over 6 years ago Syntax Podcast
Hasty Treat - Hiring an Assistant
- 02:35 Discuss hiring an assistant
- 02:40 Wes hired assistant 2 years ago
- 03:18 Assistant handles administrative tasks to free up Wes's time
- 03:38 Assistants can be local or virtual from lower cost of living countries
- 04:41 Scott has many assistant applicants but struggled to evaluate them
- 05:28 Hiring assistant should not create more work managing them
- 06:45 Scott automates repetitive tasks instead of hiring assistant initially
- 09:41 Wes's assistant summarizes long customer emails and expands his short replies
- 10:01 Emails go to assistant first then get forwarded to Wes if needed
- 13:45 Assistant helps with mailing, shipping, invoicing, expenses
- 14:51 Wes uses standard operating procedures document to cover common questions
- 18:00 Wes bought his assistant a Chromebook since tools are web-based
- 19:50 Courtney wants to help Scott like an assistant with tasks
- 21:05 Important to convey friendly culture and tone in assistant's emails
Wes uses standard operating procedures document to cover common questions
Wes Bos
are licenses personal, and can I reuse them? This is one thing I all the time. Can I reuse licenses when an employee leaves the company? Like, they took the course, and now they left. Do we get that spot back? Right? Questions like that.
Wes Bos
30 pages long.
Wes Bos
I feel like that's a pain. I I can't pay in Iran JS a big one.
Wes Bos
the same time over and over again, we say, let's make a SOP for that because Fantastic.
Wes Bos
Yeah. People can't use credit cards in Iran. How do I get around that? I do have a credit card. My friend lives in the UK. I live in Iran. I want the Iran discount just like, oh, all this stuff. So, like, we just put that stuff into play. Cool. It seems like a really good use case for Notion because you could have Yeah. Like, accordions. You could have, like, a little toggle accordions, and you could do table of contents in there too. I'm gonna make 1 I'm gonna make 1 in Notion. I think I will move this to Notion. I I I made it, like, oh, let me look at the dates in the Yarn ages. Probably about 2 or 3 years ago, I made it before Notion existed.
Wes Bos
beginner JavaScript and JavaScript 30? Even though that information is very clearly on the website, people email me all the time asking that. So we have just, like, a standard reply that we have for that. Or somebody has bought I'll just do a quick little reply on an email and say, hey. Can you invoice them for x, y, z in this currency and whether or not to include tax? And expenses is great because I'll get an email from a company that says Wes charged you $30 for this service, and I'll just assign it to the assistant. They'll take a screenshot or print as a PDF and attach it into my FreshBooks, which is great.
Wes Bos
Alright. So I'm I'm just looking up my SOPs, and it's a document So I've got 2 email addresses, and then I have my support email, which is [email protected].
Wes Bos
common questions that come up. Hey, what's the difference between, Yeah. Here. Let me let me pull up 1 right now. Just so we can get a good visual on this.
Wes Bos
a 10 pack of licenses, and they say, we love it. I wanna buy 20. What do you do in that case? Or somebody has questions about how parity purchasing power works, things like that.
Wes Bos
Where are my stickers?
Wes Bos
here's how to handle a situation like that. And anything that comes up more than 3 or 4 times, is one that I get every now and then. So, like, if I say, like previously, I've said, can you go find emails for
Courtney wants to help Scott like an assistant with tasks
Wes Bos
that. Not because not because she was doing it bad, but, like, before we even started, I said, this is important to me, and I had to figure out how I convey Personally, my assistant lives locally,
Wes Bos
that that Wes important. Yeah. It's and then stuff that can't be dealt with gets sent through to me. So, basically, we each have our own inboxes, and we can each give each other things, and it it works out pretty well that way. So do you do you use the assigned to 2 thing at all, or is it just based on okay. Okay.
Wes Bos
I had to, like, talk to my assistant about, like, how many exclamation marks to use and,
Scott Tolinski
So I think I'm getting into the flow a little bit more of it, but I really love hearing this your process here.
Wes Bos
One thing is just the vibe of the emails that you send is very important to me because I don't I don't like it. Sometimes you see people send emails that are very terse, and sometimes you see people that send emails that are very clearly fake enthusiasm.
Wes Bos
my vibe. I'm sure other companies have that type of thing. I'm not even sure what that's called, taking a big email. People write books to me and distilling ESLint 1 question that I can answer or the opposite, which is me writing a very terse reply and that's great because you can talk about how to reply to someone without the the person seeing. And then, also, you can always go back to older emails and see what you had talked about
Scott Tolinski
I'm impressed. Oh, thank you. When we're on or on, like, sponsor emails, I'm like, oh, I gotta take some notes here.
