Join Sarah Wood from Sarah Wood Communication as we delve into the essentials of successfully hiring and managing contractors in your business. This episode covers everything you need to build a thriving team, from vetting processes and effective communication strategies to task management and handling client and contractor expectations.
Key Topics Covered:
Building a successful team starts with solid infrastructure and effective processes. Tune in to gain insights that will help you optimize your contractor relationships and business operations.
Do you have a question you'd like Amalie to answer on the Operationally Sound Podcast?
Fill out this form: https://forms.gle/72hQuJHmDRtznHod7
Follow the links to connect with Sarah:
All right.
Amalie Shaffer:Welcome, Sarah.
Amalie Shaffer:Thank you so much for agreeing to be on the podcast today.
Amalie Shaffer:If you wouldn't mind just taking a moment to introduce yourself,
Amalie Shaffer:and then we will jump right in.
Sarah Wood:Thanks for having me.
Sarah Wood:I'm happy to be here today.
Sarah Wood:My name is Sarah Wood.
Sarah Wood:I own Sarah Wood Communication, which is a boutique communication agency.
Sarah Wood:We work exclusively with purpose driven organizations who are
Sarah Wood:trying to make the world a better place doesn't want that, right?
Sarah Wood:They do the good work and we help them tell their stories.
Sarah Wood:We talk about what they do.
Sarah Wood:We do it consistently, strategically and in a way that reaches and
Sarah Wood:resonates with their target audiences.
Amalie Shaffer:Awesome.
Amalie Shaffer:Well, thanks so much for being here.
Amalie Shaffer:And I would just love to, if you can just kind of tell me what you have going
Amalie Shaffer:on, what issue or question you have, and then for the next 30 minutes, we'll just
Amalie Shaffer:work through it and you know, whatever is my, I will do my best to answer and
Amalie Shaffer:work through everything that you have.
Sarah Wood:So I've been in business for a little more than eight years.
Sarah Wood:I'm a solopreneur, so it's just me, myself and I over here, but I have found that
Sarah Wood:many clients sometimes want complimentary services to what I offer, right?
Sarah Wood:They might want someone to help with graphic design or video services,
Sarah Wood:web design things, marketing things that are related to communication
Sarah Wood:and that they want assistance with, but I don't directly do.
Sarah Wood:And so I have come to the point where I think that I need to 10 99 some
Sarah Wood:people to do some subcontracting.
Sarah Wood:And my question is.
Sarah Wood:How do I go about doing that?
Sarah Wood:I want to make sure that, you know, I'm doing it correctly, legally,
Sarah Wood:you know, on the up and up with the, with the taxes and all of that.
Sarah Wood:So as someone who is a solopreneur and wants to tap into some external
Sarah Wood:assistance, what's the best way for me to go about doing that?
Amalie Shaffer:Okay.
Amalie Shaffer:Yeah, definitely.
Amalie Shaffer:So I want to say first that as far as on the financial side, I would
Amalie Shaffer:recommend I'm not a bookkeeper or a CPA.
Amalie Shaffer:So I do recommend, you know, consulting with them, but I can talk about how to
Amalie Shaffer:set up the infrastructure for it first.
Amalie Shaffer:And, you know, obviously there's going to be some budgeting.
Amalie Shaffer:So when you start to look into hiring or bringing some some
Amalie Shaffer:contractors on board, you're going to want to know what your budget is.
Amalie Shaffer:And a lot of that will also be what the client's budget is.
Amalie Shaffer:So it may be that you have a, I don't know, a database or something
Amalie Shaffer:of people that you've given kind of approval to, and then, you know,
Amalie Shaffer:they're sort of on call if you will.
Amalie Shaffer:And then as you get those services more regularly.
Amalie Shaffer:You may work with them more often and they become a more
Amalie Shaffer:regular part of your business.
Amalie Shaffer:But I would say as far as financially, the first thing you do want to
Amalie Shaffer:do is whenever you are making the proposal to the client, you're going
Amalie Shaffer:to want to take into consideration.
Amalie Shaffer:You're going to want to know who you're thinking about hiring to bring them in.
Amalie Shaffer:So you can budge that into the cost of the client project.
Amalie Shaffer:So that's really important.
Amalie Shaffer:And then whether that's, I mean, I recommend like that 100 percent of the fee
Amalie Shaffer:would be included in the client project.
Amalie Shaffer:But if you're not going to do that, obviously, you have to work that out
Amalie Shaffer:with, you know, on the financial side.
Amalie Shaffer:So, the 1st thing I want to talk about is having processes for communicating, with
Amalie Shaffer:the contractors and Like delegating work.
Amalie Shaffer:So if we go the route of let me quickly talk about something like Upwork
Amalie Shaffer:where you would go into Upwork, you would have an account and you could
Amalie Shaffer:hire contractors through there and they would be paid through Upwork.
Amalie Shaffer:Now, there are fees associated with that.
Amalie Shaffer:So you may want to look into that.
Amalie Shaffer:I will say when you're looking for someone that is.
Amalie Shaffer:easy because you have a whole list of people who are looking for work on there
Amalie Shaffer:so it does make that easier, but it does cost right because there's a fee.
Amalie Shaffer:There's like fees associated with paying them, they pay fees on their side.
Amalie Shaffer:And in order to take someone off of work and like bring them.
Amalie Shaffer:Take your working relationship off of Upwork.
Amalie Shaffer:There is a larger fee that you have to pay.
Amalie Shaffer:So there are some things associated with doing that.
