starting a virtual assistant business checklist

About you / your company - background and skills. 15% of employees said the lack of an effective onboarding program aided in their decision to quit. Get a contract in place to cover you. Talk about the management tools that both of you are comfortable using. Are they paid per hour or project? Growing your VA business. Suite 8C, 8th floor, The Valero Tower, (this can always be revised/updated). A checklist is a set of goals, objects, or items for consideration. c. What is the strategy of establishing goals and ensuring accountability? These are the true tell-tale signs of a successful Virtual Assistant business in the works who just needs some inspirational instructional help to encourage and make it happen. When it comes to running a business, there's a lot more to it, so I wanted to share a checklist of some of basic things to think about before you get started. 2. Identify how much money you need to make, and what you should charge to reach your financial targets. Sign up with your email address to receive news and updates. If you can provide materials on general productivity and effectiveness, then do it. One of the easiest ways to go about this is to set up a company email for the new virtual assistant. Copyright 2022 The Virtual Hub Ltd, all rights reserved. If you want to win at this, you need to find a name for the virtual assistant . 1) Write a Business Plan. 2020 BRight Business Acceleration Inc. All Rights Reserved. Basically it takes you through what you definitely need to accomplish before you officially open your doors. Evaluate your existing workload and set targets for obligations that could be delegated in the future. Do you have the time to train a virtual assistant? Our virtual assistants can provide a variety of task ranging from administrative, marketing, design, financial services and many more! The Rising Popularity of Virtual Assistants, Pros and Cons of Starting a Virtual Assistant Business. Write a Business Plan. Please note that these are products I know/use and recommend to my customers. That's all you need - your computer. You will need to ensure that theyre given the right level of permissions to do thetasks they will be in charge of. The checklist below will help you seamlessly go through your onboarding process. The Virtual Assistant Start-Up Checklist 1 Compliments of www.VirtualBusinessStartups.com A handy checklist that every Virtual Assistant should have by their side that follows the outline of The VBSS (Virtual Business Startup System) at www.VirtualBusinessStartups.com To Your Virtual Success as a VA! Orienting new employees with your company means helping them to understand more about thevery culture of your business. Decide what services you are going to offer. Get Legal 9. I highly recommend this workbook! c. Make sure the workflows are sufficiently easy to grasp that a sixth-grader can follow the directions. Its not just for the sake of your business, but for the sake of the virtual assistant too. This will bring up all of the similar businesses in your area that are currently operating. Company Formation. Decide on the hourly rate that you will charge for your services. Get your equipment ready 2. Starting a virtual assistant business is an enterprise with very low overhead. She realized writing a short eBook to share her experience along with offering some of the documents and tools she uses to run her business could benefit other Virtual Assistants. The first of the three steps you need to complete is preparing and planning the onboarding process. 1.Apply - Submit Your Application In submitting your application to any organization you are applying for, you should follow these steps. It is helpful if you can provide a good description of thetasks to be done. Its about structure - employees who participate in a structured onboarding program are 69% more likely to stay with an organization for three years. Its flexible enough to be changed if your original plan isnt working. Check in with them, provide regular updates on how things are going, and ask for feedback in return. This requires you to have the discipline to carve out your own hours based on the amount of work you have to get done. Create a clean workspace. Finalize the list of tasks that you will be delegating. You might think a plan is not that important because starting a VA business doesn't require a large sum of capital upfront. Industry Overview. Broadening your knowledge base, consistently staying on top of the latest and greatest systems, will give you the edge in a virtual office. o Set up how you will accept client payments (Square, PayPal etc). As a result, VA businesses are seeing more interest from a wider variety of clients. Please note that some of this sites links are affiliate links, MyBestDayLife is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for us to earn fees by linking to Amazon.com and affiliated sites. Forming personal connections helps remote employees to be more engaged and invested in the business. I hope you find the resources beneficial to your journey. Now that you have decided you NEED a virtual assistant, the next move is to