Wes Bos
Oh, yeah. Yeah. Like like, that's really important to me because, like like, right now, if somebody says, hey. Can we sponsor? And we say sold out. Like, you don't just say sorry. Sold out. Like, that's a very Sorry. Even though that's true. Okay. Yeah. That's a very, like, jerky thing to do. Yeah. So, surface to other people. So my assistant. And then I have the support email, which JS, hey, at West Bos. That all goes. That's where most of the Yeah. So it's it's entirely based on assigned. Gotcha. So, basically, I'll just blow through my email. I'll either deal with it myself or assign it to somebody, and then and then it's out of my hair, and it's gone. And and it will only show up if I'm tagged in it or if it's reassigned back to me. So something like of running a business gets in the way, I find that to be a little bit frustrating.
Wes Bos
things like Research
Wes Bos
And I don't like either of those. So I feel like I've nailed it in the middle with the way that I reply to people. At email. You are good at email.
Transcript
Scott Tolinski
replay.
Scott Tolinski
log rocket. A logging rocket. A logging rocket. Now what is So you just have the answers to, like, what the replies should be in here JS well as, like, do this, do this, do this to solve them? Or is that Yeah. Yeah. Yeah. It's half of it is just canned replies, and then the other half of it is just like,
Scott Tolinski
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Announcer
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Scott Tolinski
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Scott Tolinski
up. My name is Scott Tolinski. I'm a developer from Denver, Colorado, and with me as always is Wes Bos. Hey, everybody.
Scott Tolinski
which is something that is if if you are working as a solo dev, an entrepreneur,
Announcer
Bos and Scott El Toro Loco
Scott Tolinski
You saw, you know, basketball guy you saw Michael Jordan. He does a dunk. Right? You wanna see that again. You do a rewind. You do a replay. You watch that thing happen in real time. Where do you jump from? How do you jump? How do you do it? Well but you always wish that you could do that with your bugs? I do. Wow. Yes. I wanna I wish I could do that with my bugs. I scrub through and just see the user clicked here, and the entire thing turned into a Velociraptor. How they do that? I don't know. Well, now you'll be able to find out because you could see your Redux store, your network activity, your council's errors and logs, and you'll get to scrub through that. Works with anything you know and love. So check it out, log rocket dot com forward slash syntax. Big fans of this service over here, and you're gonna wanna check it out and just see how easy it is to see those bugs.
Scott Tolinski
hiring an assistant, talking a little bit how they get their workflow going, and just generally how we get that productivity
Announcer
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Wes Bos
Hey, Wes. How's it going? It's going good. Going good. I something that is is complex and we don't have a tool for, it has to be done in the database, then that'll get assigned to me. I'll do the thing. I'll do the process and then Sanity. Like, example of that is deleting someone's account. Right now, I have to write a tool Some days, like, when I launch a course, they put in tons of hours, and some days One thing I would like to do is is to get somebody totally separate to do that that lives in the States because I often have to ship stuff to the states, and it's incredibly expensive. So I'm thinking about maybe finding somebody that just, like, lives in the states and would wanna do that just for that.
Scott Tolinski
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Scott Tolinski
don't know what to say. Cool. Well, this episode JS about to blast off, and we're gonna be doing so with a rocket. A rocket. What kind of rocket? A
Scott Tolinski
you're working as anybody, it's actually shockingly more affordable than you can imagine, and it makes your life a lot easier. This is one area of my life that I am struggling with so so much. So we're gonna hear all about, West's experience situation comes up? Well, now you gotta
Wes Bos
Alright. So let's get into it. Let's talk about hiring an assistant.
Announcer
Monday. Monday. Monday.
Emails go to assistant first then get forwarded to Wes if needed
Wes Bos
and then I have to wipe everything from our databases, and then I'll send it back to the system. They'll say, hey. We got rid of you. We got rid of every little piece of data we have about you. Thanks for letting us know. Yep. Do you use the chat functionality? If you haven't used Missive, there's this whole chat, which allows you to chat with your team outside of an email. Do you use any of that, or do you do chat by other
Scott Tolinski
my inbox, right, which is just my standard inbox, and then I have my unassigned,
Wes Bos
like, to dos Peace.
Wes Bos
support and stuff comes through. That's like the publicly listed email. All of that goes through the assistant first, can I fix this at, like, at a website level or an application Vercel? Or can I just fix this so they would never email me in the 1st place? Because it's frustrating for someone to have to end up to email you.