Amalie Shaffer:It's not necessarily a bad way, but just So you know that that that could
Amalie Shaffer:be, you know, something to look into, but what I want to focus on is like,
Amalie Shaffer:if you're gonna have the contractors yourself, you're going to have them fill
Amalie Shaffer:out the W 9s and you're going to send them the 1099s at the end of the year.
Amalie Shaffer:So the first thing I would do is think about how you want
Amalie Shaffer:to communicate with them.
Amalie Shaffer:So that might look like something like Slack or there's also a software
Amalie Shaffer:called Front, which is really great.
Amalie Shaffer:I use that with a client.
Amalie Shaffer:It's a paid software.
Amalie Shaffer:But, and Slack is free up to a certain point in certain features.
Amalie Shaffer:I recommend having a separate communication tool than your
Amalie Shaffer:project management tool.
Amalie Shaffer:If one goes down, you still have a way to communicate with
Amalie Shaffer:people to get things done.
Amalie Shaffer:So that's the first thing.
Amalie Shaffer:How are you going to communicate with them?
Amalie Shaffer:I don't recommend communicating via email because that can
Amalie Shaffer:easily become very chaotic.
Amalie Shaffer:I don't know about you, but I prefer to get out of email
Amalie Shaffer:because it just is, it's a lot.
Amalie Shaffer:I get a lot of emails every day, right?
Amalie Shaffer:So do you have anything like that now, like that you might use with
Amalie Shaffer:clients or anything like that?
Sarah Wood:I do not.
Sarah Wood:I do communicate via email.
Sarah Wood:Okay.
Amalie Shaffer:That's fine.
Amalie Shaffer:I mean, it's only you, so it's totally fine.
Sarah Wood:Yeah, I, I have used Slack with different clients
Sarah Wood:because that's what they wanted to use but I don't have a particular
Sarah Wood:communication software at this point.
Sarah Wood:I will say it would, in this situation, it would be me directly hiring people.
Sarah Wood:It would be, well, I guess hiring is a, a Kind of catch all term here.
Sarah Wood:Like I know the people,
Sarah Wood:I know people who do these things.
Sarah Wood:I have,
Sarah Wood:you know, personal connections.
Sarah Wood:It's, you know, a known quantity type situation.
Sarah Wood:And so it would be, you know, I'm getting the W nine, I'm issuing the 10 99.
Sarah Wood:That was part of my question is like, you know, what do I need
Sarah Wood:to be aware of related to that?
Sarah Wood:Like what paperwork do I need?
Sarah Wood:That type of question.
Sarah Wood:As far as communication goes, Like I said, I am primarily using email and
Sarah Wood:I'm not working in high volume, right?
Sarah Wood:We're a boutique agency.
Sarah Wood:We're pretty exclusive.
Sarah Wood:So we don't have huge amounts of clients at the same time.
Sarah Wood:So I think that makes it a little less difficult to track than someone
Sarah Wood:who's kind of has a roster 20 deep, you know, that they're trying to
Sarah Wood:keep managed all at the same time.
Sarah Wood:So it's a little more streamlined than that.
Amalie Shaffer:Yeah, I still recommend having some way to communicate with them
Amalie Shaffer:in like when there are things going on as far as if you're trying to have a
Amalie Shaffer:discussion about a client or something in real time versus email because the
Amalie Shaffer:thread is a little easier to read and slack is free so it's a really easy
Amalie Shaffer:way to all I'm saying is you want to establish the communication process
Amalie Shaffer:first however you want to do that.
Amalie Shaffer:Then You want to think about how you're going to assign things.
Amalie Shaffer:So are you going to have a Google doc where you give it to them or a Google
Amalie Shaffer:spreadsheet or something like that?
Amalie Shaffer:Or do you have a project management tool?
Amalie Shaffer:So do you have one?
Amalie Shaffer:Do you have a project management tool that you use to manage your projects now?
Sarah Wood:We're using Google Docs at this point
Amalie Shaffer:Okay.
Amalie Shaffer:And you know what, and that might work to a certain point.
Amalie Shaffer:And that when you, if you get to the place where you're like, you know what,
Amalie Shaffer:we need something a little bit more involved, you could always go to that.
Amalie Shaffer:I do have recommend having a place where you can
Amalie Shaffer:collaborate track due dates, and maybe that looks like a spreadsheet
Amalie Shaffer:to start, but you want to document whatever that process is.
Amalie Shaffer:So say like, okay, let's say you're going to use email to
Amalie Shaffer:communicate, you'll receive an email from me with task instructions.
Amalie Shaffer:Like you want to write out this process, right?
Amalie Shaffer:You want to write out like how it's going to happen.
Amalie Shaffer:You know, expectation is that when I give this to you on a Monday, it's due by the
Amalie Shaffer:next Monday at noon, whatever that might be, or you have 10 days to finish this.
Amalie Shaffer:You know And you want to just have that written out.
Amalie Shaffer:So you have some sort of base place to start from.
Amalie Shaffer:And it can always change as you start bringing people on.
Amalie Shaffer:You can like work out the kinks of all that, but communication is one two
Amalie Shaffer:is how you're going to assign them.
Amalie Shaffer:Well, let me see.
Amalie Shaffer:Number two is onboarding.
Amalie Shaffer:So the onboarding is going to be okay.
Amalie Shaffer:What information do you need from them?
Amalie Shaffer:Maybe you have them fill out a form.
Amalie Shaffer:A Google form where you can track all their information.
Amalie Shaffer:So like, what's your phone number?
Amalie Shaffer:What's your email address?
