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Avoiding a Virtual Assistant Nightmare- Tips You Can Use

January 3rd, 2009

The roaches were the last straw.

I really love my job, but there is a lot of paperwork. A lot, a whole lot, and I like to be making calls, and going to meetings. And the thing that the always, systematically fell through the cracks were expense reports. Unfortunately, late expense reports really upset my Senior VP, and it’s not so great to be on his radar for something like this.

I did a review of “The 4 Hour Work Week”, and have glanced at Friedman’s “The World is Flat”. Both of them wrote about virtual assistants. Could a VA be the answer to my problems?

II wasn’t new to the idea of outsourcing. I’ve used an online outsourcing service for contract jobs for a long time. I had some website work done, a virtual demo lab made, a custom app made for my phone, and I had very good results (with the exception of a project that was abandoned). So moving to a virtual assistant didn’t seem like a bad idea.

Because of the nature of my work (selling to the Federal government), I decided to employ someone who was worked in the US. I found a woman who worked out of Oklahoma, who quoted me a rate of $7/hour. What a bargain, I thought.

Especially when I did the math. Paperwork is really expensive in terms of a salesperson’s time. In order to make my quota, I need to be producing $10,000 an hour in the two hours or so I get a day to to make calls. If I get one more hour a day of free time, that’s $1.25 million more revenue to my company.

For a while, it worked very well! I sent out my expense reports, had her do some other reports, research, and various other jobs, and it was great being able to sell again. I was on the phone, making more appointments, and getting more revenue. It felt like it was a very cost effective move for me. And I was doing the parts of my job that I love, and delegating the things I didn’t care for.

It went very well for about 4 months or so, then things started going south. There were the excuses, problems with equipment, illness, etc. Then it became harder and harder to reach her. And then she all but disappeared.

Unfortunately I was working without a net. My receipts were going to her, and I neglected to make copies for myself. When the assistant went MIA, I had approximately $4K of receipts in her hands, stalled, and I was unable to rescue them. Despite calls and pleas via email, I didn’t get a response. (I knew she was reading the emails I sent her, because they were tagged with receipts).

In desperation, I sent an email with the title “Quick action needed for $50 bonus.” Not surprisingly, I got a response in about 20 minutes. I requested for her to send me back any receipts and paperwork still in her custody, and if she got them back by a certain date, I would give $50.

The story I received from her was that she had a miscarriage, and she was not handling it very well. I certainly felt sorry for her, but not getting those receipts in a timely fashion put me in a world of hurt. I certainly got chewed out by my Senior VP, and as of today, it’s up to his mercy if I get reimbursed. I consider it a $4K lesson learned.

In retrospect, I made a lot of mistakes, and there were warning signs that I should have recognized that should have told me to get out of this arrangement. If you are thinking of employing a virtual assistant, here are some tips.

* Make copies of anything that is time sensitive and/or not replaceable. If I had done that, I would have had a valuable safety net against failure.

* If your personal assistant blogs, READ THE BLOG. When I read the assistant’s blog, I not only found a whole lot of grammar and writing problems, but I also got a chance to read about her arguments with a neighbor. This should have put me on notice that I was dealing with an unstable person. Blog entries are done often in a hurry, so a couple of typos shouldn’t be a concern, but if there is no attention to detail, you probably don’t have someone who can do the job.

* When it gets wacky, send them packing: About a month into the gig, my assistant asked me for a $1K loan. It was very premature for such a big request. I wouldn’t do it, and it really felt tacky to me.

* If other people in the house do something to the computer your assistant is working on, dump the assistant. It’s an indication that he doesn’t have a good, secure, workspace. If they don’t have a dedicated computer, they are not prepared to do the job.

* Agree on the kind of documentation of work that you want from the assistant, and tie it to pay. If you don’t get an invoice, they don’t get a check. I’d have weeks where I’d get these big bills, and didn’t know what was done for me.

* Take your time looking for an assistant. If you see anything that could jeopardize your assistant’s work getting done, then move on to someone else.

* If you see any problems during the interview process, like a missed call, move on. It’s a good sign that things won’t work out.

* Do not lock yourself into a long term contract. If it doesn’t work, have the flexibility to find someone else.

I’m making another bet on a VA. I know a lot of people that have had excellent results with a VA. I hope that my more cautious approach will make this engagement much more successful.

Oh, the roaches. After I finished with my virtual assistant, we had a problem with roaches in my house. A couple of months later, I opened up a package from the VA containing my CardScan. It also contained the bodies of about 10 roaches. Was it done on purpose? Honestly, I hope I’ll never know for sure.

How To, Time Management

Tritton USB Speakers— ‘Cause salespeople need to dance.

November 29th, 2008

These Speakers Rock

These Speakers Rock

If you are out on the road and a music lover like I am, you’d probably find that any speakers on any device in a hotel lack the sound quality you want.  If you got your laptop along, then you should take a look at the TRITTON: Sound Bite, Portable USB Speakers. The get great sound, have a very small footprint, and plug right into your usb port. As added benefit is that they set up a separate music driver, so if you are using Skype or some other service, you can keep doing it while getting your groove on.

About the size of a hockey puck, the stereo tweeters sit fold up to look like Mikey Mouse with broken ears. I find that I’ve been using these more and more for business too, in conjuction with my Dell Mini and Dell MIni 109 Projector.
TRITTON Sound Bite, Portable USB Digital Speaker System

How To, Sales

Do Toxic People Stink Up Your Day? Then Read On

July 17th, 2008

I went to the book store to get my latest basketful of business CD’s. Almost as a joke, I picked up Robert Sutton’s book, The No Asshole Rule.  I’ve worked with difficult people in the past, and hear stories from friends of mine inside and outside the industry about difficult people, including staff, coworkers, spouses, and others.  I thought that this would be fun, and as Fat Albert says, “If I wasn’t careful, I might learn something, too”.

