The advanced search will find in seconds any stored doc. Thinking about hiring a virtual assistant? Step #5: Book both arrival and departure flights at the same time.

Thats a procedure hes tested. Fastboss voice assistant saves you up to 97% time and money on document workflow for your mobile teams. They will assign the right VA to you so that you can delegate and begin the training process. You get lifetime access to the templates via our online portal + access to any updates we make as we ensure these templates always exceed industry standards! Latest posts by We Are Virtual Assistants, Always Try To Be The Best Version Of Yourself, Look For Clients Who Respect The Work You Do. Lastly, be sure to walk your Virtual Assistant through each process to see if they have any questions and if any of the steps could be made clearer. The offline option is only available on Google Chrome. After this document is filled out, it should be printed so that both parties can sign it. Once you have created your process documents, you want to make sure they are all stored in an easy-to-find place. 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. You also want to include the e-mail of any individual who needs to be contacted before, during, or after the completion of this process. The evolution of ones career is fascinating to me, and I love hearing inspiring stories of how people changed things up, or followed their passion. Do your business documents once, and share them with the entire team. Congratsyoure about to take a big, exciting step in the growth of your online business! This way, you or your Virtual Assistant can update the document whenever needed and you will always have the most up-to-date version. 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. This defeats the purpose of hiring someone so you can get back your time and assign it to more important tasks.

It is unreasonable to expect someone to excel at something without giving them documentation to refer to when they have questions. It is a great tool to use as a Virtual Assistant. Not only does proper documentation of your processes avoid mistakes, but it also saves you and your team valuable time. No credit card is required. They may be hesitant to reach out with questions out of fear of being seen as someone who cannot retain information or do their job properly. They are not an employee, which means they work at their own pace, during their own time, wherever they like. 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. 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. This detailed welcome kit allows you to outline timeframes, detail the systems you require access to, set up communication methods, shared file access & task management systems as well as linking through to any instructional videos you may have for new clients!

The layouts are so clear, simple and stylish, I can't wait to get myself organised so I can start putting all my details in and personalising it. Answer a few questions and your document is created automatically. Visit us at : http://www.livehelpindia.com/, Thanks for shearing with information.. your style is unique compared to other virtual assistant.. For example, a common process that should be documented for your new Virtual Assistant is how to make travel arrangements for yourself and your co-workers.

The goal of a process document is to make it as simple as possible for the person reading it to achieve their objective in the shortest amount of time. With the Fastboss platform, you will adapt business documents automation by yourself. NOTE: Do not book any travel outside of Travel Well' without prior approval.

Contribute.

officers battalion chief Files can be opened, converted to Google Docs and Google Docs to Word files too. Complete with question prompts, preparation pages, a checklist and a scale to record how you fell the call went.

In fact, many virtual assistants now have freelance businesses entirely online. #Task management, How a virtual assistant can help you become a more efficient, effective, and successful entrepreneur 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. Share this article now for your instant download: Start doing more, achieving more and earning more with a Virtual Assistant. Step #7: Book necessary transportation from home to the airport, the airport to the hotel, and hotel to even location. It can be used by either party - in other words, for a virtual assistant looking for a standard template for clients, this would be a good fit. You may discover that the majority of your processes require communication with external vendors and partners. Thank you! Here is how you can document procedures in 5 easy steps. Ive Increased The Flexibility Of My Business! At the end, you receive it in Word and PDF formats. Store and manage your docs with full access any time and anywhere. If none are available, you may check Delta. If first-class is not available, book business class over economy. Time Management Ninja book now available! 6 email templates including, job lead response, reach-outs, referral & testimonial requests. It was a gift from the world-renowned health and, Alli Price is a work-at-home-mum (WAHM) with a passion for networking and support.

