Podcast Appearances & Interviews

A jack of all trades is an expert of nothing right having somebody who's a GHL expert and an account manager and running your social media it's just not realistic I myself wouldn't want to do all of that work they're not working for us they don't work for our clients they work with us there's a significant difference between working for somebody and working

With somebody we take care of our team the rest will take care of itself welcome to the agency Hour podcast where we help web design and digital agency owners create abundance for themselves their teams and their communities this week we're joined by Lawrence Wong and Joel KY from VA Hub Pro who connect agencies with specialized VAs who are trained to help you

Grow and scale your business and specifically their VAs are trained up in platforms like GoHighLevel zapia close bot make p and all the good stuff that helps you manage those services and that technology for your own business and for your clients in this episode we discuss how Joel and Lawrence took their experience of being scammed multiple times to learn the

Pain points of hiring a VA and used it to build their VA agency the common mistakes that agencies make when delegating roles and the challenge of letting go of technical tasks life building automations and funnels in high level and a whole lot more if you'd like to know what it takes to keep your VA and the rest of your team happy and

Committed to delivering value for your clients then this episode is for you I'm Troy Dean stay with Welcome Lawrence Joel us all right later ladies and gentlemen without further Ado please welcome to the agenc Hour podcast Lawrence Wong and Joel Kitty from VA Hub Pro hey guys how you doing doing great just finish a long day excited to be on the podcast

Yeah we're excited to be here where are you guys based in the world just give people a little bit of context here we're from Canada uh I'm in Emon Alberta Joel's from Vancouver but he's actually traveling right now huh so where are you traveling North America in an RV with my family right now oh dude that's awesome yeah that's great H isn't

It a such is an amazing time to be alive isn't it like the way that we can just connect with people all over the world and tap into the global talent pool and form businesses and travel in an RV and be location independent it's an amazing time to be alive I remember um a 100 years ago when I started out as an

Entrepreneur and there was this thing called Skype and video bandwidth was so bad that you could only have a voice call with someone over Skype and now it's like video I mean now we're in the we're looking down the barrel of spatial Computing where we'll be able to do this just wearing our VR headsets and not actually have screens in front of

Us it's just such an incredibly exciting time to be here and to be an entrepreneur now I want to talk just a little bit about uh VA Hub Pro which is Meet VA Hub Pro your company now I mean you know I know my audience are going to say Well they're you know VA marketplaces all over the place what before we get

Into what makes you guys different I want to talk a little bit about your story how you guys met and why this was a problem that you decided to try and solve sure I'll let your start sure so uh Lawrence and I met uh I think back in 2018 or 2019 uh the two of us had actually uh joined an agency coaching

Program um it was my first foray into the agency space and it was basically just you know program to teach you how to build uh and run a lead generation agency so you know everything from creating the agency to fulfilling for clients generating leads using Facebook ads and things like that um and Lawrence and I kind of met through that program and

Became friends actually I think I was prospecting somebody in a financial space and I knew Lawrence had a lot of uh experience there and so I had actually reached out to him for just some advice because I didn't really know a whole lot about the industry and I think that's kind of what kickstarted our friendship and just connecting through that group and

Uh we just stayed in touch over the years I was running a different marketing agency with another partner for a while and uh we reconnected uh I think in 2021 uh when I was running a white label agency and I was actually he became a client of mine through that agency and that's we kind of reconnected uh after Co through that awesome

Yeah I knew uh I was always interested in the agency space and uh when I met when I first met Joel actually like he had had they they had gotten their agency up to about 60 Grand a month and I thought that was pretty cool um I was I was doing some coaching with financial advisors but then Co hit so it kind

Of crushed my business and I think Joel had to PIV it a bit too uh so I was looking for looking for something different and I didn't want to run Facebook ads because I hated doing the technical stuff and I knew Joel was amazing at it so we formed a partnership we always I I always know that can go so far alone

But if you have a team you can you can do amazing things so uh I didn't mind partnering up with Joel because he knew much more than me and that's where we started doing lead gen and started our SAS company uh from our SAS company we started using high level a lot with home services and got to the point where we couldn't

Take on any more clients like uh Joel was busy doing all the builds I was busy doing the sales uh doing all the marketing I was doing the onboarding I hate onboarding on GHL I hate it I was doing it and I had clients messaging me all day and at night and on the weekends so got to the point where Joe and

I had a conversation and I said Joel I can't we can't take on another client like I can't do this so we decided to hire some VAs now we had one working with us uh he was actually Joel's VA uh he's been with us for 4 years but we didn't it more and I did what people usually do where I put a

Post on Facebook and we got a bunch of applications I hired one and then they disappeared and then we did that two more times we actually went through an agency it was a horrible experience uh and then the third one I forgot I forgot even who we got but we I found this website paid this guy we got a VA working with

Us and two weeks later the VA asked me if we had paid the guy named AJ I'm like yeah we paid a money and she's like well I haven't gotten paid and Joel was like oh man not again so we actually got scammed multiple times like I think three or four times and you know I looked at that as a learning experience

I don't look at it as a as something that's bad you know like it might seem bad on the surface but we look back at it and it was a phenomenal learning experience for us because we learned what most people go through and we learned what we didn't want to go through through this experience we we got a great VA and she

Actually told us to start a VA company because she loved working with us so she planted that idea in our minds and I had always wanted to do that so I spoke with Joel and we spent the next six or seven months figuring out how to do it and we launched an November of 2023 and here we Meet Joel Keddie are wow

Wow there's so much to unpack here uh Joel your name is familiar to me and I've been trying to figure out where I've I know your name previously now a couple of things so Services Hub Pro is uh I'm going to say is an agency for Home Service businesses is that right and and essentially you're using G you're using GoHighLevel

To manage a bunch of stuff for those clients correct or are you selling it as a SAS or is it kind of like a managed agency yes it's more of a sass so Services subpro is the company that Lawrence and I first started with um after again we wean some Le generation uh Facebook ads and stuff for financial services um we actually

Started off as in that industry and then just decided it wasn't really a good fit for us and then we pivoted to home services and that's where Services Hub BR was born and it was through building that like Lawrence mentioned where where all this came about yeah got it where I actually know your name from though Joel is Rock ads because uh

Part of part of my job is Rockstar ads still going Rockstar ads is merging with VA Hub Pro actually yeah we're in the middle of of merging the two got it so so part of my job here uh and it's funny because you guys met through an agency coaching program which is what we are well we call ourselves an agency mentoring program

These days because it's very high touch one-on-one mentoring and we you know people have a sort of a preconceived idea around coaching anyway uh part of my job is to go go and kind of find companies like Rockstar ads or e2m or VA Hub Pro or Pronto marketing or these you know white label um you know service-based agencies that can support our

Agencies and so I'm familiar with the name Rockstar ads and I think that's where I know your name from Joel so it's funny how the world just gets smaller and smaller as the computers get more and more connected so now what I want there's a couple things I want to unpack here one you try and hire VA you get scammed a bunch

Of times most people at that point and I've I've had Point Blank conversations with agency owners that say a couple of things they say oh I tried Facebook ads they don't work okay uh so let's just unpack that for a second one of the most profitable companies on the planet and their entire business model is advertising and you're telling me that Facebook

Ads don't work I would argue that the problem exists between the keyboard and the chair not with Facebook ads the same with hiring a VA how many times I've had this conversation with people that say I tried to Outsource something to a white label Dev partner I tried to hire a VA to do it no one's going to do it as good

As me and so they get burnt once and they give up right you got burnt four times and kept going what what now I'm not this is not an invitation to grandstand and you know float pump your own ties although you can if you want to but I'm genuinely curious what is it Why did you keep going about the mindset that says

This is a problem that long-term is worth solving versus someone who just gives up and and inevitably stays small because they are now the bottleneck they can't grow because they're not prepared to get through the first half a dozen catastrophes of trying to build a remote team what why did you keep going and not just throw your hands in the air and

Go oh well you know it it's too hard we're just going to stay small and we just won't take on any more clients I I'll give you my two cents from my perspective of it um the first is the agency that I ran that Lawrence mentioned before we we got up to about 60 I think our biggest month was 62k in recuring

Revenue um we had done that through multiple things one being Facebook ads so they do absolutely work because that's how we were able to grow and and bring on clients and scale our agency but two was building a team because we couldn't do it alone it was myself and another partner we started it together we got to a certain point that it

Was beyond our capabilities to do it alone and so we ended up hiring a VA uh I think we had two VAs and then we had two North American based account managers at that time and without that team without those other people to rely on and to be able to trust and Outsource work to we wouldn't have gotten our agency to where

We did um so I had had a good experience working with VAs prior to even partnering up with Lawrence and then I would say the other thing uh would be that that last VA that we got who we paid the company but they didn't even pay the VA uh she was fantastic she loved working with us we loved working with her and

Just the trust Factor we had already kind of built in that relationship and working with her gave us that just that idea to like we got to keep going I know we need to build a team in order to scale up our agency and this person seems really genuine and so I think that that just gave us that trust factor to just

Keep going what is it Lawrence do you think why did that VA like working with you so much and again you know not not you know I mean this isn't a you know a mutual admiration uh podcast but I like I've had VA I've had staff all over the world for many years and I've had similar feedback that people genuinely love working

Here um what is it do you think that you guys did differently that apart from rip her off and actually be fair and pay her what do you think you did differently that made her really enjoy working with you guys and actually suggest that you guys start of VII company it I think we just treated her like a person um we treated

Her like a team member and we made her feel like part of our company uh which is how we always work um anyone that works with us we share with them our vision and we share with them where we want to go and we tell everybody this uh this is kind of our internal message to our team the minute we bring them

On Even in our interview we tell them that they're not working for us they don't work for our clients they work with us they work with our clients there's a significant difference between working for somebody and working with somebody everyone who comes and works with us they know that they're a partner and this particular VA she came to us and she knew

She was going to be a partner and at that point like we're going through some times where I didn't even know how to use her I didn't even know how to use her skills um I didn't even know what we could do with her there are a lot of times where she didn't do anything and we still paid her and I think

She she appreciated that she was trying to figure out how to help us too and just really Joel and I we tried to treat her like a team member and try to treat her like a human and I think that's really that's what she appreciate it hey digital marketers this one's for you I've got 30 seconds to tell you about Wix Studio

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Up but the list keeps going step into a week's Studio to see more culturally depending on where your remote team are even even hiring in Culture Australia or New Zealand where you know the culture is very similar I've been very proactive and working hard with my team here to let them know that they can push back right and that they can tell

Me I'm wrong and that if they've got an opinion and they've got some data to back it up then let's have a robust conversation and that they are they have an equal voice at the table culturally if you're dealing with someone in particularly southeast Asia you have to work very very very difficult to very hard to make it okay for them to

