, Marketing, MOD Virtual Assistants, Podcast

Manage Smarter is the podcast for today’s managers and emerging leaders. Each episode is a frank, fast-paced, and sometimes humorous discussion of the challenges facing managers from the front lines to the C‑Suite. We address the metrics, strategies, and solutions needed to improve team performance, company culture, and overall productivity.

Manage Smarter 132:

Managing Growth and Culture with Virtual Assistants

MyOutDesk can save you up to 70% on employment cost
Claim a free strategy consultation & downloads

 

A podcast of SalesFuel, their mission is to provide our clients with the competitive insight that enables them to acquire, develop and retain their best employees and customers.

Daniel Ramsey is the founder and CEO of MyOutDesk, the highest-rated virtual assistant company in the marketplace with over 800 verified 5‑star reviews, and over 15 years of experience, serving more than 7500 clients across industries. He is also the author of the bestselling book, Scaling Your Business with MOD Virtual Professionals.

Daniel is going to share a Grow Virtual Guide to help businesses and executives how to effectively transition to a fully remote or blended organizational model, how to reinvent the value we provide in this changing market, and how to grow virtual all while reducing operational costs.

Manage Smarter listeners can get a FREE copy of this Grow Virtual Guide by texting MOD to 31996

 

In this episode, Audrey, Lee, and Daniel discuss:

  • How to expand in the current sales climate and sell more
  • How using virtual assistants can free up valuable time and reduce operational costs
  • Tips for creating a strong culture among remote workers
  • Processes he uses to enforce accountability, engagement, work quality, and oversight among global remote teams
See also: 20 steps to build a remote culture

“If you don’t have an assistant then you are one.”

– Daniel Ramsey

Grow Your Virtual Strategy Today!
Access more business guides & Schedule a free consultation

 

 

Connect with Daniel Ramsey:

  • Website: https://www.myoutdesk.com
  • LinkedIn: https://www.linkedin.com/company/my-outdesk
  • Twitter: https://www.twitter.com/myoutdesk
  • Facebook: https://www.facebook.com/MyOutDesk.LLC/

Connect with the hosts of Manage Smarter:

  • Website: ManageSmarter.com
  • Twitter: @ManageSmartPod
  • LinkedIn: Audrey Strong
  • LinkedIn: C. Lee Smith

Connect with SalesFuel:

  • Website: http://salesfuel.com
  • Twitter: @SalesFuel
  • Facebook: https://www.facebook.com/salesfuel/
August 3, 2020/by Jeremy
dr lee davenport top real estate influencer business educator

Disruptions Are Catalysts: The 4 Laws for FOLLOW-UP with Dr. Lee Davenport

Administrative, Inside Sales, Marketing, MOD Virtual Assistants, Property Management, Real Estate, Webinars

Recognized by Inman News and numerous real estate organizations as one of the top 25 U.S. real estate coaches, Dr. Lee Davenport is a nationally-respected real estate educator, celebrated author, and blogger (with features in Inman News, Realtor Magazine, and Huffington Post to name a few). She trains real estate agents and brokerages on how to work smarter with technology.

MyOutDesk can save you up to 70% on employment costs
Claim a free strategy consultation & downloads

 

MyOutDesk Founder & CEO Daniel Ramsey sits with Dr. Lee Davenport for a special interview. A short backstory –– During the recession in 2007-2008, Dr. Lee went against the flow and chose Facebook as her main mode of social media marketing, instead of the popular site Myspace at the time. This move boosted her business so much that she had to build a team later in the year just to keep up with demand and sales.

 

Disruptions Are Catalysts

 

Daniel & Dr. Lee discuss how to take the mentality of disruptions and turn them into catalysts, bringing things back full circle. At times, buyers will not want to keep paying for your service. What you provide to them might be threatened & interrupted, while customers attempt to build DIYs to replace the service. This concept is not sustainable — and eventually, buyers will realize again that they need someone who has expertise.

