This post is right on. The discovery call guide will have you 'walking' into your discovery call with your prospective client with confidence knowing that you have done the necessary preparations to nail this call! Sacrifice vs Selfishness: Which Is More Important For Success? They are not an employee, which means they work at their own pace, during their own time, wherever they like. I do a limited amount of coaching for individuals and organizations. This could include someone in finance, shipping, or sales depending on the objective of the task. In order to set your Virtual Assistant up for success, they need to be given all the information they need to do their job correctly. Get started today before this once in a lifetime opportunity expires. In-house: Which Is Best for Your Business's Tasks? Sometimes, this means they just have to give you a heads-up, but if youre scaling, they might need to reach out to a finance department or your accountant. Visit us at : http://www.livehelpindia.com/, Thanks for shearing with information.. your style is unique compared to other virtual assistant.. Not only does proper documentation of your processes avoid mistakes, but it also saves you and your team valuable time. It may be tempting to skip the time-consuming act of writing all of these processes out and simply give your new Virtual verbal instructions or a basic outline of what to do. You never have to worry about transferring files between computers, or emailing either. Additional information, such as required hours, can be included if applicable. Therefore, you want to include as much information as possible. The templates for everything are so handy as it's so hard to know where to start and what to include so having a jumping off point for all of those things is just invaluable.

But how exactly do you go about onboarding this brand new hire for your business, and doing it in a way that protects your business and has all your (legal) bases covered? However with Google Docs, you can simply set up offline access. This proposal template will be the final step in getting your clients across the line to start working with you! How long do I have access to the templates for? The room should be non-smoking and include a king-sized bed. Once your procedure is documented and tested youre ready to delegate it to a virtual assistant, freelancer or other team member. Step #6: Book a hotel room within 15 minutes of the event location. Craig identified the tasks he delegates to a virtual assistant in How a Virtual Assistant Helps Me Get More Work Done. 2016 Worldwide101. Time Management Ninja | "Winning the battle against wasted time, disorganization, clutter, and all other things evil". #Achieve More Including all documentation including information and confirmation numbers via a hyperlink in the e-mail where appropriate. First, you may have to end up honoring whatever your Virtual Assistant promised in her response.

Outsourcing vs. #Productivity Thank you for this post. Step #5: Book both arrival and departure flights at the same time. Well thats exactly what Im covering in this blog post the documents you need to onboard a Virtual Assistant the legally legit way. Should Your To-do List Be on Paper or in Your Phone? In this Virtual Assistant Agreement, the parties agree to the terms of the relationship between them, including what work the virtual assistant will actually be doing for the client. Love the key docs bundle, everything looks so good! Grab your spot here. Identify business processes that can be recurring tasks for someone else to execute. You can download this instantly (ok, the process takes about 15 minutes) to set the rules and terms for your VA and protect your business. Take Action: Make a list of your recurring tasks. This detailed welcome kit allows you to outline timeframes, detail the systems you require access to, set up communication methods, shared file access & task management systems as well as linking through to any instructional videos you may have for new clients! It was a gift from the world-renowned health and, Alli Price is a work-at-home-mum (WAHM) with a passion for networking and support. You get to choose who you work for and what projects you take on. The best place to start is with my DIY Independent Contractor Agreement. Share this article now for your instant download: Start doing more, achieving more and earning more with a Virtual Assistant. When they have a document to reference, the number of questions they ask will drastically decrease. Some states may consider this attorney advertising (although it isn't intended to be). Time Management Tip: Do the Work Now to Save Time Later, Time Management Tip: Do ONE Thing You Were Going to Put Off. With camera close-ups and a, Lifestyle JournalsVirtual Assistant LovingEssential SkillsMust-have Tools, Pro ConnectSkill to ProfitThriving Spotlight You can either attach this in an email with your contract and first invoice or use it in your CRM! A Virtual Assistant Agreement is a document between two parties, the virtual assistant and the client, for a contractual working relationship. Thanks Craig for featuring my guest post and I look forward to answering any and all questions from your TMN community. Start your free trial. Starting with a review of the year, understand how your goals link to your business mission & purpose, use the SMART Framework to break down new goals into yearly, quarterly, monthly & weekly actions. Sam is an attorney licensed in NJ and PA, but is not practicing law or establishing an attorney-client relationship with you, ever. 100% of profits from our Key Document Templates purchased in March will be donated to the Red Cross Flood Appeal. If your Virtual Assistant is not supplied with this information, they may feel inclined to attempt to answer the customer themselves and end up saying something that is incorrect. TMN Podcast #2 Ten Travel Tips to Make Your Trip Less Stressful. A Virtual Assistant acts just like an executive assistant but at a fraction of the cost.