Bring that because they they're so eager to please they're all about Saving Face they're very proud uh you know I had to get very used to people calling me sir and boss and I just realized that was never going to change it's like okay call me sir call me boss I'm okay with it um but you you have to work very hard

To make it okay for them to feel like they are an equal right so don't underestimate you can't just say it once and then expect them to step up and and act like an equal you have to continue to repeat that message yeah so can you maybe just walk us through some of the Tactical things that you've done to uh Tactical to

Instill that confidence in your team and let them know that it's that it's a safe environment for them to not just be subservient and take orders and do as they're told but to actually contribute it starts with the beginning in the beginning interview um when we first meet the person I want to find out who they are what they're made of and

Just kind of their past history like that's really important to me when they come on we do have a very good onboarding process with the VA and our team uh that explains to them our culture so our culture is all about the client it's about making sure the client um is taken care of and they understand that our our goal is to

Help our clients scale because if we can help our clients scale then we will keep the client for long term and they will have a position with us for the long term and that is the singular Focus they also know that what how we work is we are proactive Joel and I are the most proactive people on our team we're there with

The team we are working alongside them um we're not the owners who are going to be flying off to Mexico for 3 months and leaves the team alone like we are in the trenches with them every single day Joel's in the trenches with the GHL team we have a huge GHL channel uh in our slack where there's like 50 or 60 members

We've got some pretty high-end GHL experts there where if anyone has any questions uh daily there's like 40 or 50 messages in there to help them solve certain issues uh we we figured out issues that are GHL issues uh we figured out issues that are close but issues that they don't even know about and then we work with the founders to get

Them figured out we issue tickets and we make things happen so Joel and I are proactive and we spread that attitude throughout the team we allow them to be proactive and we allow them to ask questions uh we encourage questions we don't want them trying to figure out something themselves if they cannot figure it out after a certain amount of time I

Tell them just post it in the GHL channel we'll work together as a team you're allowed to ask questions you have permission you're not going to get in trouble so all of them are empowered to do that and all of them are empowered to be proactive in what they do and to be proactive with their clients as well and to figure out

The solutions so that's the culture that we work with it's a culture of proactivity and just doing what they can to help a client improve in as many ways as they can if a client gives us a task we always work with them to help them figure out how can we improve this how can we make it better how can we make

This workflow better how can we make it more efficient so that's what we're thinking a lot of people know how to do not everyone knows how to think and process so working with them step by step on developing those critical thinking skills that is one of the most important things that's missing out there that we're working actively with our team on every

Single day so um developing our people Joe and I take a lot of pride in that we work with our people individually and as a team every single day now full transparency we uh you and I have been talking for a while Lawrence and uh you I came across you I Full Transparency was introduced to you from Ryan at growable here in

Australia who are a high level Support Agency if you're you know selling high level to a lot of clients and you need someone on board look after your clients's growable one of those options and he introduced me to you we then went back and forth for a few weeks and then we I reached out you and said look I think we need

Someone to come and join our team fulltime as a high level expert uh you put a candidate in front of us we were halfway through that call and it became I I was very impressed because it was kind of got a bit awkward because it was pretty obvious that the communication wasn't great from the candidate and you actually called it halfway through

The call you actually said look I don't think this is this is going to work um can we reconvene in an hour or so I'll have someone else uh for you you to talk to I was very impressed uh with your assertiveness on that call and your ability to say I think this is a good fit and to end the call prematurely

You then put another candidate in front of us who is amazing and uh uh as if who's based in Pakistan we onboarded him he's been incredible his communication has been outstanding and um he's just got such a great Vibe and a great attitude and a real hunger to learn about so we're using one of your VAs from VA Hub Pro so I

Just want to let everyone listening to this know for transparency um I also don't get paid to recommend these guys right so don't think if you go and get a VA through these guys that I'm going to make a kickback because I don't get any affiliate commission here I'm just wanting as I've been doing for the last 12 years putting resources in

Front of you guys to help you grow your agency and unlock some constraints and some bottlenecks so VA Hub Pro correct me if I'm wrong but is specifically a team of VAs that specialize in GoHighLevel uh close bot and some automations like zapia make.com I know you've got a bit of word pressed St as well maybe tell me who who

The ideal client is for VA Hub Pro sure yeah so um you know you Ideal Client definitely covered the G for the most part there we do have um a good majority of our team are VAs who have experience in GHL um typically we're looking for people who have at least one year experience but many people on our team actually have three

Four five five years of experience with GHL um and most of them have been in the tech World in some way so they're going to have zappier experience um you know some of them are are very verse in make p all those other kind of automation uh tools out there so that would be the majority of our team um Clos bot is

Because it's a newer platform we've actually found that there's not a lot of V out there uh who are familiar with clo bot now I know there's a couple others who've been around a little bit longer like zappy chat that I think some people are a little more familiar with um but we actually saw an opportunity there we reached out to the

Founder of close bot uh Bryce Dora and uh just through threw the idea out there about you know working together in some capacity and so we actually have become preferred partners and we are the only VA agency um on their preferred Partners list and so we get special access to addition training with them every month um you know just some special perks

Of being that preferred partner and with that we're training up our Vaas to become close but experts as well um you know again I would say most of our GHL experts are or sorry most of our Vaas are GHL experts to some degree but we do uh we have been branching out in other areas um another big one for us as account

Managers so that's where they're actually getting in there and they're working with your clients if you're running a GHL sasage they are kind of the front line right so they're they're daily communicating with clients that's actually kind of where we started uh was looking for an account manager to remove us from being that go-to person every time a client had an issue

You got to have somebody who can you know we're busy building the tech we're busy doing sales calls all of that kind of stuff and so we needed somebody to step in and be there to be that Frontline communication so we have a lot of agencies as well who are now using account managers and we find that the GHL Expert Plus the

Account manager the two as a combination uh two two separate roles uh is a great combination for agencies that's one of the hardest functions to to delegate in an agency is Account Managers the account manager where where are your account managers based does it matter what country they live in um most of them are in Pakistan actually so uh we have a

Few from the Philippines as well but um I think uh I think the most important thing is their ability to communicate properly because they're going to be client facing and understand how to um how to communicate with excellent grammar and how to communicate in a way that it makes sense and also someone who's positive so um we actually just brought on an

Australian uh account manager for the Australian time zone because we have about five or six uh different VA working in that time zone so we wanted to be able to provide the same service uh for Australian clients as we do our North American uh so it's been pretty exciting for us uh just working with her and account managers they took a huge

Weight off my shoulders because I'm the people person uh they communicate with our clients every day they serve as kind of the intermediary between me and the GHL expert or whoever it is and the client and it's it's just amazing it's like they it's like the GHL manager and the account manager it's the it's a magic formula for growth of an agency

It's the we call it we call it the formula to ter proove your agency actually it is it is I mean our agencies that we work with it's it's it becomes the last role that the agency owner is still occupying that they want to delegate is that account management piece I'm curious one of the questions that I get asked a lot in

One of the conversations we have a lot in in our group is I can't delegate the Strategic thinking to anyone else because I know the clients really well I know their business model I understand the culture I understand what's happening in our local economy is that true like is it is it is an agency owner who's been working with their clients for

The last 10 years and they have all that intimate knowledge of their agency of their clients businesses is it impossible to to delegate that strategic thinking to someone else or have you found that with the right train and the right person it is possible I would say it's is probably one of the most difficult roles to Outsource even myself like I've been

Using high level for five years and so on a daily basis I don't think there's a day that's gone by that I haven't been inside of high level doing something every single day and I try to stay up on all the latest features everything that's coming out and so with that and it's it's a little bit different than strategic thinking as far

As marketing strategy and business growth and things like that but um for me it was really hard for me to let go of highle tasks I think a lot of agency owners go through that they're like well I really know how to do this I have a very specific way that I need it done and I was the same way and it

Took me a long time to have the confidence to really let go of that and trust somebody else in doing that and I think even more so that strategic thinking that critical thinking is even more difficult to let go of um and and that's something I I would say to be honest we're still working on it it is a matter of definitely

Finding the right people we do have some fantastic uh Talent on our team that we trust that are ultimately more like a project manager and we can actually give them a task and say hey like I'll give you an example we just um had a meeting with a client Who provided us their pitch deck that they're using uh they gave us a

Couple of call transcripts from calls that they had with the client and a couple of other documents kind of outlining what it is that they're looking for so we handed that to our project manager and our project manager going through all of it right now and doing that business strategy level stuff right now so he's going through he's mapping stuff out in

Kind of a mind map to strategize what is the best approach to this what kind of systems are we going to going to put in place here so they're definitely harder to find but they're out there it's it's a matter of finding the right talent to fill that role yeah but I can tell you something they're hard to find with you live

In Melbourne or Bangkok or Dang or Manila or Los Angeles or San Diego or Manhattan or London or Poland or Spain they're hard to find anywhere right because and and I'm you know I mean this with as much respect as as I can I've just been doing this a long time and most people just don't want to spend that many calories thinking

About those problems right they would rather just do the repetitive tactical work because it's easier like thinking about strategy is is hard it requires energy it requires deep thought and deep thought is exhausting and you you know you get home at the end of the day and your partner says what do you want for dinner I'm like you could feed me dog

Food right now I just don't care I don't want to make another decision because I have decision fatigue I've been making decisions all day and not not lightweight decisions but deep thought decisions um so I think you know the the the economics of having a having certain team members in what I call emerging economies like the Philippines Vietnam Thailand Pakistan you know

India the economics make sense but also the talent pool makes sense Australia is a very small country right and and and so it's if you if and I've been through this process with multiple agencies is their bottleneck is their team and the moment they start to um build a remote team I'm not going to say outsourced because they've actually they've insourced really

They've built a remote team of team members in India or the Philippines the moment they do that they unlock a constraint which has been restricting their growth because now they have a bigger talent pool but I think the the there's I guess the question is there's a lot of fear around this for agency that maybe have done it before and been burnt

Or have never done Setting Up VAs for Success it what are what are some of the things that agency owners need to be thinking about before they start to bring on V in remote part of the world to join their team so that they don't make the same mistakes that you know most people make how do we set them up for success

To begin with the biggest thing I do is like I do have a conversation with all of our clients before they come on like I had a great conversation with you and S um I like to that's what I like to do I like to do that because I'm I'm from the generation where we did Discovery calls and intro calls like for

The for the high ticket coaching so I did all of those so I I love talking to clients learning about their business and you know like in in the call we we always go through how to if they do decide to go with the VA how to be prepared for Success so I go through a process with our VAs to set them

Up for success and at the same time we do have some onboarding with our clients to help set them up for Success um we are a big fan of not micromanaging uh we don't like to micromanage our VAs uh we encourage them to be accountable and to be proactive and also to have communication uh I always let our clients know that 50%

