Virtual Assistant – Northern Primrose https://www.northernprimrose.com Mon, 30 Mar 2026 14:44:20 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.northernprimrose.com/wp-content/uploads/2024/03/cropped-favicon-32x32.png Virtual Assistant – Northern Primrose https://www.northernprimrose.com 32 32 From Recruitment to Hired: My Experience https://www.northernprimrose.com/blog/from-recruitment-to-hired-my-experience/ Wed, 01 Apr 2026 11:00:01 +0000 https://www.northernprimrose.com/?p=6236

The process of looking for a job is something most of us know all too well. It often involves endless hours scrolling through LinkedIn and job boards, filling out application after application, often with no response or the familiar “we’ve decided to move forward with other candidates” email. It’s a cycle of emotional highs and lows: the anticipation, the waiting, the hope after an interview, and sometimes the disappointment that follows. Recruitment these days is a bit of a challenge.

That’s why my experience with Northern Primrose stood out from the very beginning.

Finding the Right Fit

Interestingly, I found Northern Primrose through ChatGPT. I had a clear vision of what I was looking for: a Canadian company hiring virtual executive assistants, offering full-time employment. When Northern Primrose came up, I took the time to explore their website and I was immediately drawn in. Phrases like “our team is entirely virtual” and “no single person carries the entire load” resonated with me right away.

It felt aligned with what I was looking for, so I applied.

The Application Process

The application process was refreshingly straightforward. After applying, I heard back within just a few days with clear next steps and additional information about the role and company culture. What stood out most was the transparency. The insights they shared gave me a realistic preview of what it’s like to work at Northern Primrose.

That honesty made a difference. It helped me genuinely reflect on whether I was the right fit, not just whether I wanted the job.

The Recruitment Process

One word describes the recruitment process: efficient. From start to finish, it took about a week. The team was incredibly prompt and decisive, which made the experience smooth and stress-free. At no point was I left wondering where I stood or what the next step would be. In fact, I received the job offer during my final interview.

That level of clarity and speed is rare and very much appreciated. It showed that the team knew exactly what they were looking for and respected candidates’ time.

Onboarding Experience

The onboarding process has been equally impressive. It is structured, thoughtful, and well-organized. Even before my first day, everything was prepared. My work computer and materials were sent ahead of time, and the setup process was seamless. There was no guesswork, just log in and get started.

During my first week, all my training was clearly mapped out in ClickUp, broken down into manageable tasks. This made it easy to ease into the role without feeling overwhelmed. One of my favorite parts of onboarding has been the meet-and-greet sessions with the team. Having one-on-one conversations with everyone not only helped me feel welcomed but also gave me insight into their individual experiences at Northern Primrose. The openness and friendliness across the team made a strong impression.

I was also assigned a supervisor who has been incredibly supportive, guiding me through my first few weeks and ensuring I have everything I need to succeed. It’s clear that the company puts real effort into setting employees up for success from day one.

Opportunities for Improvement

Like any process, there’s always room to grow. One area for improvement is keeping onboarding materials and SOPs fully up to date. Since so much of the work relies on documented processes, ensuring they reflect current practices is essential for maintaining efficiency and clarity.

That said, this is something the team is already actively working on improving. That alone speaks volumes about their commitment to continuous improvement and feedback.

Final Thoughts

Three weeks in, I can confidently say that my experience has been very positive. What I appreciate most is the consistency between what was presented during the hiring process and what I’ve experienced so far. There was no overselling. just honesty. The company truly operates as a team, values systems, supports its employees, and encourages open communication and growth.

So far, it’s been exactly what I signed up for, and I’m excited to see how things continue to evolve. Interested in joining our team? Click here.

By Laetitia Bopda

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If It Feels Hard, You’re Missing a System https://www.northernprimrose.com/blog/if-it-feels-hard-youre-missing-a-system/ Sat, 01 Nov 2025 10:00:14 +0000 https://www.northernprimrose.com/?p=6103

Running a business shouldn’t feel like dragging a tractor through mud. If every week feels like a scramble, you’re not bad at what you do… you just don’t have enough structure holding things up. Most owners think ease comes from working fewer hours or hiring more people, but that’s not it. Real ease shows up when everyone knows what’s going on, where to find what they need, and what “done” actually looks like.

Ease isn’t luck. It’s built piece by piece. The way you organize the back end of your company matters more than most people want to admit. Here are five things that make running a business feel lighter and smoother.

Write the Playbooks

Playbooks are what keep your business standing when people come and go. They’re not fancy manuals. They’re the practical “how we do it here” written down somewhere everyone can find it.

When those steps and details live only in people’s heads, you end up repeating yourself and reinventing the wheel every time something changes. Write it out. Store it somewhere simple… ClickUp, SharePoint, whatever you actually use.

At Northern Primrose, we use nine core playbooks that cover leadership, finance, marketing, operations, culture, client experience, and the rest of the essentials. The goal isn’t to make your business robotic. It’s to make it reliable.

If a new person can read your playbooks and handle most of their job within two weeks, you’ve built something solid.

Use a Real Task Management System

You can’t manage chaos if you can’t see it. Sticky notes, inboxes, and mental lists don’t count. You need one central place for everything your team is working on.