When they do ask a question, you can refer to a specific step in the process instead of spending time explaining the entire step from scratch. They need to provide them with a fast and easy method of reporting and documenting what they do wherever they work. The last thing you want is a crucial task being delayed because you didnt have the time to explain something. Test the procedure before you share it with your virtual assistant. Its very possible that you have been doing some of these tasks for so long, they have become second nature. Comments can be made within the document itself and chat initiated if youre in the document at the same time.

Fastboss voice assistant saves you up to 97% time and money on document workflow for your mobile teams. Psssstwant a free copy of my book The Hard Work Myth? Virtual assistants can assist with almost everything an in-person assistant can. If neither JetBlue nor Delta is available, check back with CEO John Smith. It is unreasonable to expect someone to excel at something without giving them documentation to refer to when they have questions. #Outsourcing Take Action: For every recurring task that you delegate to your Virtual Assistant find a meaningful way to track and verify the results being delivered. I also cringe when I, I make my green smoothie each morning in a fancy glass blender, which reminds me of my old job every time. It is easy to forget the skills you need to complete these tasks effectively and efficiently. Thats a procedure hes tested. Automated completion of your business docs. It's honestly made me that much more excited to push through the nerves and get started. Then, a best practice is for both parties to keep a copy. The templates are created in Canva, Excel & Word (they can be converted to G-Suite products if you are not an O365 user). This will give the relationship the best chance for success.

Youre not offering them employee benefits like health insurance, paid leave, or unemployment, but they are free to work for other businesses. I sent them some instructions of what I needed done, and they lightened my burden tremendously so I could focus on growing the company and getting more sales done to new customers. Your email address will not be published. Complete with question prompts, preparation pages, a checklist and a scale to record how you fell the call went. You can access files wherever you are too; whether using your computer, phone or tablet, files are synced across your devices whenever the internet is connected. This way, you or your Virtual Assistant can update the document whenever needed and you will always have the most up-to-date version. It is a great tool to use as a Virtual Assistant. To avoid confusion, you may want to create a document that includes pre-written responses or a list of people in the company to pass the comment off to. We've all wondered exactly how much we need to charge to reach our income goals while taking into account all of the business operating costs, tax, superannuation & other expenses, on top of this we need to take holidays at some point! We are Virtual Assistants is a community of talented, and inspired virtual assistants who harness the power of opportunity and experience renewed focus and motivation.

This type of behavior increases the probability that your Virtual Assistant will make a mistake that could cost the company both significant time and money. Contribute. Nothing on this site should be construed as legal advice. Set the objectives and give them tasks saving their and your time. Sam does not provide you or your company legal advice. How I Changed My Commute From 30 Minutes To 30 Seconds. Never book Spirit Airlines. Our Key VA Documents Bundle will give you the confidence to operate your business like you've been doing it for years! officers battalion chief Identify the tasks that are necessary for your business to function and eliminate the rest. Again, your list will be based on the tasks and responsibilities you plan on assigning your Virtual Assistant. Step #4: Search JetBlue flight first.