You will receive it in Word and PDF formats. 7 Ways A Virtual Assistant Can Help You Work Smarter, Why "Keeping Busy" Is A Problem For Entrepreneurs (And How To Solve It), 3 Ways Your Calendar App Can Make You More Productive Every Day. Our book, The Hard Work Myth, is a deep dive into how to achieve more, without working harder. If you go about it the right way, adding a virtual assistant (VA) to your teameven if youre a team of one right nowcan bring major peace of mind and help your business grow. Start your free trial. Even if you feel youre the only one that can do a certain task, chances are if you can provide a documented procedure, someone else can complete the task. Add Design Elements - Google Docs isnt just your standard document editing tool; you can bring documents to life and make them stand out for clients and work purposes with genius styling and editing tools that just make work look good. But there are only 24 hours in a day, and I wouldnt have any time for big dreams and plans (and meal prep, and gardening, and cuddling Huddy Buddy) if I were constantly in the weeds. wrigley greenville k12 (Pssst! Should Your To-do List Be on Paper or in Your Phone? Welcome your new client to your business & streamline the handover of tasks & system access so that you can hit the ground running & start making an incredible impact to your clients businesses! Step #8: Use the following e-mail template to send information to CEO John Smith. Have metrics to determine if the task is being completed effectively. It is easy to forget the skills you need to complete these tasks effectively and efficiently. All of this could have been avoided by supplying your VA with a document that clearly outlined how to speak to customers on various topics. How long do I have access to the templates for? Second, you may have to go back and apologize for sharing incorrect information. 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? Again, this defeats the purpose of hiring a Virtual Assistant in the first place. Every single action you want the Virtual Assistant to take must be written out in its own step. While it is exciting to make a list of all the items you are going to be delegating, you must implement a thorough and detailed transition plan. You can check out seven of my tips for how to hire a virtual assistant legally right here.). Love the key docs bundle, everything looks so good! #Achieve More Its very possible that you have been doing some of these tasks for so long, they have become second nature. First, get clear on what tasks you do best.

Our web dashboard is easy to use as a drag and drop template builder for routine documents. This folder can be accessed on your computer, tablet, phone or online; everything is synced across the cloud. Strategically map out your goals with this practical workbook. A VA is an independent contractor who works on administrative, business development, client/community relationship, or social media tasksand beyond. Essentially, you are asking your new assistant to wing it when it comes to executing the important tasks you hired them to complete. I cant recommend VAnow.net highly enough, it really was a lifesaver. For the first time, you will see how we combined a, Speak, Sign and Send Your Business Docs in seconds. You can modify it and reuse it. Rating: He recognizes that he doesnt have time to manage each account. Take things slow and allow the working relationship to grow gradually, and youll accomplish awesome things as a team. Remember, a good working relationship involves lots of communication. Once you have written out all the steps to this process, it is important to outline how often this task needs to be completed. Up to 5GB of data or 4000 documents can be stored for offline purposes at any time. Remember, itll take even the very best VA some time to get up to speed, and thats okay!

Founder and CEO of Time etc, author of The Hard Work Myth. This will give the relationship the best chance for success.

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 example, lets say you write out ten processes and you discover that almost every single one requires advanced knowledge of a specific tool such as Microsoft Excel or Salesforce. From that list determine the tasks you can delegate to a virtual assistant. Step #6: Book a hotel room within 15 minutes of the event location.

Take Action: Use an online tool like SweetProcess to document your procedures step-by-step. While these screenshots may not be needed after the first few tries, they will be invaluable if someone needs to step in for your Virtual Assistant in an emergency situation.

Take Action: Once your virtual assistant is working on your procedure, give them freedom to suggest improvements to the task theyre working on or any task they notice that could be improved.

Step #4: Search JetBlue flight first. You will be able to sign in using your own login and password to access the template bundle you purchase. Regular insights on how to achieve more, sent to your inbox. A legit contract protects you and the business you have put your blood, sweat and tears into building. 100% of profits from our Key Document Templates purchased in March will be donated to the Red Cross Flood Appeal. Share and collaborate your documents with others, Comment on files and suggest edits where needed, See revision history to see any changes made, Research within the document, using Google, Download documents in other formats (such as Microsoft Word). Sam is an attorney licensed in NJ and PA, but is not practicing law or establishing an attorney-client relationship with you, ever. If you want to send it on to someone who isnt yet using Docs, simply convert it to a Word file without a hitch. Reach out and tell them what tasks you need help with. There are thousands of images, fonts and tables available completely for free for your projects. Thank you for this post.