ClickUp, Asana, Monday… doesn’t matter which one, as long as you stick to it. It should be the single source of truth. Everyone can see what’s happening, who owns it, and when it’s due. That visibility takes pressure off you and keeps people accountable.

Create templates for recurring work. Set clear rules for what goes where. When people actually use the system, things move faster. When they don’t, things fall apart.

If you’re constantly chasing updates, your task management isn’t set up right… or it’s not being used properly. Start there.

Get Serious About Communication

Ease isn’t about talking more. It’s about talking clearly.

Decide what tools you’ll use and why. Slack or Teams for quick conversations. Comments in ClickUp for anything tied to a task. Email for clients and official updates. Once everyone knows what goes where, the noise drops fast.

Also, stop expecting instant replies. Use async updates. Schedule short, predictable check-ins. Teach people to communicate with intent. Every unclear message costs you time. Every assumption costs you energy.

When communication is clean, the business feels calm.

Sort Out the Money Side

You can’t feel at ease if you’re blind to your numbers. Financial clarity isn’t about spreadsheets… it’s about rhythm.

Pick good tools. QuickBooks or Xero for bookkeeping, Plooto for payments, Hubdoc or Dext for receipts. Connect them so they actually talk to each other.

Then make it routine. Review invoices, expenses, and cash flow once a month. Add a recurring ClickUp reminder so you don’t “forget.” When you know your numbers, decisions get easier. You stop guessing and start leading.

Ease and financial clarity are the same thing.

Stop Doing Everything Yourself

The bigger your business gets, the more expensive your time becomes.

You can’t keep doing it all. Pay for good help. Bookkeeping, admin, operations, strategy… whatever drains you most. Cheap help usually costs more later because mistakes pile up.

Hiring real expertise gives you space to think again. You can focus on what matters instead of cleaning up chaos at midnight. Ease doesn’t come from micromanaging. It comes from trusting the right people and systems to handle things properly.

Final Thoughts

If running your business always feels heavy, you’re missing a system somewhere. Organization isn’t about control, it’s about breathing room. It’s what lets you stop fighting fires and start building something sustainable.

Playbooks create consistency. Task management gives visibility. Communication builds calm. Financial systems keep you steady. Paying for experts gives you your time back.

Ease isn’t something that just shows up one day. You build it… and when you do, everything runs smoother.

 

At Northern Primrose, this is the work we do. We help established entrepreneurs build the structure behind their success… playbooks, systems, and operational support that make growth actually feel good.

Want help getting organized?

Let’s talk. Click here to connect and see what offers we have that are right for your business.

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Letting Someone Go: The Hardest Part of the Job https://www.northernprimrose.com/blog/letting-someone-go-the-hardest-part-of-the-job/ Sun, 01 Jun 2025 11:00:34 +0000 https://www.northernprimrose.com/?p=6017

Letting someone go is the hardest part of running a team—but sometimes, a bum just belongs on a different bus. In this post, we talk about how we handle offboarding at Northern Primrose with dignity, clarity, and a 24-step process that’s always evolving. We also unpack the role of feedback, why cultural fit matters, and why “I take feedback well” isn’t always true in practice.

At Northern Primrose, we’re in the business of building efficient, values-driven teams. We help businesses streamline, scale, and succeed—not just by putting bums in seats, but by making damn sure they’re in the right seat on the right bus.

But sometimes, despite our best efforts, we have to make one of the hardest decisions any company faces: letting someone go.

It’s never easy. In fact, it’s the toughest thing we do. Not because it’s awkward or uncomfortable (though it can be), but because we genuinely care. We don’t just see employees as names on a payroll or tasks in a project management system. We see them as people—with lives, dreams, and families. And when someone isn’t a fit, it’s not a failure. It’s a signal. A sign that this isn’t the right place for them, and continuing to force the fit does more harm than good—for everyone.

Let’s be real: culture matters.

At NP, we operate with a high level of autonomy, accountability, and trust. We expect people to take initiative, communicate clearly, and solve problems before they become fires. That’s not everyone’s jam, and that’s okay.

One of the biggest things we emphasize here is feedback. We give it often—clearly, constructively, and with the intent to help our team grow. And we don’t just drop it and walk away. We offer support, coaching, and guidance to help team members act on that feedback. But here’s the kicker: not everyone actually wants to hear it. Sure, everyone says they’re “great with feedback” on their job applications, but when it shows up in real time—when it’s uncomfortable, unexpected, or challenges their habits—that’s when we find out who really means it.

The ability to take feedback, reflect, and make changes is crucial in our environment. If that muscle isn’t there—or worse, if it’s met with defensiveness, excuses, or silence—it becomes a problem fast. And it tells us something important: this might not be the right environment for that person.

What isn’t okay is keeping someone in a role they’re not thriving in, hoping things will magically improve. That’s not fair to them, and it’s not fair to the team. The truth is, sometimes someone’s bum doesn’t just belong in a different seat—it belongs on an entirely different bus.

When that moment comes, we don’t slam the door and cut the cord. We offboard with dignity, clarity, and a process that’s been carefully developed—and is constantly evolving.

We have a 24-step checklist for employee offboarding.

Yes, twenty-four. Why? Because details matter. We want to make sure nothing slips through the cracks—from practical steps like revoking system access and retrieving company equipment, to making sure the departing team member is fully paid (including any vacation accruals) and knows exactly what to expect.