Amalie Shaffer:because, and then send them the W 9 right away, get that filled out.
Amalie Shaffer:So you'll need to save that because that information will
Amalie Shaffer:need to go to your bookkeeper.
Amalie Shaffer:If you have it or for yourself, if you do your own books and then for tax time
Amalie Shaffer:as well, because then the 10 99 gets issued to those people prior to tax time.
Amalie Shaffer:And it's, You'll want to Google this, but I'm almost positive
Amalie Shaffer:if it's, if you pay someone more than $600, I do it for everyone.
Amalie Shaffer:Even if I paid someone $20, I would do it just to To cover my ass, you know okay.
Amalie Shaffer:So communication tool onboarding, you'll want to, I recommend kind of writing out
Amalie Shaffer:having a rough process in place prior to even bringing anyone on for the onboarding
Amalie Shaffer:and for the task management, just so you have something in place that when
Amalie Shaffer:they come on, it just doesn't feel like.
Amalie Shaffer:You know, everyone's everywhere.
Amalie Shaffer:Right.
Amalie Shaffer:You have a way to kind of streamline it.
Amalie Shaffer:It sounds like your production process is already streamlined.
Amalie Shaffer:So now it's just going to be communicating with these people and making sure
Amalie Shaffer:that the expectations are set.
Amalie Shaffer:During the onboarding process.
Amalie Shaffer:You'll need to have a contract or an agreement.
Amalie Shaffer:So depending on who you hire, if they have their own business, they may
Amalie Shaffer:have a contract Or you can produce a contract for a subcontractor.
Amalie Shaffer:So I typically do that.
Amalie Shaffer:I mean, I'm just more of a control freak, so I prefer to be it on
Amalie Shaffer:my side, you know, whatever.
Amalie Shaffer:My recommendation would be to work with a lawyer for that, draw up a
Amalie Shaffer:subcontract agreement and in there, in my experience, I wrote it up
Amalie Shaffer:explaining that this subcontractor is agreeing to work using my processes.
Amalie Shaffer:So the thing about a contractor is they can really work whenever they want.
Amalie Shaffer:Like you're not going to tell the plumber that comes in to your house
Amalie Shaffer:to fix something, how to do it.
Amalie Shaffer:They're going to tell you when they're available, they're going
Amalie Shaffer:to come do their thing and leave.
Amalie Shaffer:So when you, and again, consult a lawyer, I'm not a lawyer.
Amalie Shaffer:I'm just saying what I've done in my experience is I got the
Amalie Shaffer:agreement from them that they were okay to use my processes.
Amalie Shaffer:And if they're not, then you can decide whether you want to work with them or not.
Amalie Shaffer:But for me, I brought my subcontractors into my project management tool.
Amalie Shaffer:They still work on their own time.
Amalie Shaffer:Like I don't tell them that they have to be available, you know, 8am till 5pm.
Amalie Shaffer:But I do ask that they communicate with me through Slack and we do
Amalie Shaffer:tasks and projects in ClickUp.
Amalie Shaffer:So they agree to that.
Amalie Shaffer:Um, any questions?
Sarah Wood:I just have.
Sarah Wood:Yeah, I did have some follow up questions about that because I have a
Sarah Wood:contract that I use, you know, a lot of times I also use client contracts
Sarah Wood:because they have a standard contract.
Sarah Wood:But I do have a standard contract that I use with clients.
Sarah Wood:I don't currently have one for subcontractors because I haven't
Sarah Wood:used one up until this point, I have made direct referrals to clients
Sarah Wood:and kind of just pass them off.
Sarah Wood:And then they had their own contract and agreement.
Sarah Wood:But I have found over time that there are a lot of clients who just want to
Sarah Wood:pay one person, and they just want you to be their primary point of contact.
Sarah Wood:Right.
Sarah Wood:And so they just want you to, yeah, they just want you to kind of handle
Sarah Wood:things that are kind of, they see under the umbrella of communications.
Sarah Wood:Right.
Sarah Wood:And So is there are there specific things that need to be in that contract that
Sarah Wood:are different and I'm not asking legally.
Sarah Wood:I'm just kind of asking in your experience.
Sarah Wood:Are there specific things that need to be in the contract with a
Sarah Wood:subcontractor to protect both of us that would not necessarily be something
Sarah Wood:I would think about with a client?
Amalie Shaffer:Yeah.
Amalie Shaffer:So non disclosure agreement.
Amalie Shaffer:I don't know if you have that with your clients, but that's going to
Amalie Shaffer:be important with subcontractors.
Amalie Shaffer:What I mentioned about agreeing to use your processes The understanding that they
Amalie Shaffer:pay their own taxes because they're 1099.
Amalie Shaffer:So they take care of that.
Amalie Shaffer:So there's usually like a blurb in there about that, how and when they get paid you
Amalie Shaffer:know, through if they have an invoicing system on their side, or do you need
Amalie Shaffer:to establish some sort of pay process?
Amalie Shaffer:So you know, are you going to pay them through like Zelle or, I mean,
Amalie Shaffer:I wouldn't necessarily recommend that only because with an invoice an
Amalie Shaffer:invoice system, it's easier to track.
Amalie Shaffer:Now, depending on your bookkeeping software, so like QuickBooks,
Amalie Shaffer:you can do invoicing like Xero I think there's some invoicing and
Amalie Shaffer:you can request payments as well.
Amalie Shaffer:So there may be a way, maybe you want to, I don't know if you have a
Amalie Shaffer:bookkeeper, do you have a bookkeeper?
