Guy has been active on social media for years and has tested the procedures himself. 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. Take Action: Make a list of your recurring tasks. But things can go south for all sorts of reasons, some of which are total surprises or personal emergencies they dont have control over.

Is this someone I would choose to hang out with or grab a drink with, if we werent in business? 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.

But with proper planning there is a secret to avoiding a bad situation.

Step #7: Book necessary transportation from home to the airport, the airport to the hotel, and hotel to even location. 2016 Worldwide101. The customer may get frustrated and think that you are an unorganized company and incapable of serving your customers. Visit us at : http://www.livehelpindia.com/, Thanks for shearing with information.. your style is unique compared to other virtual assistant.. Step #6: Book a hotel room within 15 minutes of the event location. 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. vmware converter p2v beta virtualization training submit manual discussion notes release request support user versions does

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. Step #7: Send flight, transportation, and hotel information to Jane Smith in the finance department.

wrigley greenville k12 @83e41a14ff11b50182b51cf7ba3476c6:disqus thanks for your compliment and I am glad you enjoyed reading the article.

From that list determine the tasks you can delegate to a virtual assistant.

If first-class is not available, book business class over economy. I speak on time management, productivity tools, goal setting, and social media.

In fact, many virtual assistants now have freelance businesses entirely online. Up to 5GB of data or 4000 documents can be stored for offline purposes at any time. It is also unreasonable to think they will automatically reach out whenever they have a question. Always book first-class if available.

Again, your list will be based on the tasks and responsibilities you plan on assigning your Virtual Assistant.

You can download this instantly (ok, the process takes about 15 minutes) to set the rules and terms for your VA and protect your business.

Below is a list of the potential processes you can document for your new Virtual Assistant. This document can be used in any scenario in which a client would like to hire a virtual assistant. If the answer was no, we wouldnt hire them..

A 5-10 minute tutorial with hot tips and tricks touse these templates to their full potential. A lot of you might not know this, but I'm working, My honest reflections on all the buzz around Insta, ASK ME YOUR LEGAL Qs FOR YOUR BIZ!

7 Ways A Virtual Assistant Can Help You Work Smarter, Why "Keeping Busy" Is A Problem For Entrepreneurs (And How To Solve It), 3 Ways Your Calendar App Can Make You More Productive Every Day.

No credit card is required. Share and collaborate your documents with others, Comment on files and suggest edits where needed, See revision history to see any changes made, Research within the document, using Google, Download documents in other formats (such as Microsoft Word). It is unreasonable to expect someone to excel at something without giving them documentation to refer to when they have questions.

Then, a best practice is for both parties to keep a copy. Edit Microsoft Files - One of the best features of Google Docs is that it works with Microsoft files such as Word and Excel.

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.

Especially in the beginning, its better to err on the side of overcommunication.

Strategically map out your goals with this practical workbook.

Guy Kawasaki has documented the procedures for his social media accounts.

Reach out and tell them what tasks you need help with. 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.

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.

Automated completion of your business docs. 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.

Time to seal the deal! We created a digital assistant to fulfill this job for your sales team.

Grab your spot here. If youre feeling bogged down by aspects of running a business that youre not great at and/or dont love, outsourcing these to a VA can free up serious time and brain space for small business owners and entrepreneurs. 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.

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.

Nothing on this site should be construed as legal advice.

All rights reserved. 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.

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.

This folder can be accessed on your computer, tablet, phone or online; everything is synced across the cloud.

Additional information, such as required hours, can be included if applicable. Sam does not provide you or your company legal advice.

However with Google Docs, you can simply set up offline access. officers battalion chief

Sacrifice vs Selfishness: Which Is More Important For Success?

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. 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.

Next, its time to get your legal ducks in a row. #Virtual Assistant, The more you try to do, the less you get done.

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!

Step #3: Log into our corporate 'Travel Well' account using the log-in credentials shared in the locked password document.

You never have to worry about transferring files between computers, or emailing either.

