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Share your screen in the video so you can easily present or give examples.

Using videos to train your Virtual AssistantĪnother effective way to communicate with your Virtual Assistant (besides having a video call of course) is to create video tutorials or briefs using a tool like Loom because it allows you to: Overall, if you use your Trello board like we have for our Virtual HQ, this can be a very effective way to project manage tasks to your Virtual Assistant and keep track of their progress.

Client Onboarding: In this section you should include background information on your business operations, login details, task instructions and include any Loom videos you think would be helpful for your VA.

Routine Tasks: Create a schedule of routine tasks in order to provide a framework on the recurring tasks that need to be done.

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Website information: For Websites you can add information about how to manage your website, priorities and tasks that need to be completed.

Email login details: You can also enter your email login details or anything specific for managing your inbox.

Personal profile: Add your contact details and information that is important for your VA to know in your personal profile.

Once you’ve downloaded our Virtual HQ, the ‘Resources’ board on the left shows all the social media resources and requirements to train your Virtual Assistant.

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Here’s a copy of our Virtual HQ dashboard for you to download and use: Trello’s dashboard allows you to easily organise work and training materials for your Virtual Assistant. Please note that Trello is only used for Project Management, we store our systems and processes using another platform called systemHUB (which we can talk about later!) How to use Trello with a Virtual Assistant There are many Project Management Tools available, but one of the best tools we’ve used to manage and track projects with Virtual Assistants is Trello. When you and your Virtual Assistant have clarity on these three things, it’ll be smooth sailing from here! Project managing tools to use with your

Having a feedback loop: Create time for regular feedback sessions allowing you both to provide constructive feedback about everything so far.

Your work style: What project management tools you use, existing processes and the level of communication you expect throughout.

Your business and goals: You’ll need to prepare all the information your Virtual Assistant needs to know about your business, priorities, goals and how they can assist you.

In the initial stages, you’ll need to have really clear communication with your Virtual Assistant so that they can get familiar with: Once you’ve nailed the Virtual Assistant recruitment process and you’re confident that you’ve found a really proficient Virtual Assistant, the work, unfortunately, doesn’t stop there. Why you need to invest in training your Virtual Assistant

Deciding which tasks to outsource to your VA.

Sign up to the ‘How to hire the BEST Marketing Virtual Assistants (and take back your life’) 30min training session with our

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If you’re a business owner, coach or entrepreneur interested in hiring your own Virtual Assistant, before you even get into the training part of your relationship – make sure you’ve nailed the recruitment! Join our FREE Training Session Before you start training your Virtual Assistant Watch the video below or keep reading to get an overview of how to train a Virtual Assistant.

Delegate tasks with all the essential information.

Prepare and train your Virtual Assistant.

In our latest YouTube video, our Head of Operations, Richard Phu, teaches you how to use Project Management and video recording tools to: Once you’ve recruited a reliable and experienced Virtual Assistant for your business, an integral part in making the relationship work is onboarding, preparation, training and setting expectations.