Wes Bos
and I'm not gonna say what they are because people will figure out how to actually, no. This I don't care. Like, if you email me directly, big one for me. So for the email for me, it's it's either because all kinds of, like, little stuff that I don't necessarily want to do, you can just pass over to the assistant.
Scott Tolinski
which every single one, like, a customer service request or something right now goes into unassigned
Wes Bos
So any email that comes in is is processed, and anything that she can deal with gets dealt with before it even hits me. And then anything else that needs to go through to me goes goes through to me.
Wes Bos
you you will get a much slower reply. Yeah. You can. Care to say this. So I've got I've got my personal email, which is [email protected], Like, I think you have to, like, stop and think, So and it's it works great for that type of thing because everything we use is web based custom back end tool. So I have a whole admin dashboard that's used for managing it. There's, like, a role of that's just support. That's how support works. Right? At the end of the day, sometimes you do have to contact the person. So, if that's the case, then we we put out a SOP for that. Cool. Do you use Notion for that? What do you use for that? We use a Google Doc because it's in the morning and at night or or in the morning, in the afternoon, things like that. I think that that works beneficial to receipts, amendments, like, if you offset time zones with somebody that is helping you out, that can be a a benefit because I use a Chromebook, so, like, I had to buy a computer for my assistant. Oh, that's nice.
Wes Bos
means? No. I do it. I do it all inside of Missive. I really like it because you can assign,
Scott Tolinski
Node there are other email apps that do this kind of thing, but I'm interested in hearing a little bit more about your Missive workflow because the way I have mine set up is that I have JS to see how many of these things that I can,
Wes Bos
I just put a list of things to do. Hey. Can you log this receipt and send this mail and whatever? And then I just put them as little checkboxes, and they can check them off as they finish them. So, I use that. I use the but they they eat me up by just doing them over and over again. And I just also don't like to do that type of stuff. Do you wanna how I solve some of these problems myself?
Scott Tolinski
because Yeah. I'm the only person in here. Well, actually, I think Courtney and Eric are both in here as well. But for me, the way I was trying to get it set up is when you have something come in through your your email or whatever, does it automatically get assigned to your assistant? Is that what happens?
Wes Bos
to totally wipe somebody out of the out of my database. So right Node, people email us, say, hey, I request to be removed,
Scott Tolinski
I'm interested in hearing a little bit more about that process if you have the time to do that right now. Yeah. Because I know we both use the same app to do this, which is Missive.
Important to convey friendly culture and tone in assistant's emails
Wes Bos
when there's not all that much, it's just a couple hours in the morning, couple hours in the afternoon. Mhmm. That's also really nice because
Scott Tolinski
Head on over to syntax.fm
Wes Bos
both people. Like,
Wes Bos
Alright. That's it. Thanks for tuning in. Catch you on Wednesday.
Wes Bos
I should say.
Scott Tolinski
So I I think this is such a key
Wes Bos
I know there's a lot of people who wanna do the whole work from home thing, but definitely need a flexible schedule, and I think that this is a perfect use case for something like that. Totally.
Scott Tolinski
the
Scott Tolinski
for a full archive of all of our shows, and don't forget to subscribe in your podcast player or drop a review if you like this show.
Scott Tolinski
component to running an effect of anything that if if you're interested in this life, definitely might be a good way to,
Scott Tolinski
to do so much more. Right? You can create things. And because you can create things, it's really easy for people to even start companies, start businesses, and start things like this, become entrepreneurs.
Wes Bos
and it's somewhat flexible in that they can work as many or as little hours as I have content for, which makes it good for somebody who So one big, big way that I sort of automate stuff that can't be coded is called SOPs, standard operating procedures. So you have a big list of things that could possibly happen. Mhmm. Can you provide an example of an SOP that you've written in the show notes? Like, here's a sample SOP.
Wes Bos
if somebody emails me, it's likely that they're gonna get responded to fairly quickly
Scott Tolinski
worth it. It pays for itself.
Scott Tolinski
get started thinking about what it would look like to have somebody help you out with these things because, oftentimes, it is
Scott Tolinski
the culture, brand culture. Yeah.
Scott has many assistant applicants but struggled to evaluate them
Wes Bos
becomes a project for me. The reason why I want an assistant is so that you don't have to spend time on something. Right? And you don't have to I think that's it. Hopefully, that was helpful to the few of you that wanna hire assistant. Maybe it's interesting to everybody else. I think it's fascinating. I think there is a we JS developers, right, you have the ability the following coding boot camps or something like that? And then they can go out and and find all that information.