find the RIGHT one for you. Cookies collect information about your preferences and your devices and are used to make the site work as you expect it to, to understand how you interact with the site, and to show advertisements that are targeted to your interests. Have you created a job role? A good description might include the goal behind the task, for example; create a contact list of all prospects who signed up via webinar, so that we might send them targeted webinar offers.. Here are four important items of vital admin you should cover before your . The first step to starting your business is researching the digital world and the digital market. The VAS System - Virtual Assistant Startup System - The Complete Business System To Help You Start Your Own Profitable Home-based Virtual Assistant Business, Easily and Quickly 100% Guaranteed Free E-books - This page lists several ebooks that are free to download and, it also lists numerous other sites that offer ebooks as well. If your virtual assistant is your first hire, include this step anyway! I created the PDF editable but to cement ideas and plans in my mind I like the pen and paper approach. This next part may occur before you introduce the new virtual assistant to the team, but regardless, its an important step. o Set up your administrative and operational procedures and corresponding systems. Picture the scene. Experts in the field agree that the demand for virtual assistants will likely increase in the coming years. b. Vague directions such as create contact list dont help to provide the context the virtual assistant needs. Identify a business idea So many people have great ideas. 10 Reasons Why Successful Companies Are Hiring Virtual Assistants, Company policies (for example work times, breaks, leave ). For example, if your hourly rate is $30, you could sell a package of 20 hours a month for $600. 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Bring up the terms and mode of payment. At NO ADDITIONAL COST TO YOU, I will earn a small commission, if you purchase them. You can offer services at a project rate, hourly rate, or retainer rate (ongoing services month after month). Tawnya Sutherland Business Sense Putting time and attention into how to onboard a virtual assistant allows them to feel valued and to show that you are enthusiastic to have them join yourteam. You may need a fictitious name statement or a zoning waiver to work from home. Katie Bauer started Effective Virtual Assistance, LLC, in 2008. Follow Steps 1 to 7 below Free Virtual Assistant Training Set up your own virtual assistant business in 7 steps. These are the exact same steps myself and thousands of other students have taken to grow their business from zero to 5k+ months. Now that you have decided you NEED a virtual assistant, the next move is to find the RIGHT one for you. As a business owner, you want everything to be seamless between you and your virtual assistant or VA. To help with the whole process of hiring and onboarding a virtual assistant, creating a checklist will help you ensure the transition goes effortless and trouble-free. To learn more about starting an online business in general, use our Checklist: How to Start an Online Business in Canada. It's not too late to take advantage of all that can be done this year to make more sales. o Create social media profiles if you plan to be active on social media. You may either initiate or complete your workflow. Include an appendix. It's one of my very first jobs out of school, I work from 9 to 5.30 every day in a huge airless room at a faceless call centre in a massive building with hundreds of other people. Call now US:+1 606 559 0602 AU:+61 2 9090 4788 CA:+1 506 497 0836 UK: +44 1282 911072. Michelle Jamison, President, MJVA The Virtual Business Startup System (VBSS) is an incredible resource for (see my post on this here), o Apply for an EIN (employee identification number). An onboarding checklist is a key tool to use, allowing you to systematically introduce your virtual assistant to key parts of the business and their work. Do you have to do each of these things yourself or should you assign them? A business is made up of systems - you need to make sure that those systems are in place. but the real value is in the . 1. You finally found the virtual assistant that you will work with towards success. Jumping into this endeavor without goals, directives, or a sense of direction can lead to a scattered, unproductive business. As you look to expand your services or develop your expertise in a particular niche, it may be worth taking courses that can help you hone specific skills. Here are the steps to take as you launch a virtual assistant business: As with any business venture, the first step is to create a business plan, recommended Sharon Williams, president of The 24 Hour Secretary, in an email to The Balance. Most states have a demanding hospital registration process that you must go through to become a licensed hospital. MyBestDayLife.com was created when I realized I could help other virtual assistants start and better organize their businesses. For this type of work, you'll provide the client with a bid for a one-time