How to Use a Virtual Assistant

How to Use a Virtual Assistant: Best Practices

Written by

Table of content
MINUTE READ
10
Published On
Last updated

From any large business to a small startup, managing the entire workflow alone is not possible. Simple work like receiving calls can also distract you from the main job. Plus, don’t you think handling calls and emails is boring and hideous when someone else can do that for you? 


That’s where the virtual assistants come into play. To manage your work with utmost productivity, efficiency, and peace, they can be your life savior. But, to get the best results, you need to know how to use a virtual assistant with proper strategy and goals. Dive into our detailed guide to harness the full potential of your virtual assistant and see what productivity feels like.

Understanding Virtual Assistants

Virtual assistants are remote professionals who offer administrative, technical and creative support to their clients using various technologies like the internet, email, phone, and various software tools. Before taking virtual assistant service, let’s have a precise understanding of them, their types, and their benefits to get the complete picture.

Types of Virtual Assistants

People prefer many types of virtual assistants to do the meager tasks that consume most of their valuable time. Though human virtual assistants are pretty common there are also AI assistants like Chatgpt and Claude that automate tasks.

Moreover, apart from a single assistant, people often opt for a VA team. This is also a good practice, especially when you need to get done with huge work in a short time. Companies like Green Feather Technologies are the popular ones that you can rely on for this type of virtual assistant service.

Benefits of Using Virtual Assistants

Services offered by virtual assistants are literally HUGE! From managing your emails, organizing your calendar, and handling customer service to performing research, and financial management, virtual assistants can help you tackle any role. With proper research and planning, you can hire a perfect fit for your job who can practically do anything for you.

How to Use a Virtual Assistant?

As you are already convinced about why hire a virtual assistant, you need to have proper tips and tricks about how to use a virtual assistant. It depends not only on the VA but also on you for a successful relationship and maintenance to get the best out of it.

Getting Started with a Virtual Assistant

Finding the right virtual assistant is not a piece of cake. And after the hassling of finding one, not getting the expected results is quite depressing. For this, you need to align your VA with your needs.

Assessing Your Needs

First of all, you need to know what you want to get done. Have a proper idea of what types of tasks the VA needs to complete and what skills should be required.

When you are determined about your requirements, try setting up goals and milestones they need to achieve. For instance, if you want them to reply to texts and phone calls for your business, you can fix specific working hours for each day.

Choosing the Right Virtual Assistant Service or Platform

You can research and hire the right virtual assistant for your work as per your needs. You can work with a VA or a team from any freelance marketplace. And the best thing is the price tag is minimal.

Save yourself from the troublesome hiring process. Contact us for versatile virtual services and take a break from your hectic schedule.

Hiring a Virtual Assistant

Hiring a Virtual Assistant.

Hiring a virtual assistant is the most crucial step. Your improper job description, neglected selection process, and backdated terms and conditions can sometimes make you lose the right candidate.

So, why not get a look at how to do that effectively.

Writing a Job Description

To hire a proficient virtual assistant, you must have a proper and detail-oriented job description. Without a professional tone, you will only attract scammers or unskilled workers. Thus, try writing a job description outlining the needs and services that you are seeking by mentioning your targets.

Screening and Interviewing Candidates

As soon as your job request is posted, chances are high that your inboxes will burst with messages. And, of course, you cannot talk to everyone.

So, to avoid this problem, we should try to maintain a screening process to eliminate unwanted candidates. Also, ensure proper interviewing to find the right person for your work.

Terms and Conditions

It is a good practice to mention your terms and contracts in the job description. However, be ready to negotiate sometimes, as it will not harm you. Instead, it might help you get the best professional help in no time.

Onboarding and Training Your Virtual Assistant

To get the best services, you also need to ensure proper communication and make them aware of the roles that they need to perform.

Setting Up Communication Channels

Communication is the key to perfect workflow between the teams. For this, you must first ensure which communication channel best suits your team and your VA.

Sending emails, holding remote meetings, or sometimes phone calls can be the most effective practices to bridge the communication gaps.

Clarifying Roles and Responsibilities

Delivering the details of the job roles and responsibilities is a must. From the beginning, try to be clear, and concise while you clarify your tasks.

If needed, reach them repeatedly until you have made your requirements transparent. If you are sure what you need, hopefully, they will also be confident to provide it.

Providing Necessary Tools and Access

Although virtual assistant service providers have the required tools for the job, sometimes they might lack some. In that case, you should give them access to the tools.

It might not seem like a good idea at first, but believe me, it’s your business that will shine.