Amalie Shaffer:Do you know?
Amalie Shaffer:Okay.
Amalie Shaffer:If you ever need one, let me know.
Amalie Shaffer:I have a great one.
Amalie Shaffer:But.
Amalie Shaffer:Whatever your bookkeeping software is, there's likely a way to request payments.
Amalie Shaffer:You could just, you know, do it that way, but they may have, depending
Amalie Shaffer:on the structure of their business, they may have an invoicing and
Amalie Shaffer:they may just send you the invoice.
Amalie Shaffer:So you'll be able to work that out.
Amalie Shaffer:So that would need to be stated how and when they're going to get paid.
Amalie Shaffer:So that'll be in there.
Amalie Shaffer:Yeah.
Amalie Shaffer:That beginning part of it where it describes that you're hiring the
Amalie Shaffer:subcontractor because you're under the under, you know, understanding that
Amalie Shaffer:they can complete the project that you need or whatever that verbiage up top
Amalie Shaffer:you're just going to switch it around a little bit because you're hiring the
Amalie Shaffer:subcontractor to work on the project.
Amalie Shaffer:Recommend.
Amalie Shaffer:So if let's say you find two graphic designers that you really like and
Amalie Shaffer:you're like, you know what, I'm just going to work with them for for a while.
Amalie Shaffer:You can, again, consult a lawyer, write a contract that's sort of open, right?
Amalie Shaffer:Like, meaning it'll say something like projects will be given to the contractor
Amalie Shaffer:in this way and like you'll do statements of work for new projects, right?
Amalie Shaffer:So you'll have an, a contract, an agreement, and then statements of work
Amalie Shaffer:for each project that they participate on.
Amalie Shaffer:So the agreement will be more open so that you can always go back to them.
Amalie Shaffer:So you're not constantly doing new.
Amalie Shaffer:Contracts or agreements, you're doing statements of work.
Amalie Shaffer:So the statement of work.
Amalie Shaffer:And another reason why I recommend like having the communication tool is one
Amalie Shaffer:of the things I did with contractors in the past is I would put in a Slack
Amalie Shaffer:message, the project, and then they would send a message in response
Amalie Shaffer:saying, I agree, I will take this on.
Amalie Shaffer:And, you know, I agree to the due date.
Amalie Shaffer:So now I had a record and not that, I mean, you can do this in email
Amalie Shaffer:too, but now you have a record of they've agreed to this project.
Amalie Shaffer:But having something signed, so in however you send your agreements, just
Amalie Shaffer:having a statement of work that you would send to them each time you have
Amalie Shaffer:a new project so that they know here's the start and end date, here's your role
Amalie Shaffer:in it, here's what you're going to be paid for it, I'll, you know, pay you
Amalie Shaffer:50 percent upfront and 50 percent when it's done, however, whatever you work
Amalie Shaffer:that out in, that's what I would have in the statement of work, and then you do
Amalie Shaffer:a statement of work each time you bring them on to a new project, that way you
Amalie Shaffer:have something really clear in place, but that agreement would just be sort of open,
Amalie Shaffer:for you to be able to reach out to them whenever.
Amalie Shaffer:Is that good?
Amalie Shaffer:Any questions about that?
Sarah Wood:I'm completely different.
Sarah Wood:I'm completely switching, switching up here a little bit.
Sarah Wood:Still related to 1099s.
Sarah Wood:Have you found in your experience that most people just do a direct
Sarah Wood:cost or do people add on like a little bit of a project management fee when
Sarah Wood:they're bringing on subcontractors?
Amalie Shaffer:Yes.
Amalie Shaffer:Putting on a fee.
Amalie Shaffer:Yeah.
Amalie Shaffer:You could call it a service fee.
Amalie Shaffer:You could call it a management fee and call whatever you want.
Amalie Shaffer:But yeah, because it takes time to communicate with the person, get them
Amalie Shaffer:in, make sure they have everything they need, get the logins right.
Amalie Shaffer:That's another reason why I recommend having one solid place
Amalie Shaffer:because I'm imagining, let's say it's a web designer or whatever.
Amalie Shaffer:They're going to need the logins and they're going to need, you know, here's
Amalie Shaffer:this and that, like one place to have all that information, whatever that might look
Amalie Shaffer:like for you and establishing that before you bring anyone on is that is important.
Amalie Shaffer:Let's lay the foundation first, before you bring anyone on, but I
Amalie Shaffer:would absolutely add a fee to it.
Amalie Shaffer:Now you don't even have to, it doesn't have to be a line item fee.
Amalie Shaffer:You could just up your prices a little bit if you wanted to.
Amalie Shaffer:I mean, because think about it too.
Amalie Shaffer:Let's say you get click up to manage projects and
Amalie Shaffer:whatever, say you pay for that.
Amalie Shaffer:Well, that's a software fee.
Amalie Shaffer:I'm just going off my experience.
Amalie Shaffer:That's a software fee that you want to incorporate into how much you
Amalie Shaffer:charge for your projects, right?
Amalie Shaffer:So my hourly rate includes all the things I pay for to run my business,
Amalie Shaffer:plus what I'm being paid an hour, right?
Amalie Shaffer:Like they're all expenses.
Amalie Shaffer:I have to take that all into consideration when I'm figuring
Amalie Shaffer:out what my hourly rate is.
Amalie Shaffer:So yours may go up as you have contractors.
Amalie Shaffer:So you do want to include that.
Amalie Shaffer:Now, if you want to make it, if you still want to up your prices, but
Amalie Shaffer:add a line item, you can do that too.
