7 Successful Tips for Working Effectively With a New virtual assistant

A virtual assistant (VA) is an incredible resource to any business if used correctly. VA’s can help business owners take care of mundane tasks that take up too much time in their daily schedule. They work effectively to allow business owners to focus on other more important aspects of their business.

When hiring a VA it’s important to do proper research and find the perfect candidate for your business. Like any employee, it’s crucial to set guidelines to ensure the work gets done to your liking. 

7 Tips for learning how to work with a Virtual Assistant

Below are the best tips for having a successful working relationship with a virtual assistant.

1. Define Expectations

When first starting with a virtual assistant, it’s vital to set expectations right from the beginning. If you are used to something being done a certain way, or there’s employee characteristics that are important to you, make sure you let the VA know. They are there to help you with whatever you need and want to do a good job for you.

2. Communication

Communication is key in any business and relationship. Having open communication between business owners and virtual assistants is a great way to make sure there is no miscommunication. Another habit to get into is having weekly check-ins to go over progress and goals for the week. Some ideas for communication are text, email, Zoom, Trello, and Google Meet.

3. Utilize the right tools

Having the right tools is another helpful way to ensure the VA is able to succeed. If there is a certain tool that is used throughout the business, make sure to let your virtual assistant know so they too can use the same tools that the business is. Some examples of tools are Microsoft Office, Google Suites, etc. Although they could probably do the work manually, it saves everyone a lot of time and money to share resources.

4. Try before you buy

If you are hesitant about hiring a virtual assistant, feel free to give them a test before committing to a long-term relationship, and example would be having them make graphics for your social media or creating a spreadsheet. If they do well, then they will probably be a good fit for the team. If not, then you know to look somewhere else. It doesn’t have to be a hard task, but something that will be a regular occurrence in their day to day.

5. make records shareable

One of the challenges of hiring a virtual assistant is that they are virtual, making it harder to keep track of documents and files. Having a way to manage files between the business and the VA is crucial. Some effective ways are using a cloud storage system like Google Drive and Dropbox. With these platforms, you are able to create a shared document between the VA and the business.

6. build a relationship

As with any employee that you will be spending time with, it’s important to build a relationship deeper than work. You have to remember that virtual assistants are people with lives and families. Simple questions to get to know each other better goes a long way. You never know what interests you share, and it makes the relationship more fun for both parties.

7. Track their time

Most virtual assistants work hourly therefore they are no stranger to tracking their time with platforms like Toggl. As a business owner, feel free to ask for a breakdown of the time tracking to ensure that they are actually getting work done.

Final Thoughts

Virtual assistants are so useful in any business and with any task. Learning how to work with a virtual assistant will only enhance the benefits and grow the business more. There’s going to be a learning curve, just like with any new employee, but once there is a system and open communication, it’s hard to deny the helpfulness of a virtual assistant.

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