164 The VA Playbook: Five SOPs That Protect Your Time and Your Energy
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If your practice feels like it’s running on chaos, Post-its, and crossed fingers, this episode is going to be a breath of relief. I’m walking you through the first five SOPs I believe every therapist should have, because these are the systems that gave me my evenings back, lowered my stress, and stopped my practice from falling apart every time I hired someone new.
I’m sharing the real mistakes I made when I first started working with VAs, like assuming they could read my mind, or handing over tasks without any structure, and how simple, foundational SOPs completely changed my workflow. From weekly check-ins and shared agendas to onboarding rhythms, accountability systems, and clear “when you’re stuck” instructions, I’ll show you exactly how I keep projects moving without micromanaging or constantly feeling behind.
If you’ve ever hired a VA and felt disappointed, or if you’re just trying to organize your practice so it doesn’t drain the life out of you, these are the steps I wish someone had handed me years ago.
In this episode, you’ll learn:
- The five SOPs that transformed my practice, including communication rhythms, shared spaces, clear action items, and a visual workflow your VA can follow.
- How I delegate tasks without miscommunication, using Trello, AI notes, Loom walk-throughs, WhatsApp updates, and first-attempt feedback loops that set everyone up for success.
- Why onboarding takes time—and what that actually looks like, including starter projects, daily accountability check-ins, and the “when you’re stuck” SOP that keeps work from stalling out.
If you’re ready to stop running your practice on stress and start running it on systems, this is the episode you’ve been waiting for.
If you’re ready to lead with confidence, join the 2026 Supervisor Course waitlist for early access to bonus tools, templates, and fast-track grading. Strengthen your systems today with the free Supervision Onboarding Checklist, and get ongoing CEUs and live coaching inside the Step It Up Membership. You’re not just building a practice, you’re building a legacy.
Get your step by step guide to private practice. Because you are too important to lose to not knowing the rules, going broke, burning out, and giving up. #counselorsdontquit.