Sometimes a document can look bland when you want to make it stand out, but this feature can give your work the edge. Win! Once you grab the contract template and fill in the blanks (names, fees, and such), send the contract to your VA. Once they sign, you do the same, and make sure to get a complete, fully signed version for your records. So you, Is a swipe file inspiration or just strai, A lot of people throw around the word millionai, Time to get your legal ducks in a row , A lot of people wonder, "Is the Ultimate Bundle, It's time to make sure your legal ducks are fully. vmware converter p2v beta virtualization training submit manual discussion notes release request support user versions does The size and structure of the virtual assistant project or projects doesn't matter, this agreement can be used for all types of these contractual virtual assistant relationships. To work out additional details its good to have someone else look it over as well. Even if you feel youre the only one that can do a certain task, chances are if you can provide a documented procedure, someone else can complete the task. By writing them out, you can begin to make a list of what your Virtual Assistant will need to be successful. The more you have systems in place, the easier it will be to onboard your new virtual assistant and ensure that their time (and your time!) This includes understanding aspects such as: how far out to book, your travel budget, the airline you prefer to fly, payment method, and travel arrangements. This can include a variety of tasks including bookkeeping, invoicing, inbox management, travel arrangements, scheduling meetings, or anything else that includes following several steps and coordinating with various people or departments. I cant recommend VAnow.net highly enough, it really was a lifesaver. We simply provide legal information & education for you to customize and use on your own and have reviewed by your own local attorney. A legit contract protects you and the business you have put your blood, sweat and tears into building. This folder can be accessed on your computer, tablet, phone or online; everything is synced across the cloud. All rights reserved. #In-house Handing off day-to-day tasks means you can focus on the big picture things that matter to you and move the needle forward on your business. Tell us below! For example, lets say your Virtual Assistant is responsible for handling customer questions that come in through your website and social media channels. You can always test out a VA for a one-time project or fixed period of time, like 30 days, as a trial run. When writing out steps, do not assume your Virtual Assistant will know how to do something, regardless of how simple or easy you may think it is.

First, get clear on what tasks you do best. A lot of you might not know this, but I'm working, My honest reflections on all the buzz around Insta, ASK ME YOUR LEGAL Qs FOR YOUR BIZ! Curious how product your daily workflow is? If this happens more than once, you may begin receiving negative reviews on Google and your social media pages. Available in word version, you can badge with your business logo and proceed with confidence to be sure your organisation is taking into account all remote working issues where a virtual assistant/ client arrangement is in place. The evolution of ones career is fascinating to me, and I love hearing inspiring stories of how people changed things up, or followed their passion. This is great for client work; you can edit work for them, and then they can view your work and make any comments if required. But with proper planning there is a secret to avoiding a bad situation. Our book, The Hard Work Myth, is a deep dive into how to achieve more, without working harder. NOTE: Do not book any travel outside of Travel Well' without prior approval. Within your Google account, you can create, access, view and edit document files using Google Docs on the internet. If you do not provide detailed instructions on how to complete something, your Virtual Assistant will be forced to interrupt you or a member of your team every single time they have a question. For example, a common process that should be documented for your new Virtual Assistant is how to make travel arrangements for yourself and your co-workers. 4.9 - 388 votes, Start by clicking on "Fill out the template". Step #7: Book necessary transportation from home to the airport, the airport to the hotel, and hotel to even location. This Canva template is ready for you to customise fully to show your clients exactly what you do, takes them through the process of working with you & instills a level of confidence in them that you are the perfect solution to their needs. Youll be able to manage your own schedule and work from anywhere in the world, including your PJs at home (I highly recommend this option). Store and manage your docs with full access any time and anywhere. You can check out seven of my tips for how to hire a virtual assistant legally right here.). If you go about it the right way, adding a virtual assistant (VA) to your teameven if youre a team of one right nowcan bring major peace of mind and help your business grow. In fact, many virtual assistants now have freelance businesses entirely online. By laying out the nuts and bolts of your expectations with your VA, youll be setting up both of you for success.It also details exactly how and when you can revoke their access to aspects of your business that contain sensitive information (LastPass password saver is your friend here!). It doesnt matter how organized you are if you are doing the wrong tasks to begin with. You may discover that the majority of your processes require communication with external vendors and partners. You fill out a form. Once you have created your process documents, you want to make sure they are all stored in an easy-to-find place. All routes are encrypted so that, finally, you get a report on the signed document. The goal of a process document is to make it as simple as possible for the person reading it to achieve their objective in the shortest amount of time.

