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Guide to Starting Off Right with a New VA: 6 Essential Steps

Updated on : 10 Sep 2024

Welcome to the world of remote work with your new Virtual Assistant (VA)! Here's your roadmap to make the onboarding process as smooth as a perfect cup of English tea. Let's dive in, shall we?

Step 1: The Commonsensical Agreement

Common sense isn't so common, right? First things first: let's get the basics sorted. This step is about laying down the groundwork. Agree on the salary, work hours, and the job duties. You want to avoid those cringe-worthy "I thought you said..." moments in the future. Be clear, be concise, and make sure both you and your VA are on the same page.

Step 2: The Human Touch of Video Calls

Now, let's bring in the human element. On their first day, set up a video call with your VA. Why video, you ask? Well, it’s more personal. It says, “Hey, welcome aboard! Yes, I am a real person, not just a bunch of typed words on your screen.” This step is all about making your VA feel seen and heard.

Step 3: Day One Game Plan

Continuing from Step 2, use that first call to map out your VA’s first day. Think of it as their orientation day. Introduce them to the team, set them up with the necessary tools and software. It's their first day at Hogwarts - just without the magic wands and talking hats!

Step 4: End of Day Reports

Ah, the beauty of organization! Let your VA know how you like things done. Personally, I’m a fan of end-of-day summaries in neat, bullet points. Whether it’s via Slack, email, or carrier pigeon (just a bit of British humor there), establish a reporting process that suits your style.

Step 5: Communication Expectations

Communication is key. Explain how you prefer things to be done. For example, I set tasks on Trello or Asana, and then look forward to concise, bullet-pointed summaries at the end of the day. I encourage my team to work independently, but I’m always a Slack message away if they’re in a bind.

Step 6: The Family Welcome Chat

Cap off the day with a friendly chat. Remember, your VA is now part of your business family. It's time to ask them if they have any questions or need anything clarified. It's like extending an invitation for a virtual cup of tea – warm and welcoming.

Bonus Tip: The Agreement

Here’s a little extra nugget of advice – get your VA to sign an agreement if you haven’t already. This should detail the job description, salary, payment schedule – all the important stuff.

But wait, there's more!

At VirtualStaff.ph, crafting these agreements is a breeze. We specialize in creating localized, compliant agreements with just a few clicks. It’s simple, effective, and ensures everything is crystal clear from the get-go.

Looking to compliantly onboard a VA in the Philippines? We've got you covered! Visit our VA Compliance Solution page to see how we can streamline the process for you. Say goodbye to complications and hello to a seamless experience with VirtualStaff.ph.

And there you have it! Six steps (plus a bonus) to integrate your new VA into your team seamlessly. It’s all about effective communication, and clear expectations. Happy onboarding!

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Michael Brodie

Meet Michael Brodie, the go-to expert in outsourcing and the driving force behind VirtualStaff.ph

Founder of VirtualStaff.ph – On a mission to revolutionize the Philippines BPO industry with a complete HR, payroll, compliance, and team-building solution. Michael is obsessed with helping companies scale and build fantastic teams while empowering Filipino talent with the best opportunities.


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