Step #7: Book necessary transportation from home to the airport, the airport to the hotel, and hotel to even location. Including all documentation including information and confirmation numbers via a hyperlink in the e-mail where appropriate. #Achieve More 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. You can either attach this in an email with your contract and first invoice or use it in your CRM! In the previous example, Guy Kawasaki had detailed procedures for updating his social media accounts. For the first time, you will see how we combined a Business Digital Assistant with a document generator tool. #Time management 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. Share this article now for your instant download: Start doing more, achieving more and earning more with a Virtual Assistant. By writing them out, you can begin to make a list of what your Virtual Assistant will need to be successful. 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. Every single action you want the Virtual Assistant to take must be written out in its own step. However with Google Docs, you can simply set up offline access. PS If you want to be REALLY confident youre doing this the right way, join my free workshop 5 Steps to Legally Protect & Grow Your Online Business to ensure youre standing on solid legal footing as you grow your little team and hire your first team members! Not everyone has a good experience with a virtual assistant. 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. So often my clients are performing routine tasks that could be easily delegated to someone else. Some states may consider this attorney advertising (although it isn't intended to be). Nothing on this site should be construed as legal advice. Again, your list will be based on the tasks and responsibilities you plan on assigning your Virtual Assistant. They will assign the right VA to you so that you can delegate and begin the training process. Next, its time to get your legal ducks in a row. NOTE: Do not book any travel outside of Travel Well' without prior approval. Thank you for this post. Sometimes a document can look bland when you want to make it stand out, but this feature can give your work the edge. The last thing you want is a crucial task being delayed because you didnt have the time to explain something. Use this guide to learn more about the benefits of each model so you can make the right choice for your business. Other names for the document:
Then, you can store the link to each document in one master Google Sheets file. You can modify it and reuse it.
Time Management Ninja | "Winning the battle against wasted time, disorganization, clutter, and all other things evil". They need to provide them with a fast and easy method of reporting and documenting what they do wherever they work. Ive Increased The Flexibility Of My Business! 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. Once you have written out all the steps to this process, it is important to outline how often this task needs to be completed. Never book Spirit Airlines. You never have to worry about transferring files between computers, or emailing either. Sam does not provide you or your company legal advice. There are thousands of images, fonts and tables available completely for free for your projects. This will give the relationship the best chance for success. It doesnt matter how organized you are if you are doing the wrong tasks to begin with. 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. But with proper planning there is a secret to avoiding a bad situation. With the instant electronic signature, you sign any transaction on the device, contactless. 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. This is not a law firm. Test the procedure before you share it with your virtual assistant. Have metrics to determine if the task is being completed effectively. (PJs are a bonus.) Congratsyoure about to take a big, exciting step in the growth of your online business! 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. 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. male scammers ghana scammer john accra Your free trial allows you to try out a Virtual Assistant for yourself and experience the difference they can make to your day. By empowering them to make a suggestion you will benefit from the improved process. Time Management Ninja book now available! 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. For the first time, you will see how we combined a, Speak, Sign and Send Your Business Docs in seconds. developer Below is a list of the potential processes you can document for your new Virtual Assistant. Complete with question prompts, preparation pages, a checklist and a scale to record how you fell the call went.
6 email templates including, job lead response, reach-outs, referral & testimonial requests. 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. But things can go south for all sorts of reasons, some of which are total surprises or personal emergencies they dont have control over. This could include someone in finance, shipping, or sales depending on the objective of the task. 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. How long do I have access to the templates for? Your document is ready!
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. This will make your Virtual Assistant's onboarding phase considerably easier because they will know exactly where to go when they have a question. Guy Kawasaki has documented the procedures for his social media accounts. Curious how product your daily workflow is? is well spent. 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. officers battalion chief If first-class is not available, book business class over economy. 