I did have fun, and I did learn something too.  Sutton gives an overview of how assholes affect business, from a human relations, legal liability, operational cost, and in terms of loss sales and employee turnover. He does this using examples that are sickening, amazing, and (with the passage of time and no personal involvement) humorous as well.

No asshole rule

These examples are also educational. Sutton gives a number of good tactics towards eliminating and disempowering the asshole. Sutton provides a number of good ways for companies and groups to avoid even hiring a difficult person.

Finally, Sutton steps into what is arguably dangerous territory. He talks about the positive side of the asshole, and turning on the inner asshole inside you.

The audio book is not without flaws. I didn’t think that the reader’s vocal temperment and pacing were in line with what Sutton was teaching. It just sounded a little bombastic to me.  I felt that Sutton should have addressed more the dilemma of dealing with an asshole you have no power to get rid of, asshole management, I guess.

Finally, it might not be an appropriate book to listen to when traveling with passengers occupying booster seats in your car.  So buy it, and put on those headphones.

How To, Leadership, Management

The 400 Hour Work Week.

July 17th, 2008

400 Hour Work WeekIt was getting bad; the competition was kicking my ass. Not in terms of closing business, but in getting to my customers before me. Their product truly is a piece of crap compared to mine.
Then I lost one. My first loss ever to this competitor in head to head competition.  Damn, what a slap in the face, even though they came in $150K less than me.
It was time to change my game. I realized that I was partially distracted by a string of interviews with a Fortune 5 company. I wasn’t crazy about the job, but thought that the management was great, and the company fantastic. But I really think that the company I work at now is in the midst of an exciting and challenging time.  That’s more important to me than the money, and I’m happy to say that the money has always come with me.
So, the first thing to change was the mindset. I may have a shitload of people over me, that have more power than me, and more access to resources than me, and it made sense to ask them for help. But that wasn’t enough; I had to respond to my competition in a way that was scalable, focused and fast.
First, I cancelled my interviews with the other company. I needed to focus on this mission and this mission solely.
Then I developed a philosophy. Many of you have read that book, “The Four Hour Work Week”. Sounds great to have your little businesses going “ca ching ca ching” all in chorus while you’re in Fiji contemplating your navel.   Yeah, dream on.

40 Hour Work Week

What the book did teach was a philosophy. Get rid of worthless stuff. Set up processes, automate, and/or outsource the disagreeable or less profitable tasks to others.  Do what makes money, and what I like to do.
So instead of a 4 hour workweek, I’m working a 400 hour work week. I’m leveraging a number of different resources to speed up my impact including:

  • PHPList- an open source email tool.
  • Jblast- Fax broadcast service.
  • Callfire – automated dialing service.
  • A Web developer and virtual assistant I picked up from getafreelancer.com

The Internet has made these power tools very inexpensive.  PHPList is a free email  tool that I use from a $6.95/month web site hosted at siteground.com. The program is literally installed with a mouse click.Jblast charges between 6 and 12 cents per page faxed, and Callfire charges 3.9 cents a minute.
I can play like the big guys, and still get it under the radar on my expense account. Stay tuned. Over the next few days, I’ll give you my experience with each of these products and services.

How To, Sales, Time Management

Bookjive.com- Book Review Wiki

April 8th, 2008

Bookjive.comBookjive.comWant to get a quick overview of  Made to Stick ? How about The 4 Hour Work Week? Bookjive.com has 100’s of reviews, submitted by readers, like you and me. Not just business, either. Quality runs from fantastic to non-existent, I’d recommend to look for highlighted stories recommended on the front page. Great place for you to do your book reports as well. If you sign up for their newsletter, you’ll get a PDF every month of the latest business books, including author bios.

Extra Curricular, How To, Management, Newsletters, Website

Wikiversity Section on MBA

March 28th, 2008

Wikiversity

Wikiversity has a great outline of the subjects you need expertise in to advance you MBA.

http://en.wikiversity.org/wiki/Topic:Master_of_Business_Administration

Business Law, Economics, How To, Leadership, Management, Negotiating, Website

How to Handle That First Sales Meeting

March 28th, 2008

Eric gives an overview of how to get to that first meeting. From the site:

These notes are intended as a guideline for the first sales meeting with a buyer. It is not expected that all sales meetings will go this way, but we believe that our salespeople will find it useful, in many cases, to use parts or all of these guidelines. They are based on The Everything Selling Book.

http://wolfram.org/writing/howto/sell/first_meeting.html

How To, Sales, Website

Better Management

March 23rd, 2008

This is a wonderful site! SAS has gone out of their way to provide business people with a great site to get current informaition on a number of business related topics. http://www.bettermanagement.com/default.aspx

Business Law, How To, Management, Newsletters, Videos

How To Speak Lectures Online from Harvard.

March 23rd, 2008

A great overview on public speaking from http://isites.harvard.edu/fs/html/icb.topic58703/winston1.html gives a overview on public speaking.  Here’s the summary from the site.

In this skillful lecture, Professor Patrick Winston of the Massachusetts Institute of Technology offers tips on how to give an effective talk, cleverly illustrating his suggestions by using them himself. He emphasizes how to start a lecture, cycling in on the material, using verbal punctuation to indicate transitions, describing “near misses” that strengthen the intended concept, and asking questions. He also talks about using the blackboard, overhead projections, props, and “how to stop.”

Running time: 45 minutes.

How To, Videos

Get an Education Online Free

March 23rd, 2008

At http://www.jimmyr.com/blog/Online_Education_Free_201_2006.php , Jimmy Ruska gives a great overview of different ways to get a Free Online Education using a combination of Open Courseware, Blogs, and Online Lectures.

How To