#Task ideas It is a great tool to use as a Virtual Assistant.

This proposal template will be the final step in getting your clients across the line to start working with you!

There are thousands of images, fonts and tables available completely for free for your projects. Thus, excluding any litigation. Files can be opened, converted to Google Docs and Google Docs to Word files too. This will now become a key requirement you will look for when scanning through the applications that come in.

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. Store and manage your docs with full access any time and anywhere. I used similar practices when taking my startup to the next level with VAs. This could include someone in finance, shipping, or sales depending on the objective of the task.

Sometimes a document can look bland when you want to make it stand out, but this feature can give your work the edge. Never book Spirit Airlines.

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. Another option is to hire a virtual assistant company also called an agency who will help match you with a VA who is a good fit for you and your business. Founder and CEO of Time etc, author of The Hard Work Myth.

Thank you!

Starting with a review of the year, understand how your goals link to your business mission & purpose, use the SMART Framework to break down new goals into yearly, quarterly, monthly & weekly actions. #Achieve More

I definitely sleep better these days than I did back when I was juggling #allthethings in my biz alone a few years ago! This interactive spreadsheet allows you to review current income goals & forecastfuture income goals by breaking down your clients/services & other income generating activities to give yourself clarity & direction on your pricing & services. Virtual assistants can assist with almost everything an in-person assistant can.

In this document, basic identifying information about the parties will be entered, such as names and address details. I do a limited amount of coaching for individuals and organizations.

The goal of a process document is to make it as simple as possible for the person reading it to achieve their objective in the shortest amount of time. For the first time, you will see how we combined a Business Digital Assistant with a document generator tool. Do your business documents once, and share them with the entire team. He mentions that his Twitter tool posts and then re-posts the content four times, eight hours apart.

Great product, Owen.

Tell us below! It is easy to forget the skills you need to complete these tasks effectively and efficiently.

I cant recommend VAnow.net highly enough, it really was a lifesaver.

No, if you are a VA Start Up student you will already have access to these templates (except the client service agreement which you can purchase separately) - please email me at [emailprotected]if you don't have access.

After this document is filled out, it should be printed so that both parties can sign it. Thank you for this post. What platforms do I need access to to be able to use these templates? A VA is an independent contractor who works on administrative, business development, client/community relationship, or social media tasksand beyond.

If I am a student of the VA Start Up Program, do I needto purchase these? What do you find is the most useful feature of Google Docs as a virtual assistant?

Time Management Ninja book now available!

They will assign the right VA to you so that you can delegate and begin the training process.

Once your procedure is documented and tested youre ready to delegate it to a virtual assistant, freelancer or other team member. Take Action: Craig recommends eaHelp; a reliable source for finding a Virtual Assistant. Youre not offering them employee benefits like health insurance, paid leave, or unemployment, but they are free to work for other businesses.

Comments can be made within the document itself and chat initiated if youre in the document at the same time.

At the end, you receive it in Word and PDF formats. Our Key VA Documents Bundle will give you the confidence to operate your business like you've been doing it for years! #Time management

Your document is ready! The templates are then linked through to the platform they have been created in (Canva, Excel/Google Shhets).

Sure, I *could* tackle them myself. is well spent.

Required fields are marked *. 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. The best place to start is with my DIY Independent Contractor Agreement. for free, and gain recognition by showcasing this button on your website!

TMN Podcast #2 Ten Travel Tips to Make Your Trip Less Stressful.

Regular insights on how to achieve more, sent to your inbox. #Tips, Thanks so much for sharing my article. Craig identified the tasks he delegates to a virtual assistant in How a Virtual Assistant Helps Me Get More Work Done.

To help you make everything automated and your team more independent in running tasks.

The discovery call guide will have you 'walking' into your discovery call with your prospective client with confidence knowing that you have done the necessary preparations to nail this call!

Remember, itll take even the very best VA some time to get up to speed, and thats okay!

The document is created before your eyes as you respond to the questions. On the other hand, design, scheduling, and copywriting are areas where I definitely go to experts for help.