flat fee. You need to put the time and energy into your business's back end - your business systems. It's also important to make sure they feel welcomed and valued! Focus on doing a good job and building a relationship with your client. A good way to answer this important question is by providing an all-inclusive list of the steps you likely need to complete in order to launch a virtual assistant business. Starting out 4:38 3. Go into the details on the system of updating you on the tasks and communication. Being attentive to the needs of your customers is an important part of maintaining and growing your client base. Who is your target client? You'll be able to take on more clients and make more money if you have good time management skills. If you can't set a schedule for yourself with deadlines and stick to it, it'll be hard for you to be a VA. Decide just what type of services you want to offer, and analyze your background to ensure you have adequate experience. To be a successful virtual assistant, its essential that youre organized, self-motivated, and an excellent communicator. Finding Clients 4:22 6. that you can implement this very minute to help you find more clients and grow your VA business. Starting a Virtual Assistant Business Many VAs start their business while working full time, building up a small client base before making the leap to being self-employed. When you hire a new virtual assistant, you want them to be up-to-speed as quickly as possible. Here's the step-by-step Checklist I used to start my Virtual Assistant Business from Scratch. Package and price your services. In it, I lay out the exact steps you need to take to get your business started in a multi-page guide. #2 E-Signature Tool Another must-have tool for Virtual Assistants because it's used for getting electronic signatures on documents including: Agreements Proposals #3 Payment Processor Used for accepting online payments #4 Invoicing Tool Make sure that integrates with your payment processor. You might wonder, why do this? The next step to starting your virtual assistant business is to write an effective business plan. [12] Make a schedule for yourself. Your virtual assistant onboarding process plays a key role in their success and in ensuring that things go as smoothly as possible. Friends & Family Referrals The list below are some of the basics that you will need to get your Virtual Assistant business up and running. You can never assume that someone will automatically know how to do something and having clearly documented processes helps to make tasks repeatable. (Side note: this is something that many businesses forget about! Holiday marketing. Gather facts about the future of your industry and what consumers might expect . Why you should become a Virtual Assistant. Choose a job position that fits your skills and qualities. An onboarding checklist is a key tool to use, allowing you to systematically introduce your virtual assistant to key parts of the business and their work. See what's included below. They're unflappable and excellent problem solvers. We'll go over time-management, setting up your virtual office space and what you need to get started (hint: it's not as much as you think). We have previously, with a series of guide questions to help you identify and know that you are making, The onboarding process often looks at past processes in companies. You can offer a range of services or specialize in a particular area like social media, and go even narrower and pick one platform, for example. Success! MODULE 1: Business Roadmap MODULE 2: Why Go Into Business? Before Hiring a VA Checklist 1. Someone else is counting on you to meet your deadlines, and if you aren't meeting them, they won't keep you. Pricing & Services 5:00 4. It helps you analyze key elements of your business and forge pathways to achieve your goals. Having a written plan will decrease the chance of consecutive mistakes. Makati City, 1227, Metro Manila, Philippines, window.onload = function() { Calendly.initBadgeWidget({ url: 'https://calendly.com/value-va-info/call?hide_gdpr_banner=1', text: 'Book a FREE Consultation', color: '#f50057', textColor: '#ffffff', branding: true }); }. The onboarding process reduces employee turnover, encourages new employees to be productive, briefs new employees on their roles in the company, and reduces work-related anxiety. Step 1 - Set Goals For Your Virtual Assistant Business Step 2 - Decide What Virtual Assistant Services You Will Offer Determine The Ideal Client For Your Virtual Assistant Business Step 2 - Today's Action Steps Step 3 -Establish An Online Presence & Set Up Your Financials Step 4 - Setup your Virtual Assistant Business Tools Define what daily tasks you can delegate. Also, you can improve upon the plan anytime you feel the need to. Do the groundwork. After creating the email address, you would add the virtual assistant to every channel or tool that they need to be part of. Time-management As a virtual assistant, you'll be in charge of your own schedule. If you put yourself in their shoes - having little or no guidance on what theyre supposed to be doing greatly impairs their ability to get work done. 0 of 8 completed. 