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Next Level Virtual Assistant Conversations
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Next Level Virtual Assistant Conversations

Author: Lorelei Taylor and Marcelle Risjan

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Launch, scale, and supercharge your Virtual Assistant business through friendly and intimate conversations with leaders who radically shifted the way it looks to be a VA in today's age.
20 Episodes
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“When I was a kid I learned that if you pray for patience you’ll be delivered lessons to help you learn it. Mama didn’t raise no fool. So I skipped that and at 40 I still haven’t learned this lesson. But I’ve been working on it lately and here’s what’s been coming up.” - Lorelei Join us as we chat candidly on all things patience, frustration, and navigating it with grace and gratitude. We’ll chat bout patience in business, relationships, parenting, and more! Did this inspire something in you? Head over to IG HERE to share your thoughts! Episode Transcript Resources mentioned in the show: The Child Whisperer: https://www.amazon.com/dp/0984402136/ref=cm_sw_r_as_gl_api_gl_i_TRR4SA83ETB8GJ0T54XQ?linkCode=ml2&tag=yourvalab-20 5 Love Languages Book: https://amzn.to/3T410no Learn about Human Design: https://www.myhumandesign.com As an Amazon Associate, we earn from qualifying purchases.Learn more about the Next Level VA programGet connected with one of our VAs, email us at yourvalab@gmail.comJoin the conversation in the Next Level VA Community group on Facebook HERE!We'd love to hear what you think! Please leave us a review to let us know what landed for you!
In this quick episode we’ll go through the updated tax strategies we’ve learned surrounding income reporting as a contractor. If tax convos aren’t your thing, this is the episode for you because we’ll keep it clean and simple with informative links here in the show notes to help you quickly and easily understand if you’re required to complete a 1099 with your clients as a contractor. Episode Transcript Resources mentioned: Investopedia - 10 Things About 1099s - https://www.investopedia.com/financial-edge/0110/10-things-you-should-know-about-1099s.aspx#:~:text=The%201099%20form%20is%20used,income%20during%20the%20tax%20year. IRS.gov - What is Taxable and Nontaxable Income? - https://www.irs.gov/businesses/small-businesses-self-employed/what-is-taxable-and-nontaxable-income Turbotax - What Is an IRS 1099 Form? - https://turbotax.intuit.com/tax-tips/irs-tax-forms/what-is-an-irs-1099-form/L3NxSPMUe Ep. 9 - Make Tax Season Super Simple with This Monthly Process Apple Podcast: https://podcasts.apple.com/us/podcast/next-level-virtual-assistant-conversations/id1714461908?i=1000639059498 Spotify: https://open.spotify.com/episode/76iSVv6VJ9Vv7QfNODijWa?si=d-vDGHitTauVq5c37vwqjg Learn more about the Next Level VA programGet connected with one of our VAs, email us at yourvalab@gmail.comJoin the conversation in the Next Level VA Community group on Facebook HERE!We'd love to hear what you think! Please leave us a review to let us know what landed for you!
Join us as we chat about building trust and comfort in your working relationship with clients. We give our top tips for how to make new or existing business relationships feel like a safe space for both sides. Resources mentioned in the show: Next Level VA Project Management tools: Trello, Asana, Slack, Monday, Airtable Our favorite invoicing platforms: PayPal, Waveapps.com Join the conversation in our free Facebook community HERE. Episode TranscriptLearn more about the Next Level VA programGet connected with one of our VAs, email us at yourvalab@gmail.comJoin the conversation in the Next Level VA Community group on Facebook HERE!We'd love to hear what you think! Please leave us a review to let us know what landed for you!
Join us as we chat about building trust and comfort in your working relationship with your Virtual Assistant. We give our top tips for how to make new or existing business relationships feel like a safe space for both sides. Resources mentioned in the show: VA Matchmaking DM us on Instagram HERE Episode TranscriptLearn more about the Next Level VA programGet connected with one of our VAs, email us at yourvalab@gmail.comJoin the conversation in the Next Level VA Community group on Facebook HERE!We'd love to hear what you think! Please leave us a review to let us know what landed for you!