Working Effectively with Your Virtual Assistant

This is where your business can stand out from the rest of the crowd. After hiring and proper training, you need to plan effectively to use a virtual assistant.

Establishing Clear Communication Guidelines

Don’t think your job is done just by communicating in the first phase. This is something that you need to maintain throughout the contract period.

So, it’s better to have communication guidelines. Try to communicate with them before and after providing any tasks and encourage them to do that, too. This will not only establish good relationships but also enhance productivity.

Delegating Tasks and Setting Priorities

Be sure what tasks you need to be completed and what results you want from them. This will help you give your VA the proper instructions and guidelines. Also, let them know your priorities so they can maintain them accordingly.

Monitoring Progress and Providing Feedback

After you delegate their tasks, don’t just forget about them. Try to monitor their work and progress. This will also help you provide real-time feedback, boosting the assistants’ productivity.

Along with this, the scrutinized view will also help you get an overview of their works, strengths, and potential limitations. Keeping that in mind, if you revise your strategy, you can get a better outcome than expected.

Maximizing Productivity with Your Virtual Assistant

Services offered by virtual assistants can be time-efficient and productive if simple practices are maintained. Have a quick glance at them.

Automating Routine Tasks

There are always some tasks that need to be done regularly and routinely. Therefore, rather than giving the tasks time and again with the same instructions, you can automate them.

For this, you can simply use Google Reminders or different team collaboration applications to inform your VA of their daily tasks.

Streamlining Workflows

To manage and streamline the workflow, the tasks can be adequately organized. Also, you can remove unnecessary sub-tasks and jot them down chronologically. This will make your virtual assistants more efficient and faster, saving you tons of money.

Leveraging the Specialized Skills of Your Virtual Assistant

Monitoring your VA from the training phase, you must thoroughly understand their skills and potential plus points. Try to use those for your project and give them a proper ground to leverage their specialized skills.

Also, to save yourself from this pain, hire the virtual assistant team from Green Feather Technology. From productivity goals to proper workflows, all will be maintained here effectively.

Overcoming Challenges

Ever wondered why giant companies failed to maintain a proper virtual assistant service? Of course, like any other work, there are also several challenges that you need to consider.

Cultural and Language Differences

Companies tend to hire VA globally, highlighting the skill sets rather than nationality and language. Thus, some differences between them are noticeable. Culture and language can be a huge barrier for your business while hiring a remote service provider.

However, this problem can be simply solved with proper guidelines and communications. 

Time Zone Management

Another huge drawback is the timezone. It actually makes the team hard to handle when your working hours are sleeping hours for your VA, right?

As weird as it seems, these are the problems you need to address and try to negotiate with your team. Find a common timezone when you both can work seamlessly without interruptions.

Handling Confidential Information

Sharing your business information is quite risky. Even your VA team can also mishandle confidential information. Damn!

To save your information, hire a virtual assistant from a company that specializes in providing the services you want.

Evaluating Performance and Making Adjustments

You also need to maintain some essential steps for the best performance, along with your virtual assistants. With your proper routine checkup and acknowledgment of the issues can be a real game-changer.

Regular Performance Reviews

Try to monitor the performance of the VA regularly. Provide them with regular updates and feedback on their work. This will help them improve themselves, resulting in a better workflow.

Addressing Issues and Concerns

Chances are high that you will not always be satisfied with the task’s completion. Humans make mistakes, and you need to realize your virtual assistant is also one of them.

Try to be lenient and address the issues that are disrupting the performance. Delegate the problems to them and try to give them a brief explanation of how to solve them. Hopefully, this will streamline the performance to a new level.

Scaling Up or Down Based on Needs

You need to know the basic needs that have to be fulfilled. Depending on the workload, you can scale them up or down. This is a good practice to keep your VA keen on performance goals without pressuring them down.

Conclusion

Amidst your busy schedule and myriads of business plans, a virtual assistant has no alternative. Not only are they skilled, but they also take a share of your work efficiently, giving your business relief. If you know how to use a virtual assistant, it is the ultimate win.

With the evolving technology and future trends, the need for virtual assistant services is booming. Hiring technical professionals is very important if you want to excel in your business.

With these easy tips, you can easily maintain a productive VA team for your company. 

Our Latest Blogs
The latest industry news, interviews, technologies, and resources.
16 Tips to Manage Personal Emails Efficiently
An organized email inbox can help you stay on top while communicating...
What is Data Entry Virtual Assistant?
A Data Entry Virtual Assistant handles tasks like data organization...