The offboarding process also includes steps that aren’t about logistics—they’re about respect. We send a formal notice with clear language. We offer space for questions. We communicate with the rest of the team appropriately, without blame or drama. We wrap things up in a way that protects the company and honours the person. That’s leadership.

And we’re not done yet. That checklist? It’s a living document. Every time we go through the offboarding process, we review it afterward. What worked? What was clunky? What could have been smoother? We’re constantly adding to it, refining it, and making it better—because each offboarding experience teaches us something new.

Letting someone go will never feel “easy”—and we’re okay with that. We should feel the weight of that responsibility. We’re not in the business of burning bridges. We’re in the business of building healthy, high-performing teams. And sometimes, that means making space for the right person by letting go of the wrong one—with respect, with care, and with zero regrets.

So if you ever find yourself on the other end of that decision with us, know this: you weren’t discarded. You were simply on the wrong bus—and we genuinely hope you find the one where your seat feels like it was built just for you.

Looking to join the Northern Primrose Team?

Fill out our career form HERE!

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A Day in the Life as a Virtual Executive Assistant https://www.northernprimrose.com/blog/a-day-in-the-life-as-a-virtual-executive-assistant/ Thu, 01 May 2025 11:00:21 +0000 https://www.northernprimrose.com/?p=5981

Days at Northern Primrose vary from VEA to VEA, however, our structure, vision and values are the same. We provide top-level administrative and operations support so our clients can focus on growing and scaling their businesses. We provide affordable solutions to clients who aren’t ready for full-time administrative support, but recognize that they need to delegate their administrative work in order to scale and grow.

As an Operations Strategist, it is my responsibility to ensure that clients’ operations are running smoothly, that junior executives are up-to-date on task details, and that we are efficient in delegation while offering solutions in a pinch.

My clients include Artists, Management Firms, Advertising Agencies, and family owned and operated businesses! Each of these clients are dear to me and we have built great relationships during my time at Northern Primrose.

Here is a snapshot of my typical day:

I operate out of Mountain Standard Time and my typical work day starts around 8:00am. But before that, I am a mom so I get up around…

6:45am: I get breakfast ready for my two children, I get them and myself ready for the day, I drop my kids off at daycare and then head back home to my home office where I wrap myself in my heated blanket and sign into work for the day;

8:00am-8:05am: Time to log in! A quick review of my email to check if clients have updated me on anything. I then send those tasks to ClickUp, our task management software, to tackle once I get into my clients’ accounts. I check in to Slack to see if there are any updates from the Northern Primrose team or if there are any questions about my client accounts from our junior executives.

8:05am-8:10am: Client #1, I do a quick check-in to their inbox – mostly spam emails.

8:10am-9:00am: Client #2, there’s nothing to action today from my Admin email. I check into the client’s email and file invoices. I run a purchase order report, update it, and send it to the client for their next scheduled meeting.

9:00am-9:10am: Client#3, I check in to their inbox and assign tasks to their team. A Slack message comes in from a junior executive who supports me on another account, so I review their message and hop into the client’s account to fix an error that occurred when running a report.

9:30am-10:15am: Client #2 and I meet for a 30 minute catch-up to discuss an upcoming project. After our meeting, I upload our Fathom recording to ClickUp, update and create new tasks that came from our meeting, and delegate them to junior assistants.

10:15am-11:00am: Client #4, I do a review of our client’s emails to ensure they are most up to date on their client correspondence. I update tasks and send a message to the client to let them know those updates and the next course of action.

11:00am-12:00pm: Client #5, I have a 30 minute meeting with my client then head into the account to complete my daily check-in tasks. I file invoices and upload them into their bookkeeping software for the accountant. I run out of time to create meeting note tasks and upload my Fathom recording to ClickUp, so I create a task for myself to do that tomorrow during the next check-in.

12:00pm-12:30pm: Lunch time!

A few Slack messages trickle in from the Northern Primrose team, so I review them and respond once I am back at my desk.

12:30pm-1:30pm: Client #6, I review my Admin email for updates, then schedule three meetings for my client and remove holds from their calendar. I send a new proposed meeting time-whoops! I sent the wrong time and date. It’s off to the NP Feedback doc for me; At Northern Primrose we share our ‘whoopsies’ in a document for the team to see. This document is reviewed and if there are consistencies between the team, we review some training in a team meeting!

1:30pm-2:00pm: Client #7, I review our Admin email for updates and check the client’s internal communication chat for any updates. It looks like we need to schedule a meeting. I create a task for the junior executive to tackle during their morning check-in tomorrow, and move into the clients inbox for an email review. I label their emails based on correspondence and file some receipts for their accountant.

2:00pm-2:05pm: Time to take a quick break and grab a snack!

2:05pm-2:30pm: Client #8, I check in to the client’s task management software and review emails. I assign emails to their team to action, file some health expense claims on their behalf and create a task for myself to check the status of the claims in a few dates so we can file the statement. I delegate tasks to junior executives to reach out to support for the client’s account as we lost access to one of their portals.

2:30pm-2:40pm: Client#2, I’m covering today for a coworker who would check in to the account at this time. I do a quick check-in to our Admin email and the client’s email; there are no action items so I complete the task and reassign them to my coworker to tackle tomorrow when they’re back online!