 

The coronavirus (COVID-19) pandemic has people with no choice but to adapt to virtual work and use more video.

 

4 Laws of Follow-up

Universal and evergreen rules for any business at any industry

 

#1 – Offer Items of Value

Having something to give. It can be a link, a download, an article, as long as its an item of value in every piece of communication. You can have only one item of value — but you can keep repurposing it!

Pull snippets & excerpts, small chunks that make people know that you are an expert. It’s truly an item of value when people take your material and say, “Tell me more!”

 

#2 – Automate What You Can

You don’t have to go crazy and keep repurposing the materials from the #1 rule manually. Automate texts, website posts, video content to provide, emails, and social posts. Remember, relationships can’t be automated, so the initial steps to nurturing can be automated before the sale.

If you are not automating, then you’re being inefficient. If you’re working solo and you’re not automating, then you’re more than likely to let things slip through the cracks.

 

#3 – Give away & Remove Your Inefficiencies

If it’s a poor use of your time, get rid of it and give it away. Don’t be afraid to invest time in training. Think how much time you can save by removing inefficient work.

Tune in to Daniel & Dr.Lee to explain more about this important rule!

 

It’s time to maximize your productivity:
Leverage virtual assistants!

 

#4 – Be A Time Block Blocker!

Block time to save yourself time. Guard your precious time against interruptions that keep you from focusing, and be ruthless about it! This will keep doing what you’re best at, so you can produce the best dollar-productive results. So, if you’re a salesperson, just use your time to sell! The rest of the work can be managed by those who are good at those tasks! (Virtual assistants are key!)

 

Learn with Dr. Lee: Real Estate Coaching and Consulting

Contact her at @learnwithdrlee (all socials) or visit http://www.learnwithdrlee.com/

 

Catalyze a New Reality for Your Business

Simply put, MyOutDesk equips entrepreneurs with tools, strategies, and virtual employees – and when combined, businesses have a competitive edge and find growth while efficient systems and processes are put in place.

MyOutDesk proudly provides additional free business growth guides, books, and strategy calls.

See what we are about, and schedule a free consultation with us. We’ll take the time to learn more about your business and offer solutions to foster top talent and lower operational costs for your company.

Grow Your Virtual Strategy Today!
Access more business guides & Schedule a free consultation

 

Did You Know?  MyOutDesk’s origin story is set during the last global financial crisis of 2008. Yes, that’s right — our business started by scaling businesses with virtual assistants during a recession! Our first client in 2008 went from five to seventeen VPs with a completely revamped organizational model in short order, and he told MyOutDesk, “Our virtual professionals have shaved $250,000 off our monthly overhead.” 

 

 

July 24, 2020/by Jeremy
maximizing relationships & having your VA as an extension of your team rebecca shanahan and myoutdesk

Rebecca Shanahan-Galligani: Maximizing Relationships & VA Teambuilding

Administrative, MOD Virtual Assistants, Real Estate, Testimonials, Webinars

Money is a crucial business consideration – it’s the reason you got into the business, to begin with, remember? That’s why it’s important to have an expert in charge of all your accounting-related activities. For the Hergenrother Realty Group, the RealTrends #4 real estate team in the USA, that expert is Rebecca Shanahan-Galligani, the HergGroup Controller.

Learn how Rebecca works to maximize relationships and utilizes virtual assistants to provide the company with flexible, cost-saving virtual staffing for a fraction of what local labor would cost. Learn her techniques for financial wizardry, and how she translates her commitment to superior service into the organization, team-building, and customer-friendly strategies for success. Schedule your Double My Business Strategy Session now!


Rebecca started with the Hergenrother Realty Group in 2014 and has helped to build the organization from 4 locations to 20 in 4 years. Prior to joining, Becca was a Keller Williams Market Center Administrator for 12 years in the New England Region and quickly rose to the top 10 percent of all MCAs in Keller Williams within two years. Her expertise in Market Center Operations brought her to work with the MCA Support Division in 2007, where she continued to provide training and consulting on Market Center Operations for 10 years, retiring in 2018.

