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

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