Something that really helped me on the customer journey/operations side was creating Loom videos for every step in the journey. So when a new quote is generated, I create one quick loom video on exactly how we process that quote, and what gets sent to the client and all of our Loom and associated SOPs live in a Trello board that I've handed off to my VA for training.
That is really smart! I just started working with a VA!
How are you liking working with the VA? I had to fire mine after a while.
For me, they're really good worker bees, but I needed someone who was more client-facing and used to the area
