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Smooth Handoff Workshop

Smooth Handoff Workshop

Regular price $47.00 USD
Regular price Sale price $47.00 USD
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Prep Your Google Workspace for a VA

Set Your Team Up for Success — Without the Chaos


🚀 Why You’ll Love It

Ready to bring on a virtual assistant but overwhelmed by your digital mess? The Smooth Handoff Workshop shows you exactly how to prep your Google Workspace so that onboarding is smooth, secure, and stress-free.

Whether you're hiring your first VA or want to tighten your systems, this workshop walks you through how to confidently delegate without giving up control. You'll walk away with clear action steps, real examples, and a repeatable framework you can use every time your team grows.


✨ What You’ll Get

  • Audit Framework – Evaluate your current Google Workspace structure, permissions, and potential risks
  • Ownership Mindset – Shift from just “sharing” files to confidently owning your business assets
  • Shared Drive Strategy – Learn how and when to use shared drives, assign the right permissions, and keep ownership where it belongs
  • Delegated Access Walkthrough – Step-by-step demo for giving Gmail and Calendar access without sharing your password
  • Folder Organization System – Tips for naming conventions, folder hierarchy, and keeping things findable
  • VA Onboarding Tools – See a real VA dashboard, SOP system, and task tracker in action

 

📅 Workshop Topics Covered

  1. Audit Your Workspace – Assess passwords, permission risks, Gmail settings, and file structures
  2. Set Up for Team Access – Create user accounts, build shared drives, and assign proper permissions
  3. Keep It Clean & Controlled – Naming conventions, folder structure, and digital cleanup strategies
  4. Get VA Ready – Tools, templates, and workflows to streamline onboarding


📌 Important Details

This workshop is hosted inside our course platform, MemberVault.
Once you complete your purchase, you’ll receive an email with your login details. If you already have a MemberVault account with us, you can log in here.

This is a digital product—no physical products will be shipped.


❓Frequently Asked Questions

🔽 Who is this workshop for? Business owners prepping to hire a VA, entrepreneurs struggling with scattered files, and virtual assistants who want to better support their clients.
🔽 Do I need a Google Workspace account? Yes! This training is based on Google Workspace tools, including Shared Drives and Gmail delegation. A free Gmail account won't give you the same control or security.
🔽 Can I use this even if I don’t have a VA yet? Absolutely. It’s actually easier to set this up before you bring someone on. Think of it as laying the digital foundation for future growth.
🔽 Are templates included? You'll see examples of real VA dashboards and onboarding tools, and Go-To Community members can access these templates inside the membership.
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