![]() Audio recordings of sample client or sales calls.Templates for documents, emails, meetings, etc.Any step-by-step guides you have on how to perform common tasks or operations.Basic information about your company, such as its mission or vision statements.Collect Key Documents And Write Down Expectations As A Virtual Reference Library Plus, if you’re crunched for time, making them wait before they can continue their work is inefficient. It can be awkward for a new VA to demand access to files or systems they need to do their job. There’s trust required to do this (which we’ll cover in a bit), but restricting access reduces the value of your VA. If your VA needs higher-level access on some platforms, be sure to give it to them. A client (or potential client) doesn’t have to feel any lag or confusion if your new VA has the tech, systems, and even email signatures in place. From culture down to how they appear to your clients when they communicate with them. The goal is complete integration with your team. Additional software, such as invoicing, social media management, marketing, management of affiliate links, and other software platforms may be required for the specific list of tasks you expect of your VA. Your list might be longer depending on what you intend to have your VA do. Your CRM for managing any contact or prospective client.Internal messaging and video conferencing systems.Calendar, scheduling, and travel software.A company phone number (or VOIP option) that forwards to their location.A company email address with a signature that indicates their position in the company.When you hire a VA, prep access to the following in advance: If the tech isn’t seamless, it’s going to be much harder than it needs to be. Give Appropriate Access To Technology ServicesĪnytime there’s a remote team member, technology is a big deal. This is especially important if you’re onboarding a remote assistant, who may not see the day-to-day office interactions.įor example, what is the attitude towards working late? What is considered an emergency that might require your virtual assistant to work outside normal hours? What is the expectation for using Slack or other chat tools - should these be strictly professional or can messages be a bit more informal/fun? 2. This can start with company handbooks or manuals, but should also include any “unwritten” office or company rules. A Good Onboarding Starts With Good CultureĪ company’s culture is only as good as its people, which is why it’s important to explain your expectations, values, and other cultural norms to new team members. Define and track key performance indicatorsġ.Create a checklist to track task progress.Collect key documents and write down your expectations.Give appropriate access to technology systems.The goal is to build a foundation with simple steps, where your VA has the information necessary to think on their feet and get to work right away. You can’t cover every possible list of tasks or work scenarios that might come up. The key to onboarding is consistency, with each step building to the next in a structured onboarding program. It’s a win-win, but it all starts with onboarding. When clients work with invested, caring team members, they continue to come back and refer their colleagues. We’ve prioritized this idea as our value of “everybody wins.” When Boldly team members are engaged and invested in the work they’re doing, they care about doing their best for clients. A good assistant onboarding can become a template your whole team can use as a process for onboarding clients or other employees. How well you bring your virtual assistant into your team affects your client experience, not to mention your assistant’s experience as well as your own. Here at Boldly, this includes a thorough onboarding process for both our team and clients.Īnd after onboarding hundreds of virtual assistants over the past decade, we’ve put together the ideal assistant onboarding training process in just 6 steps.Ħ Steps To Onboarding That Will Make You, Your Assistant, And Your Clients Happy This means the company takes on the task of managing, training, and overseeing the assistant (instead of you). hiring in-house) is that you can look for a company that offers managed, dedicated assistants. ![]() One of the biggest advantages of outsourcing your admin (vs. Onboarding done right is the key to fast productivity, building trust, and long-term success. ![]() Onboarding a new employee is easy in theory, but how do you do it if the employee is hundreds of miles away?īringing a new remote virtual assistant into your team is no small task.
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