Ultimate Guide to Setting Expectations with Virtual Assistants

Well, let us guide you through this process.

1. Start by clarifying what is important to you and what you expect from your virtual assistant
  • Define the types of work and behaviors that are critical to you and your business.
  • Create a clear picture of success, considering both task outcomes and the relationship with your virtual assistant.
  • Prepare a detailed task list with step-by-step processes to guide your virtual assistant, (A one pager with bullet points works)
  • Consider your preferred communication style and level of contact throughout the day.
  • Set up boundaries and restrictions on certain private emails or platforms.

2. Understand time zone differences

  • Be mindful of your virtual assistant's working hours and schedule important discussions or meetings during overlapping times, our candidates can adapt to your time zone. 
  • Define preferred communication channels and response times

3. Write down all your expectations in detail to ensure clarity and avoid assumptions.

  • Identify stress triggers to clarify what tasks you don't want your virtual assistant to handle.
  • Create a master expectations document and integrate expectations into task management systems or process documents.

4. Measure Progress Toward Goals

  • Use Key Performance Indicators (KPIs).
  • Focus on core metrics and aim for around five to seven KPIs.

5. Maintain open communication with your virtual assistant regarding email management

  • Establish guidelines and instructions on how you want your emails managed
  • Grant your virtual assistant access to your email account so they can manage incoming messages, respond on your behalf when appropriate, and flag important emails for your attention
  • Review and discuss the email workflow to ensure smooth collaboration

Lastly, providing timely and constructive feedback will help your virtual assistant grow, improve their skills, and feel valued as a valuable team member

Building the right tech stack is key

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How to choose the right tech stack for your company?

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What to consider when choosing the right tech stack?

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What are the most relevant factors to consider?

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What tech stack do we use at Technology?

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  2. Viverra mauris in aliquam sem fringilla. Aliquam etiam erat velit scelerisque
  3. Tortor id aliquet lectus proin nibh nisl condimentum. Congue quisque egestas diam in arculom

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