You can always test out a VA for a one-time project or fixed period of time, like 30 days, as a trial run. The size and structure of the virtual assistant project or projects doesn't matter, this agreement can be used for all types of these contractual virtual assistant relationships. Step #7: Book necessary transportation from home to the airport, the airport to the hotel, and hotel to even location. However, simply having systems and processes isnt enough. 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. He recognizes that he doesnt have time to manage each account. Second, you may have to go back and apologize for sharing incorrect information. If it must be done every Friday or at the end of each month or quarter, you can suggest your Virtual Assistant put a recurring reminder on their calendar so they dont forget it. This is a guest post by Owen McGab Enaohwo. You can either attach this in an email with your contract and first invoice or use it in your CRM! You may discover that the majority of your processes require communication with external vendors and partners. With the instant electronic signature, you sign any transaction on the device, contactless. If none are available, you may check Delta. Psssstwant a free copy of my book The Hard Work Myth? Thus, excluding any litigation. Thank you! If neither JetBlue nor Delta is available, check back with CEO John Smith. Tell us below! To work out additional details its good to have someone else look it over as well. Below is a list of the potential processes you can document for your new Virtual Assistant. Remember, a good working relationship involves lots of communication. For example, lets say your Virtual Assistant is responsible for handling customer questions that come in through your website and social media channels. Then, details about the actual work and virtual assistant services, such as what the projects are, deadlines, milestones, fee information, etc., will be included. Next, its time to get your legal ducks in a row. Never choose the middle seat. Rating: We suggest creating each process in its own separate Google Doc. The best place to start is with my DIY Independent Contractor Agreement. You will be able to sign in using your own login and password to access the template bundle you purchase. Automated completion of your business docs. Your Services & Pricing Guide is usually the first document you will send to prospective clients, so it's super important to get this right! Step #5: Book both arrival and departure flights at the same time.
It was a gift from the world-renowned health and, Alli Price is a work-at-home-mum (WAHM) with a passion for networking and support. You should ALSO read this blog post all the way to the end, to be sure that the business youre interested in working with is legally legit and has the proper documents in place before you start working for them. Process documentation is a good business practice in most any professional setting. But there are only 24 hours in a day, and I wouldnt have any time for big dreams and plans (and meal prep, and gardening, and cuddling Huddy Buddy) if I were constantly in the weeds.
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. Additional information, such as required hours, can be included if applicable. Automated completion of your business docs. Take Action: Test the procedure yourself. All of this could have been avoided by supplying your VA with a document that clearly outlined how to speak to customers on various topics. Well thats exactly what Im covering in this blog post the documents you need to onboard a Virtual Assistant the legally legit way. You get lifetime access to the templates via our online portal + access to any updates we make as we ensure these templates always exceed industry standards! It isnt just word files either that you can convert to Google Docs; other files types include html, plain text and rtf files. In todays social media age were often told that the Internet is a powerful medium for building brands, both personal and corporate, but what if you dont have time to dedicate to social media? It is ideal as a key place to create and edit documents that you can both access and view, providing a great place for collaboration on any work.
Youll be able to refine most of the details. If this happens more than once, you may begin receiving negative reviews on Google and your social media pages. Store and manage your docs with full access any time and anywhere. Thanks Craig for featuring my guest post and I look forward to answering any and all questions from your TMN community. 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!). Store and manage your docs with full access any time and anywhere. Use this guide to learn more about the benefits of each model so you can make the right choice for your business. 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). The last thing you want is a crucial task being delayed because you didnt have the time to explain something. If your Virtual Assistant is not supplied with this information, they may feel inclined to attempt to answer the customer themselves and end up saying something that is incorrect. Then, a best practice is for both parties to keep a copy. 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. I do a limited amount of coaching for individuals and organizations. Other names for the document:
If first-class is not available, book business class over economy. 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. 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! This folder can be accessed on your computer, tablet, phone or online; everything is synced across the cloud. Oh, and if youre considering working as a virtual assistant yourself, the job has some truly great perks. 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. 2016 Worldwide101. It is unreasonable to expect someone to excel at something without giving them documentation to refer to when they have questions. 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. Regular insights on how to achieve more, sent to your inbox. All Rights Reserved. Take Action: Once your virtual assistant is working on your procedure, give them freedom to suggest improvements to the task theyre working on or any task they notice that could be improved. You can modify it and reuse it. 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 fill out a form. Our Key VA Documents Bundle will give you the confidence to operate your business like you've been doing it for years! Creating the necessary documentation helps you understand what you are looking for in a virtual assistant. (PJs are a bonus.) Great product, Owen. Join more than 22,000 entrepreneurs who have discovered that a Virtual Assistant can help free their time, focus on what matters and grow their businesses. NOTE: Do not book any travel outside of Travel Well' without prior approval. Remember you cannot improve what you do not measure. This defeats the purpose of hiring someone so you can get back your time and assign it to more important tasks. 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. Thinking about hiring a virtual assistant? 31 Days, 31 Ways: Daily Tips for Time Management Mastery. At the end, you receive it in Word and PDF formats. Contribute. Your five steps are very good Documenting Processes for Your Virtual Assistant. Take Action: Use an online tool like SweetProcess to document your procedures step-by-step. Time Management Ninja 2018. The advanced search will find in seconds any stored doc. 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. Nothing on this site should be construed as legal advice. 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. 
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