2:40pm-3:30pm: Client #9, I review our Admin email, confirm a meeting for the client, send out a calendar invite and update the client via Slack. I review tasks that are assigned to the client in their task management software. I start compiling a list of action items to the client on Slack, create follow up tasks in ClickUp, and delegate tasks to the junior virtual executive assistants.

3:30pm-4:30pm: Client NEW!, I attend a kickoff call for a new client who has just signed with Northern Primrose. This call was scheduled later than usual but the day and time is what worked for them. The timing is okay because I have to clock out early tomorrow to go to an appointment, so the eight hours I clock each day will even out! I quickly add their tasks and meeting notes to ClickUp to start actioning tomorrow and then confirm scheduled training sent from junior virtual executive assistant.

4:30pm-4:45pm: Client#3, I check in to their inbox and assign tasks to their team one more time before I clock out for the day.

4:45pm-4:50pm: Client #1, I do another quick check-in before I clock out for the day. It’s mostly spam emails but there is one voicemail! I review it and create a task for myself to call them back tomorrow because their timezone is 3 hours ahead of me and I want to call them during their business hours.

4:50pm-4:55pm: I do one last check of my inbox before I clock out for the day. I accept a few calendar invites and send tasks to ClickUp from client correspondence to work on tomorrow during their check-ins. I log out of Slack and clock out of QuickBooks Time, which is where we track our time.

That is what a typical day looks like for me! Some days may be scheduled with even more meetings, which means that client check-ins might be quicker and tasks will get pushed to the next day.

At Northern Primrose we block our calendars for our meetings and client check-in times so the Northern Primrose team can see where we are at at all times. This helps us determine when we can send team members messages on Slack, or when we can expect replies, especially if they are in meetings themselves! As a team, we meet once a week—every other week with our CEO, and on the alternate weeks without. We discuss our internal operations and issues collectively to get insight from the team.

Not to mention we get together once a month for a virtual happy hour where we play fun games and laugh at each other’s funny anecdotes.

Looking to join the Northern Primrose Team?

Fill out our career form HERE!

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Work from Home Life – From One of Our Own, Claire Myra https://www.northernprimrose.com/blog/work-from-home-life-from-one-of-our-own/ Tue, 01 Apr 2025 11:00:06 +0000 https://www.northernprimrose.com/?p=5940

Working from home sounds like a dream, especially when you’re used to starting your workday extra early to get yourself ready, commuting to your workplace, and spending money on food.

I want to talk about the ups and downs of working from home. Sometimes working from home isn’t as glorified as it seems. It can become lonely, boring and distracting some days.

Take it from me – I’ve always wanted a work-from-home job because to me it meant lounging in my sweats, not worrying about putting makeup on, and saving money on gas and food. I work from home now and although those things still apply in my daily work life, I do miss talking to people in person, putting myself together for the day and working collaboratively with multiple people in one location.

But the most important thing for me? My mental health and having a routine.

On those no-meeting days it can be so easy to stay in your PJs, sit on the couch with your laptop and get up 10 minutes before you clock in for your day. Without structure and routine, I felt exhausted and non-productive in my personal life.

Here are some adjustments I made to improve my work-from-home environment that I want to share with you:

  1. Set up a nice working space that makes you feel good and productive.
  2. Eliminate contact with pets. As much as that pains me to say as a Cat Mom, those little buggers are so distracting!
  3. Organize your personal calendar before your work day starts. Make sure to include time to get dressed, put some makeup on if you’d like, shower, etc. You will feel so productive before you clock-in for your day.
  4. Schedule breaks in your calendar. Even if it’s for 5 minutes. Stand up, go for a walk, pet your animals, have a snack.
  5. Turning off notifications at the end of your work day. As tempting as it is to see messages come in on your off time, and while your computer is right down the hall… you need to set those boundaries for yourself. Everyone needs a break, and most of the time things can wait until the next morning. As our kick ass CEO, Aspen Peggs, always says “We are not in the business of saving lives.”

Since I have implemented all of these key items to my daily work life, I feel a significant change in my mood, my energy and my productivity.

Now that I have set myself up for success, here are some things that I LOVE about working from home:

  1. Saving money on gas.
  2. Saving money on food. No Starbucks or buying myself lunch daily.
  3. Being in a space that I have created for myself.
  4. Saving money on clothes. I don’t need to buy a ton of different office pants. Hey, it’s not like you can see them in our meetings, right?
  5. Being home. On my breaks, I love being productive around my house. This includes chores, cat snuggles and getting dinner prepped for when my husband comes home.

In conclusion, it’s important to consider all the factors in your daily life that can impact your work environment. While working from home may sound glorious, it’s crucial to recognize what you’re sacrificing and how different it is from the routine of going into an office every day.

Go beyond the bare minimum.

Always set yourself up for success.

Reach out to our team to learn more.

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Say It to My Face (Nicely) https://www.northernprimrose.com/blog/say-it-to-my-face-nicely/ Fri, 28 Feb 2025 11:00:01 +0000 https://www.northernprimrose.com/?p=5907

Northern Primrose started as just me—a solopreneur, accountable only to my clients. Fast forward five years, and while we still prioritize client feedback, we’ve expanded our approach. Now, we actively encourage our team to both give and receive feedback.

Feedback is essential for growth—whether between colleagues or between leadership and the team. Continuous improvement stems from continuous feedback. When these conversations flow easily, collaboration thrives, and that’s where the magic happens.