Over the last 13 years, Rebecca has trained at Keller Williams Family Reunion for ten years, written KWU courses on Operations and Systems, and was one of the first MCA KW Approved Trainers. Becca has a passion for coaching and training operational staff and supporting others to achieve higher levels of business success through superior customer service and team building.

Becca lives in Dracut, MA with Steven, her husband of 16 years, and her children Kevin and Angelina. Becca enjoys travel, camping, attending theater productions, and performing in local theater groups. Schedule your Double My Business Strategy Session now, and drill down on doing your one thing to the absolute best of your abilities.

February 26, 2020/by Tim
Caitlyn Rathgeb portrait

Caitlyn Rathgeb: Leverage Your Time & Achieve Greater Success!

Administrative, Real Estate, Testimonials

Caitlyn Rathgeb is the Director of Client Care for Hergenrother Realty – the #4 top-ranked RealTrends team in America. What’s her secret to delivering a world-class customer experience? MyOutDesk virtual assistants! Her organization leverages them to dominate the Burlington, Vermont market with over 2,000 transactions a year.

“My VA has saved me in so many ways, because when the workload is piling up and I’m feeling buried, I know I can turn to her and leverage those tasks. It really is powerful being able to know that Clarissa and our virtual assistants are there – knowing that we’re not doing it all ourselves. We love MyOutDesk based on the value of the candidates and the skill set, and the significant cost savings. It’s definitely a great opportunity!”

Caitlyn oversees the Client Care Division and also focuses on training and coaching Operations Coordinators, who are responsible for listing management, transaction coordination and client care, and finding optimizations for scalability and efficiency. MyOutDesk virtual assistants have been a big part of enabling her to juggle the workload in her position and still ensure that her clients are fully served. Schedule your Double My Business Strategy Session to find out how to leverage MyOutDesk virtual assistants in your business!

Caitlyn graduated from the University of Vermont in 2010 with a Bachelor of Science. Upon graduating, she gained experience in sales and event planning, which helped her to develop the essential skills needed to lead, manage, and be a proactive team player. Caitlyn prides herself on exceptional customer service, dedication to her team and clients, and an energetic and positive attitude.

“You know, I’ve gone through the interview process multiple times now with MyOutDesk – and it’s been so easy and so simple! I’ve gotten a very speedy response and great resumes. One thing I love is being able to say, ‘Hey, here’s the skill set we’re looking for’ and getting resumes that are really matched to the person that we need.”

There’s nothing better than the quality, value & flexibility offered by MyOutDesk virtual assistants, which is why thousands of business owners across the country rely on our virtual assistants. In Caitlyn’s case, having the reassurance that she can leverage her time to focus on her “one thing” while knowing that the repetitive, time-consuming tasks in her day are handled by virtual assistants is an invaluable tool in her role – and it can be the same for you as well. Schedule your Double My Business Strategy Session to get started today!

February 26, 2020/by Tim
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How To Over-Deliver & Exceed Your Client Expectations

MOD Virtual Assistants


Work relentlessly to deliver complete customer satisfaction and strive towards constant improvement of your methods & procedures: those are only a couple of the many secrets to exceeding your client expectations – part of an extraordinary interview MyOutDesk founder & CEO Daniel Ramsey just completed on the aptly titled “Exceeding Expectations” podcast!

Back in 2008, Daniel was inspired by his own time-management struggles to find a better way to help agents leverage their time & energy, and created MyOutDesk to provide a trusted, reliable solution to the office administration, marketing & prospecting tasks that every agent has – but most lack time to focus on. We’ve served over7500 clients. In this interview, Daniel will take you behind the scenes to explore the challenges & victories involved with providing the highest quality customer experience in the virtual assistant industry!

Please find out how a MyOutDesk Virtual assistant can bring you the leverage you need to work ON your business instead of IN it. Schedule your Double My Business Strategy Session today!