Amalie Shaffer:I think it's probably with new clients, probably easier just
Amalie Shaffer:to up your prices in my opinion.
Sarah Wood:Right.
Sarah Wood:And is there like a standard for Like a percentage on a dollar
Sarah Wood:amount that typically is associated with this, or it's varies widely.
Amalie Shaffer:So I think it varies.
Amalie Shaffer:And I think it's going to depend on your process.
Amalie Shaffer:So how much time is it going to take, you know, and I think you may have to
Amalie Shaffer:kind of do it and see what happens.
Amalie Shaffer:I think you're likely.
Amalie Shaffer:Not you personally, this is just humans in general.
Amalie Shaffer:We underestimate how long things take.
Amalie Shaffer:I think you're likely going to underestimate how long it's
Amalie Shaffer:going to take to manage people.
Amalie Shaffer:So I think you should go with a number and in six months, do another review.
Amalie Shaffer:Like it's, it's going to be important for you to track your time.
Amalie Shaffer:It's going to be tedious, but I think it's important to track your
Amalie Shaffer:time and your contractor's time.
Amalie Shaffer:They don't need to, I'm not saying that they have to like be in with a
Amalie Shaffer:start stop, but they need to give you times of how long something takes.
Amalie Shaffer:because you need to have an idea of, okay, what am I paying for?
Amalie Shaffer:Can I find someone that's more efficient and I'm not paying
Amalie Shaffer:as, you know what I'm saying?
Amalie Shaffer:Like, you're going to want to know times and how long things take, but for you
Amalie Shaffer:personally, you're going to want to know how long it takes to manage people.
Amalie Shaffer:So when you're sitting down doing the onboarding process,
Amalie Shaffer:how long does that take?
Amalie Shaffer:How long does it take to onboard one contractor?
Amalie Shaffer:How long does it take to assign them their, their first project.
Amalie Shaffer:Likely that'll take longer than their third, fourth, fifth, and so on.
Amalie Shaffer:Right.
Amalie Shaffer:How long does it take to manage them after the first project?
Amalie Shaffer:Like, am I checking in on them a lot?
Amalie Shaffer:The other reason why you want to know that is because let's
Amalie Shaffer:say you bring on two designers.
Amalie Shaffer:One takes is really hands off, does their thing.
Amalie Shaffer:They're great, whatever.
Amalie Shaffer:But you bring someone else on and you're like having to talk to them every day.
Amalie Shaffer:Hey, how's this going?
Amalie Shaffer:I got to check in with you.
Amalie Shaffer:Well, that's a time suck.
Amalie Shaffer:Are you pay?
Amalie Shaffer:Are you charging your clients enough to account for this
Amalie Shaffer:time that you're spending.
Amalie Shaffer:So all of that is hours that you need to know what you're, how long
Amalie Shaffer:it's taking to do those things.
Amalie Shaffer:Right.
Amalie Shaffer:What was the other, I think, did you have another question?
Amalie Shaffer:I'm sorry, I got really involved in that answer.
Sarah Wood:I think most of it.
Sarah Wood:I mean, I think, like I said, the people that I'm considering bringing on are
Sarah Wood:kind of like known quantities to me.
Sarah Wood:So that feels a little safer.
Sarah Wood:I guess I will go ahead and ask this, even though I'm hoping
Sarah Wood:not to run into this situation because they are known quantities.
Sarah Wood:If you find yourself in a situation where someone who you subcontracted is
Sarah Wood:just not doing what they're supposed to be doing, or the quality of the work
Sarah Wood:is not where you anticipated it being at, what, what would you suggest doing?
Amalie Shaffer:Okay.
Amalie Shaffer:So you can fire someone.
Amalie Shaffer:Well, it depends on your contract.
Amalie Shaffer:So your agreement will likely say something like you have to
Amalie Shaffer:give 14 days or 30 days notes.
Amalie Shaffer:That's like typical between 14 and 30 days.
Amalie Shaffer:You could make it 60.
Amalie Shaffer:I that's a little long for me.
Amalie Shaffer:I'm, I'm a 30 day person as far as like being able to let someone go.
Amalie Shaffer:But they, on the other hand also have 30 days, they can give you
Amalie Shaffer:notice and leave 30 days, but they could really just leave whenever.
Amalie Shaffer:So you do have to be aware of that.
Amalie Shaffer:Right.
Amalie Shaffer:And but in regards to your contract I would do 30 days, 30 days notice.
Amalie Shaffer:So with that in mind, you would, you know, give them 30 days.
Amalie Shaffer:Prior to that point my recommendation is try to work with the person.
Amalie Shaffer:Get on a call.
Amalie Shaffer:So being remote, and I'm assuming you're going to be remote
Amalie Shaffer:with all these people, right?
Amalie Shaffer:It is really easy to get in like our own silos of working.
Amalie Shaffer:I recommend getting on a call.
Amalie Shaffer:Hey, I noticed this is what's going on was there confusion about the instructions?
Amalie Shaffer:Kind of be curious about it, find out, ask them questions.
Amalie Shaffer:Was it just, they're not good, like, do they just not have the
Amalie Shaffer:skill, or are they just not great at designing, or did they misunderstand?
Amalie Shaffer:If it was a misunderstanding, let's say they, they got it wrong, they
Amalie Shaffer:misunderstood the instructions, I'm likely to give them a chance.
Amalie Shaffer:Especially if I just went through the effort of onboarding them.
Amalie Shaffer:I just went through the effort of getting them a new project.