Building a Culture of Feedback vs. a Culture of Silence

Creating a feedback-driven culture—especially in a remote workplace—is a challenge. Too often people choose silence, hoping issues will resolve themselves, rather than facing the discomfort of addressing them directly.

But is there anything worse than walking into a meeting with your supervisor only to be blindsided by a laundry list of issues—some from a month ago? No. And the simple solution? Address the issue when it happens.

Feedback: Because ‘Mind Reading’ Wasn’t in the Job Description

We live and breathe by our company values: Integrity, Responsibility, Impact, and Embrace the Adventure. We hire by them. We fire by them. We talk about them often. And we use them as a framework for feedback.

When a team member isn’t acting in alignment with our values, we call it out—simply, plainly, and directly, but never with malice. Most of the time the person on the receiving end responds with, “Thank you for the feedback. I appreciate it.” And that’s it.

Rarely does an issue need to be addressed a second time. When it does, it usually signals a deeper problem—one that suggests the team member may not be the right fit for us. And that’s okay.

To encourage self-reflection we’ve implemented a simple system. Each month we create a new “feedback doc” in ClickUp. Every team member is responsible for logging their own mistakes—big or small. We then analyze these entries, identifying patterns that signal opportunities for additional training. Because even the basics deserve a refresher from time to time.

Feedback: Bridging the Gap Between ‘Hey Boss, Got a Sec?’ and ‘We Need to Talk’

Every meeting—whether a one-on-one or a performance review—includes the prompt: “Do you have any feedback for me?” This ensures that feedback flows in all directions, creating a safe space for open conversations.

Leaders ask for feedback. Team members ask for feedback. Everyone asks for feedback. And when we receive it, our job isn’t to make excuses. We accept it, act on it, and move forward.

Some of our best ideas have come from new hires—fresh perspectives that drive innovation. That’s why we welcome feedback, no matter who it comes from.

Creating a Safe Space for Feedback (Without Needing a Panic Button)

Feedback isn’t just about highlighting areas for improvement; it’s about building a stronger team where growth is encouraged, and every voice is heard. Trust and respect are the key ingredients that make feedback feel like a tool for progress, not a personal attack.

For feedback to be effective, team members must feel safe speaking up without fear of retribution. And when they do, they should be celebrated for it.

That’s why we have a “celebration channel” in Slack, where we highlight wins—including when someone suggests a better way of doing something. (Because we don’t believe in “If it ain’t broke, don’t fix it.”) This reinforces that every opinion is valued and helps leadership address issues before they become major problems.

Feedback is about improvement, not blame. So how do we make it work?

  1. Feedback must be specific, actionable, and fair
  2. It should never be personal, vague, or emotional
  3. When receiving feedback, we listen, take accountability, and follow up to ensure change happens

It’s a simple yet powerful approach that leads to success.

Feedback is Great—But What Are We Supposed to Do With It?

Here’s an example: When a new team member joins us, they go through a week of self-led onboarding—completing courses, setting up workflows, and preparing to jump into client work.

Throughout the process they’re asked to keep notes on anything unclear or clunky. Their feedback then helps us refine the onboarding experience for the next hire.

Because here’s the truth: If you’re not acting on feedback, there’s no point in asking for it.

So stop wasting everyone’s time. Listen. Improve. And grow.

Reach out to our team to learn more.

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Strategy Meets Execution https://www.northernprimrose.com/blog/strategy-meets-execution/ Sat, 01 Feb 2025 11:00:12 +0000 https://www.northernprimrose.com/?p=5723 Growth is exciting, but without the right mix of strategy and execution, your company is like piling up fancy dishes for a dinner party and forgetting to wash them—impressive at first, but eventually, it’s just a mess.

Dirty Dishes

Too often, I see visionaries within companies (usually the CEO) come up with incredibly big plans, only for those plans to die a slow death on the side of their desk, waiting for “when things slow down.” Years pass, and those great ideas stay just that—ideas.

Don’t get me wrong—those ideas ARE great. But if they never make it out of the planning stage, what’s the point?

What’s missing? The person to take those initiatives, OWN them, and move them forward, along with someone to actually DO the work.

Enter the Chief of Staff (CoS) and the Virtual Executive Assistant (VEA). Both are crucial to your organization’s success, but they serve different and complementary roles.

 

The Role of a Chief of Staff (Strategy)

A Chief of Staff is responsible for connecting the dots across your organization. They:

  • Have the authority to make decisions on high-level priorities and align the entire staff.
  • Identify gaps and opportunities while ensuring the execution of strategic initiatives.
  • Manage big-picture items like playbooks, manuals, onboarding, offboarding, culture, and operations.
  • Work across departments to ensure everything is aligned and on track.

Additionally, a CoS builds and maintains relationships with external stakeholders, agencies, and counterparts, ensuring strategic consistency and operational success. While their work is at a higher level than a VEA, the CoS works closely with their counterpart to ensure everything gets done.

 

The Role of a Virtual Executive Assistant (Execution)

A Virtual Executive Assistant focuses on day-to-day operations, often supporting the CEO or senior leadership by:

  • Managing calendars, email triage, and coordinating projects.
  • Keeping the CEO out of the weeds so they can focus on what only they can do.
  • Acting as a barrier between the CEO and unnecessary interruptions, whether they’re time-sucking tasks or people.