Of what we look for is the skill the other 50% is their ability to communicate and their uh I guess their ability to communicate too so if we have those two then there's going to be great communication in the channel we're here to manage them for the clients so that they don't have to worry about managing them they don't have to worry

About micromanaging them because we have a system in place where they know what our ghr expert or whatever VA is doing as long as they communicate with us in the channel in our slack Channel um the only times we have problems is a lot of people have worked with other VAs where they have had to micromanage and they start micromanaging rvas uh

And we can tell um we can tell within the first week or first couple days we can tell what's going on um Joel and I we don't have a problem reaching out to the client to have a little talk so that uh we can understand how to work together better or understand how to get the best out of the VA so that's

Something we're proactive in doing uh we're in the channels our project managers in there uh if any Flags come up she'll let us know too she'll be like hey should I talk to the client I'm like sure like reach out to the client uh we have a lot of feedback from our VAs too about what's going on and what's going right what

What they like uh what they think could be better so we we take constant feedback and we take it very seriously um so there's there's a learning process we explain to our clients about that um the first week or two it's about our learning process we don't always get the right fit so within the first two weeks if we find that the

VA might not fit what they're looking for or they might not be able to build the relationship um I'm proactive in making a change too and we always make sure the client is whole so uh we take we try to take as much fear out of the process as we can and work together and be there for the client through this process

And what what about role uh structure uh one of the mistakes I made I had my first VA in the Philippines and uh their job was to you know fix things on our website edit all of our video ride all our social media content uh I had this laundry list of you know all the things I wanted them to do and um

The guy that ran the the agency over there it was a friend of mine he he got on the phone with me and he said listen I see what you're doing with with this VA and he said I'm just going to ask you a question could you hire someone in Australia to do all of those things and I said no he saidwell

Why do you think you can hire one person in the Philippines to do all of those things he's not a unicorn like you need to get a bit more specific about what the role is and I this is and I think this is because you know the tyranny of distance what they're out of side out of mine we just throw a whole

Bunch of at them and expect it to be done you know yesterday at a festar quality you know uh for $10 an hour what how how do what's your message when someone turns up and they says well this is like for example the GHL expert and the account manager they're two different roles right know some a lot of agency owners would expect

The GHL expert to be able to interface with the client and answer all their problems and never talk to me Managing Expectations how do you manage those expectations and how do you get agencies to kind of just rethink you know this role is is is this and this role is this and really what you're looking for is four VAs here not one

Yeah I'm actually really glad you brought that up Troy because I think that that's one of the biggest mistakes that we see out there in the communities when people are looking for VAs is they're expecting them to be able to do everything and be an expert at every single task and like you just said if you think about it from that perspective

Of could you hire somebody in Australia to do those tasks could you hire somebody in North America to do those tasks probably not and if you did they're not going to be an expert they're not a jack of all trades is an expert of nothing right so we see that all the time uh and and I think that Lawrence covers this a

Lot when he again because we don't just have a process where you can just come to our website sign up and pay and and get a VA right we we do have a bit of a vetting process ourselves of making sure that what you as a client are looking for is actually a good fit for for how we operate and so a

Lot of those expectations Lawrence is going to set that in those initial conversations and there will be a lot of times where I think just the other day he he sent me a message from a client with all these things that he was talking about meing and ultimately the conversation ended up leading back to I think what you're looking for here is

Multiple different VAs because these are going to be specialized roles like GHL experts there are some who are fantastic who both know GHL and can onboard a client and and are comfortable doing Zoom calls and being client facing but then there are certain uh members of our team who Thrive at being completely behind the scenes they just want to do the technical

Tasks and that's what that's what they they're really good at and so again it depends on on the use case but having somebody who's a GHL expert and an account manager and running your social media and fixing your website and doing all your SEO and strategizing and running Facebook ads it's just not realistic I I myself wouldn't want to do all of

That work no no because you you're s your task switching you're activating different parts of the brain I mean account Management's very much a right brain activity and the GHL experts very much a left brain activity right there it's a rare bird that actually can do both of those things well uh without you know frying their brain I think also as you

Grow doesn't matter what kind of business model is as you grow when you first start out everyone does a bit of everything right cuz there's like four of you sitting around a table trying to hack way to relevance and so everyone's just doing everything you send the invoice you chase the payment I'll do that right and as you grow you realize that

You need what you need is you need more and more Specialists to own certain outcomes and to stay in their Lane and just to have really good communication cross department but you know the the the one of the Growing Pains of growing a small business is when your generalists don't want to become Specialists and we've had to offboard people from our team

Because you know they're a generalist and they just that we just you know we we outgrew we outgrew the fit because they didn't want to become a specialist and we needed them to become a specialist I need you to become the best client success manager in the world right and and um they weren't able to do that because they were really happy

Being a generalist and so I think that's just something that agency owners need to take into a account um what do you couple of quick questions before we wrap up because I'm respectful of everyone's time what are you most excited about What are you most excited about with GoHighLevel I mean the growth of this thing is just unbelievable never seen

Anything like it I'm very nervous that they're going to IPO very soon and the whole thing is going to turn to but anyway that's a whole other conversation what are you most excited about GHL over the coming sort of three months and what are you most excited about with VA Hub Pro over the coming three months sure you can talk about GHL

I don't even know I know that a big thing I actually had a conversation with Sean Clark um I did a little interview with him I can't even remember when it was last year or the year before and just about what coming up with with high level and a lot of it was just the Advent of AI right it was everybody was

Going crazy about Chad gbt and everybody wanted AI in their business and so uh GHL really leaned into AI and bringing that into their platform so now you can generate content on funnels you can uh respond to reviews through through using AI then now they they're working on their GHL the conversational AI um and now I know they're also bringing out voice

AI they're going to be implementing that as well so I think just continuing and you know we're big fans of close bot as far as the conversational AI side of things goes but I'm still excited to see where GHL take this in their next iterations um you know the the more stuff that they bring inh house that can be done natively in

GoHighLevel I think is fantastic obviously for the agency it's a big benefit because it eliminates additional subscriptions and other services required but um yeah I think I I'm excited to see what they do with the voice AI I know it hasn't rolled out yet but I've heard Rumblings of that coming so I think being able to uh have that as

A native feature as long as it's good you know with high level obviously this stuff takes a long time they use the skateboard model as they call it right they get something out that is semi functional and then they start getting feedback and then they start the next iteration of it before it really gets from the skateboard to the Ferrari there a

Lot of iterations in between so um yeah I think there's so many features in high level that have come out that I've been looking for and waiting for that I don't even know where else they're going to go next so I'm excited Lawrence and I are going to be at the uh The Summit in October in Dallas um so we'll get to

See the road map for the first time in person I'm usually behind the scenes like I'm the guy who's posting in the high level community of like just before the conference happens finding all these little hidden Easter eggs of stuff that they have to roll out into the software before they announce it so I'm usually posting it like oh guys check this

Out check out this feature check out that feature um now I'm going to be there live to to see the road map reveal for what's coming in 2025 so I'm very excited for that uh just just on that before we get get to Lawrence the the here's where I see really the way that humans are going to use the Internet is through

Uh agents or assistants right and spatial Computing really excites the pants off me because I mean we could do this and I could be around the street right with my with my smart uh headset right that looks like these and has all the cameras and everything built in so it's just like projects a hologram and I'm seeing you and I've got my

Little Nano pods in that are skin color that no one can see and they're the best speakers I've ever owned and there's a little microphone and it's all built in right um and then I get off this call and I say to my assistant uh in GHL hey go build me a smart list based on this criteria and then write me a

Five-part email sequence to send me that smart list smart list and schedule it for Friday morning at 9:30 Melbourne time and the AI assistant just logs into high level and clicks all the buttons and does it right that's the future that's going to happen In Our Lifetime right I mean this is I think people understand this is going to be more disruptive

Than the internet itself it is going to completely change the way that we interact with each other we're going to be liberated from the computer screen uh wearables are going to become more and more smart and man it's a very very exciting time to be alive and I'm looking forward to the chaos that will ensue Lawrence what are you most excited Whats

Coming up about with VA Hub Pro what's coming up uh there's a couple things uh what's always driven us is adding more value to the team so they they can add more value to the clients um I'm a firm believer in focusing on your clients focusing on adding more value to your existing client base because that is the easiest way to grow

Your clients and to grow your team uh to many people focus on growing rapidly but they don't take care of their uh their people right so Joel and I we always focus on taking care of uh taking care of our people our family right our clients we consider our family our team we take care of our team the rest will take care

Of itself so our VAs they're an amazing team uh Joel and I we try to add as much value uh to our team uh like as much as as we can either directly or through other members of our team who are empowered to provide the training provide uh I guess the encouragement uh Joe provides a lot of Technical Training I provide a

Lot of training um on leadership on accountability because I know a lot of them are going to read the books so I'm going to read the books I'm gonna I'm going to read the leadership books I'm gonna I'm going to do all that I'm gonna transfer my knowledge and I know that I I'm a firm believer that um they're going to do

About uh 50% of what I do right and 100% of what I do wrong so Joel and I we always make sure we do the right thing with our team uh so that we can add value to them so that they can add value to our clients uh immediate goal is to get up to 100 VAs uh that's like around the corner

And take it from there uh we've got some exciting projects internally uh that we're able to build out right now um some exciting initiatives to uh support some of the Partnerships that we've grown as well so can't talk about that too much yet because it's still in development but um it's all about adding more value that's the thing I'm most excited about

Awesome and uh where can people get in touch with v Hub Pro and learn more about what you guys do uh our website vpro.nl Community or the close bot Community uh I think we're your community too as well Troy so uh yeah they can reach out to us there awesome and you guys have got a a guide for people who are looking

To hire a VA absolutely uh we have an 11-step guide on how to hire train and scale with your first VA awesome we will put a link to that in the show note so go check it out connect with Lawrence and Joel and uh just start a conversation you know doesn't mean you need to hire someone if you have a conversation with

These guys it doesn't mean you need to pull the trigger and hire a VA but have a conversation about what that looks like so that you can prepare yourself internally for that first or next hire my very simple three-step process or growing an agency uh is grow your recurring Revenue because that fixes most problems use that recurring Revenue to hire a players

And then use those a players to get yourself out of the that you're not very good at so that you can stay in your sweet spot and then everyone's happy uh I've seen it happen so many times I've meau over 4,500 agencies since 200 I don't know 11 or 12 or whenever I started this thing and um it's a pretty simple process

And having good team members is key and the thing I like about working with you guys is that you know the problem is if you hire your own VA you've got to manage them you've got to build infrastructure you got the systems the processes communication the leadership training the Technical Training all that stuff that goes along with it you hire someone through

An organization like vub Pro you're basically renting that infrastructure that you guys have already built out right uh and and it's I mean the price point makes a lot of sense uh the support is is great and so far early days s been a couple of weeks but as if is is an amazing addition to our team and is really helping us