Amalie Shaffer:Let me give them a chance and I may give them one, two projects
Amalie Shaffer:just to see some, maybe it was just that was not their thing.
Amalie Shaffer:That kind of, because you're also going to start to learn about the contractors.
Amalie Shaffer:What are they good at?
Amalie Shaffer:What are they not good at?
Amalie Shaffer:Maybe one's good at like more floral design than a more like structure design.
Amalie Shaffer:So, you know something like that.
Amalie Shaffer:So then you're also going to get a feel for what they're good at.
Amalie Shaffer:And so maybe then you just learn, okay, I'm just not going to give them,
Amalie Shaffer:you know, a project if it's a bunch of flowers versus a bunch of boxes.
Amalie Shaffer:I mean, I don't know, trying to, I'm trying to like, but
Amalie Shaffer:you get what I'm saying.
Amalie Shaffer:Or maybe they're just not great to work with, right?
Amalie Shaffer:Either way.
Amalie Shaffer:But let's say you don't know, and you want to give them another, so
Amalie Shaffer:you want to get on a zoom call.
Amalie Shaffer:I think it's really, or a video call.
Amalie Shaffer:I think it's really important or a voice call that you get on with
Amalie Shaffer:someone and explain not just through email, but through voice so that
Amalie Shaffer:they can hear your tone or see your face and understand what's going on.
Amalie Shaffer:Okay, now let's give them 30 days or 60 depending on how many projects
Amalie Shaffer:you have assigned to them, but let's give them a couple of projects,
Amalie Shaffer:maybe two to like redeem themselves.
Amalie Shaffer:Can they do it?
Amalie Shaffer:Let me try to give them a different project that's more leaning towards
Amalie Shaffer:their style of design or whatever.
Sarah Wood:Yeah.
Sarah Wood:So the, important thing to remember is to make sure that in the contract there is an
Sarah Wood:out if things are not going as expected.
Sarah Wood:And then your recommendation is kind of to handle it like you would if
Sarah Wood:you had an actual employee, right?
Sarah Wood:And you needed to kind of talk to them about needing to improve
Sarah Wood:their performance and whatnot.
Sarah Wood:Specifically, I think specifically my concern is deadlines, right?
Sarah Wood:If I am the one that's responsible, right?
Sarah Wood:I'm the one responsible to the client, right?
Sarah Wood:And maybe this is a fabulous, you know, they do fabulous work.
Sarah Wood:It's really great, but maybe they're kind of like pushing on those
Sarah Wood:deadlines or, or that, or it's making my life stressful, right?
Sarah Wood:Because maybe, maybe I start giving them a little fake deadline to kind of
Sarah Wood:try to make my life a little easier.
Sarah Wood:But if that's someone and you kind of.
Sarah Wood:And it becomes an issue with the client.
Sarah Wood:Let's put it that way because I feel like I know how to handle it
Sarah Wood:if it's an issue for me, right?
Sarah Wood:But if it becomes an issue with the client and it's damaging your
Sarah Wood:relationship with the client, how would you recommend handling that?
Amalie Shaffer:So very similarly, again, I want to know, is it a personal issue?
Amalie Shaffer:Are they going through something?
Amalie Shaffer:I recommend having two of everything or three of every service.
Amalie Shaffer:So you have some redundancy that you could pull someone in last minute.
Amalie Shaffer:Like you need like that pinch hitter.
Amalie Shaffer:Like, Hey, I got a problem.
Amalie Shaffer:I need this done.
Amalie Shaffer:because you're going to run into times where the contractor
Amalie Shaffer:is not going to get done.
Amalie Shaffer:They're not going to, something's going to happen.
Amalie Shaffer:They're going to get sick or they're going to be away or they're going to be like,
Amalie Shaffer:look, I can't finish this I got to go.
Amalie Shaffer:You may even have people that just leave and ghost you, whatever.
Amalie Shaffer:Not that you want that to happen, but it does happen.
Amalie Shaffer:I would have redundancy in contractors so that you know, Hey, I got something
Amalie Shaffer:at short notice, please let me know.
Amalie Shaffer:And you may have to offer to pay, I'll pay you a little extra for the expedited
Amalie Shaffer:project, but that all happens internally.
Amalie Shaffer:Outfacing to the client.
Amalie Shaffer:You're going to have to explain it.
Amalie Shaffer:Look we'll have it by this day.
Amalie Shaffer:You know, you're just going to have to reset the expectations with the client.
Amalie Shaffer:And however, you know, you would normally do that for me.
Amalie Shaffer:I'm likely going to get onto a call.
Amalie Shaffer:So again, they can hear my voice, they can see my face and
Amalie Shaffer:they know we got this there.
Amalie Shaffer:You know, I just, there was.
Amalie Shaffer:An emergency, whatever, we're going to get this done.
Amalie Shaffer:Here it is.
Amalie Shaffer:And then whatever they say, based on that, you can, you know, maybe
Amalie Shaffer:they're like, well, I'm not paying until this is done or whatever,
Amalie Shaffer:you know, whatever that might be.
Amalie Shaffer:You can adjust that.
Amalie Shaffer:But those are my recommendations.
Amalie Shaffer:And for me, the first time someone's late on something, maybe even the second,
Amalie Shaffer:especially in the beginning, I'm going to find out like, what's going on.
Amalie Shaffer:Are you like, was this too much?
Amalie Shaffer:Was this too big of a project?
Amalie Shaffer:Should I give you smaller ones?
Amalie Shaffer:because it's always good to have a variety of people that can do a variety of things.