The VEA works closely with the CoS to execute strategic priorities, taking the vision and turning it into action by actually doing the work.

 

Why Your Organization Needs Both 

“I don’t need anyone to book my travel. I can do that.”

I recently heard this from a prospect. My response?
“Of course, you can do it. But are you the only person who can do it? What about the things that only you can do? Focus on those and let someone else handle the rest.”

Here’s the thing: If you’re a CEO, your time is likely worth $350–$1,000 an hour. Is it worth paying yourself that rate to arrange your calendar or respond to queries? Probably not. A skilled VEA can handle those tasks at a much lower cost, freeing you to focus on what matters most.

Now, let’s talk about that pile of strategic initiatives sitting on your desk or in a forgotten Google Doc. You need someone to take those priorities, make them an organization-wide focus, and drive them forward. Enter the CoS.

A CoS will assess what’s missing, what needs to be cut, and what should be delegated to your VEA. 

 

8 Examples of What a CoS and VEA Can Handle for You

  1. Employee Onboarding
  2. Employee Offboarding
  3. Client Onboarding
  4. Client Offboarding
  5. Equipment Sunsetting
  6. Culture Planning Framework
  7. Decision-Making Framework
  8. Sales Playbook
  9. Marketing Playbook
  10. Workflows

 

Stop Washing Your Own Dishes

If your organization is missing key processes or you’re overwhelmed by tasks that shouldn’t be on your plate, it’s time to rethink your approach. At Northern Primrose, we offer both strategy and execution through Chief of Staff and Virtual Executive Assistant services.

 

Let’s get your business running smoothly—because no one wants to be the CEO stuck scrubbing the dishes. Reach out today, and we’ll handle the mess for you!

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Heart Failure & How My Business Thrived Without Me https://www.northernprimrose.com/blog/heart-failure-how-my-business-thrived-without-me/ Wed, 01 Jan 2025 11:00:23 +0000 https://www.northernprimrose.com/?p=5634

To be honest, I never imagined being here. Heart failure at 45 was not something I saw coming. I gave up alcohol nearly seven years ago, don’t smoke, exercise regularly, and eat a balanced diet of good food. So having to talk about my end-of-life directives and what I wanted for a funeral wasn’t something I had prepared for.

 

For the past six months, I had been experiencing a racing heart and palpitations intermittently. I chalked it up to perimenopause and never got it checked. Usually, these episodes subsided within minutes. But on November 27th, as we were heading to bed, it happened again. This time, it didn’t go away.

 

I went to bed anyway, periodically checking my Apple Watch. It showed an unusually high heart rate for someone lying down. At one point, it indicated I was in AFIB. I thought, “How accurate are Apple Watches, really?” Turns out (according to one of the ER doctors), they’re very accurate.

 

At 3 a.m., I woke up dizzy, disoriented, and in a cold sweat. I tried to call for my husband but instead said my sister’s name and “Mom.” He thought I was sleep-talking (a lifelong habit of mine!) until I sputtered out, “heart attack.” He immediately called 911, helped me dress, and got me down the stairs.

 

The EMTs arrived quickly, hooked me up to their monitors, and told me not to move—my heart was on the verge of stopping. They carried me out to a stretcher and rushed me to the hospital.

 

When we arrived, it was a whirlwind. Emergency rooms have triage for a reason, and I was taken straight past everyone in the waiting room into trauma and resuscitation. They administered a drug to stop my heart and reset it into a normal rhythm. They warned me it would hurt like a bitch—and they weren’t wrong. But it didn’t work. So, they doubled the dose. Still, nothing.

 

At that point, the ER doctor came close to my face and said, “We have to shock your heart.” I replied, “Are you fucking kidding me? Like, with paddles? Are you going to yell ‘CLEAR’?” She confirmed they’d use adhesive pads instead of paddles and that they would intubate and sedate me. They were confident this would get me out of the dangerous rhythm I was in.

 

When I woke up, my throat was raw from the intubation, and my chest ached. The doctor told me, “It didn’t work.” They tried another drug and moved me out of trauma. In my new room, I saw my husband for the first time. But soon, my blood pressure bottomed out, and they rushed me back to trauma. Another drug stabilized my heart rate without crashing my blood pressure, but as soon as it wore off, my heart rate skyrocketed again.

 

They administered the “hurt like a bitch” drug again—this time at an even higher dose. It still didn’t work. Over the course of that night, they gave it to me a total of four times. Each time, I braced for the searing pain, only to be told that it had failed to stabilize my heart. It was surreal, and I couldn’t believe this was happening to me.

 

At this point, they discussed extraordinary measures with my husband. I couldn’t believe this was where we were.

 

They kept me stabilized with temporary measures and transferred me to the cardiac ICU. I asked my husband to call a leadership team member and inform her of what was happening. I needed her to handle everything coming my way for the next “few days,” not realizing those few days would turn into 10 nights in the cardiac ICU and another five on the cardiac ward.

 

Later that day, I was transferred to another hospital for an ablation and heart mapping. The doctors hoped to diagnose the issue since I was still in the cardiac event, now 15 hours in. During the procedure, they found severe inflammation and conduction issues. Touching an electrode to one part of my heart caused my heart rate to flatline, leading to a second intubation and the placement of a temporary pacemaker in my neck. I woke up in shock and remained under the care of a specialized team of cardiologists.