Move faster and he's got a great attitude and so looking forward to doing more of this and want to thank you both for joining us on the agency Hour podcast thanks Troy thanks so much Troy hey thanks for listening to the agenc our podcast and a massive thanks to Lawrence and Joel for joining us I hope they have a blast out at

The high level Summit in Dallas uh in a few weeks okay folks remember to subscribe and please share this with anyone who you think may need to hear it by the way mapcon that we're running in October in San Diego is officially sold out so if you're listening to this I'm terribly sorry if you didn't manage to get a ticket but mavcon

In San Diego is sold out and I'm very excited to go to San Diego in the middle of October to present that event to our members all right I'm Troy Dean and remember the most common password is 1 2 3 4 5 6

Welcome to today's episode guys of The highle Experience Podcast we're excited to host Joel Ketty and Lawrence Wong the dynamic founders of vub pro their agency is deeply entrenched in the high level community and it specializes in elevating GHL agency owners by providing top tier GHL experts skilled in automations workflows and much more driven by their firsthand challenges and enriched by their

Active involvement in the high level community crafted vub Pro to embody the ethos of partnership and Trust proudly operating Under The Motto working with you not for you so join us as we dive into the transformative contributions of the community and learn how they're revolutionizing support for high level agencies so welcome guys welcome Lawrence and Joel glad to have you here he

Excited to be here guys glad to be here guys great to have you on awesome so let's kick it off yeah let's kick it off so guys I my experience with Vaas has always been a bit tricky what do you find the most challenging when you trying to find a new like a good VA I think the most challenging aspect of finding

A VA is figure out if they actually can do what they say they'll do so that's one of the things the second most challenging part is wondering if they actually show up for work we encountered that all the time and that's actually one of the reasons why we started VI help Pro because of our experiences with with working with different uh virtual

Assistants we hear this from a lot of clients they get a VA who says they know how to do everything and then they don't actually know and then they're wondering if the VA is going to show up for work and they end up having to micromanage the VA all the time so those are the biggest challenges that we that I see how

About yourself Joel yeah I think it's the same you know a lot of people in the community look to Facebook for VAs there's some there's job groups and stuff for high level and in my opinion probably one of the worst places to find somebody to work with they all act to be GHL experts but when you really get into it I've been

Using the platform for nearly five years so I can tell pretty quickly if somebody actually knows what they're talking and oftentimes they don't hey Lauren so to touch on what you were saying man I I have a question for you because like my experience with VA is very similar to that and my curiosity has always been piqued by the difference in culture

And so my and this is just maybe this is just my me being trying to figure out a solution to a problem that I have no idea like what the solution is and so my initial reaction was people that are getting jobs in America from overseas that are working remote have a higher tendency to tell you what you want to hear to

Get the job whether it's a they believe that's the culture or like the status quo of oh I could do this I could do this I could do this and then they even if they can't deliver they're going to try as hard as they can and then B they need the money right like they're like give me the give me the job

Like I need this job don't worry I'll deliver and if they can't then they'll go find another job but that's like my initial reaction when I've experienced that specific situation was why are they telling me they can do this when they can't and so there's like this kind of like the outcomes in my head or were those what do you think I

Think there's some Bas that do that there's some Bas who I not going to say they have malicious intent or no I agree yeah I just think that some there's some who really want to work and some have some don't expect to do all the work that you have provided in your job description and they're just going to say oh we can

Do it I've done it or for me I I still wonder why some of them do that I just I think they just want to get paid I think they just want to show that they can they just want a chance to prove themselves and there's so many there's so much competition in the space for what they do that they just want

An opportunity to stand out and that's something we actually do give people a chance I believe in giving people many chances actually I give people a chance to show what they can do that's what we do on the backend to vet VAs so I do a lot of that where I speak with them it's not just about their technical skill but it's

About how accountable they are it's about their past work performance whatever they done in the past how have they treated other clients I'm not going to say that's going to predict what they're going to do in the future but the most important part of us for us is helping them come into our organization and showing them the culture that we work in

The culture that we have built up and how we work with the clients what we tell everyone who works with us is that they're not working for us they're not working for our clients they're working with us and everyone coming in they understand that their number one priority is to help the client scale if we can help the client scale that means

We have a client for the long term that means they're going to have a secure position and they don't have to worry so right number one goal help the client if they don't know something they are empowered to ask us and we will help them so they're not afraid to ask questions they're not afraid if they don't know something because anything in

GHL it can be taught anyone can learn anything in GHL very quick so that's what our team does in the back end we help our VAs we nurture them we help them grow we help them understand how to work and communicate with our clients and the most important thing is we find the right fit yeah I always feel like I give too

Many chances as a manager but I like that mentality that's like you got to give somebody a chance even if they overreach or go to a position that maybe they're not entirely used to and they're trying to learn it's the initiative and the the drive that matters and sometimes that's how you get the best work that's how you get the most loyal

Partners in your business is if you give them a chance we gonna start somewhere right exactly yeah hey what do you say is the better way when you know if you've never had a VA before you say it's better to figure out the whole process come up with all the Sops to the very detail and then hire a VA or just Wing

In and figure it out because I feel like from my experience the way I did it before I just I knew I need help I didn't have any any resources ready but I knew all the things that I'm doing that I wanted to delegate and so I just hired a VA paid them and then they started working and then I found that

Like I feel like there's just more work even more than before because now I have to spend more time with them and then train them up and then create these stuff and it's difficult it's not an easy start with V would you be what would be like the ideal recommendation would you say and that's either you or Joel to to answer yeah

I can answer that one I personally been working with VAs for about four years now like I had my very first VA back in my marketing agency in 20 we hired our first VA in 2019 and we didn't have anything in place it was a big learning game for us and we didn't have any Sops we had one like account manager oversaw

Some of the backend business stuff and we didn't just go hire a VA from an online website or we in a Facebook group we actually ended up going through a service that placed a VA in the agency so they came with Sops they were pre-trained on stuff it was supposed to be for appointment setting and we ultimately actually ended up shifting her

Into entirely different role because at the time we were rocking it with Facebook ads and our agency was scaling like crazy and we didn't really need more appointments but we needed help on the back end with the technical side side of things so I think it was really handy to have somebody who came in with Sops who already kind knew what they

Were doing and just flying by the seat of your pants I think a lot of agency owners do that and that's one of the advantages I think to working with somebody like us is that we've been through everything in that real and so we can help guide agencies to create those Sops we can have the VAs help them figure that stuff out

Right creating Frameworks creating structures in their agency so that they don't have to worry about that it mean should go one of two ways I think we have some agencies that we work with who have Sops and everything in place but I would say most of them don't and that's probably one area that's a good place to start with a VA is

Figuring out like understanding how their business Works what are their plot processes with their clients and then starting to document that before even really diving into the major tasks and if they have snapshots and websites and and that kind of stuff they need built they starting with the Frameworks starting with the Sops so that's where we would guide clients to if they

Come in and they say hey we have nothing place we're not really sure where to start that's where I would go I would say document some of your processes one of my favorite ways of doing it as well and how I've taught my VAs in the past is recording a loom like you want to you need a task done record a loom

Of yourself doing and then your VA can turn that into an sop and now every time you've got that repeatable task available so that's the approach and that's that's usually the advice that I give now Joel you don't even need a VA to make that sop you can create so Loom AI does they have five documents that they create from a video

Now so it's what is it there's sop stepbystep code docs issue like a jira issue or like a some sort of bug issue that you can create and then something else I can't remember product release or something but the point is I just record a loom and I go in and I go create an sop and it creates stepbystep sop and the

Cool thing is there's this method I don't know if you guys have ever heard of it it's called The camcorder method heard it from Dan Martell and what he does is he just records himself doing things and he'll just talk think out loud so just talk himself through it not like he's teaching anyone but oh I'm doing this because of this and

Now with loom if you do that and it's picking up everything it just turns it into an sop it's unreal that's amazing so then you could just you could just do that and then you bring in literally a week later you can bring in Bas and now you have this at least a foundation of Sops to give them and the loom video

To supplement the taxt so yeah I've toyed around with loom AI but I haven't really got into that kind of stuff so that's good to know I'll have to make sure our clients know that's available because that's a huge time I'll send you I'll pull it up and I'll send start while we're chatting yeah yeah defin man time saer Big Time I

Love them hey I'm I'm interested to hear what are some like crazy so you guys been on the market for you say for last six months you may have already experienced some crazy stories VAs is there any like a funny story that comes to mind with VA like making an excuse for missing work there's always excuses like what we what are how

We work is we try to control what we can do so Joel and I we can control what we do but we don't control our people what we can do is we can Inspire our people to do better we're trying to do better all the time the main communication we have with everyone is is to do better right how can we do

Better for ourselves how can we do better for our clients we do a lot of personal development personal growth inside our community inside with our team we do a lot of recognition for people who do well for people who need Improvement we help them out as well like we have a lot of mentorship within our group because we have a commitment to

Continuously do better perform better and we communicate that with our clients as well our clients also know that we can control what we do they can control what they do but we cannot control someone who's a thousand miles away so things will come up the other day one of our guys got malaria so that's something fortunately we don't have to deal with

Up here yet so we don't have to deal with yet so I think some states in Florida might have to deal with that or something worse but we don't have to deal with that so I'm thankful some of our guys they deal with blackouts one of the most complicated situations Pakistan had an election uh couple months ago so the government decided to

Shut down the internet for a week and to prevent election interference they it was a complete blackout when Joel and I heard that we started sweating because 90% of our team is there so we're like oh man what are we got to do we like to be proactive so what we did was we coordinated with our clients let them know two weeks

There's going to be this major blackout what we're going to do is we're going to work on the weekends to make sure your task is done so we're going to prepare ahead we're going to work on the weekend before the blackout the weekend after the blackout so let's prepare so that we get everything done in these days so that was handled the

Complicated part was we're doing live Zoom support every single day for one of our bigger clients they have about three sub accounts and they're one of our biggest clients we have their live Zoom support team so what we did was we had to train the rest of our staff who were not in Pakistan to do these Zoom support duties so we prepared

That ahead of time so that nothing was disrup so that was I think live Zoom support that I might add is Monday to Friday for 10 10 hours no like 13 hours 13 hours yeah it's a lot of Zoom it's not just a couple of hours here and there it's five days a week like you're sitting in zoom and people could just

Jump in and like high level you you guys are doing High yeah so they have their customized lot of hour coverage yes yes yeah I'm gonna while you're talking Lawrence I'm gonna pull this I'm going share my screen but go ahead and continue yeah but that was the in terms of funniest stories I think that would be the it's not an excuse

But that's something that we handled our clients appreciated that and that's something that's a story we tell our clients if they ask us hey what's going to happen if this happens we try and prepare for the worst right we try and always prepare for the worst because we are proactive I teach our team this all the time we don't run away from