1: First, tick off a few formalities. Checklist for your virtual assistant services business 1. I get it, and believe me, that is completely understandable. List down the tasks you do every day. Hi I am DeNataliadixonJamiesonAndyberg client # 197566 set up. Start your new venture with this business startup checklist template. Apply for virtual assistant jobs 4. o What services will you offer? |. This is a huge step and you should be proud of yourself! As well, MyBestDayLife is an affiliate with other reputable businesses, most of which I use in my own business. How to become a virtual assistant in 5 steps 1. Personally, I think it makes sense to start slow with the essentials and find a couple of clients before you get too deep into purchasing things for your business. However, you can position your virtual assistant to improve your business branding and digital marketing. Ultimate Virtual Assistant Checklist for Business Owners, Virtual Assistants Helping Logistics and Trucking Business Owners, Win the Battle of Palate and Wallet With A Virtual Assistant, Scale Up Your Business By Doing Less and Saving More. Besides systems - you also need the skills that clients want. 3. Along with the set of interview questions, you can find this checklist useful: Inform the virtual assistant of your expectations. Williams advised that new VAs should remember that this blueprint is a living, breathing framework. Now, are you ready to get started? Choose the services that you will offer in your business. 1. 4. Starting up a Virtual Assistant business requires a person who has an entrepreneurial spirit, is passionate about working from home and loves what they do for a living. Here are some important onboarding checklist items to consider: Keep a checklist of tools that you use for which you will need to set up permissions for new employees. Give the virtual assistant access to platforms and tools that you require them to work into. They usually come in a variety of forms like a list, steps to be carried out, or even a question. I'm 17 years old, it's around 8.45 in the morning and I'm on a bus on my way to work. A Virtual Assistant business plan sets the path to enhance your business success and the links at the bottom of this page will give you a step-by-step overview on how to write an effective business plan for your Virtual Assistant business. A virtual tour could be arranged via video call, for example, perhaps with each team member introducing themselves and saying a bit about what they do. Will you select a niche? The most comprehensive start up workbook I've read to date. This can be incredibly frustrating! Brainstorm what services you can and like to provide. Please try again. The key is that documenting processes is a better use of your time. One of the best things I've . Relevant Facebook and LinkedIn groups can be helpful places to connect with potential clients, as can virtual networking events. 1. With a firm belief that when a client is successful, that reflects on her success, Katies goal is to go above and beyond with each and every client task and project. Why is a virtual assistant checklist important? a. Create a worklist that the VA would be responsible for completing. Im grateful that you are here! Here are the steps to follow to start your virtual assistant business today. There are many ways to do this, but the simplest is by using Google. Good communication is key for virtual assistants! If you need help with daily tasks, managing your digital marketing, and more, we welcome your questions and inquiries on recruiting, hiring, and managing virtual assistants. How to become a Virtual Assistant On one hand, freelancing is simple: Find people who need help Help them Send them an invoice Get paid Pay tax Repeat. Use this small business checklist to prepare yourself before launching your business. To give some context,Process St wrote about some research that was done into employees and the onboarding experience. We've updated our Privacy Policy, which will go in to effect on September 1, 2022. In it, I lay out the exact steps you need to take to get your business started in a multi-page guide. How to Start an Online Marketing Business, The Best Small Businesses to Start in a Recession, The Pros and Cons of Starting a Computer Repair Business, How to Start a Personal Training Business from Home, How to Make Money at Home With a Membership Site, How to Start an Online Business in the Health Niche. Comprehensive checklist for starting a virtual assistant business Please note that this article may contain affiliate links. Dont assume that theyll already know how it operates! 0. Register your Virtual Assistant Business for Taxes. Create a professional virtual assistant website 6. (post to reference). Make sure to charge enough to cover your expenses, taxes, and health insurance. Here are the steps you'll need to take (this can happen in a weekend! In fact . Now check your email to confirm your subscription. Branding 4. Learn your ideal client 5. I'd like to receive the free email course. You have made the decision to start your very own business! 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