You fill out a form. At the end, you receive it in Word and PDF formats. This will give the relationship the best chance for success. This could include someone in finance, shipping, or sales depending on the objective of the task. How long do I have access to the templates for? Next, its time to get your legal ducks in a row. Guy has been active on social media for years and has tested the procedures himself. Never choose the middle seat. It's honestly made me that much more excited to push through the nerves and get started. Step #5: Book both arrival and departure flights at the same time. It is a great tool to use as a Virtual Assistant. If neither JetBlue nor Delta is available, check back with CEO John Smith. Essentially, you are asking your new assistant to wing it when it comes to executing the important tasks you hired them to complete. It isnt just word files either that you can convert to Google Docs; other files types include html, plain text and rtf files. Time to seal the deal! Congratsyoure about to take a big, exciting step in the growth of your online business! We created a digital assistant to fulfill this job for your sales team. You never have to worry about transferring files between computers, or emailing either. Its very possible that you have been doing some of these tasks for so long, they have become second nature. It is also unreasonable to think they will automatically reach out whenever they have a question. Our book, The Hard Work Myth, is a deep dive into how to achieve more, without working harder. Take Action: Test the procedure yourself. I speak on time management, productivity tools, goal setting, and social media. A legit contract protects you and the business you have put your blood, sweat and tears into building. There are thousands of images, fonts and tables available completely for free for your projects. However, simply having systems and processes isnt enough. Do your business documents once, and share them with the entire team. This is a guest post by Owen McGab Enaohwo. Store and manage your docs with full access any time and anywhere. I sent them some instructions of what I needed done, and they lightened my burden tremendously so I could focus on growing the company and getting more sales done to new customers. for free, and gain recognition by showcasing this button on your website! This file should include the following columns. I definitely sleep better these days than I did back when I was juggling #allthethings in my biz alone a few years ago! When writing out steps, do not assume your Virtual Assistant will know how to do something, regardless of how simple or easy you may think it is. wrigley greenville k12 You may be surprised to discover how much knowledge and information you contain that now needs to be passed on to someone else. 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. Before, I had been spinning my wheels, but I started using VAnow.net which has some very talented assistants who are certified and fast. Not only does proper documentation of your processes avoid mistakes, but it also saves you and your team valuable time. The templates for everything are so handy as it's so hard to know where to start and what to include so having a jumping off point for all of those things is just invaluable. Use this guide to learn more about the benefits of each model so you can make the right choice for your business. 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. Always book first-class if available. Identify business processes that can be recurring tasks for someone else to execute. #Task management, How a virtual assistant can help you become a more efficient, effective, and successful entrepreneur The discovery call guide will have you 'walking' into your discovery call with your prospective client with confidence knowing that you have done the necessary preparations to nail this call! Take Action: Use an online tool like SweetProcess to document your procedures step-by-step. If none are available, you may check Delta. All Rights Reserved. By writing them out, you can begin to make a list of what your Virtual Assistant will need to be successful. We created a digital assistant to fulfill this job for your sales team. Contribute. Step #4: Search JetBlue flight first. Smart features to speed up the sales teams.Companies with outside sales representatives need to support their sales process documentation and protocol with an office assistant: daily reports, sales offers, sales agreements, and any text document outdoor team needs. In this Virtual Assistant Agreement, the parties agree to the terms of the relationship between them, including what work the virtual assistant will actually be doing for the client. Nothing on this site should be construed as legal advice. 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. Here are some recommended tips to ensure you find the right Virtual Assistant: Zappos CEO, Tony Hsieh said this about company culture: From the beginning, company culture was always important. This way, you or your Virtual Assistant can update the document whenever needed and you will always have the most up-to-date version. All routes are encrypted so that, finally, you get a report on the signed document. So often my clients are performing routine tasks that could be easily delegated to someone else. 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. The customer may get frustrated and think that you are an unorganized company and incapable of serving your customers. A Virtual Assistant acts just like an executive assistant but at a fraction of the cost. (PJs are a bonus.) Your Services & Pricing Guide is usually the first document you will send to prospective clients, so it's super important to get this right! This includes understanding aspects such as: how far out to book, your travel budget, the airline you prefer to fly, payment method, and travel arrangements. In an agreement like this, standard contractual clauses are also included, such as choice of law and venue. Additional information, such as required hours, can be included if applicable. The offline option is only available on Google Chrome. Within your Google account, you can create, access, view and edit document files using Google Docs on the internet. To help you make everything automated and your team more independent in running tasks. Set the objectives and give them tasks saving their and your time. Visit us at : http://www.livehelpindia.com/, Thanks for shearing with information.. your style is unique compared to other virtual assistant.. 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? Once you grab the contract template and fill in the blanks (names, fees, and such), send the contract to your VA. Once they sign, you do the same, and make sure to get a complete, fully signed version for your records. Below is a sample of what this type of documentation could look like: Step #1: Confirm both arrival and departure dates as well as desired flight times from CEO, John Smith, NOTE: Do not book any flights that leave before 9 am or after 7 pm unless directed otherwise, Step #2: Confirm the location of where the event or meeting is taking place, NOTE: Do not book a hotel that is more than 15 minutes from this location. But things can go south for all sorts of reasons, some of which are total surprises or personal emergencies they dont have control over. developer 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. A VA is an independent contractor who works on administrative, business development, client/community relationship, or social media tasksand beyond. Now, with the smartphone, they may do any document in seconds! Once you have created your process documents, you want to make sure they are all stored in an easy-to-find place. This will make your Virtual Assistant's onboarding phase considerably easier because they will know exactly where to go when they have a question. #Time management, If you're looking to boost your productivity, use this simple guide to make the most of your calendar. Virtual assistants can assist with almost everything an in-person assistant can. Identify the tasks that are necessary for your business to function and eliminate the rest. With camera close-ups and a, Lifestyle JournalsVirtual Assistant LovingEssential SkillsMust-have Tools, Pro ConnectSkill to ProfitThriving Spotlight Then, a best practice is for both parties to keep a copy. Files can be opened, converted to Google Docs and Google Docs to Word files too. However with Google Docs, you can simply set up offline access. male scammers ghana scammer john accra The second step is to document the exact procedure for each recurring task. Starting with a review of the year, understand how your goals link to your business mission & purpose, use the SMART Framework to break down new goals into yearly, quarterly, monthly & weekly actions. In fact, many virtual assistants now have freelance businesses entirely online. Youll be able to manage your own schedule and work from anywhere in the world, including your PJs at home (I highly recommend this option).