Our problems because if we run up from our problems they get bigger there's nothing wrong with addressing the problems up front they are not afraid to tell us things we are not afraid to address things with our clients we have unless you got problems like me man then you run for the hills and I'm just kidding yeah so yeah that's I think

That's in terms of stories that is the kind of most interesting story that we've handled I like it yeah I said prepare what you can prepare for and control what you can control have you guys heard rule of five pce by the way rule of five pce PR preparation prevents P performance I think I heard that was I when I was young

What you got there Andre check out check it out boys all right so this was a video I made while I was building just blog posts for this podcast in high level and this is anop that it just created I just clicked on it and it's like creating blog post key steps cautionary notes tips for efficiency and then the link wow so

Very cool yeah and then you can go step by step so you can just have it create a step by step which is little different than an sop it's like literally everything you're doing and not in like a organized way you have a pull request description so this is like for coding and stuff like this have assumptions testing strategy QA this is

For like bugs I use this all the time with my team so if I find a bug or something that I want fixed I'll record it and then I will have I'll send this to them and I'll edit it a little bit sometimes this isn't actually a bug this is a little out of sorts in terms of formatting but usually it'll have

Like steps to reproduce right so like how to reproduce this bug so that they because that's a huge issue is if you're just like hey go fix this book which is funny because Joel you're a customer JQ and I get this all the time where somebody will be like oh this is happening okay can you help me understand what's going on I

Don't know can you send me a Lo like something to give me something because we can't just go in and throw a dart it's like trying to throw a dart in the ocean and hit a fish I do some custom massive am of cod for another agency that I work with and we deal with the same thing we'll just get a support

Request with no information and I'm always just can you send me a loom and just show me exactly what you're talking about yep so this one's really nice too code docs so code docs I use for documentation so I've actually used this a few times for our chq knowledge base so like when I'm creating a new knowledge based article I'll also use

It for Facebook posts so I'll go in and this one's once loads here it should be formatted in a way that's pretty yeah there we go so see how it's more like plain text so it's much more like an article so that's a nice way to just create content post it out there you know you can create issues inside of jir if

You're connected to jira and then this is just like a little message so you can actually slack this message and then email this message as well so you create like a little email copy paste the high level and you're good to go you just press the button then it goes Direct C into that connected slack Channel yeah I believe so let's give

It a shot oh no so this this is slack and teams it's just formatted see and then you just copy the text copy the text okay yeah there's probably a way to automatically connect it but yeah this is what's weird is this doesn't show up for everybody I've had people go into my account and not see this little Loom AI box they'll

Get the AI title they'll get the AI summary in the chapters but they will not get this little box which throws everything off because if I want some else to do this instead of me and take it off my plate they won't have the same capability of creating this which is the Cherry right it's like that everything you're doing here is just

Amplified by being able to automatically create a document from it that might be the case of my account because I started recently and I couldn't find it so might have to do a screen share with you Andrew after this but let's go back to regular podcast I have not figured it out figured how to just try to replicate yeah now question to

You you guys so like this is great so you could as an agency you could use tool like loom for for those of you guys listening you could use this tool Loom and it could generate those Sops for you then question to you guys is there a big issue with agencies coming on board as your clients to to work with your V

That have their own very much their own custom Sops or would you prefer that they standardize or join along with your Sops or do you is that flexibility yeah we let the agencies do what they want with theirs we don't have any standard that they have to stick to as long as they're able to provide something to their VAs right that's one

Of the biggest things that we have is just when we're working with a client who has may maybe had experience working with a v in the past or maybe have no experience working with a VA they there's a bit of a learning curve in understanding exactly how communication should work and so that's again that's a a huge benefit I think of working

With us is that we can we're a part of the process Lawrence and I are in every single client slack Channel and we're available to hop in and guide them in that way and communication is huge it's the biggest thing all around is even if somebody doesn't know exactly how to do a task as long as they're communicating and problem solving that's

Something that we really look for and so with the SOP side of things yeah we help them understand how to build Sops how to create them and if they don't have anything in place but if they have stuff in place some agencies like our big client with the zoom support they've been around the block they know what they're doing so they have

A lot of stuff in place they have an entire sales team they have support staff they have all every position filled in their agency and so they have a ton of Sops in place already and so we just slotted our team into what they already had going and so there's no we don't have to tell them like oh you have to change

This or change that to match any kind of standard I don't think that it matters really at the end of the day as long as they have something and if they have nothing we help again guide them in that direction figure out how to put those in place and yeah I think that's about it the most important thing I think that we

Help our clients understand is when we work with someone a thousand miles away it doesn't have to feel like they're a th000 miles away communicate with them we have an internal slack Channel that's what it's for communicate with them in the slack Channel we have our account manager our team manager is in there too our GHL Tech manager is in there everyone's

In there to communicate with you all you have to do is make an effort the most successful clients we client VA relationships we have are the clients who are doing the zoom brief briefings in the morning do a 5 10 minute Zoom get together with the VA talk to them get to know them find out how their weekend was and just figure

Out a plan for the day so that you guys are on the same page and communicate throughout the day that is the most important thing in in making it feel they're working beside you that's the experience we want everyone to have because that's the experience we've had with rvas make it something that's more personal because they are going to have such a

Huge impact on your business and when you do that you're going to find out things that you previously did not know about the VA so many of our GH experts they have done they have experience that is beyond any of our clients like they have worked with so many different Industries they have done so many things some of them have copyright skills

Some of them have ran Facebook meta ads for companies who have spent millions of dollars with them and they're doing GHL work because there's more GHL work so most of our clients don't know the gem that they have working with them until they start to get to know them like they're onions there's so many layers to the VAs that we work with

It's crazy it's amazing nice now the community is growing right it's been crazy fast growth right right now we're sitting at 68,000 roughly in the high level community in group I don't know if that's true reflection of how many actual accounts high level have has but nevertheless the community is growing at rapid pace and there's always newbies coming in so they're starting

Out from scretch they are the ones that are just trying to get their first couple of customers your VA VA service obviously has a price T what would you recommend somebody that's just starting out because they might look at that and like that's too much for me to pay now I might consider it when I've got a couple of clients how would

Help them bridge that yeah go get some cents suggest go get some clients figure out an N get some sorry Mike I'll rephrase my questions they might have some they might have zero or they might have a first couple but it might not be it might not be it might not make sense to sign up for a soft forare uh for partner

Like yourself just the numbers might not make up is there like a right number that you'd say to agency like maybe when you have t lines that's when it makes sense to jump on or usually that's around the range right Jo that's about the range we look at between five to 10 clients depending on the price that they charge that's been our

Experience I'd say five to 10 clients and consistently booking appointments because you don't want to get in a position five to 10 clients depending on your price levels with your SAS and if you have any other services as well you still may not be making enough to just cover your bills so again bringing on a service like us yeah it's typically we

Are wanting to work with agencies who are trying to scale they have some stuff in place they are booking a point appointments maybe not completely consistently like daily bookings but they're out there having conversations and really what's holding them back is bringing the client on and then having to get in there and create their account and set up their snapshots and all

Of the technical stuff that prevents them from going out and prospecting and being on sales calls so that's where I think something like what we do really compliments those who are in that position for growth but really just stalled and unable to get past that hurdle The Sweet Spot I would say for people who need VAs would be between the 10 to

20 client mark because Joel and I have been in that position before that's actually when we started looking for more VAs that's how we actually got into this position when we when our sash started growing that's when we started doing Facebook ads it started growing and Joel and I got to the point where we had a conversation and I told Joel I

Can't take on anyone else I don't want to sign up anyone else because we can't handle it like I can't do another onboarding I can't handle all these questions coming in so Joel told me go find some VAs so I did what everyone did I went out posted on Facebook and I got scammed three times I got scammed by like agents people

I thought were agencies people I thought were good VAs they told me they could do everything what we're talking about in the beginning I got scammed I got hosed but overlying to this is we don't I don't look at that as a failure I look at it as a learning EXP experience because we met a great VA who enjoyed actually working with

Us she just didn't get paid by the person I paid because he took off with a money Joel and I we just paid her and she stuck around with us and she actually told us that hey you guys should start a VA company there's a lot of people here looking for work you guys are great you guys help me out I want

To help you so that's what inspired us to start this and that was about I think a year and a half ago that we started building up towards this so through getting scammed we are here to change the industry so that's I think that's I think that's it's pretty cool that happened not cool but cool necessary a necessary evil that happened to

Get you where you are we had we didn't go out planning to create a VA agency like Lawrence and I have known each other for a number of years now and he was actually at one point I was running a white label lead generation agency in Lauren was a client of mine who brought me some clients to for me to run Facebook

Ads and so we we've known each other for a number of years in the marketing space we've worked together in that capacity and then one day we just decided to start a sass together and it was that kind of LED down this path of ending up with the VAs just because of we we needed VAs and we needed account managers and client

Communication was getting out of hand with just Lawrence and I trying to communicate with everybody and handle support issues and technical stuff and yeah we didn't set out to build a VA agency we just fell backwards into it really and it's probably one of the best things that that's happened to us it's been an incredible experience sometimes when things just happen organically

You don't plan it there tend to be the best things when I went to Dallas last year my first level UPS I didn't know Andrew before and we got along and then here we go we got the podcast now we're sitting on episode 13 and it's been it's been fun so far question to you guys so one scary story is getting scammed

By V is one thing another thing is V pretending to know all and then they don't and the third thing they don't show up for work or they like I had a VA and I we agreed on these time frames and then I like Ping her on WhatsApp and then she I'm just driving back home where I thought you were working today

No we're family holidays anyway like this and that but then another thing just pops in my mind because I always think about what are the worst thing worst things that could happen CU I'm liable right I've got my customers I run a SAS business and whatever happens in their sub accounts and that's their livelihood and God forbid something was to happen data

Breach or anything like that how do you how do you handle that giving a VA access to an A client's accounts that have hundreds of sub accounts I always like how do you sleep at night so my my thoughts behind that we have measures in place that we put in the back end but I'll let Joel talk about it after but like

My initial thoughts about is even if you hire someone locally that could happen as well so if you hire someone in North America MH if you hire someone down the street to work in your sub accounts there is there are concerns as well so I think the biggest thing is like with it could happen with any company however like what we do

Is we make sure we have some measures in place on our end but we also screen a lot of our people and just a lot of people coming in to work on the sub accounts they don't work with malicious intent they're not there to hurt people they're just there to do the sub counts and that's it right but Joel has more insight

Into this I'm Not The Tech Guy I just work with the people but Joel I'll let you handle I mean yeah there's definitely certain aspects on the technical side but one thing that I would say from working with Lawrence is that he's really good at reading people he's a he's just got this innate talent to understand people and their goals and their

Intentions and so I think that in the hiring process of even bringing on new team members his insight into that with them is huge in finding the right people we've definitely had the few people here who have we've hired them on they've started working with a client they've disappeared on us I think that's probably the worst thing that's happened really is that

We've just had the odd ba ghost and and that happens it's normal in the space but we've noticed patterns in in who are the types of people to do that and we've shifted who we're working with so it's I think we've had I maybe three total disappear and just we don't hear from them again yeah we've knock on wood we've never had

Any issues with anybody doing any harm inside of any agency account one thing that we do have access to is that when an agency adds us into their account we have one standard email address that they are to go in and add that we control so they'll go in they'll create a user account with the email address that we Prov Prov them

Create the password so the VA only has access through that password on our end it's a Google account and with GHL if you don't know this you can log in at app.

