How to Work with a Virtual Assistant

There are various and creative ways on how to work with your VA. Our clients use ways such as Email, Skype, telephone, Google Hangouts, Whatsapp, Slack, screen share programs, screenshots, videos, tutorials, checklists, case management software, or any type of communication available.

Some great tips:

  • Make a list of what tasks you would like your VA to handle
  • Take the time to check their work. We always want to give you the best VA team but also remember that they are humans as well. Always be sure that a task is done correctly and to your standards so we can be sure to provide the best service.  Also to make sure they are on the right track.
  • Patience is key when first working with VA’s. They need to understand your needs just as much as you need to understand what they are capable of doing. One task at a time in the beginning. Work together to get a system going. Develop a 30-day plan to see if they are the right fit for your company.  
  • Communicate and be clear on what you are asking to be done. We always say to over-communicate with your VA. Be clear on your instructions to avoid mistakes. It may take some time to go over what is needed but it’ll save you time from fixing a mistake that could’ve been prevented from the beginning.
  • Use an email thread of communication to document what you asked for. That way it’s easy for the VA to go back to the thread (instead of bothering you with same questions) if clarification is needed.  Better yet, develop systems, checklists, and processes for how you do things. Every business should have systems, processes, and checklists to minimize mistakes and streamline processes.
  • Allow them to ask questions
  • Be realistic on time. VA’s aren’t superheroes BUT they will try their best to be a close second. When assigning a task, give them enough time to create detailed work vs trying to get them to rush into something that might cost you a lot of money in the future

Reasons Why You Need a Virtual Assistant

Virtual assistants will assist you with day to day tasks of your law firm or business. We can work remotely and virtually and we can help you streamline your organization by doing the following: Lower your overhead and save on office space by hiring one of our virtual assistants – you do not need additional … Read more