With the changes to Google and Yahoo’s email marketing regulations in Q1 of 2024, we thought we would go through the steps and share how to implement the changes for you and/or your clients. Having a custom domain is the best way to ensure your emails are being delivered to the inboxes of your community. So let’s dive in! How do you know if this info relates to you: You use an email marketing platform such as Flodesk, ActiveCampaign, MailChimp, Convertkit, etcetera to communicate with your audience AND are at risk of sending 5,000+ emails in any given 24hour period. -Think you don’t? Growing your business, and even with a small list if a few emails go out, it’s easy to meet this threshold. WHEN: They are non-specific. They are saying February but full changes across all accounts should be in early April. Our suggestion is to act now HOW: 4 things you need: 1. Email Marketing Platform Flodesk ActiveCampaign Mailchimp ConvertKit 2. Custom Domain (you don’t need to have a website to have a domain) GoDaddy NameCheap Bluehost 3. Custom Domain Email Gsuite Through your domain provider Outlook/microsoft 365 4. A place for your audience to unsubscribe with one click (most providers have this built in) + bonus if you give them a way to manage preferences If you need more: Untilize these platforms for even more info Facebook groups for your email marketing platform YouTube Your email marketing website FAQ Podcasts (heyyyy you’re here!) It’s so much easier that you realize! Resources Mentioned: Email Marketing providers: We love Flodesk, but ActiveCampaign, Mailchimp, and ConvertKit are also great. Domain providers: GoDaddy, NameCheap, or BlueHost (All three of these have great customer service) Additionally, to get a GSuite account where your email can come from your domain Lastly, we found THIS YouTube Video where he gives kind of a bandaid option if you or your client doesn’t want to do a domain yet. However, it seems like that’s just a temporary fix and a domain will be needed over time. Learn more about the Next Level VA programGet connected with one of our VAs, email us at yourvalab@gmail.comJoin the conversation in the Next Level VA Community group on Facebook HERE!We'd love to hear what you think! Please leave us a review to let us know what landed for you!
When it’s time to head into work, do you feel like your heels are dug in and you simply… don’t wanna? This episode we go through our top tips for falling back in love with your business, or helping your Virtual Assistant clients fall back in love with theirs! ”Movement Creates Momentum” - Andrea Crowder Questions to help: What’s been made to complicated? How can I simplify? Is there an area where I may have given up too soon? Is there something I'm pushing myself to do because it’s industry standard that doesn’t really feel correct for me? Is it the thing or is it the way? Does it need a total revamp? Does it need dropped? 4 Ds: Delegate, Delay, Delete, or Do? Is there something wrong with the pricing/delivery/or design of the thing you feel hesitation around? Grassroots: go to the people. Listen. Talk to people. Friends, family, or peers in your industry may have really great feedback! Start a convo and see what energy fills you as you speak, and what advice, tips, or suggestions they may have (take what resonates, leave what feels dense.) We’d love to hear your thoughts! DM us or tag us on Instagram @‌yourvalab Join the conversation in the Next Level VA Community group on Facebook HERE! The 5 Second Rule - https://youtu.be/nI2VQ-ZsNr0?si=CXEMleWhjs4fhGHh Episode TranscriptLearn more about the Next Level VA programGet connected with one of our VAs, email us at yourvalab@gmail.comJoin the conversation in the Next Level VA Community group on Facebook HERE!We'd love to hear what you think! Please leave us a review to let us know what landed for you!
Does it feel like you’re constantly sharing but not many people are biting? Here’s what we’ve suggested to our clients to help bridge the gap between the viewer and the offer so it finally starts to make sense. Questions to ask yourself before sharing your story… refer to the story vault before posting… what do they need to hear? What haven’t you talked about in a while? What’s another detail they may find interesting? What are they going through? Have I been through anything like this? Where are they at in their journey that you’ve been through before? What helped break through it? What customer/client have you assisted that you can share about without any descriptors? Do you have any customers/clients that would be willing to share their story? (blog, podcast interview, post) Add testimonials to your note to include customer/client/community stories as well Let us know what you think by leaving us a review! We’d love to hear your thoughts and know what tips are most helpful to you! Join the conversation in the Next Level VA Community group on Facebook HERE.  Episode TranscriptLearn more about the Next Level VA programGet connected with one of our VAs, email us at yourvalab@gmail.comJoin the conversation in the Next Level VA Community group on Facebook HERE!We'd love to hear what you think! Please leave us a review to let us know what landed for you!