Thanks Craig for featuring my guest post and I look forward to answering any and all questions from your TMN community. If the new procedure is an improvement, reward the VA for their contributions.

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. In the previous example, Guy Kawasaki had detailed procedures for updating his social media accounts. 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. Essentially, you are asking your new assistant to wing it when it comes to executing the important tasks you hired them to complete. Google Docs offers an extensive list of add-ons. Time Management Tip: Do the Work Now to Save Time Later, Time Management Tip: Do ONE Thing You Were Going to Put Off. This documentation should also include who needs to be contacted and what types of approvals theyll need to secure before booking.

Test the procedure before you share it with your virtual assistant.

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. Rating: How long do I have access to the templates for?

Therefore, you want to include as much information as possible. For example, writing legal templates and sharing my voice and perspective on social media are at the heart of my business, so Im not outsourcing those anytime soon. Including all documentation including information and confirmation numbers via a hyperlink in the e-mail where appropriate.

Then, details about the actual work and virtual assistant services, such as what the projects are, deadlines, milestones, fee information, etc., will be included. male scammers ghana scammer john accra

They need to provide them with a fast and easy method of reporting and documenting what they do wherever they work. For example, lets say you write out ten processes and you discover that almost every single one requires advanced knowledge of a specific tool such as Microsoft Excel or Salesforce.

Curious how product your daily workflow is? 4.9 - 388 votes, Start by clicking on "Fill out the template". 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.

If you do not provide detailed instructions on how to complete something, your Virtual Assistant will be forced to interrupt you or a member of your team every single time they have a question.

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. 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.

#In-house

You fill out a form. It isnt just word files either that you can convert to Google Docs; other files types include html, plain text and rtf files. 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.

This is not a law firm.

A legit contract protects you and the business you have put your blood, sweat and tears into building. The second step is to document the exact procedure for each recurring task. This will make your Virtual Assistant's onboarding phase considerably easier because they will know exactly where to go when they have a question.

You will be able to modify it.

Thank you!

Automated completion of your business docs. View them here.

First, get clear on what tasks you do best. Here is how you can document procedures in 5 easy steps.

A Virtual Assistant acts just like an executive assistant but at a fraction of the cost.

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. 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.

Our book, The Hard Work Myth, is a deep dive into how to achieve more, without working harder. Therefore, your new Virtual Assistant must have strong communication skills and experience talking to people outside of your company. Thats a procedure hes tested.

With the instant electronic signature, you sign any transaction on the device, contactless. Second, you may have to go back and apologize for sharing incorrect information.

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!).

Once you have written out all the steps to this process, it is important to outline how often this task needs to be completed.

They are not an employee, which means they work at their own pace, during their own time, wherever they like. 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. You will receive it in Word and PDF formats. With the Fastboss platform, you will adapt business documents automation by yourself.

Well thats exactly what Im covering in this blog post the documents you need to onboard a Virtual Assistant the legally legit way.

#Productivity Remember, a good working relationship involves lots of communication.

If this happens more than once, you may begin receiving negative reviews on Google and your social media pages. However, simply having systems and processes isnt enough.

Some states may consider this attorney advertising (although it isn't intended to be). Your email address will not be published. Smart features to speed up the sales teams.

You will be able to sign in using your own login and password to access the template bundle you purchase. All files saved using Google Docs are saved to your Google Drive.

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Take Action: Test the procedure yourself. Step #8: Use the following e-mail template to send information to CEO John Smith. Take Action: Use an online tool like SweetProcess to document your procedures step-by-step.

I appreciate to you. You may discover that the majority of your processes require communication with external vendors and partners. Below is a sample of what this type of documentation could look like: Step #1: Confirm both arrival and departure dates as well as desired flight times from CEO, John Smith, NOTE: Do not book any flights that leave before 9 am or after 7 pm unless directed otherwise, Step #2: Confirm the location of where the event or meeting is taking place, NOTE: Do not book a hotel that is more than 15 minutes from this location.