I will be tweeting about this. Choose an aisle seat whenever possible. It is easy to forget the skills you need to complete these tasks effectively and efficiently. Grab your spot here. How I Changed My Commute From 30 Minutes To 30 Seconds. Thus, excluding any litigation. No credit card is required. You should ALSO read this blog post all the way to the end, to be sure that the business youre interested in working with is legally legit and has the proper documents in place before you start working for them. This file should include the following columns. To help you make everything automated and your team more independent in running tasks. Guy has been active on social media for years and has tested the procedures himself. Not only does proper documentation of your processes avoid mistakes, but it also saves you and your team valuable time. 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. #Tips, Thanks so much for sharing my article. Remember, itll take even the very best VA some time to get up to speed, and thats okay! First, get clear on what tasks you do best. You may be surprised to discover how much knowledge and information you contain that now needs to be passed on to someone else. You will be able to sign in using your own login and password to access the template bundle you purchase. While these screenshots may not be needed after the first few tries, they will be invaluable if someone needs to step in for your Virtual Assistant in an emergency situation. Be sure to include any log-in information they may need to complete a step and the contact information of the best person to talk to if they have any questions. But there are only 24 hours in a day, and I wouldnt have any time for big dreams and plans (and meal prep, and gardening, and cuddling Huddy Buddy) if I were constantly in the weeds. Having a documented procedure is the first step to having a successful virtual assistant experience, but you need to ensure you hire the right person to handle the task. You will receive it in Word and PDF formats. Well thats exactly what Im covering in this blog post the documents you need to onboard a Virtual Assistant the legally legit way. #Task ideas 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. It can be used by either party - in other words, for a virtual assistant looking for a standard template for clients, this would be a good fit. We created a digital assistant to fulfill this job for your sales team. Work for Hire Agreement, Assistant Agreement, VA Agreement, Agreement for VA, Virtual Services Agreement, How to Legally Protect yourself when Hiring Service Providers, Important Clauses to Review before Signing A Service Agreement. Systems and processes allow companies to automate, delegate and scale. Take Action: Make a list of your recurring tasks. Time Management Ninja 2018. Your email address will not be published.
This defeats the purpose of hiring someone so you can get back your time and assign it to more important tasks. Thats a procedure hes tested. Never choose the middle seat. Now, with the smartphone, they may do any document in seconds! veshal madan optometry nibm enclave undri pisoli Rating:
Our web dashboard is easy to use as a drag and drop template builder for routine documents. 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. Thank you! Start your free trial. If I am a student of the VA Start Up Program, do I needto purchase these? Step #3: Log into our corporate 'Travel Well' account using the log-in credentials shared in the locked password document. Fastboss voice assistant saves you up to 97% time and money on document workflow for your mobile teams. The offline option is only available on Google Chrome. The second step is to document the exact procedure for each recurring task. We simply provide legal information & education for you to customize and use on your own and have reviewed by your own local attorney. If the answer was no, we wouldnt hire them.. 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. Its very possible that you have been doing some of these tasks for so long, they have become second nature. You get life-of-the-product access to the bundle, this means you also get any updates/changes we make them as part of our commitment to continually improve and update our products, courses & memberships. Always book first-class if available. 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. 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. What platforms do I need access to to be able to use these templates?
Reach out and tell them what tasks you need help with. Of course, you hope to trust everyone you bring on to work with you. They may be hesitant to reach out with questions out of fear of being seen as someone who cannot retain information or do their job properly. While it is exciting to make a list of all the items you are going to be delegating, you must implement a thorough and detailed transition plan. Identify the tasks that are necessary for your business to function and eliminate the rest. 31 Days, 31 Ways: Daily Tips for Time Management Mastery. I definitely sleep better these days than I did back when I was juggling #allthethings in my biz alone a few years ago! Your Services & Pricing Guide is usually the first document you will send to prospective clients, so it's super important to get this right! #Task management, How a virtual assistant can help you become a more efficient, effective, and successful entrepreneur 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.
Tell us below! It is also helpful to have these documents stored in one central location in case someone needs to cover for your VA and you do not have the time to walk them through the process. #Virtual Assistant, The more you try to do, the less you get done. Process documentation is a good business practice in most any professional setting. 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! In some seconds, docs are ready to be signed and shared with your customer. Google Docs offers an extensive list of add-ons. vmware converter p2v beta virtualization training submit manual discussion notes release request support user versions does At the end, you receive it in Word and PDF formats. 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. The advanced search will find in seconds any stored doc. Step #5: Book both arrival and departure flights at the same time. Take this free assessment to find out! 
