Episode 84

Steps To Take BEFORE Hiring Help & Technology That Can Make The Transition Smoother - Business Tips for small business owners

Are you a new business owner or solopreneur who is looking to expand by hiring a virtual assistant? Listen to these steps to take BEFORE you hire to help make the transition smoother for you AND your assistant. Plus, listen for bonus technology that I used to help streamline communication and accountability for my VA and for myself.

Tech Tip Tuesday is brought to you by Kajabi - The number one platform for coaches and course creators. Get 5 weeks of Kajabi for only $5 - https://app.kajabi.com/r/zt3f7AsH/t/bczfqhnr

Take up to 25% OFF of Sales Funnel and Business Building Services at : www.thepassiveincomeexaminer.com

Tech mentioned:

www.Asana.com

www.Loom.com

Tips:

- Prepare yourself by using a task management tool - I recommend Asana.

- Expect to do more work than you think you will - setting up procedures and adding extra tasks to your own plate to make it easier for your VA are going to happen! It's better to know ahead of time.

- Plan on a 90-day learning curve for you AND your team member - outsourcing help will create new challenges you were not expecting, but it all sorts out around 90 days.

- Use Loom to create training videos that can be used next time you onboard help.

 

Next Episode All Episodes Previous Episode

About the Podcast

Show artwork for Freedom Entrepreneur Podcast
Freedom Entrepreneur Podcast
Helping You Engineer Your Freedom & Your Business Success

Listen for free

About your host

Profile picture for Lindsay Sutherland

Lindsay Sutherland

Lindsay Sutherland is a business consultant, speaker, and entrepreneur dedicated to helping business owners build companies that run with freedom, purpose, and profit. With over 20 years of leadership and sales experience in the automotive industry, Lindsay understands the challenges of growing a business that feels more like a burden than a blessing. After leaving corporate life, she co-founded Biz in a Box Solutions, a CRM and automation company that empowers small service-based businesses to streamline their operations and reclaim their time.

Her signature consulting program, The Clockwork Method, guides overwhelmed business owners through the process of systemizing, scaling, and stepping back into the true role of visionary leader. Lindsay’s approach blends practical business systems with faith-led alignment, helping entrepreneurs not only make more money but also create a business that supports their life — not the other way around.

As the host of The Freedom Entrepreneur Podcast, Lindsay shares strategies, stories, and mindset shifts that challenge conventional thinking and inspire business owners to grow without burning out. She also co-owned Off Grid Unlimited Installations, an electrical and renewable energy company in Idaho, where she lives with her husband and four children on their family farm.

Passionate about redefining success beyond hustle culture, Lindsay helps leaders build businesses rooted in clarity, sustainability, and freedom. Whether she’s speaking on stage, consulting with executives, or mentoring faith-led entrepreneurs, her mission is the same: to help people transform their business into a vehicle for purpose, profit, and lasting impact.