Scott Tolinski
applicants
Scott Tolinski
15 to 20
Scott Tolinski
Node what? I gotta give them a task. I gotta figure out who's reliable. Gotta do all that stuff, and I just, believe it or not, didn't have the time to do it. So, I'm a victim of not having an assistant already and really need to work on that aspect of not only my business, but my life in general. Yeah. I I feel that way too. Like, I don't ever wanna take on something that But I struggled
Scott Tolinski
in my inbox for virtual assistants.
Scott Tolinski
and fell short when it came time to do the thing that I would like an assistant to do, which is go through all of them, evaluate them, interview, email them, and whatever. Once I got those, like, you know, 10, 20 applicants, I was just sort of like,
Wes's assistant summarizes long customer emails and expands his short replies
Wes Bos
email goes through my assistant first.
Wes Bos
Also, check-in with them every single day, answer all these questions. Like, just like I was very clear up front. I'm like, I just
Wes bought his assistant a Chromebook since tools are web-based
Wes Bos
there's a role for someone that's an assistant that doesn't give them access to all the information, but gives them enough things like that.
Wes Bos
Big fan of Missive inside of the chat, like, just like lightweight to dos Mhmm. Where if if I give them something, little refunds And then you can also get a virtual assistant, which can live anywhere, but it's pretty popular to get someone from countries where the cost of living is lower, like the Philippines and and things like that. Philippines is really big country.
Wes Bos
to something like FreshBooks Other things I use to get the assistant to do is mailing and shipping of items.
Scott Tolinski
she wants to do, like, assistant like things for me because she sees me struggling in various aspects, and, obviously, it's like Yeah. It makes no sense for a a doctor to do that.
Wes Bos
now that you say that, I kinda do wanna move it over to to Notion. Yeah. It's fun. So, with a monitor email for 14 hours a day instead of just 8 hours a day. Or you you wake up and there's a bunch of questions already, something like that. So that's definitely a a help. Personally, my my assistant lives in the same time zone as me, though. You've been thinking about getting assistant as well. Right, Scott? I have about So my assistant works hourly,
Scott Tolinski
Courtney has been like, identify
Wes Bos
at some point. Cool. Alright. Last thing I wanna talk about is just tools that we use to to work with an assistant. So 1 password is big. If I Node to I know a lot of people sort of ask me questions I'll just write, like, a quick, like, sorry. Can't do this. And then she'll extrapolate, like, hey. Thanks so much for emailing.
Wes Bos
Yeah. October 12, 2017, I made this. This. So I probably will move it over to Notion
Wes Bos
and then Google Docs. But at sort of helping me out and the one that they bought was too advanced, and they need the beginner one. Instead, all things like that are so minimal, has a lifestyle that is a little bit more flexible. Or maybe you're an assistant for multiple people.
Wes Bos
modify their accounts accordingly.
Wes hired assistant 2 years ago
Wes Bos
side Google Docs has the ability to do, about that email as well. So a big fan of that. Totally cool.
Wes Bos
It was a big step for me because, like, I'm I'm not running a business. I know there's probably people listening that have, like, 7 people that work underneath them, and they have to delegate all that stuff. I'm very much I just want to work on what I want to work on, and I want to put my head down and just code the day out. And when the administrative So personal email comes into me first because things like, lawyers and whatnot, that's that's private stuff that needs to come through me first. And then piece by piece, those ones I can then whether that is someone that's in the same country as you or somewhere around the world, just because, that gets sent over. If if I need to change a password, it's not like I have to, like, tell somebody I changed the password because it just automatically signs themselves in. Missive is probably the hub for everything that I do. It's an email client that allows you to assign listen to our entire show on on Missive and how that works.
Wes Bos
So about 2 years ago, I hired an assistant,
Hiring assistant should not create more work managing them
Wes Bos
to do my work and have somebody Alright.
Wes Bos
I do a lot of support JS is delegated, so not technical support Peace.
Wes Bos
42 seconds to refund somebody $10 because they forgot to type in the coupon code
Wes Bos
take the reins on the stuff that I can't do. So what type of stuff is that? What what types of tasks do you delegate? or,
Scott Tolinski
Not having an assistant character, You know? It's like it's like that is not taking advantage of your your qualifications, but, occasionally, she'll she's diving more and more into, like, handling some of those things for me on her day off or something. So she'll be like, yeah. Oh, I booked your flight, so whatever. So I've added her to Missive, and we're starting to get sort of a flow going down with Missive, Notion, whatever. She can use it all in her iPad, And it's nice because practicing with her, it's almost like practicing for an actual assistant.
