When you start working with a virtual assistant, you need to get your her up-to-speed.

Learning the basics and how to do the tasks she is assigned is just the beginning. To be truely useful, she will need to know:

  • The business’ lingo
  • Who your customers, partners, and suppliers are
  • Your work style
  • The business’ goals and timelines
  • The equipment/products you use
  • Personal information such as travel preferences

To accomplish this, both you and your assistant need to commit to regularly, scheduled conversations.

I know, you decided to hire a VA because you are overwhelmed and too busy. How are you supposed to find time for these meetings?

Remind yourself that this is only a temporary situation. Also, your VA can get started with some tasks with only a little guidance from you. Such as:

  • Filtering your email for spam. Later, she can filter your email for activities she can do for you like rescheduling appointments, sending out general correspondence, etc.
  • Confirming and rescheduling appointments.
  • Making travel arrangements.
  • Proofreading documents.
  • Printing/Copying documents for presentations.
  • Updating your website with general content & product changes.
  • Sending brochures out to prospective clients.
  • Setting up teleconferences.
  • Taking meeting minutes.
  • Entering new contacts into your contact database.
  • Etc.