In today’s age, a college degree isn’t always necessary to have a career you love. With so many resources at our fingertips, many are choosing a debt-free way to excel in the workplace - benefitting both themselves and the companies they work with. Why? Because this route shows ingenuity, commitment to figuring it out, and a pivoting power that can’t be taught in school. Here are a few of our favorite ways we’ve increased our capabilities and offerings without going into debt to do it! Degree Free Podcast: https://podcasts.apple.com/us/podcast/degree-free/id1573874032 YouTube University - anything is searchable here if you have the time and energy to dig through videos to find what you need! The Personal MBA: https://amzn.to/48WIx2o The Business Playbook: https://amzn.to/3O9u3UM Seek a mentor to show you the way! Business coaches such as Andrea Crowder help bridge the gap from beginner to pro through sharing their lessons and processes along the way. And if you’re a VA or looking to become one, The Next Level VA is where we’ve poured all the actionable steps to either launch or scale your business! Episode TranscriptLearn more about the Next Level VA programGet connected with one of our VAs, email us at yourvalab@gmail.comJoin the conversation in the Next Level VA Community group on Facebook HERE!We'd love to hear what you think! Please leave us a review to let us know what landed for you!
In this two-part series join us in the conversation about being debt free in life and business! We’ve both been on this journey for several years and have learned so much along the way, especially when launching and scaling successful Virtual Assistant Businesses! Listen in for our top tips on beginning your debt free journey, and check out our next episode where we break down how to keep this going in your own business too! Dave Ramsey -https://www.ramseysolutions.com Episode TranscriptLearn more about the Next Level VA programGet connected with one of our VAs, email us at yourvalab@gmail.comJoin the conversation in the Next Level VA Community group on Facebook HERE!We'd love to hear what you think! Please leave us a review to let us know what landed for you!
While January is "the push month" and is excellent for bettering ourselves, it can lead to feeling overwhelmed. So, in this week's episode, we are giving you our top three tips to avoid overwhelm and to maintain balance in your virtual assistant business all year. Andrea Crowder instagram: https://www.instagram.com/love_andreacrowder?igsh=NXhjN3U4ZmMwOHR6 Stardust Cycle Tracking: https://stardust.app Celtic Sea Salt: https://www.celticseasalt.com Episode Transcript Learn more about the Next Level VA programGet connected with one of our VAs, email us at yourvalab@gmail.comJoin the conversation in the Next Level VA Community group on Facebook HERE!We'd love to hear what you think! Please leave us a review to let us know what landed for you!
Many think of spring cleaning for homes but the 1st quarter of the year is a great time to consider cleaning up anything that slows you down… office spaces desk file folders on your computer set up a labeling SOP for documents Is there anywhere your clients could use more organization? This is the time to set up systems that will create ease in the coming year/s! Resources mentioned in the show: MacPaw aka: CleanMyMac X Lapdesk link: https://amzn.to/3TMSHhU  Storage totes with door: https://amzn.to/3RIz3kj (As an Amazon Associate, we receive commissions for purchases made through links in the shownotes) Episode TranscriptLearn more about the Next Level VA programGet connected with one of our VAs, email us at yourvalab@gmail.comJoin the conversation in the Next Level VA Community group on Facebook HERE!We'd love to hear what you think! Please leave us a review to let us know what landed for you!
As a virtual assistant (VA), managing our monthly finances doesn’t have to be scary. Join us as we share what hasn’t worked and what we’ve learned along the way to make this your easiest tax season ever! Here’s what I do each month to track my income and expenses: Print a paper copy of all receipts and bank statements Input income and expenses in a spreadsheet (Find or purchase a spreadsheet that does all the math for you!) Make sure my spreadsheet matches my bank statement At the end of the year I send my CPA a link to my spreadsheet and that's it. My taxes are done! Episode TranscriptLearn more about the Next Level VA programGet connected with one of our VAs, email us at yourvalab@gmail.comJoin the conversation in the Next Level VA Community group on Facebook HERE!We'd love to hear what you think! Please leave us a review to let us know what landed for you!
We are talking about navigating the holiday season and the importance of effective communication during the season's noise and sales pitches. Episode TranscriptLearn more about the Next Level VA programGet connected with one of our VAs, email us at yourvalab@gmail.comJoin the conversation in the Next Level VA Community group on Facebook HERE!We'd love to hear what you think! Please leave us a review to let us know what landed for you!