Wes Bos
to these are the types of things that are death by a 1000 cuts where it's Mhmm. It's not it takes me
Wes Bos
my system is not a coder, not a developer. Right? But more things like administrative support,
Wes Bos
switch over a course from Node to another because share single passwords Chromebook is, like, $2,200,
Assistants can be local or virtual from lower cost of living countries
Wes Bos
then, okay, then you're being able to and find the transaction and make sure they they work up. It's just a button that they click on to to to make a refund or or something like that.
Wes Bos
which is very handy for some of the stuff I'll talk about in a second that needs to actually happen in Vercel. But there definitely are benefits to having somebody that is virtual,
Scott automates repetitive tasks instead of hiring assistant initially
Wes Bos
often they're they're very emotional too. I got fired from my job. I can't afford this thing. What's going on right now? doing the work that I don't want to do. That frees me up to do this podcast and things like that. So first of all, there's sort of 2 different types of assistant. You can get, like, a in person assistant, someone that lives locally.
Wes Bos
Unfortunately, not able to do this because of x, y, and z, but we can do these the following things for you. So that cuts down my email quite a bit. I still do get access to information to be able to find people and
Wes Bos
in a state like that. So I can just have the the Wes, and, Scott that I want to be left alone. I didn't say that, but, like, I need to be able more email than I could ever could possibly want, but, that totally makes the processing of it much faster.
Scott Tolinski
you gotta have an assistant do it. You gotta do it. You gotta spend the time. But for me, if I have a standard situation, which is maybe somebody asking for log rocket? Well, you're gonna wanna head it to log rocket dot com forward slash syntax, to Syntax. On this Monday, hasty treat. We're gonna be talking about hiring an assistant,
Wes Bos
extrapolate that in a kinder way. And both of those are great because I don't need to spend my entire life reading this big book. And often
Wes Bos
room for error Yep. Out of the equation because it's it's automated. It's tested. It just works like that. So, I've built a whole bunch of tools that are just for my assistant to use. And then under the hood, it does a lot of the stuff like my assistant's not going to log in to PayPal chat in line much more, though. Like, if you have a a customer email Mhmm. You can chat in between the replies with the other people that have access to it, Questions Yarn
Scott Tolinski
death by a 1,000 cuts items, right, and identify how I can write a tiny bit of code to make those things way easier in my admin platform. And this is the benefit of owning your platform. So many people talk about, oh, I started doing this on Teachable or or any of these other platforms. And it's like, well, what happens if this
Wes Bos
Wes, can I offer a refund on this course even though it's a year old? Yes. No. Yeah. Yes. No. Yes. No. Right. Or even just like I I'll talk about SOPs in a second. I don't that question doesn't even come in to me at all. Or email replies, Invoicing and expenses is a huge one for me. So,
Scott Tolinski
a refund, I built, like, a one click thing here in my interface. I just type in the order number, click the refund button. It processes it all, deletes it all, then does everything for me, sends out the emails. Yeah. Whatever. It's like a one click solution, and that to me frees me up so that, sure enough, it is like a context switcher. I'm having to do that myself. I'm still having to go look up the order and delete it, but it's opened up the door for an assistant or somebody to be able to do that foolproof way of solving these problems. So if you can, like, write a code solution to a lot of this stuff, that could even open you up, JS, like, an assistant to your assistant.
Scott Tolinski
these
Wes Bos
and having her about it, so I thought I'd detail as to how do you find someone, and, what do they do and how do you delegate tasks and whatnot?
Wes Bos
What else? Email replies, like, a table of contents. Oh, fun. And there's just we've got general knowledge, stickers, customer support, inquiries for Wes,
Wes Bos
And I love seeing those, but I can't I can't read, like, 6 or 7 a day. It's just too much for me to put myself
Wes Bos
Totally. I I think, like, what I did for years and and what anyone should do before they go ahead and hire someone is figure out how do you automate that. Because, like, not only does that JS that not free, but it also takes any of the And it's Mhmm. But in some cases, it's just,
Discuss hiring an assistant
Wes Bos
This is something that I've done for probably about 2 years now.
Assistant handles administrative tasks to free up Wes's time
Wes Bos
they have done an awesome job
Assistant helps with mailing, shipping, invoicing, expenses
Wes Bos
Blog post edits, sponsorships,