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How To Best Prepare For A Virtual Assistant

If you've made the decision to get a virtual assistant on board, here are our top tips on how best to prepare yourself for handing over to them.

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Connect on LinkedIn ► Joy Hewitt
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Transcription: 

- Welcome to Savvy Sessions number 23 with Joy and Jo.

- In this session, we're going to be telling you 'How To Best Prepare For a VA'. Now the number one thing you need to do, is get in the right mindset. So you need to be confident and comfortable that you're ready to hand over and let go. 

- Yes, should we call it the ‘Let go’ mindset? 

- The ‘Let go’ mindset, yes.

- So yes, you've got to get into that place where you're realising that you need to be an open book, to let go of things that you have always controlled, and realise that even though the virtual assistant new hire might not do it perfectly, they're going to learn over time and get better and better and learn how you do things, like your voice. You know what you say in social media posts or you know how you write emails, like just getting a feel for that. And if you let go and open up everything right from the start, the VA can hit the ground running a lot faster because they have access to you know, your email accounts, your calendar, so when something comes up and you say, can you please do this for me, they already have the access. So let go of the control, open things up, let them have the access so that they can then hit the ground running. Really, really important. I'm glad we've got that as number one because it's the most important. Okay, the next one. Committing to the handover and the training, the getting started time. So often people will hire a virtual assistant when they're so busy that they haven't made any time or allowance to put it into the handover. Like getting them set up with things. And often they're trying to do it really bitsy, and just a little bit at a time and it's far, far better and you'll reap the rewards faster if you're actually blocking out time and giving someone a couple of hours in that first handover meeting where you can really talk about everything and open everything up and give them all the access and talk about the tasks that you want them to take over.

- Yeah.

- So really committing time to it, even though you're super busy, and it's the last thing that you want to do, you'll get that return on investment later.

- Absolutely, and also being clear on your focus or where do you want to go. So that's - for a business coach - that's often focusing on your revenue generating activities. So be clear with what your goals are for that. And then you may not know all the tasks you want to offload to a VA, but as long as you have some understanding, we’ll guide you but at least have some primary tasks to start handing over. So then you can actually focus on what is important to you to grow the business, and then we can take care of the rest.

- Yeah, absolutely. And if you're not sure about what a virtual assistant could take, or you need some ideas, then we'll pop a link below that will be 

- ‘101 Things to Delegate’ ... to delegate to a virtual assistant so that can give you some ideas about just what they could do. 

- And then the last one is getting your head around the tech stuff that you're going to need to do. So getting WhatsApp on your phone, getting Zoom set up, getting your files and your business into the cloud, and then the really key one and all too often we have clients who come on board that are using a free option or a very cheap option for their email and calendar. And it is just far easier for a virtual assistant to get in there, have an email address, monitor your inbox or book things into your calendar and share the calendars all that stuff is so so much easier if you get G Suite or Office 365. Just start by becoming super professional. And that first step is to get your email account on one of those platforms. Everything is so much easier from there. You won't have any syncing, sharing calendar access issues if you do that. So that is absolutely key. I know that it's cheaper and free and easy to set up those cheap options but it is far far better to have the paid options. So, if you have those as a starting point, making sure that all your files are in the cloud, then you can get off to a really good start with your VA it's going to be much easier for them to get access into things. And if that stuff was a bit scary for you, then at Strictly Savvy we take care of guiding you through all of those things and getting them set up for you.

-Cool, so that is Savvy Sessions number 23 with Joy and Jo.

- And we'll see you next time.

- Bye.

End of Transcription.



 

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