Join us for a candid conversation where we share about our favorite gift ideas for virtual assistants! Whether you have a VA, know a VA, or are a VA this fun little episode will give you so many great ideas for the holidays!GIFT LIST:For the OfficeDry Erase Wall Stickers - https://amzn.to/3QZJzV9Wet Erase Markers - https://amzn.to/47c6odZS-Gel Pens : https://amzn.to/3MFJJi4Standing Desk Treadmill: https://amzn.to/3ulBstmSolo Standing Desk: https://amzn.to/3R18DeAFull Standing Desk: https://amzn.to/40HT0vuOffice Chair - Crossed Legs Style : https://amzn.to/46bOd6JRing Light: https://amzn.to/49A9nP0 Humidifier/Essential Oil Diffuser: https://amzn.to/47AYP02VA On the Go:Lapdesk - https://amzn.to/40IWTAGTravel Laptop Backpack - https://amzn.to/47u1powBose Headphones - https://amzn.to/47A0H9rWater Bottle - Stanley knockoff: https://amzn.to/3G1115lJust for Funsies:Barefoot Dreams Blanket - https://amzn.to/3G2v9gCAssorted Teas: https://amzn.to/49AFttTBlack Rifle Coffee: https://amzn.to/3sDfC3VEpisode TranscriptLearn more about the Next Level VA programGet connected with one of our VAs, email us at yourvalab@gmail.comJoin the conversation in the Next Level VA Community group on Facebook HERE!We'd love to hear what you think! Please leave us a review to let us know what landed for you!
Join us as we go through our ideas on how to host a holiday sale whether it’s for the holidays or just any time! Remember, keep it simple! A few tips from the show: what does your ideal customer need right now? what do you already have that can be repurposed or used in your sale? are there any bottlenecks preventing the sale from feeling easy? share, share, share! Follow us on Instagram HERE and take a moment to subscribe to the channel to get updates on future episodes. Review the episode transcription HERE. Thanks for listening! ❤️Learn more about the Next Level VA programGet connected with one of our VAs, email us at yourvalab@gmail.comJoin the conversation in the Next Level VA Community group on Facebook HERE!We'd love to hear what you think! Please leave us a review to let us know what landed for you!
This one is for entrepreneurs who aren't quite sure if it's time to hire a Virtual Assistant.  We'll walk you through our top tips on what to look for! Episode TranscriptLearn more about the Next Level VA programGet connected with one of our VAs, email us at yourvalab@gmail.comJoin the conversation in the Next Level VA Community group on Facebook HERE!We'd love to hear what you think! Please leave us a review to let us know what landed for you!
Join us as we talk through self motivation and how when some people say, "I probably couldn't be a VA because I'm not self-motivated." What does this really mean? And does this prevent someone from becoming a rock solid VA? Episode TranscriptLearn more about the Next Level VA programGet connected with one of our VAs, email us at yourvalab@gmail.comJoin the conversation in the Next Level VA Community group on Facebook HERE!We'd love to hear what you think! Please leave us a review to let us know what landed for you!
What are the best questions to ask during a meeting? To really help our clients feel supported and like they're not alone in this gig. As a VA, our job is not just to take on tasks and do the doing of things. It's also to be like a business bestie with them to help bounce ideas off, come up with creative ideas, and sometimes simplify the big ideas into something more achievable. Here are our top tips!To make your meetings more powerful here are a few suggestions...Questions for Client:What is your end goal/vision for this task?Are there any other details that would be helpful for me in getting this completed for you?What's another way we can use this resource?Do we have any resources already that can be used instead? (Sometimes we have things from the past that fit the need)Questions for Self:What's a way we can simplify this?What's another way we can use this resource? (Duplicating content across multiple offers/platforms)Do we have any resources already that can be used instead? (Sometimes we have things from the past that fit the need)Do I need any more clarity to understand the request?Did I take great notes so I don't need to ask many follow up questions?Episode TranscriptLearn more about the Next Level VA programGet connected with one of our VAs, email us at yourvalab@gmail.comJoin the conversation in the Next Level VA Community group on Facebook HERE!We'd love to hear what you think! Please leave us a review to let us know what landed for you!
One of the greatest perks about this business is the time freedom! And also, that comes with responsibilities to our clients! In this episode we share our own experiences on how to balance this out. Episode TranscriptLearn more about the Next Level VA programGet connected with one of our VAs, email us at yourvalab@gmail.comJoin the conversation in the Next Level VA Community group on Facebook HERE!We'd love to hear what you think! Please leave us a review to let us know what landed for you!
The Next Level Virtual Assistant Conversations: your home for all things Virtual Assisting! Join us on this episode as we share what we've learned in our years as a VA and how that compares to what we expected! Episode TranscriptLearn more about the Next Level VA programGet connected with one of our VAs, email us at yourvalab@gmail.comJoin the conversation in the Next Level VA Community group on Facebook HERE!We'd love to hear what you think! Please leave us a review to let us know what landed for you!
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