Amalie Shaffer:So maybe I have someone that can do a quick logo.
Amalie Shaffer:But giving them like a webpage, they just don't have the time for that.
Amalie Shaffer:Right.
Amalie Shaffer:So you're going to want to know what your contractors are good at
Amalie Shaffer:and you know, what they can handle.
Amalie Shaffer:That's going to take time working with them to know that though.
Sarah Wood:Right.
Sarah Wood:And I mean, it sounds like, which was kind of my thing going in that it's
Sarah Wood:really a relationship game, right?
Sarah Wood:I mean, with your, both with your clients and with your subcontractors, right?
Sarah Wood:The better the relationship you have, the more you know about them.
Sarah Wood:The more, you know, how they communicate best and, and what style works best
Sarah Wood:with them, you know, the better the working relationship is going to be the
Sarah Wood:better results that you're going to get.
Amalie Shaffer:Yeah.
Amalie Shaffer:And once you have someone in, and let's say they go, they're doing really great.
Amalie Shaffer:And then something happens.
Amalie Shaffer:It's worth human to human to figure out what's happening.
Amalie Shaffer:Something obviously what's going on, like, right.
Amalie Shaffer:You know what happened?
Amalie Shaffer:I have someone as backup.
Amalie Shaffer:I can bring them in.
Amalie Shaffer:Yeah.
Amalie Shaffer:Versus just like letting them go.
Amalie Shaffer:I don't, that's me personally.
Amalie Shaffer:I think some people probably just let people go and they just wash
Amalie Shaffer:their hands of them, but that's just not my way of doing it.
Amalie Shaffer:I prefer to be, you know, in long relationships with my contractors.
Amalie Shaffer:I have contractors that I've been working with for like six years.
Amalie Shaffer:Like I like to build that because they're reliable and I can go to them when I
Amalie Shaffer:need them and they can help, you know, and I know them, they know my business.
Amalie Shaffer:They know my processes.
Amalie Shaffer:It's, it's really, to me, it's important to build that.
Amalie Shaffer:But you also have to set the boundary, like, okay, this is the
Amalie Shaffer:third time, like, you gotta go.
Amalie Shaffer:You know what I'm saying?
Amalie Shaffer:But after you give them the chance.
Amalie Shaffer:I have one more thing I want to add.
Amalie Shaffer:I know that you mentioned that the people that you're planning on hiring
Amalie Shaffer:are people, you know, I will say, I think it is really important to give
Amalie Shaffer:contractors a test project before hiring them, whether it's a proofreader,
Amalie Shaffer:it's a designer, it's whatever.
Amalie Shaffer:I recommend a test project and you pay them for it.
Amalie Shaffer:You don't just ask them for free.
Amalie Shaffer:You pay them.
Amalie Shaffer:Hey, here is the description of the design I'm looking for
Amalie Shaffer:and then you give them a limit.
Amalie Shaffer:Look, I'll pay you for three hours of time.
Amalie Shaffer:Here's the description, provide this thing like a proofreader might, you would
Amalie Shaffer:give them, Hey, here's a whole thing.
Amalie Shaffer:Proofread this, I'll pay you up to three hours.
Amalie Shaffer:They can take as much time as they want.
Amalie Shaffer:That way you kind of establish like a baseline of, of their work.
Amalie Shaffer:I always do test projects with contractors and it really helps
Amalie Shaffer:me see one, what kind of questions that they come back with.
Amalie Shaffer:Did they understand?
Amalie Shaffer:Did they misunderstand?
Amalie Shaffer:How are they communicating with me?
Amalie Shaffer:Were they on time?
Amalie Shaffer:Did they have to ask for an extension on a test project or whatever?
Amalie Shaffer:It gives me a lot of information about just based off of one thing.
Sarah Wood:Right.
Sarah Wood:And it's some of the intangibles as well, too, right?
Sarah Wood:Like, what's the vibe when I'm working with this person?
Sarah Wood:Do I feel comfortable with this?
Sarah Wood:Yeah, I was just thinking about that, that I was like, there are some things
Sarah Wood:that I could actually use for my own business that it might be helpful to
Sarah Wood:kind of test run people on, right?
Sarah Wood:Yeah.
Sarah Wood:And test run them on something, you know, that's also going
Sarah Wood:to be of value to me, right?
Sarah Wood:And value to my business and my efforts at like kind of communicating
Sarah Wood:and marketing about myself.
Sarah Wood:Yeah.
Amalie Shaffer:Yeah.
Amalie Shaffer:because you may hire them to do something in your business.
Amalie Shaffer:So right.
Amalie Shaffer:You know, you need to know what, and you want to know what you're getting into.
Amalie Shaffer:Like if you ask them to do flowers and they give you squares, like we
Amalie Shaffer:got a problem, you know what I mean?
Amalie Shaffer:Like something isn't right.
Amalie Shaffer:You know?
Amalie Shaffer:But yeah.
Amalie Shaffer:So any other questions?
Sarah Wood:I guess just, is there anything else kind of related to this that
Sarah Wood:you think would be helpful for me to know?
Sarah Wood:because as, as someone who's going to do it for the first time, right, I've
Sarah Wood:been a business owner for a long time, but I've been a solopreneur, right?
Sarah Wood:So I've been, it's a very different than kind of working with a stable of
Sarah Wood:subcontractors or even one subcontractor.
Sarah Wood:And then of course, like obviously You know, bringing on actual full time
Sarah Wood:employees would be a whole other step.
