Join Us in Celebrating 9 Years!

Join Us in Celebrating 9 Years!


Delegation Fast-Track Card #9

?? Mindset: Delegation Starter

Are you setting yourself up for success by creating a symbiotic partnership with your virtual assistant?

?? Tip: 3 Key Actions to Create a Symbiotic Relationship with Your VA

How you collaborate with a virtual assistant can make or break your experience. If you are so busy that you don’t take time to onboard your VA and provide necessary training, they will likely fall short of your expectations or leave you for a client they find easier to work with. Remember, VAs are freelancers in high demand, so they have a choice in who they take on as clients. Most will typically choose to work with collaborative leaders who support their development and growth. To retain your VA long-term, commit to what we call a CCD Commitment:

1. Communicate: Be intentional about setting expectations on the front end of delegation. Make yourself available to answer questions and commit to giving feedback weekly to increase trust and clarity.

2. Collaborate: View your VA as a productivity partner, but remember that you are the leader in the partnership. You drive the initiatives, and your VA executes your ideas. Work together to accelerate results.

3. Delegate: Hiring a virtual assistant only supports you in achieving your goals if you delegate consistently. You need help, and VAs need the work. You’ll see your ROI if you free up more of your time, and your VA will also commit to supporting your vision if their needs are being met.?

?? Tool:

The CCD Commitment is so essential to success that we invite all our clients to make the commitment before kicking off with their VA. Are you ready to create a symbiotic partnership with your VA? Download the Trusty Oak CCD Commitment Template.

? Task: Your Delegation Challenge

This month’s challenge is to read and sign the CCD Commitment. Even if you have already done this as a Trusty Oak client, refresh your memory and recommit to communicating, collaborating, and delegating for success. You will see better results with your productivity, and your VA will be empowered to grow and succeed, too.

Download CCD Commitment



Deep Roots: Partners in Productivity - Meet Janice Nugent

Certified Mortgage Planner Specialist, Certified Divorce Lending Professional

Championing Financial Freedom Through Strategic Mortgage Planning

For over a decade, Janice Nugent has been a Certified Mortgage Planner Specialist, dedicated to helping clients achieve financial freedom, build wealth, and realize their dreams through intelligent mortgage, cash flow, and home equity strategies. Her expertise has made her a trusted resource for many professionals, including homeowners, first-time homebuyers, real estate investors, realtors, estate planning attorneys, divorce attorneys, CPAs, insurance agents, and financial advisors.

Janice is also a Certified Divorce Lending Professional, providing crucial support during her clients' most challenging times. Her mission is to lead, guide, and protect her clients, establishing long-term relationships as a trusted advisor. Going above and beyond the traditional professional support, Janice has even, on occasion, opened her home to provide community and financial education for divorced women. ?

Janice conducts monthly homebuyer and investor workshops, inspiring those who dream of owning their first home or expanding their property portfolio. Serving the San Francisco Bay Area and beyond, Janice's reputation precedes her. Most of her business comes from introductions by satisfied clients, friends, and family. Her clients regard her as their Mortgage Planner for life.

Janice’s Trusty Oak Story

Belle Walker, another Trusty Oak client, referred Janice to Trusty Oak. As Janice devoted more of her time to care for her mom, she greatly needed support with administrative tasks. She embraced the idea that assistance doesn't have to be permanent and felt ready to embark on this new journey with a virtual assistant. ? About a year ago, Janice was matched with Nitin Khanna, a versatile VA with top skills in project management and social media management. Nitin started with administrative tasks such as email management, expense tracking, and general organization to lay a solid foundation for efficiency. Once those tasks were running smoothly, he added more support tasks. Today, Nitin handles administrative tasks, seamlessly manages Janice’s social media – LinkedIn, Facebook, and Google Business – and provides website updates as needed. His support has been instrumental in helping Janice meet critical business deadlines and regain control over her administrative workload while also creating a consistent online presence.

Under Janice’s guidance, her clients achieve financial stability and success, empowered by strategic mortgage planning. Trusty Oak’s specialized virtual assistant services enable Janice to focus on her mission of transforming lives through expert financial guidance, ensuring her clients receive the best possible advice and support.