High.com with a Google login and every agency account that is connected that has that Gmail in there as a user is actually able to you're able to access every single agency so we at the agency level we don't provide rvas Gmail login I can go in and this is how I hop in and help some of our clients with tasks right is

I have access to all of our clients agency accounts as well so we have that oversee of everything and I think that helps the other thing that I think really helps too is just again once we have people on our team is the culture within our team that we provide people we've had people leave and we're sad to go even though they

They got a better position they were making more money somewhere else but we've literally had them say that they're going to miss us because they love the culture of working with our team and I think that having that that teammate culture that camaraderie among everybody just really helps that we just attract the right people because of that right and it I think

It comes down with preparing preparation like the 5ps what you talked about earlier we always I always try to plan ahead and if there ever a chance a client would be unhappy with certain performance or if there's any discrepancy either I see it or our account managers see it before our client even knows about it or before the client even mentions it

We're already thinking it because I always put myself in the client's shoes we always try to anticipate what's happening I'm trying to figure out what's going to happen a month down the road or even three or six months down the road not just right now in all the different relationships that we're building with our clients also with our VAs so I think

Preparation as long as we can prepare for what's going to happen if it's good or if it's something that needs Improvement then we can address those issues before they even happen so that's what I strive to do so that the client doesn't have to worry about these things it's just worrying about if the client if the uh VA has a birthday party

Or if they're traveling we anticipate all that we communicate with our VA all the time about that so that there are no surprises or there's minimal surprises if there's blackouts we can't help that but communication is the key and relationship mhm yeah big time so guys for you for those of you guys listening let's just sum it up a little bit we've

Talked about a bunch of stuff about making sure that you're hiring a good VA involves a good vetting process preparing them training them up making sure they're the right people and then when it comes to securing your underlying clients accounts you were saying a couple of really technical things there I want to come back to but one being going back to veto

VAs but can you elaborate on that Google login again Joel I I didn't pick that up fully so what he's saying is if you're using the O for the workspace Gmail user account then they could essentially log into to any agency or yeah so if you create a user in a GHL agency and that is it's either a Gmail like a free

Gmail account or a Google workspace as long as it's a Google based account if that Google account is in multiple agency accounts you can use Google login if you go to the go high Lev login page there's the option to log in through Google so through Google okay and you're in multiple accounts actually pull instead of your white label yeah you do

It through app.

Goi.com and it'll pull up a list of all the agencies that account is tied to so I can personally hop in and out of different agency accounts that are are VA have access to the VAs don't have access to the Google login so that's where the security comes in they just log in through the white label side and they don't have our

Google login so they wouldn't be able to do that access but we on the back end our management team including myself can log in through Google so we can jump into any agency account as needed so if we see a problem with a VA coming we would be able to hop in there even before the client and if we needed to go

In and and change a password or something like that to make sure that VA wouldn't have access anymore now again we haven't had to do that we haven't had any issues in that regard but we do have that access to to mitigate any potential harm if we see something coming down the road I think that's really important is is making sure you

Put the pieces in place to control the situation because if you're doing business with somebody a thousand miles away you could trust them all you want but if you if they do something and you don't have the control to take away access to something like I've had VA creating documents on documents but they're the owners right so I'd have to go in

And spend 20 30 minutes like making copies of them just because of that and you don't always want to you can pay for a Google workspace login and like you said did you say Like Only One login right you pay for One login or you use like a guest log or what's that called a group login you can use like a group

Login or something so you could do that and then you won't have to take away access but I've had people just do it under their own Gmail account and then it's a mess right 20 30 40 documents yeah yeah take away access yeah any access that we ask clients to provide we're doing it through assets that we control as VA Hub Pro

So we're not we're not asking them to add the VA with their own personal Gmail accounts or anything like that so the VA's who work for you they get their own work email address that you assign to them specifically or they share it we have one email address that we use for all agencies to add to us to their agency and that's

What gives us the management level access to every account but the VA only can log in through the specific password that they were through the white label login ah okay now I get it that's good so You' got actual me like a concrete mechanism and that's good for again for the end clients for the agency owners the SAS owners yeah who their

Clients might ask them is hey how do you make sure that my account is safe especially if they have if they look after like a medical industry where there's even things like requirement by the way do you have any of those no we haven't worked with anybody in the medical space yet the Hippa I I I know of HIPPA I've worked with

People in the past in regards to Hippa stuff none of our current clients are are in any space that requires Hippa but I I know what needs to be done so if there's any ever need for somebody to for us to work with somebody in the Hippa space then obviously we have to go through the the Hoops of signing the ba and

Everything with them but we haven't had to do that yet yeah that's one thing I was curious cuz I know high level provides that as an adone you pay extra uh per month and that makes your whole agency hippoc compliant but I never really dugged into the actual nitty-gritty what what are the differences in that do you know I'm actually not completely

Familiar with with everything that the Hippa add-on means but I think I heard it doesn't even it doesn't even cover too so like SMS communication so I'm not I'm actually not sure 100% what the of stuff covers because it's not really my space I don't work I I haven't really worked in that space a lot I worked with a handful of clients

In the past who have needed Hippa but yeah I I actually don't have all the information on the the highle Hippa add-on yep 100% yeah I know they got like that Hippa compliant Tech or font now text which is just like a nice add-on that you don't need that purchase add-on like the Hippa compliant plan or package or whatever so covers a

Few things but I know a couple of chedu customers that ask about hippoc compliance through the widget like how we're going to control that through the widget have that through high level they purchase that additional compliance through high level so whatever comes with one thing I do know about hippoc compliance and that Sergio is much much more educated on than I am

It's a mess like nothing is truly hpoc compliant what you have to do as a company is you have to consistently go through things and you're not providing guarantees that there will be uh no hipa breach what you're essentially doing is providing like a disaster plan out like after the fact so if something happens so you take all these precautionary steps and

Then if something happens you're basically saying we have the things set in place to help mitigate the damage or reverse the damage essentially that's what you're paying for so anything that I think there's a service out there 200 bucks a month and it might be what high LEL uses or did use at one point where a company just pays 200 bucks a

Month and then that service that company provides you with the disaster plan and like the steps to make things more secure and they go through all the different precautionary meetings with you so they are educating you on what you need to do but then they're there to step in and help you when things eventually happen if they do so it it's not

Like a sure thing ever with HIPPA it's never yeah you pay this and you're never going to breach Hippa compliance which was a surprise to me when I found that out I didn't know that was the case and again that's a very uneducated explanation of all of that I am not an expert at all in that all around from what I know

Of HIPPA I don't want to go after clients in the medical space so that I don't have to deal with Y it's only getting worse right it's not going to get better it like with AI and stuff it's just going to get worse yeah I mean I always like to think about all the angles you know that there by the way have

We exhausted all the questions what else can we like cover here in this topic cuz I'm just trying to think you know anything that you wanted to ask us then we haven't asked you that what you guys questions for us I think you can ask what kind of VAs would work are best for an agency and what other VAs that we have

And stuff like that or are the differences okay yeah I thought it was all Universal hey guys so the followup question question regarding because I'm just trying to think in the heads of our listeners what they may be asking or they may want to hear is are they like types of VAs and different roles and what they can do for high that's

A great question thank you for asking the as far as VAs go uh we have typical GHL experts um GHL experts can do uh GHL tasks and most of our GHL experts have at least one and a half to two years experience working with various Industries the the thing that I I see all the time is someone asking for a GHL expert

But the GHL expert must be able to do copyrighting do Facebook ads meta ads do Google ads they must know SEO they must know this they must know that they must know how to do everything known to man or woman when it comes to running an agency they must know more than we know and when I look at those things I find

I just I'm just shocked and I just send those post to Joel and we just have a chuckle but a lot of these times I think people just need to be educated or they just need to know that one single person cannot do all of that and to top enough they must have perfect English so they are looking for a unicorn a

Virtual unicorn 1ba cannot do that so do you find that is a product of so personally my first impression of that perspective is either a they've been screwed before and they're just so afraid to go through it again hey thumbs up or B they just don't know what the they're doing and they're like like we're we all live in this world where

We came from something right like I came from doing WordPress websites SEO God 15 years ago I got into Dan Henry's discount funnel Facebook ads like Google ads all this stuff so that was like my journey right when I was 21 22 I didn't know the I was doing like I was just building websites and being like yeah give me money I'll

Pay get you on Google all that stuff but I feel like these people don't understand the complexity of hiring somebody and going go do this and do it perfect and do everything I tell you and don't up you would you hold yourself to that standard like really just because somebody's in another country making seven eight dollar an hour you think that especially

Because of that but do you think because of that it's like this superiority complex or something I don't know man it's like a weird concept to try to wrap my head around I I think oh I think a big part of it is many people posting that they've been scammed before from people who've actually told them they could do all that so

They think it is possible because part of the problem is a lot of VAs who are marketing themselves they say they can do all these things except they have watched a video on meta ads they have watched a video on SEO so because they watch a YouTube video now they know how to do it so they put it on their profile so

People expect all these things the funny thing is when I see those posts there's also 50 people commented saying hey DM you hey I can do all these things and I'm just visualizing what's going to happen later they're just going to be in for a world of hurt D I love the it's not it's like rage that when people put that in

The post don't DM me or you must have this and then somebody posts in the comments oh I dm' you I told you not to DM me it's like this instant like you are to me get away from me it's I love reading those posts it Mak so I love reading all kinds of job hiring posts like Lawrence and I like he

Said we send each other stuff all the time and we cringe and get a kick out of some of them but what I was gonna what I was going to touch on is like my background is very varied like I first fora really into the online space is back in like 2013 I like I've been an entrepreneur a good chunk of my

Life and looked for different types of businesses what's going to be the key for me I've always I've never wanted to work a job I've always wanted the life of freedom and so one one of the businesses four hour work week right were you like an original 4our work we got on me too I read it when I was like 19 the

Life not possible at 19 yet yeah yeah I've been through I've been through all kinds of different businesses from from network marketing to Amazon FDA all these kind of things but my first kind of entry into the online space is in 2013 I I read an article I was on the bus on my way to work and I read an article in