All files saved using Google Docs are saved to your Google Drive. What do you find is the most useful feature of Google Docs as a virtual assistant? Then, you can store the link to each document in one master Google Sheets file. With the instant electronic signature, you sign any transaction on the device, contactless. 6 email templates including, job lead response, reach-outs, referral & testimonial requests. Now, with the smartphone, they may do any document in seconds! Lastly, be sure to walk your Virtual Assistant through each process to see if they have any questions and if any of the steps could be made clearer. Welcome your new client to your business & streamline the handover of tasks & system access so that you can hit the ground running & start making an incredible impact to your clients businesses! Companies with outside sales representatives need to support their sales process documentation and protocol with an office assistant: daily reports, sales offers, sales agreements, and any text document outdoor team needs. You will be able to modify it. If I am a student of the VA Start Up Program, do I needto purchase these? Next, its time to get your legal ducks in a row. So often my clients are performing routine tasks that could be easily delegated to someone else. Share this article now to get your instant download: In this article, we're going to cover the importance of documenting and outlining the various tasks and processes your new virtual assistant is going to be responsible for.

All of this could have been avoided by supplying your VA with a document that clearly outlined how to speak to customers on various topics. Thus, excluding any litigation. Reach out and tell them what tasks you need help with. These email templates are ready for you to customise to any situation & communicate with confidence in emails/DMs knowing that you haven't left any valuable information outto achieve your desired result. If first-class is not available, book business class over economy. Your Services & Pricing Guide is usually the first document you will send to prospective clients, so it's super important to get this right! Convert Files -With Google Docs growing in popularity all of the time, you may begin to find that many people will share documents with you as a Google Doc file. #Time management If it must be done every Friday or at the end of each month or quarter, you can suggest your Virtual Assistant put a recurring reminder on their calendar so they dont forget it. In the age of the internet, many businesses and individuals are choosing to utilize online assistant services, instead of spending the money and resources on an in-office or physically present assistant. He mentions that his Twitter tool posts and then re-posts the content four times, eight hours apart. Join more than 22,000 entrepreneurs who have discovered that a Virtual Assistant can help free their time, focus on what matters and grow their businesses. Take Action: Test the procedure yourself. Guy has been active on social media for years and has tested the procedures himself. Edit Offline - One of the main concerns of having a word editing document thats technically online, is not being able to access files when you dont have the internet, such as on the plane. This documentation should also include who needs to be contacted and what types of approvals theyll need to secure before booking. No, if you are a VA Start Up student you will already have access to these templates (except the client service agreement which you can purchase separately) - please email me at [emailprotected]if you don't have access. Files can be opened, converted to Google Docs and Google Docs to Word files too. #Task ideas Rating: Remember you cannot improve what you do not measure. Add Design Elements - Google Docs isnt just your standard document editing tool; you can bring documents to life and make them stand out for clients and work purposes with genius styling and editing tools that just make work look good. Regular insights on how to achieve more, sent to your inbox. Take things slow and allow the working relationship to grow gradually, and youll accomplish awesome things as a team. We have created a platform that includes a mobile app in the form of a smart assistant that unites all the essential solutions of a business administrator. 7 Ways A Virtual Assistant Can Help You Work Smarter, Why "Keeping Busy" Is A Problem For Entrepreneurs (And How To Solve It), 3 Ways Your Calendar App Can Make You More Productive Every Day. Sure, I *could* tackle them myself. Second, you may have to go back and apologize for sharing incorrect information. Edit Microsoft Files - One of the best features of Google Docs is that it works with Microsoft files such as Word and Excel. Furthermore, your VA may begin to get into the bad habit of simply asking you any time they have a question instead of trying to remember what you told them for next time. In the event that you are not in the office, your Virtual Assistant will have a much better chance of figuring it out on their own if they have a document to refer back to. Document your procedures and find a virtual assistant that has the necessary capabilities and cultural fit for your business. Remember, itll take even the very best VA some time to get up to speed, and thats okay! Founder and CEO of Time etc, author of The Hard Work Myth. A VA is an independent contractor who works on administrative, business development, client/community relationship, or social media tasksand beyond. The offline option is only available on Google Chrome. Virtual Assistant Agreements are normally subject to individual state laws, governing general and commercial contract principles. Up to 5GB of data or 4000 documents can be stored for offline purposes at any time. You can still view your files and edit documents. We created a digital assistant to fulfill this job for your sales team. This document can be used in any scenario in which a client would like to hire a virtual assistant. Other names for the document: For example, writing legal templates and sharing my voice and perspective on social media are at the heart of my business, so Im not outsourcing those anytime soon. I definitely sleep better these days than I did back when I was juggling #allthethings in my biz alone a few years ago! Congratsyoure about to take a big, exciting step in the growth of your online business! This interactive spreadsheet allows you to review current income goals & forecastfuture income goals by breaking down your clients/services & other income generating activities to give yourself clarity & direction on your pricing & services. Is this someone I would choose to hang out with or grab a drink with, if we werent in business? In the previous example, Guy Kawasaki had detailed procedures for updating his social media accounts. #Tips, Thanks so much for sharing my article. I will be tweeting about this. To help you make everything automated and your team more independent in running tasks. For the first time, you will see how we combined a, Speak, Sign and Send Your Business Docs in seconds. Always select more legroom. Basically, this is a legally binding virtual assistant contract (or a web designer contract, or any freelancer contract) that outlines the terms and conditions of their work for you.

