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Your Guide To Getting Started With A Virtual Assistant

Change can be daunting.

It's especially daunting when it relates to how tasks are carried out within your business.  

Getting started with a virtual assistant can feel like yet another task to add to your to do list. There's the fear of the unknown when it comes to the handover process, and the question of what you should even delegate to your VA.  

Your time is valuable, so getting started with a VA should be a streamlined and stress-free process. Your new VA will set up a time for the initial handover of your tasks, and you should have a few things prepared for this meeting: 

  • A clear idea of what you want to achieve and what tasks you would like your VA to undertake (not sure what kind of things you can delegate? We have a list of 101 things here). 
  • A list of log ins for the mailboxes, apps and tools your VA will need. Check that your VA uses a secure password storage tool to protect this important information. 

Make sure that you discuss any tools or apps that your VA recommends to ensure that communication is fast and efficient. You shouldn't have to spend hours on the phone or have your inbox clogged with emails – remember, a VA is there to make your life easier! 

They should then proactively take the reins on the tasks you give them, making sure that they're providing you with regular updates along the way with how they're going.   

What next? Well, it's time for you to breathe a big old sigh of relief knowing that the important details in your business are being taken care of while you focus on the big picture. 

Ready to get started on your journey with a VA? Book your no-obligation discovery call today!


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