?? Explore Janice’s strategies for financial success and her upcoming workshops on her website.

Connect with Janice

“I have been so impressed with the support I have received from Trusty Oak. Right from the start, they educated me on how to utilize their services. Nitin and I have built trust; he has developed a solid understanding of my business needs. Both Corie and Bex continue to guide me through the planning process I need to keep delegating. I continue to learn, whether through conversations with Amber or in the educational courses she provides. I highly recommend Trusty Oak. Each day, I get to do what I love, serving my family of clients as they continue to do what they love!”?

In the fast-paced small business world, efficient and effective communication is paramount, particularly for small teams?collaborating remotely with virtual assistants. One powerful strategy to enhance communication and collaboration with your VA is to implement a Tiered Communication System. This system delineates various communication methods based on urgency and context, ensuring you and your VA are always on the same page. [Read More]



How to Communicate Boundaries with Transparency in Freelance Work

Have you ever wondered about the importance of boundaries? In sports, the boundaries define the areas within play and outside of it, as well as where certain players are allowed to play or where a ball (object) must go to earn points, runs, goals, etc. These boundaries are transparent and made clear to everyone involved in the game—player, referee/umpire, fan. (Kristen Rattanamongkhoune)?Read More


Check out podcasts, books, courses, and other valuable resources provided by our valued clients and community.

  • HeyKiddo? App: Parenting Support in your pocket. As we approach that critical back-to-school time of year, here is a valuable smartphone coaching app developed by psychologists to help provide better insight into your child’s (ages 5-12) social, emotional, and mental well-being! Visit the website to download the app or grab it from the App Store or Google Play.
  • The Girl with The Purple Hair Talks Business Podcast episode: Amber L. Gray, Trusty Oak, shares with business coach Angie Giltner how obstacles and resistance can be gifts, why she quit the hustle culture, and how to start delegating. Listen here.



We proudly celebrate Trusty Oak anniversaries for our VAs and the leaders we serve. Thank you for partnering with us! Here’s who is celebrating this month.

Our Team

2 Years

Evan Gemmel

3 Years

Amanda Boyd?

9 Years

Amber L. Gray (CEO & Founder)


Leaders We Serve

1 Year

Janice Nugent, Certified Mortgage Planner Specialist

Aaron Kramis, Mountain Pacific Commercial Mortgage

Monica McGurk, Author (CEO -Tropicana Brands)


2 Years

Sonya Dreizler & Liv Gagnon, Choir

Evan Erdberg, Proximity Learning

Britt Trama, Trama Consulting Group


3 Years

Belle Walker, Belleview Consulting


Are you wondering what you can accomplish by partnering with a US-based virtual assistant? Schedule a Discovery Call with Bex Howell to learn more.

Whitney Nelson (she/her)

Strategic People Operations | Program Operations | Chief of Staff | Outdoor Enthusiast

3 个月

Happy Birthday, TO!! Congrats on 9 years of hard work and determination. Congrats on 9 years of making a difference for others in big and small ways. It all matters!

Uriah Guilford

Helping therapists turn more calls & clicks into clients

3 个月

Congrats on 9 years! That's awesome. Only 25% of businesses make it to 15 years or more. You'll be there in no time!

Adrienne Garland

Women's Entrepreneurship & Leadership Expert @ She Leads Media | Podcast & Conference Production | Adjunct Professor of Entrepreneurship, NYU & Rice University | Book Publisher

3 个月

Congratulations, Amber!!!

Stephanie Fritts

Executive Assistant/Chief Exec Wrangler | Founder - Exec Wranglers: Virtual Assistant Matching Services | Best-Selling Co-Author: Heart-Centered Marketing: Proven Strategies that Naturally Attract and Nurture Clients

3 个月

You're a badass! Happy 9 Years!!

Angie Giltner, MSOL

Best-Selling Author, Master Coach & Business Booster

3 个月

Woo Hoo! Celebrating with you!

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