The paper about this person who picked up a camera and started a photography business and I was like that sounds interesting maybe that's something I could do so I went out and I got a camera and I started a photography business and I knew nothing about business I knew nothing about photography I actually think I came I became a fairly talented photographer

But the business side sucked I failed to get the business going because I didn't know what I was doing I didn't know how to Market myself I didn't know any of that but I learned a lot of stuff along the way and that's where I got into building a WordPress site because I needed a website so I learned how to do WordPress

I learned I ended up shifting to Squarespace at one so I learned how to use and build with Squarespace I learned a little bit of custom CSS I learned I actually did some Facebook ads back then and did lead generation but I was terrible at sales so I couldn't close the people so I have all these varied experiences and and through all

These different businesses and all of that to say I have experience with SEO in WordPress and all of these different things but I look at these job posts where they expect everything and I wouldn't want to do that job yeah even though I have experience in all those areas like it just it's Overkill to me it really is yep and by the

Nature would there would never be a case that you'd be able to do any of it properly right you can't be a chick of all traits you can't never be good at everything yeah you have a little bit of experience in all areas but you're not going to be an expert especially you're not going to deliver the quality of work that somebody

Would expect especially if those are their expectations they want you to be an expert at every single thing and it's just not it's not a reality it's not even like in your brain capacity I find often times when I'm switching to ask like I want to be focusing on one thing and then not touch it for a week because I've been doing

An entirely different thing when I come back to that first thing I was doing I just feel a bit foggy before you come back to it before you like Zone in get back in full focus it just like it's just not humanly possible to be able to switch tasks like that this be you know perfect advice again for those of you guys

Listening if you are looking for a VA just look for a specific skill that and then build would it be right saying is better to have a team of V with varied skills and that together that form abolutely absolutely but also with the core of GHL experts if someone is looking for a technical expert if you would like them to learn learn

Something else they love to learn especially if it's technical they eat GHL for breakfast so if you want anything if you want them to learn anything like right now our entire team is learning close bot close bot is one of the new chat Bots it's like zappy chat or Capri but our entire team is learning it and a qualified GHL expert they

Can learn that pretty quickly because they just eat it up it makes sense to them to me none of that stuff makes sense I don't do GHL I talk to people I hate touching GHL I I don't want to learn it but all of our experts they love it like they absolutely love it so whatever someone needs as long as you give

Them time and give them the proper direction you can work with them to learn a skill it's not hard but you just have to have the patience as long as you have the proper expectations you allow them to learn you allow them to ask questions allow them to fail so that they can improve I think it's time for your Vaas start learning

HQ voice absolutely okay I'm just gonna drop them right in no if you guys want man I can run a little class for him too get everyone on a zoom or something ask questions things like that yeah yeah yeah there's I don't know how many agency agencies you have using Chad HQ but I I know there's a ton of them out there

And I've used it before and it's we've had a couple clients that have had Chad HQ and had some tasks around it and I've guided the VA there because I know Chad HQ but yeah I think that would be fantastic to actually get get a little Hands-On training yeah we got a white lab I built a little white label knowledge base for

All of our white label agencies so anyone that has like the Builder in their high level where the customer can build their own widgets so we have a walk through right knowledge based but yeah we got I think we're definitely over 1100 agencies but like I said I think about 70% of them are free accounts so we're roughly around 50 paid accounts

Right now something like that 250 300 paid accounts and then the rest are free accounts or somebody like me who has multiple free accounts must yeah you go yeah I actually don't even use them 1,99 or9 because Joel has three they love training so so you think a for those that are running at high level running their agency want to launch their

SS looking for V what's the best way to to get started with v h Pro and then B potential V listening to this was the best way to apply you can check out our website vpro.nl a lot of people think that the GHL expert is the number one VA that can help grow an agency we actually discovered something that is not the

Case Okay so the GHL expert is essential in helping someone scale a bit but the most important VA that will help a company scale even further is something called an account manager so an account manager will change your business an account manager will help you prevent churn an account manager will help you speak with your clients and coordinate and communicate with your

Clients so that you don't have to an account manager change our business that is the secret weapon most people don't know about this so the problem I see with most business owners is they focus so much on just the build outs they focus on getting the clients but the communication after the fact is not there they expect people to just use their

SAS they expect people to just come in use everything never happens that never happens that's why they need those chat Bots but people don't know how to use that people don't know what to do after the onboarding so it's great we have all this but if there's no after care service then there will be churn and they will not have a business

In three to six months when everyone starts to cancel so the account manager there's different terms for them account manager is the general terms some of them are called client success managers I consider that kind of account manager as well need someone to communicate with their clients when there's someone there to communicate the with the clients then that is the magic that

Is what will keep clients engaged that will let clients know that you're there for them so the account manager will help you improve your customer service overall so that is the secret weapon and I think Joel agrees as well oh absolutely yeah that was our first hire when we mentioned about scaling our SAS and not wanting to bring on any more clients

Our first VA hire was an account manager to help communicate with everybody to just be that bridge between the client and the Fulfillment and we same thing with the ahub pro we have an account manager ourselves who communicates with our clients on a daily basis and we were in between we had one account manager who ended up leaving and I think what

Was about a week or half even a half a week Lawrence where we were without an account manager and we felt it oh my God we really felt the difference not having that place so yeah and we got our new account manager in place and she's absolutely incredible so if you end up working with us you will meet her and she's been

A game changer so that is definitely a vital role that people do not think of in their agency that is a secret weapon so what do you guys usually charge for an account manager then what what should people expect if they're looking for account fulltime account manager is500 a month USD how many accounts can they um I would say about 20 20

To 30 depending on the work like the needs yes again with a company that has about two to three, accounts sub accounts we do have a client account manager working with them but there are multiple account managers and they're handling different issues so they have tiered systems of support too so it just depends on how your agency is organized but if you

Have anywhere from 20 to 30 sub accounts you need an account manager like get an account manager it'll change your life before we had an account manager like I was talking to everybody and it's just it's draining CU y I like to sell I like to go closeth but then after that I still enjoy dealing and interacting with clients like I I

Love getting progress and updates but I physically cannot speak with them every day and keep them updated on how their projects are going because then I would have absolutely no time to do anything else yeah you really need somebody that's going to be holding those clients accountable and keep the finger on the pulse to make sure that they're tracking the right direction

And yeah that's a it makes a lot of sense 100% hey I was gonna say I'd love to know so you guys deal directly with high level I'd love to know how an account manager could work inside of Chad HQ so it is it's a SAS we're not a highle SAS we're our own product and everything and we're not just a highle

Plugin we're an entire software application so I'd love to know we do use high level to manage the entire company communic ation and things like that but well maybe we should have a conversation after this not directly after this but like maybe next week or something and talk about where there may be an opportunity for that like overlap from what they're used

To in GHL and bringing them over to just like standard s which may even open the door for you guys to be to expand outside the highle community because then you guys can train custom employees for SAS startups right because there's thousands and thousands of SAS startups out there that just need help, 1500 bucks a month is not a lot especially for

Somebody that can take a significant amount of workload off one's PL right like me Joel knows I'm talking to everybody that's all I do I do what you were talking about Lawrence where it's I'm building the website I'm building paid ads I'm building this I'm doing that I'm managing this I'm doing 50 million things and I'm talking to everyone every day and

It's too much I feel I've been there I'm still there to to an extent not going to be out of there for a period of time I told I'm working my butt off on this till we hit a certain point but even after that I'm still going to be working my butt off because I see there's a huge opportunity for all of

Us in the high level space right now and when there's opportunity we got a season and Joel and I were presented with this opportunity with vub Pro and if we don't put our all into this then why even do it so it's we got to put our all into it correct but account managers they are they're awesome like they are there to

Communicate with our clients on your behalf so that you don't have to and a lot of times with the communication clients want to find out more so the best compliment from a client is when they need more VAs and they come back to you and they're like oh what can this do can we do we have room for this and could I

Get an account manager or can I do this and our account manager is a direct direct reason why they're doing that because they've had such a good experience not just dealing with us but through the interactions with the account manager working with our client and the and our team so it's the magic basically yeah this is great I've got a followup question

This because what what I offer on my S to my customers when they sign up I do offer like just a general support ticket they can submit technical questions that they got issues but if they want something more proactive something like some like a a partner in their Corner that keeps them more accountable I charge extra I call it like a a

Premium and that involves one Consulting call a month they can pick from a pool of Consultants there's a dedicated sucess manager and things like that and that is like an additional 1 1500 on top of the SAS so I'm thinking they're already great providers on the market like growable H Pro Tools extendedly but they really just help you with the onboarding and

Then the the customer support but more on the technical side when they have issues but with what you guys do it's more Hands-On fulfillment and the customer success do you work with agencies that kind of work alongside those partners and have you as well or would that would you see that as abely we work with all of absolutely because I'm thinking that's

Probably the best combo you have one of those covered that's it the base support is covered and then one of those VAs one of those Sexes managers and also what I like about is that it creates a bit of a hierarchy delegation hierarchy where you as the owner of the you the entrepreneur the SAS preneur you don't have to deal or handle

The underlying the GHL experts because you have the saxes manager who deals with them and then you can allocate in different teams right I think Joel can talk a bit more about this I think what we do yeah we have experience with extend Ley with growable I've known beond in the for a while I actually even did coaching coaching calls for them

Teaching teaching high level for a little while and been pretty good friends with Ryan OK Conor as well from growable I think what we do is really complimentary to what they do I don't feel we don't feel like we're a competitor in the space with them it's really a complimentary service because one thing I think that they don't provide is that ability

To build things inside of high level right they're able to help support you've got technical questions your your domain's not connecting know this that the other thing but if you need something actually done something built automations created that's something that rvas do and they do that all day in and out I think that it's a fantastic combination to work with one of

Those companies as well as have a Vios yeah I feel like it's they used to do that I think extendedly dabbled in that where they were doing work with the customer it just became overwhelming at one point and it seems like with the VA service that you guys have you're basically building these teams for these businesses right from what I understand you

Guys don't place the VA in the business so they would still be like a it would still be a vendor contract through your company but they're essentially like employees like they're not working for four or five agencies at the same time correct yeah that's right the most so it's you're building teams around the agency yeah the the most any one VA works

With is two agencies if somebody brings on because we do have part-time Service as an option yeah but we don't want to spread them too thin we did actually have a VA working with three agencies at one time and that was too much and we were like nope okay now we know this better yeah but you give the agency the option essentially

Right yeah like you're like hey if you want a part-time person then you still have to put that part-time person to work and they're not just going to be parttime for one agency and then go home like we try to get them to uh fulltime something we experienced before too was with all these complimentary companies like extended growth Protools our clients never

Use that chat bot our clients they never clicked on that for help and then so we had to tell them we had to tell them hey click on that chat click on the support box for help like we have all the answers click on the knowledge base right and so we had to tell them and we had to tell them multiple times

And that's what our account managers started doing instead of me so instead of us handling that our account manager would guide them so she be like hey there's support chat here please ask them man that's Joel We got something dropping soon for ched HQ that's gonna really unlock a lot of functionality inside a high level we've had popups right so we've had

The center pop up and you got the videos in them you got the banners now so we're launching Behavior targeting and so what you can do is basically build these complex or just like Dynamic structures of Andor conditional logic to show or hide popups or tools within the widget itself based on who they are where they're at what time it is you

Could schedule things for Monday Wednesday Friday every week so like Monday every single week at 10: am.

