433: Building Your VA Playbook: Systems That Save You Time & Money

2025-04-03

Download 21

Tired of repeating yourself every time you bring on a new VA? In this episode of The Insurance Dream, we walk you through exactly how to create a simple, effective playbook that gives your virtual assistants the structure they need—and gives you back your time. You'll learn: Why every VA needs a clear, organized playbook What to include—from quoting steps to email templates How to use ChatGPT to quickly draft SOPs and scripts The best tools for delivering training and storing doc...

Tired of repeating yourself every time you bring on a new VA? In this episode of The Insurance Dream, we walk you through exactly how to create a simple, effective playbook that gives your virtual assistants the structure they need—and gives you back your time.

You'll learn:

Why every VA needs a clear, organized playbook
What to include—from quoting steps to email templates
How to use ChatGPT to quickly draft SOPs and scripts
The best tools for delivering training and storing documentation
How to track VA performance and KPIs that actually matter

Whether you already have a VA or you're just thinking about hiring one, this episode will help you build systems that save time, reduce errors, and scale your agency the smart way.

Today's episode sponsored by: https://theinsurancedream.com/virtual-assistants

Comments (3)