🎉 Congratulations! As your business grows, it’s time to bring on a Virtual Assistant (VA) for additional support. With the right onboarding process, you can ensure a positive experience and a strong working relationship with your VA. Here’s how:

🔑 Keys for Successful Onboarding

1. 💡 Training for Retaining

Invest in proper training to establish a cohesive working relationship. Schedule live training sessions & provide training materials, review internal software systems, and set clear expectations for tasks, timing, and workflow. Offer support and be accessible to answer questions, helping your VA grow and succeed.

Training Tips:

• Create an Onboarding Checklist for your VA using a tool like ClickUp, SmartSuite, Asana, or Monday.com. 

• Create an intranet portal where your VA can easily access important training materials like SOPs, documents/spreadsheets, tutorial videos, etc.

• Create customized tutorial videos for your VA using a tool like Loom. 

2. 💪 Support Your VA as a Valuable Asset

Work as a team with your VA. Schedule team and client meetings for introductions and relationship building. Ensure your VA feels supported by establishing regular check-ins (live or asynchronous) and commit to making those check-ins a part of your routine. Show trust in your VA’s abilities and allow them to shine.

Support Tips:

• Schedule a virtual team meet & greet with cheesy icebreakers and games so your VA immediately feels like a part of the team.

• Treat your VA like a true collaborator. Most likely, your VA has worked with a similar client/company and has valuable suggestions & ideas. 

3. 📌 Assign Projects and Let Go

Relinquish control and assign projects based on your VA’s understanding and experience. Connect without micromanaging, offering assistance when needed. Trust in your VA’s abilities and feel empowered to focus on other aspects of your business.

Delegation Tips:

• Use a project management tool like ClickUp, SmartSuite, Asana, or Monday.com to assign tasks to your VA. Establish expectations for project delivery and trust that your VA will come to you with questions, updates, etc.

• Take note of the kinds of tasks/projects your VA excels at and give them as many opportunities as possible to shine. 

🎉 Congratulations again on reaching this successful milestone in your business! Hiring a Virtual Assistant is bound to help facilitate growth & success. Good luck!