Or the first time they sign in 30 seconds after they sign in you could have a banner that goes hey don't forget if you need support click the click here click the thing that's boom instantly it unlocks the ability to stop saying that yeah customers every single time thank you that's awesome you have to implement that for sure 100% we covered that

One of the last episodes we talked about as well like how important is to have the user insights to know when your clients are logging in even what features they interact with so that you can continue to remarket to them to re-educate them or educate them to use the system even more right because then that reduces turn right the most important thing

Are on the Mind reducing turn minimize turn reduce stress yeah I think you guys really on to something I like what you have we might even get to some point to discuss something because I what I do was what I build is for my own SAS is this profit road map I decided basically at the start of my journey like three years

Ago when I got my first um couple of clients they were all from gym space but then I realized at some point I want to Maybe cover other niches and I want to be able to fulfill quicker I still want to be able to provide that sort of a bespoke custom build approach to businesses but use snapshots to make it more scalable

And make it applicable to nh& so that's when like my headspace went in and then I decided to build this thing called The Profit road map which is a set of 10 different snapshots they're all modular and they fit in together puzzle pieces and so what that does is like instead of dropping one massive snapshots into a sub account and then having

To set it all up train the client it's just so much do it in like bits so like here you go Mr Klein you just get this first thing we'll load it up that's going to improve your business will get you will get you going a lot quicker because it's lesser of a setup and then a month later we'll add another module

On top of it so example might be like the first module is called the essential Marketing System which covers the most important thing in marketing which is email marketing sets it up and then plugs in the next module next month which is the appointment booking model next month is the reputation module next one is the referral module and what I'm thinking is

With each modules the way I do it is like I sell them right so they pay for subscription but for the setup of each module they pay extra so the total value might be like 20 25 Grand if you put it all up and if in the ideal scenario the ideal client you've got 10 modules you roll them out on the course

Of 12 months that's another 20 20 grand on top of SAS subscription but I have to continue to educate them and try and push them along to the next one when they're ready because I don't want to do it if they're not ready if they're not trained up yet but I'm trying I'm getting to the question is with your success managers do

They also fulfill partly a role of bit of a sales rep like to be able to upsell when they talk to the customers to suggest even so that is that is something that you can probably train them to do if it's not a fullon closing role but if it's an upsell role most of them can do the upsell where they can talk

To them and say hey I've noticed that you've gotten to this point what we would recommend is if you want to take your business from here to here you are you have qualified to unlock the next step in this path to be able to give you access to all this right and then the next step would be to book a call with

You so if you're open to hearing more about it how this could impact your business even more with the marketing I would like to schedule a call with you and Vic so you can speak with him and he can share with you how this works so something like that's basic enough that you can train any account manager for them to fall on

Close the deal they you might not trust them to do that yet the account managers usually they're not going to be closers but they will be able to upsell and nurture your current client yeah that's great what mostly worked for me is I've got really good sort of product page you so I just point my client to the page I would have

Already talked to them is like hey this is the next step you need just jump on this page sign up once you put the payment through we'll get go ahead and start setting it up so I'm thinking like how that would work is like that gets triggered now in terms of project management per each client do what do you guys use in

Like for the end agency's clickup or how do you how does the success manager keep tops of all the accounts and where everybody's at that's actually a really good question here we use a system by GHL plugins so they've actually created excellent I just Jason today yeah Jason's awesome we so we use GHL plugins they created a task management system that plugs

Right into GHL so what we do is there's two ways to use it you can if you're an actual user of GHL plugins you can set up your own internal task management it's a more basic system than something like clickup but we found we've tried to use clickup over the years and just found it to just be so overwhelming and so Overkill

And so what Jason and his team have built is it's really basic it's got some cool functionality but we use it to to get tasks from our clients so there's actually what they call like a request system as part of it and so what you can do is you can we create a new project inside of our task manager for every client

And so we get a custom link that we just install inside of their GHL it just goes into a custom menu link and from there they're able to add tasks to the board once they've done that they can't move them around but they can add tasks it goes in and it's like a Trello board right we've got different columns so they create

A task it goes into the new task area on our end that task actually shows up inside of our GHL and so then our ba will log in they'll check the tasks every day and they can see that they've got new tasks it's got the details what they need any Loom videos any links that they've provided and then on our end the

VA will manage it so they start working on it they'll move it over to the in progress column and so on the agency's side they'll actually be able to see the progress they can look at their their task management Board and they'll be able to see what stage every task was at I love it do you know if that can also trigger

A workflow like let's say if a task is moved forward to the next stage in a trailer board like I said does it then trigger something in the client sub account or in the agency sub account yeah there's definitely automations yeah there's automations that you can build into it where it will do different things depending on yeah task moved into this stage

It can tag a contact and create automations and so it works like hand inand with GHL can do some cool stuff excellent okay great we'll definitely need to follow up on that that's great all right we're running towards the end of the episode here we do have segments that we not often cover but we like to cover one of them is called

The beef and in this segment we just basically tap into what's frustrating us at the moment with high level whilst we love high level it has its Kinks do you guys have anything that is hurting your brain right now with high level I think that may be more question to you Joel since you might be one using it more than than you

Lence but oh man that's a really good question I mean they they did solve something that was probably a beef for many agency owners for a very long time which was allowing us to put custom values into folders so that was when they dropped that release I was it was just a huge sigh of relief because it was some I know a

Lot of us were asking for a very long time and and obviously that's not a current beef anymore like my beef uh right now is they've introduced this new thing where you can create sub folders for your workflows you already have folders for your workflow which is nice but now you can create subfolders nested folders beef already with it I do you

Know why because it doesn't work you're saying it doesn't work yeah so I'll let me explain so I have a like for all my snapshots I've got the developer sub accounts right where I buil stuff and then that's the that's what the snapshot's based off so I just wanted to test it out on the essential one I want to test it on

The on that one so what I did is I created a new folder and then I moved all the other folders into that folder so now it's all neat and then I saved like I have refreshed the snapshot so that's good and then I loaded that snapshot into fresh new sub account I went into workflows I saw the main folder I click

Into the folder and then there was nothing in it actually so that wasn't the fresh sub account that was an existing sub account of a client but yeah basically for some reason the subfolders were no longer there it's it broke so then the workaround was that I just couldn't use it just go back to the default way it was before and that

Worked but it's a new feature so I need to flag it to them I actually have the beef too connecting Instagram accounts con I connecting Instagram that is my biggest beef like it never works it never works like I it's my biggest beef terrible that's an Instagram thing though that I just so I actually know it's a lot better with Opus I

Just I a respond like it's this weird my beef basic beef yeah so it's be from what I know is basically you need to connect the DM function between Instagram and Facebook first and there's a thing that you need to do on the Facebook page settings separately which is linking up like connecting the Instagram together with the Facebook page and then there's

A thing you also need to do on the Instagram side through the app where you allow DMS to be shared across and that only then you go and integrate with high level and then it works it's yeah it's bloody complicated but I do actually have steps for how to Rectify that if you want toome awesome I actually have this clickup document if

You're interested and anybody else that might be listening which is called highle account setup guide so it's a guide that I created it's a robust clickup document that covers end to end how you set up a high LEL account from beginning to end has all the tutorials everything in there if you guys are interested just connect with me and I'll give you

Uh free access to it nice and Lauren you just let me know what your email is that you use with click up already and I'll do that same if you want to drop it in the chat looks like Jo is not coming back but I think we've covered like everything we wanted to cover in terms of asking you guys about the world

Of VI there's always more questions but that does it as far as time I have one more thing to share before we go um the biggest difference between I think what we do and how other VA companies work first of all we're not a pod so we don't have random VA is working with our clients they have a dedicated VA but the

Most important part of working with us is they get access to someone like Joel so Joel's in the mix with all our clients Joel has been working with GHL since the beginning he can build pretty much anything on GHL he's in the mix with everyone like you guys and all the other companies working directly with GoHighLevel as well so he's

Actually in the sub accounts with our GHL management team working directly with our client clients so they're in there working on your projects alongside so when someone works with one of our ghr experts they're not just working without one person they're working with our team and we have some crazy people on our team we have someone who built extend knowledge based um

Think they're they're on our team uh we have other people who are very knowledgeable who have worked with multiple Industries multiple niches we have someone who also built out Tom Ferry's funnel and he's working with us so there's just different there's so much talent that we have that are working with us there's nothing that we cannot build you're not just working with

One person you're working with our team and that is the biggest compliment and comment we get from our clients is how they have access to so much knowledge that they're they feel they can build anything with us that's awesome that's important to know that because you want to know that you are in safe hands and you're working with the right team and

The right professionals so thanks a lot to you guys thanks for having us yeah thanks for on there 100% is that a wrap up are we doing a wrap up Andrew do you have anything else to add before we wrap it up no I don't know General stuff like it's important at VAs and stuff I don't know they really I could just

Go on about that that's super important I was I told you before the call I was in that Outsource school or whatever early years ago and it's just really important to have a team so whether it's VAs or you're paying four or five times as much for somebody here in the states or somebody in house like an office somebody that comes to

Your office just build a team on people like Lawrence and Joel they're making it easy I think that's the biggest takeaways they make it easy why fight the current just go with the flow yeah 100% so hey Lawrence Joel thank you guys for coming along sharing your wisdom and sharing the insights into how you going about launching your your business V Pro

It's been very insightful thank you guys for listening as well to today's episode on High level experience if you've enjoyed today's episode then please share it with your fellow agency mates and other high levelers that you think would also benefit from listening for show notes links extra tips to help you grow your agency or your sass of high level please go to

Highlevel experience.com thank you and have a great rest your day oh and by the way if you have story that you'd like to share inspiring story of a client that you helped you can now submit it and we will feature on the next episode all the info is on our website Hal experience.com experience.com if you're interested to be our next guest you

Can also see if you qualify on the same website and lastly we are offering some advertising Sports on this podcast which will be especially suitable to vendors such as yourself Lawrence but anybody else that's helping the community and is interested to expand their reach and promote their offers we do have advertising sports available and you can find out more about that as

Well on our website Hal experience.com Co thank you Lawrence thank you Joel appreciate you guys