Sarah Wood:But is there anything that you just wish you had known before you
Sarah Wood:brought on your first contractor that you think would be helpful?
Amalie Shaffer:It takes time to manage people, and even though
Amalie Shaffer:they're subcontractors, you still have to communicate with them.
Amalie Shaffer:And like I said, you'll likely underestimate how long it's going
Amalie Shaffer:to take even the best people require some communication, right?
Amalie Shaffer:I also think one thing you may want to consider, especially because of
Amalie Shaffer:the nature of what you're doing, you may have, like, a designer that needs
Amalie Shaffer:to work with the website person.
Amalie Shaffer:So again, I'm going to go back to the Slack idea.
Amalie Shaffer:If you have everyone in Slack, I would not be the middle person.
Amalie Shaffer:I would want to see the back and forth.
Amalie Shaffer:So I know what's going on, but it takes a lot of energy for you to be like, what's
Amalie Shaffer:the, the designer saying, okay, over here to the, you know, to the web designer.
Amalie Shaffer:Well, the designer said, buh.
Amalie Shaffer:And then you gotta go back to them and you're going back like that.
Amalie Shaffer:No, please, by all means, let's not do that.
Amalie Shaffer:That is crazy.
Amalie Shaffer:And you're likely to lose track of things, communication.
Amalie Shaffer:You're going to lose details.
Amalie Shaffer:Things are going to get missed.
Amalie Shaffer:Not a good idea.
Amalie Shaffer:I would allow them to communicate even though they're all subcontractors.
Amalie Shaffer:So something I do for one of my clients is each project
Amalie Shaffer:gets its own channel in Slack.
Amalie Shaffer:So everyone working on that project is in that channel and can communicate.
Amalie Shaffer:Some of the messages don't apply to them, so they can ignore
Amalie Shaffer:those, but some of them do.
Amalie Shaffer:That's going to make your life a lot easier, bringing those people together.
Amalie Shaffer:I would not keep them separate because that's going to be a lot of time on
Amalie Shaffer:your hands trying to meet those needs.
Amalie Shaffer:Yeah, I think so figuring out how you want to communicate with the people about
Amalie Shaffer:the projects, create your onboarding process, even if it's just written out
Amalie Shaffer:on a Google doc, and that's all you have, creating your delegation process or task
Amalie Shaffer:process and task management, how are you going to track this, make sure people are
Amalie Shaffer:getting things done on time, do you ask
Amalie Shaffer:for an update at halfway point, like, Hey, how's it going?
Amalie Shaffer:Are you going to be there?
Amalie Shaffer:Like establish whatever that is for you.
Amalie Shaffer:And that might change.
Amalie Shaffer:Right.
Amalie Shaffer:So it might change.
Amalie Shaffer:And then in the onboarding process, that's like getting the agreement
Amalie Shaffer:together and all of those things.
Amalie Shaffer:And then test projects.
Amalie Shaffer:I think that's everything we covered.
Amalie Shaffer:I mean, there was a lot of other smaller details in there, but those
Amalie Shaffer:were the kind of the main things.
Amalie Shaffer:I mean, I think it's, it's, it's good to bring people on.
Amalie Shaffer:It's going to change things for you because you're going to keep it in house.
Amalie Shaffer:You're going to be able to say yes to a lot more things versus, Hey, no, but
Amalie Shaffer:I got somebody you're going to have a little bit more control over the project.
Amalie Shaffer:Yeah.
Amalie Shaffer:And I just also just remain flexible.
Amalie Shaffer:It's going to be a little rough in the beginning.
Amalie Shaffer:Every time you hire someone new, there's always like an adjustment
Amalie Shaffer:period, but especially like the first couple of contractors you're
Amalie Shaffer:hiring just for yourself because you've not worked with them.
Amalie Shaffer:Just give yourself some grace.
Amalie Shaffer:It's going to take some time to get used to for them to get used
Amalie Shaffer:to you just like a new client.
Amalie Shaffer:It's really the same kind of relationship, but just give yourself the time to adjust.
Amalie Shaffer:And having the processes in place first will really help you with that.
Sarah Wood:Great.
Sarah Wood:This has been really helpful.
Sarah Wood:It's nice to just be able to like talk it through with someone and
Sarah Wood:I've managed people before, but you know, when I was a supervisor
Sarah Wood:before I was like in house, right?
Sarah Wood:So it's different when it's your own business and there's
Sarah Wood:just different regulations and things that you're involved in
Sarah Wood:that you would not necessarily.
Amalie Shaffer:One more thing I'll mention is I would likely make the
Amalie Shaffer:due date the day before, or two days before it's actually due to the client.
Amalie Shaffer:So if it's due, like on a Friday, I'm going to tell the
Amalie Shaffer:contractor like Wednesday, EOD.
Amalie Shaffer:Yeah.
Amalie Shaffer:Okay.
Amalie Shaffer:Awesome.
Sarah Wood:And also because you just wanted to be able to have
Sarah Wood:time to do a, a review, right?
Amalie Shaffer:Put everything together, review it.
Amalie Shaffer:Yeah.
Amalie Shaffer:If you find a mistake, you know, something like that.
Amalie Shaffer:Yeah.
Amalie Shaffer:Absolutely.
Amalie Shaffer:Yeah.
Amalie Shaffer:Awesome.
Amalie Shaffer:Well, thank you so much for being here.
Amalie Shaffer:I'm so grateful.
Amalie Shaffer:I really appreciate it.
Amalie Shaffer:And I look forward to connecting again.
Sarah Wood:Yeah.
Sarah Wood:Thank you.