Tips on Matching with the Right Virtual Assistant
Have you been thinking about hiring an assistant to your team but aren’t sure where to start? You’re probably thinking— what can I do to ensure I’m matching with the perfect Virtual Assistant? I have seen a lot of business owners who have hired assistant after assistant, but they just can’t find the right fit for their business. And I get it, this industry is quite oversaturated and it can be difficult to know where to start!
A good place to begin your search would be to ask your other entrepreneur pals. Maybe they’ve worked with an assistant before, or know of one they can refer you too. Another good place would be to join Facebook Groups where entrepreneurs hang out, or specifically Virtual Assistant groups where you can post a job opportunity. You can make a quick job application in Google Forms for easy submissions. I would also recommend posting in your Instagram stories that you are searching for a Virtual Assistant, as you may get many recommendations this way!
My Five Tips on Matching with your Perfect Virtual Assistant
Background Check
Once you have a few names, do a little sleuthing on Instagram and their websites. Do you like what you see? Is their messaging clear on how they can support you? Do they seem experienced?
SErvices & Pricing
Check to make sure their service offerings align with what you’re looking for support in. There are many different types of virtual assistants out there! Do they offer price points on their website and are they within your budget? Don’t necessarily go for the “cheapest” virtual assistant out there— there is a reason why premium assistants are priced higher.
Inquire
Send a quick DM to learn more about their services or fill out their inquiry form. If they send you a questionnaire after inquiring, be sure to fill it out with as much detail as possible. A good virtual assistant will also want to vet potential clients to ensure they align with their own business values.
Discovery Call
One of the most important steps to ensuring you are matching with the perfect virtual assistant is the discovery call. A face-to-face conversation where you can get a feel for their personality and how they work. Do you vibe well with them? Did they really try to get to know you and share how they can support your pain points? You have to like your virtual assistant too! I even offer in- person discovery meet ups for potential clients living in the same city as me!
Onboarding process
Did you find their whole onboarding process to be easy to navigate? Was their response time reasonable to any questions you had? After your discovery call, did they send you a detailed proposal? These are all things to take note of and gives you an insight to how organized your virtual assistant is and how they work.
Final Takeaways
At this point, you’ve signed the proposal, agreed on a date to start and paid for your first month. Now, your new virtual assistant will likely send you a welcome package and next steps. Always read these documents carefully, as it will ensure that the start of your working relationship is a successful one.
Always remember, that the first month is a bit of a learning curve until your new VA gets to know your business and you understand how they work. Be sure to take the time to properly train your VA as this will only set them and yourself up for success— Loom tutorials, onboarding documents, detailed Standard Operating Procedures (SOPs) are your best friend!
Now, enjoy your freed up time!
