Three Ways To Have A Successful Relationship With Your Virtual Assistant

By now we all know the endless benefits of a successful working relationship with a virtual assistant. The main advantages of course, being saving both time and money.

For business owners who want to focus on their large projects and delegate the smaller tasks to their virtual assistants, it’s a match made in heaven. Or, perhaps they need help with those big projects, too. That’s the thing; virtual assistants can do it all.

For a business owner to have a successful relationship with their remote team though, it requires a bit of work on both sides. While having a virtual assistant saves time and money and provides a convenience like no other, there needs to be reasonable expectations from the start.

Here are three ways to have a successful relationship with your virtual assistant or remote team.

1. Create A List of “Time Suckers”

To be blunt, create a list of the tasks that suck. They suck your energy and they suck your time. That’s a great place to start when you’re thinking of tasks for your assistant to help with. The whole point of hiring a remote team or virtual assistant isto make your day easier so you can focus on the projects that matter to you. Your assistant can take care of the things you simply don’t want to. Whether it’s travel plans such as booking hotels or flights or event planning or simply answering those 347 emails you have waiting for you, you will feel a lot better having someone do this for you.

PRO TIP
Once you create a task list for your assistant, ensure that you place them in priority order. If something is more important or is due earlier, make sure you let them know.

2. Be Ready To Train Them

We like to think that virtual assistants are superheroes without capes – and they are! – but they still need some training and a lot of this can happen before you hire them.. If you have a task lists that requires some procedures, passwords or special apps and tools, create a document for your virtual assistant so they have somethingto work with from the start. It’s better than having to answer those questions along the way and your assistant will know how to get their workflow in a groove. Having log in credentials from day one is a super time saver. It’s also important to train your virtual assistants as part of the onboarding process, much like it would be if you hired an office assistant. Give yourself about two weeks to get your remote team or virtual assistant up to speed.

PRO TIP
Have a list of websites and passwords needed, as well as a list of apps and programs that will help your virtual assistant hit the ground running. In some cases, they will have to familiarize themselves with these programs.

3. Communication Is Key

There is no such thing as over communicating when it comes to remote workers. And if you DO over communicate, you can always dial it back. Whether it’s a daily check in, a weekly check in or a monthly webcam meeting, it’s always a good idea to make sure you’re both on the same page. And a little friendly banter hasn’t hurt anyone! From the start, it’s great to find out what your virtual assistant’s strengths are and you might even find out a few more things they can help you with. While getting into a rhythm might take some time and require more communication initially, things will probably require less communication down the road.

PRO TIP
Schedule a weekly meeting with your VA by phone to ensure you’re getting what you need and providing feedback. If you don’t have time for that, a simple email every Friday or Monday would summarize what has been done and what needs to be done still and is a great way to communicate progress.

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