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Set Your Virtual Assistant Up for Success: The Importance of Onboarding and Training

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Okay, so you’ve hired a virtual assistant, but at some point, you feel like their work is not up to your standards. But, before you have any thoughts of whether you’ve hired the right VA or not or whether they’re competent enough, let me ask you first – how did you onboard and/or train your virtual assistant?

Every business is built differently. They follow different standards, protocols, and processes, so let’s not expect a virtual assistant to figure everything out on their first day.

Onboarding and/or training are important steps in setting up a virtual assistant for success ensuring they are able to properly complete the tasks that you’ve assigned to them. 

An onboarding process is a step-by-step approach that helps new virtual assistants quickly understand the organization, culture, and processes. A structured onboarding process can include things like providing an orientation to the business, setting clear expectations and goals, introducing the virtual assistants to key team members, and providing ongoing support and guidance as needed.

On the other hand, one key aspect of training is by providing the virtual assistant access to the necessary tools and software that they will be using to complete their tasks. This might include things like project management software, email and calendar applications, and other productivity tools. Additionally, it’s important to provide the virtual assistant with clear instructions on how to use these tools, as well as any relevant company-specific policies or procedures that they need to be aware of.

Another important aspect of training is providing your virtual assistant with the information and resources they need to understand the business and industry they will be working in. This might include product information, customer data, and industry news. Having a good understanding of these areas will help your virtual assistant to make informed decisions and to communicate effectively with you, your team, or your clients.

It’s also important to establish regular check-ins or meetings with your virtual assistant to ensure they have the support they need and to address any questions or concerns that may arise. By providing your virtual assistant with the necessary training and resources and onboarding them effectively, you can set them up for success and ensure that they are able to provide value to your organization.

Overall, before we jump to the conclusion that you made a mistake in hiring your virtual assistant, be sure you’ve done your part as a business owner in helping your VA settle into your business.

If you need help organizing tasks in your business, download my task management guide to help you properly lay out your tasks in a systematized way. This will not only help you get organized but your team as well. Set you and your team up for success by downloading my task management guide here.

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