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.  

Starting out 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.  

Getting started with a VA should be a streamlined and stress-free process. Here's some tips to keep in mind: 

  • Before your initial meeting with your VA, take the time to think about your goals and identify tasks that you would like to delegate (not sure what kind of things you can delegate? We have a list of 101 things here). 

  • Streamline the handover process by compiling a list of essential logins for your VA's access to mailboxes, apps, and tools. 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! 

  • Once tasks are delegated, your VA should 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? With your VA seamlessly managing crucial aspects of your business, you're free to direct your focus towards strategic, revenue-generating activities. Take a moment to appreciate the newfound peace of mind knowing that essential tasks are in capable hands.

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


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