After numerous tests—including CT scans, angiograms, EKGs, bloodwork, IVs, an MRI, and a PET scan—the diagnosis began to come together. My condition is likely the result of either a genetic predisposition or a bacterial infection I contracted decades ago. The inflammation and conduction issues in my heart had been silently building over time, eventually reaching a critical point. I had had cardiac arrest – much more severe than a heart attack.

 

Eventually, we decided on a CRT-D—a specialized device for heart failure patients at high risk of sudden cardiac death. The CRT-D acts as a pacemaker and can deliver shocks to the heart in the form of defibrillation to prevent sudden death. It has three leads permanently connected to my heart and is implanted under the skin over my chest.

 

Through all of this, I found unexpected moments of joy.

I cherished every interaction with healthcare staff. These people are with us during our lowest moments, and they accepted my colorful language, incessant note-taking, and dark humor. One nurse, noticing I hadn’t watered the flowers in my room, joked, “You can’t even keep flowers alive—how the fuck are you going to keep yourself alive?” That dark humor was exactly what I needed.

 

I appreciated every meal, every doctor who took the time to explain my options, and even the hospital showers. My husband never left my side, helping me shower, eat, and walk when I was too weak to do so. Friends and family sent messages, visited, and took care of everything at home. Meals, snow-cleared driveways, Christmas baking, and even new clothes for my release arrived, ensuring I had everything I needed.

Meanwhile, my business didn’t just survive—it thrived.

 

Over the past year, we’ve invested heavily in systems and processes. No detail is too small for an SOP (standard operating procedure). We regularly audit systems, and everyone on the team has the autonomy to update processes as needed.

 

I stepped away from client work, focusing on strategy, while my team executed.

We eliminated redundancies, cross-trained team members for seamless coverage, and even began shadowing sales calls to prepare for the unexpected. Little did I know how crucial that would be.

 

When my health crisis hit, my team handled everything. They cleared my calendar, notified clients, and took over sales calls. And guess what? We signed new clients. Performance reviews happened. Payroll was on time. New clients were onboarded. The business didn’t just maintain—it grew.

 

The true test of a business is whether it can thrive without you as the business owner. Northern Primrose passed that test with flying colors.

 

Want your operations running so smoothly that your business thrives even when you’re out of the picture? Let’s talk.
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Top Skills Needed to be a Virtual Assistant https://www.northernprimrose.com/blog/top-skills-needed-to-be-a-virtual-assistant/ Wed, 09 Oct 2024 11:00:17 +0000 https://www.northernprimrose.com/?p=5577 Dreaming of working from anywhere in the world and setting your own hours? Good news: that could be your new reality as a Virtual Assistant (VA). In today’s digital age, businesses are eager to streamline operations and boost efficiency —the solution is working with a Virtual Assistant. However, to become that go-to person a company relies on, mastering top VA skills is crucial. Here’s a look at the essential skills needed to be a virtual assistant in Canada.

Essential Skills Needed to be a Virtual Assistant

These are the foundational skills every Virtual Assistant needs—sharpened over a lifetime and non-negotiable to getting the job done right.

  1. Communication

At our executive assistant company in Canada, we believe if a client has to ask for an update, we’ve already missed the mark. Strong communication skills, both written and spoken, are vital to becoming a Virtual Assistant. By communicating effectively, we’re able to set clear expectations and deliver our northern primrose services promptly and with frequent updates to our clients.

  1. Adaptability

Being able to roll with last-minute changes and unexpected challenges is crucial. A great VA stays flexible, ready to pivot, and always brings solutions with a positive attitude. Adaptability keeps you ahead of the game, no matter how unpredictable remote work or client demands get.

  1. Discipline

As your own boss, self-motivation and discipline are non-negotiable for this role. A successful VA needs to be dedicated, self-driven, and committed to consistently delivering top-notch work. The way you manage your time and tasks shows just how professional and reliable you are.

Core Competencies of Virtual Assistants

Core competencies build on the essential skills we just covered. The most valuable skills for a virtual assistant are strategic thinking and judgment.

Strategic thinking involves analyzing complex situations and making decisions that align with clients’ long-term goals. It’s about seeing the bigger picture, anticipating challenges, and crafting strategies to navigate them effectively. Good judgment complements strategic thinking by allowing VAs to evaluate information, assess situations, and make well-considered decisions.

Soft Skills Virtual Assistants Need

Core competencies of Virtual Assistants are crucial, but pairing them with the right soft skills will boost your work as a VA by making you stand out to clients.

  • Organization

Staying organized is key to managing multiple tasks efficiently. A great VA needs to be on top of deadlines, sift through info like a pro, and keep their workspace in check. Good organizational skills lead to better time management and ensure that nothing falls through the cracks.

  • Customer Service:

Excellent customer service skills are a must for handling client inquiries, fixing problems, and making sure every experience is a good one. Being responsive, empathetic, and proactive in meeting client needs builds trust and keeps relationships strong for the long haul.

  • Kindness and Integrity

These might not be skills you can list on a resume, but they matter immensely because, sometimes, mindset matters more than talent. Being genuine in your interactions with clients will enhance your professional relationships and make work fun.

