Now the VA interview is finished, and you have chosen the best fit virtual assistant for your business. What will happen next?
Since the primary goal of outsourcing is to grab the best help that maximizes your business potential. It is vital to ensure that the VA onboarding process is effective.
What is a Virtual Assistant Onboarding Process
This process is where the business owner will equip the newly hired virtual assistant with the essential things before starting to work. Also, onboarding serves as an avenue for the VA to relate your business purpose. In this method, you will be emphasizing vital factors like:
On top of that, an onboarding process caters to virtual assistant’s differences. Thus, maximizing an onboarding checklist will guide the process, ensuring that each step meets the goals.
The Purpose of a VA Onboarding Process
Organizations with a robustonboarding process improve new hire retention by 82% and productivity by over 70%. On the other hand, businesses without a strategic onboarding process will lose confidence in their newly hired employees. Thus, resulting in the loss of these employees in the first year.
The VA Onboarding Process
Step#1: Introduce your Company
You might have briefly introduced your company in the interview. Yet here, you will go deeper into your business’ vision, mission, goals, and values . Besides, this is the perfect time to acquaint your VA with your business’ “Whys” for the VA to connect with. And since the VA will significantly impact your business, a VA who comprehends and relates your Why’s influences your business success.
In introducing your company, the checklist must include:
Since there are so many tools available, embracing the right tool specifically for your business need is paramount. And to make sure that everything will run smoothly as your VA will go onboard. Establishing the VA to be ready to use the necessary tools and platforms will guarantee productivity and efficiency.
These tools will make the virtual assistant work speedily while ensuring that the VA provides value to your business.
Some of these tools that you will give access to your VA are:
Step#3: Setting Expectations
Setting expectations is an excellent way of guiding your VA to deliver the necessary outputs. Additionally, it provides a clear view of the goals, strategies, and strategic ways to achieve them.
In setting expectations, you must include the following factors on your checklist:
Above all, by also asking the virtual assistant his/her expectations towards the company. It enables you to know the VA’s expectations and notice potential needs and growth opportunities.
Step#4: Provide Relevant DocumentationBy providing relevant documentation to your newly hired virtual assistant, it enables the VA to study independently. By doing this, it saves time when it comes to in-depth training and orientation.
However, if you are a start-up business and you lack documentation. You can ask for help from the VA. Considering the VA’s powerful documentation skills, the VA is the best help to reach.
Be mindful of this task’s critical success factor: to ensure you provide the correct point of contact, especially when the VA needs additional context.
Keep note of the following checklist:
Now you have provided the essential things. You are now going to prepare the newly hired virtual assistant to work.
Here are fundamental factors to take note of as soon the VA starts:
Virtual Assistant participation in your business is influential. Hence, when you value and appreciate the VA, you’ll have a committed virtual assistant.
Successfully outsourced projects always start with an excellent onboarding process with the virtual assistant. The process is a bit difficult at first, especially if you don’t know how to do it. Or, might as well you are doing it for the first time. By following these five systematic steps, it enables your business to achieve success.
Are you ready to onboard your virtual assistant? Follow these five steps and tell us how they help you meet your onboarding goals.
And if you are still planning to embrace virtual assistants in your business. Sign up with Surge: https://surgedigital.agency/, and get access to trained and equipped virtual assistants. If you need help with anything, send me an email at grace@surgedigital.agency, and please tell us how we can help you today.
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