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  • Writer's pictureVirtually Assisted

5 Steps to Prepare Your Business for a Productive Partnership with a Virtual Assistant

As a small business owner, it can be tempting to hire a Virtual Assistant (VA) right away to help with various administrative tasks.


However, before bringing on a remote worker, there are some steps you can take to ensure that you are ready to work with a VA and that the experience is as smooth and productive as possible.


Here are some things you can do in your business prior to hiring a virtual assistant:


Identify your business needs before hiring a VA, take the time to identify your business needs.

What tasks are taking up most of your time?

Which tasks do you dread doing?

Which tasks can you delegate?

By understanding your business needs, you'll be better equipped to find a VA who can help with those specific tasks.


Develop Standard Operating Procedures (SOPs)

Creating Standard Operating Procedures (SOPs) can help you streamline your business processes and make it easier for a VA to understand how you operate. SOPs are step-by-step instructions for how to perform specific tasks within your business. They can help ensure consistency and quality in your business operations, regardless of who is doing the work.


Organise your systems

Having organised systems in place will help a VA work more efficiently. Consider using project management tools like Trello or Asana to help manage tasks and deadlines. You can also use tools like Google Drive or Dropbox to store files and documents in one place, making it easier to collaborate and share information with your VA.


Define expectations and communication

It's important to set expectations and establish clear communication with your VA. Determine how often you'll check in, how you'll communicate (email, phone, video chat), and how you'll share files and information. Be clear about what you expect from the VA, including their availability and expected response times.


Determine your budget

Before hiring a VA, determine your budget for their services. Consider how much you're willing to pay per hour and how many hours per week or month you'll need their assistance. This will help you find a VA that fits within your budget and can provide the level of support you need.


Build a strong foundation

Before hiring a VA, ensure that your business is in a stable and sustainable place. Make sure you have a solid client base and a steady stream of income. Hiring a VA can be a great investment, but it's important to make sure you're financially and operationally ready for the additional support.



In conclusion, hiring a Virtual Assistant can be a great way to help you free up time and focus on the important aspects of your business. However, before bringing on a VA, take the time to evaluate your business needs, develop SOPs, organise your systems, define expectations and communication, determine your budget, and build a strong foundation. By doing these things, you'll be better prepared to work with a VA and make the most of their services.




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