Hard Skills for Virtual Assistant

These hard skills for virtual assistants are the technical know-how that helps you tackle tasks efficiently and accurately.

  • Digital Automation Skills

Automating repetitive tasks like data entry, scheduling, task management, and billing is a skill every Virtual Assistant needs because it will save you so much time. Not only that, but it’s also one of the most in-demand skills for VAs.  Knowing automation tools like Monday and Zapier will cut down the chances of errors and save you both time and money.

  • Data Management and Entry

Efficient data management and accurate data entry are crucial for maintaining organized records and supporting decision-making processes. A skilled VA needs to know how to enter data correctly and manage it in an accessible and user-friendly way.

  • Bookkeeping

Basic bookkeeping skills are key for keeping financial records in order, tracking expenses, and managing invoices. Not all VAs will handle complex accounting tasks, but you’ll most likely be asked to support with some accounting tasks, so knowing bookkeeping is a core skill needed to become a VA.

  • Time Management and Task Prioritization

Mastering time management and task prioritization is how deadlines get met at our executive assistant company. With this skill, I know tasks are done efficiently and the important stuff gets tackled first. It’s how our great VAs juggle multiple responsibilities and keep productivity high.

  • Online Research and Data Collection

Digging deep online and gathering the right data is key to supporting all kinds of business tasks. Strong research skills make a VA that much more effective, whether it’s market research, competitor analysis, or pulling info for reports.

Mastering the skills needed to be a standout Virtual Assistant is your ticket to thriving in the remote work world. From digital proficiency to essential soft skills, each aspect contributes to your success. Ready to elevate your VA game? Explore certifications to hone these skills needed to be a Virtual Assistant.

Contact Northern Primrose to start your journey towards becoming an exceptional Virtual Assistant.

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How Technology is Shaping the Virtual Assistant Industry https://www.northernprimrose.com/blog/how-technology-is-shaping-virtual-assistant-industry/ Wed, 25 Sep 2024 11:00:49 +0000 https://www.northernprimrose.com/?p=5556

You’ve probably come across countless “How Technology is Changing X” blog posts, but here’s the truth: technology is transforming our world at an unprecedented pace. While classic combos like peanut butter and jelly are timeless, the digital tools reshaping the Virtual Assistant (VA) industry are anything but static. Here’s what we’ve noticed:

Expanding Virtual Assistant Duties

Our executive assistant company is always taking on new clients and that means we get to work with so many different types of leaders in many different industries. What I’ve seen lately is that our Virtual Assistant clients are now reaching out for help for more than the traditional administrative tasks.

It used to be that our VAs spent a lot of their days organizing inboxes, scheduling meetings, and sending invoices. But since the world has gone “virtual,” our clients are expanding their digital presence, which means we’re there to help them with digital marketing. We’ve (happily) expanded our Northern Primrose services to include specialized services like social media scheduling. I’m excited to expand these offerings in the near future to include content creation and copywriting services for our clients.

Adapting to AI-Driven Virtual Assistant

With a flood of new tech tools available, the VA industry is quickly adapting to stay ahead of the game. This means mastering everything from project management software like ​​ClickUp, Asana and Trello to automation systems like Zapier and IFTTT and getting certified in them.

Artificial Intelligence (AI) is everywhere nowadays, so it makes sense for it to have entered the VA space.  A lot of the tools linked above are infused with AI, which helps Virtual Assistants automate repetitive tasks like scheduling and data entry. There is talk about AI-Driven Virtual Assistants eventually replacing human VAs. But It’s not all so black and white; the trends are pointing to many Virtual Assistants using AI to support their clients. It’s not a question of being entirely replaced but rather leveraging these tools to provide even greater value to our clients.

Prioritize Data Security and Privacy

Being your right-hand person means Virtual Assistants handle sensitive client information. The idea of data leaks is scary: whether it’s financial records, business strategies, or personal information, a single breach can damage trust or worse; lead to our client’s information landing in the wrong hands. In today’s digital climate, VAs now have to prioritize digital security. At Northern Primrose, we use LastPass to manage all passwords and confidential information securely— there is a good free version (we, of course need the premium version) so there’s no excuse not to use it!

That said, security doesn’t stop at password management. Successful Virtual Assistants are the ones who go the extra mile to use platforms that encrypt communications. As a golden rule, if you’re working from a coffee shop or any public space, our executive assistant company in Canada recommends that you use a virtual private network (VPN) like Express VPN. A VPN wraps your data in a secure, encrypted package to shield your sensitive information from online pirates.

Remote Assistance VR and AR Tech

Lastly, while it might seem a bit out there right now, the integration of Virtual Reality (VR) and Augmented Reality (AR) into the remote workspace could become a game-changer in a few years. Doctors are already using AR for surgeries, so who knows how the Virtual Assistant industry will adopt these new technologies to its advantage? Perhaps it could enhance training and onboarding for new staff and clients? I just know that being able to throw on some VR headset and then feel like I’m in the same room as my client across the country would be pretty fucking cool.

Exploring Growth Trends in the Virtual Assistant Industry

As technology keeps speeding ahead, so does the Virtual Assistant industry. So, whether you’re a veteran VA or just stepping into the field, keep your curiosity alive, stay flexible, and get ready for whatever comes next, like a potential career at Northern Primrose. Contact Northern Primrose to take over the VA world with us!
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