Planning out and documenting your VA hiring and outsourcing process on the front-end is crucial. Your free trial allows you to try out a Virtual Assistant for yourself and experience the difference they can make to your day. View them here. Below is a list of the potential processes you can document for your new Virtual Assistant. Ive Increased The Flexibility Of My Business! We suggest creating each process in its own separate Google Doc. Here are some recommended tips to ensure you find the right Virtual Assistant: Zappos CEO, Tony Hsieh said this about company culture: From the beginning, company culture was always important. Youll be able to refine most of the details. Owen is the co-founder of, Click to share on Twitter (Opens in new window), Click to share on Facebook (Opens in new window), 5 Steps to Documenting Processes for Your Virtual Assistant, How a Virtual Assistant Helps Me Get More Work Done, documented the procedures for his social media accounts, Link Love 24: Virtual Assistance for Therapists - Kat Love, 6 Easy Steps on How to Delegate Tasks Like a Pro Live Sidekick, 10 Reasons Clutter Makes You Less Productive, Time Management Ninja Podcast #20: 7 Reasons I Ditched My Apple Watch, 5 Tips to Prevent Little Tasks from Disrupting Your Entire Day. It is also unreasonable to think they will automatically reach out whenever they have a question. With the Fastboss platform, you will adapt business documents automation by yourself. Answer a few questions and your document is created automatically. Your five steps are very good Documenting Processes for Your Virtual Assistant. Then, details about the actual work and virtual assistant services, such as what the projects are, deadlines, milestones, fee information, etc., will be included. Now, with the smartphone, they may do any document in seconds! Not everyone has a good experience with a virtual assistant. If youre feeling bogged down by aspects of running a business that youre not great at and/or dont love, outsourcing these to a VA can free up serious time and brain space for small business owners and entrepreneurs. Thinking about hiring a virtual assistant? Our web dashboard is easy to use as a drag and drop template builder for routine documents. You will be able to sign in using your own login and password to access the template bundle you purchase. This is not a law firm. An expert events-organiser and all-round superwoman, Alli was driven by her experience as a busy WAHM to, I recently saw a post somewhere about the eye rolling test and how it accurately measures whether or not a couple will survive their marriage. Google Docs allows you to create and edit documents, spreadsheets and presentations on the web. Below is a sample of what this type of documentation could look like: Step #1: Confirm both arrival and departure dates as well as desired flight times from CEO, John Smith, NOTE: Do not book any flights that leave before 9 am or after 7 pm unless directed otherwise, Step #2: Confirm the location of where the event or meeting is taking place, NOTE: Do not book a hotel that is more than 15 minutes from this location. Take Action: Use an online tool like SweetProcess to document your procedures step-by-step.

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