Daniel is a guest on the Exceeding Expectations podcast with Tony Winyard. Tony spent 15 years as a club DJ working at iconic venues in London, around the UK, and abroad, including Holland, France, Norway, Japan, Hong Kong, and Italy. In addition, he has performed as the DJ at prestigious wedding venues, including Claridge’s, The Savoy, Grosvenor House, Emirates Stadium, Highclere Castle, and many places overseas.

“Either you have an assistant, or you are the assistant. It’s your choice.” – Daniel Ramsey

Tony has spoken to millions as a radio presenter and DJ worldwide, including interviewing celebrities such as Jon Bon Jovi, Dionne Warwick, and many more. He also speaks at events helping audiences with a talk about improving their income. He has undertaken considerable training in professional speaking, improvisation and stand-up comedy, MCing and DJing, and continues to develop his knowledge and skills on an ongoing basis. He is also a member of the Professional Speaking Association and Toastmasters International (the public speaking organization). Over the last few years, he has been speaking at many events and conferences.

In this episode, Daniel will discuss:

  • How clients grew their real estate businesses with the help of virtual assistants
  • How Daniel began exploring the larger role of business process & systems outsourcing and key growth stages in real estate led to the development of the “7 Figure Business Roadmap” and the publication of his best-selling book, “Scaling Your Business With Virtual Professionals.”
  • How to create a 7 Figure Business, Double my Business & 7 Figure Roadmap.
  • Hiring Virtual Assistants, Executive Assistant, Outsourcing, Virtual Teams.
  • Onboarding a Virtual Assistant and making it work.
  • The book “Scaling Your Business with Virtual Professionals.”
  • Time Freedom for Entrepreneurs & Compound Leverage.
  • How to Benefit from, Manage, Motivate: Virtual Professionals, Virtual Teams, geographically dispersed team, distributed team, or remote team.
  • What is a blended model with a Virtual Assistant?
  • What is “Time Freedom,” and how can they repurchase your time?
  • What is a Virtual Professional & how can they help you scale your business?
  • What is the principle of “Compound Leverage”?
  • How does an Entrepreneur Scale a Business?

 

Each episode of Exceeding Expectations features an interview with a person that loves their work and tries to exceed the expectations of their clients far. This results in a win-win situation for the person doing the work and for the client. The client is delighted that they received more than expected, which often leads to them writing fabulous testimonials and passing on more referrals to their friends and business associates. It also results in the work being more enjoyable.

That is the show’s aim – to inspire listeners to come up with ways to over-deliver to their clients; to create things that aren’t typically being done by most in their industry. The episodes feature people in many different industries that will give you ideas for tweaking things to use for your business. To provide you with something very unique in your industry. Obviously, not all the ideas will work for you, but some will, and some will require a little creative thinking to get them to fit your clients

Be sure to catch the entire podcast, and don’t forget to schedule your Double My Business Strategy Session.

February 5, 2020/by Abby

Schedule a FREE Double Your Business Strategy Call Today!

If you want to know how a MyOutDesk VA can benefit your business, SIGN UP below to request a free consultation. It’s 1 on 1 time with us, to discuss your specific problems and come up with a personalized plan to solve them. It also happens to be the very same strategy session our Fortune 500, Inc. 5000 and ranked RealTrends clients have attended.

Yes, please send me free copies of the strategy guides & important email/SMS reminders + occasional offers. Message & data rates may apply, opt-out at any time. MyOutDesk records all communications for training purposes. By completing this form you consent to being on a recorded line.

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You’ll get a free 90-day launch plan for your own virtual assistant, as well as over 20 proven business strategy guides, checklists, hiring guides, PLUS our International Best Selling book “Scaling Your Business”. It’s all FREE, the only thing we need from you is your time, and then your decision.

We know your time is valuable, so we won’t waste it. Your success is our success. So let’s be successful together!

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