Today’s message is all about getting started with a virtual assistant. Most of my clients have never worked with a virtual assistant with intentions of working long term – most work they have hired were temporary workers from Upwork or Fiverr, or one time projects. So, a very common question I get is – how does this work? How do we get started? How do we build this relationship?
After years of working with many clients, I’ve learned a few basic things to start with every new client to make sure boundaries are set, goals are being met, communication is made and the relationship can grow into a strong team!
1) Set up a weekly or bi-monthly check in call with your VA, even if it’s just for 15 minutes. This will keep both of you on top of your goals and together you two can stay on the big picture of your career.
2) Create a shared online workspace. I highly recommend signing up for Asana or Trello – both free – to organize your to-do lists and delegate tasks, included with deadlines. Being online and shared, it makes it easy to communicate with each other and avoid email back and forth overload. If you don’t want to learn a workspace program, utilize a shared document or sheet of your to-do list.
3) Create a shared folder of your most updated assets. Every musician should have a folder from the get-go of their best tracks, photos, bio and links to videos. This way, you aren’t always emailing the assets you want your VA to use for press or festivals, AND he or she doesn’t always have to ask you for it.
5) Let them know to speak up. Empower your VA and let them know to speak up if they see a better way of doing things, or have any suggestions. They are working closely in your career and they might see and feel there is a way to streamline a process, find you a connection or save you money!
These 5 tried and true tips are a GREAT way to build a solid trust between you and your VA to handle your career and goals. So go out there, find your team and rock it!