Sure, I *could* tackle them myself. All files saved using Google Docs are saved to your Google Drive. Take Action: Test the procedure yourself. Take Action: Use an online tool like SweetProcess to document your procedures step-by-step. 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. You can always test out a VA for a one-time project or fixed period of time, like 30 days, as a trial run. It is a great tool to use as a Virtual Assistant. It is also unreasonable to think they will automatically reach out whenever they have a question. You can still view your files and edit documents. 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. You have your idea of how a task should be completed, but as your VA does the task over and over they will often figure out a way to make the task more efficient. Then, details about the actual work and virtual assistant services, such as what the projects are, deadlines, milestones, fee information, etc., will be included. Planning out and documenting your VA hiring and outsourcing process on the front-end is crucial. 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. The layouts are so clear, simple and stylish, I can't wait to get myself organised so I can start putting all my details in and personalising it. Again, this defeats the purpose of hiring a Virtual Assistant in the first place. Document your procedures and find a virtual assistant that has the necessary capabilities and cultural fit for your business. Ready to save time and effort in creating documents for your business from scratch? Essentially, you are asking your new assistant to wing it when it comes to executing the important tasks you hired them to complete. The customer may get frustrated and think that you are an unorganized company and incapable of serving your customers. Outsourcing vs. 4.9 - 388 votes, Start by clicking on "Fill out the template". Get your free copy of the book, Managing your inbox including answering lower level e-mails and bringing important ones to your attention, Sending internal and external meeting invites that include time, date, location, call-in information, and meeting agenda, Keeping track of receipts, paperwork, and additional expenses that need to be documented and shared with your finance department, Arranging your travel including flight, hotel, town car, and trip itinerary, Tracking and submitting all expense receipts into your designated system, Gathering status reports from your department heads and compiling them into one condensed report, Staying on top of all internal and external invoices and ensuring they are processed in a timely manner, Communicating your updates with the department heads, Answering customer questions and concerns, Planning events such as birthdays, employee appreciation events, and conferences. This post is right on. 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!). Sacrifice vs Selfishness: Which Is More Important For Success? 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. A legit contract protects you and the business you have put your blood, sweat and tears into building. 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! Oh, and if youre considering working as a virtual assistant yourself, the job has some truly great perks. He recognizes that he doesnt have time to manage each account. 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? Youll be able to refine most of the details. This will now become a key requirement you will look for when scanning through the applications that come in. 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. If the new procedure is an improvement, reward the VA for their contributions. On the other hand, design, scheduling, and copywriting are areas where I definitely go to experts for help. Take Action: Craig recommends eaHelp; a reliable source for finding a Virtual Assistant. 
If neither JetBlue nor Delta is available, check back with CEO John Smith. Your five steps are very good Documenting Processes for Your Virtual Assistant. This Canva template gives you the opportunity to display your credibility & experience through a timeline of professional development, values, highlights, testimonials, client results & your portfolio. Take things slow and allow the working relationship to grow gradually, and youll accomplish awesome things as a team. 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. All Rights Reserved. In-house: Which Is Best for Your Business's Tasks? Then, a best practice is for both parties to keep a copy. 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! Now, with the smartphone, they may do any document in seconds! It's honestly made me that much more excited to push through the nerves and get started. Your email address will not be published. You get to choose who you work for and what projects you take on. This is a guest post by Owen McGab Enaohwo. 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. You also want to include the e-mail of any individual who needs to be contacted before, during, or after the completion of this process. The templates are created in Canva, Excel & Word (they can be converted to G-Suite products if you are not an O365 user). Do your business documents once, and share them with the entire team. For example, lets say your Virtual Assistant is responsible for handling customer questions that come in through your website and social media channels. Virtual assistants can assist with almost everything an in-person assistant can. A Virtual Assistant acts just like an executive assistant but at a fraction of the cost. Set the objectives and give them tasks saving their and your time. You can customise this based on what content you have & build on this as you gain experience in your business. #Productivity Sorry, comments are closed for this post. This document can be used in any scenario in which a client would like to hire a virtual assistant. Store and manage your docs with full access any time and anywhere. When they have a document to reference, the number of questions they ask will drastically decrease. Remember, a good working relationship involves lots of communication. 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. We suggest creating each process in its own separate Google Doc. #Productivity #Time management The room should be non-smoking and include a king-sized bed. Visit us at : http://www.livehelpindia.com/, Thanks for shearing with information.. your style is unique compared to other virtual assistant.. 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. Especially in the beginning, its better to err on the side of overcommunication. However, simply having systems and processes isnt enough. Therefore, your new Virtual Assistant must have strong communication skills and experience talking to people outside of your company. 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. #Time management, If you're looking to boost your productivity, use this simple guide to make the most of your calendar. Is this someone I would choose to hang out with or grab a drink with, if we werent in business? Second, you may have to go back and apologize for sharing incorrect information. You can check out seven of my tips for how to hire a virtual assistant legally right here.). Always select more legroom. Psssstwant a free copy of my book The Hard Work Myth? All routes are encrypted so that, finally, you get a report on the signed document. The templates are then linked through to the platform they have been created in (Canva, Excel/Google Shhets). Up to 5GB of data or 4000 documents can be stored for offline purposes at any time. 100% of profits from our Key Document Templates purchased in March will be donated to the Red Cross Flood Appeal. 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. Contribute. Love the key docs bundle, everything looks so good! What do you find is the most useful feature of Google Docs as a virtual assistant? for free, and gain recognition by showcasing this button on your website! 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. You may discover that the majority of your processes require communication with external vendors and partners. This documentation should also include who needs to be contacted and what types of approvals theyll need to secure before booking. Creating the necessary documentation helps you understand what you are looking for in a virtual assistant. 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. Great product, Owen. You get lifetime access to the templates via our online portal + access to any updates we make as we ensure these templates always exceed industry standards!
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