Now, with the smartphone, they may do any document in seconds! Automated completion of your business docs. The templates are then linked through to the platform they have been created in (Canva, Excel/Google Shhets). For the first time, you will see how we combined a Business Digital Assistant with a document generator tool. 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. 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. Sacrifice vs Selfishness: Which Is More Important For Success? Join more than 22,000 entrepreneurs who have discovered that a Virtual Assistant can help free their time, focus on what matters and grow their businesses. Comments can be made within the document itself and chat initiated if youre in the document at the same time. This spreadsheet allows you to add in your own figures & comes out with a neat base hourly rate at the end, giving you confidence that you're not undercharging and ensuring that you're building a sustainable business. Craig identified the tasks he delegates to a virtual assistant in How a Virtual Assistant Helps Me Get More Work Done. If I am a student of the VA Start Up Program, do I needto purchase these? Once your procedure is documented and tested youre ready to delegate it to a virtual assistant, freelancer or other team member. This could include someone in finance, shipping, or sales depending on the objective of the task. I used similar practices when taking my startup to the next level with VAs. I definitely sleep better these days than I did back when I was juggling #allthethings in my biz alone a few years ago! The customer may get frustrated and think that you are an unorganized company and incapable of serving your customers.

Sorry, comments are closed for this post. Some states may consider this attorney advertising (although it isn't intended to be). The document is created before your eyes as you respond to the questions. Creating the necessary documentation helps you understand what you are looking for in a virtual assistant. Take Action: For every recurring task that you delegate to your Virtual Assistant find a meaningful way to track and verify the results being delivered. Identify business processes that can be recurring tasks for someone else to execute.

Now, with the smartphone, they may do any document in seconds! We suggest creating each process in its own separate Google Doc. I will be tweeting about this. The math behind this is a mind boggling experience when done manually. Other names for the document: Then, a best practice is for both parties to keep a copy. Win! The best place to start is with my DIY Independent Contractor Agreement. In some seconds, docs are ready to be signed and shared with your customer.

A Virtual Assistant Agreement is a document between two parties, the virtual assistant and the client, for a contractual working relationship.

However with Google Docs, you can simply set up offline access. An expert events-organiser and all-round superwoman, Alli was driven by her experience as a busy WAHM to, I recently saw a post somewhere about the eye rolling test and how it accurately measures whether or not a couple will survive their marriage. #Virtual Assistant, The more you try to do, the less you get done. 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. Available in word version, you can badge with your business logo and proceed with confidence to be sure your organisation is taking into account all remote working issues where a virtual assistant/ client arrangement is in place. #Time management, If you're looking to boost your productivity, use this simple guide to make the most of your calendar. This proposal template will be the final step in getting your clients across the line to start working with you! It may be tempting to skip the time-consuming act of writing all of these processes out and simply give your new Virtual verbal instructions or a basic outline of what to do.

Never choose the middle seat. Take Action: Craig recommends eaHelp; a reliable source for finding a Virtual Assistant. All Rights Reserved. Time Management Ninja 2018. Your email address will not be published. So you, Is a swipe file inspiration or just strai, A lot of people throw around the word millionai, Time to get your legal ducks in a row , A lot of people wonder, "Is the Ultimate Bundle, It's time to make sure your legal ducks are fully. Time to seal the deal! The more you have systems in place, the easier it will be to onboard your new virtual assistant and ensure that their time (and your time!)

male scammers ghana scammer john accra It doesnt matter how organized you are if you are doing the wrong tasks to begin with. Be sure to include any log-in information they may need to complete a step and the contact information of the best person to talk to if they have any questions. If the new procedure is an improvement, reward the VA for their contributions. Smart features to speed up the sales teams. Take Action: Make a list of your recurring tasks. A 5-10 minute tutorial with hot tips and tricks touse these templates to their full potential. 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.

Your document is ready! In the previous example, Guy Kawasaki had detailed procedures for updating his social media accounts. Handing off day-to-day tasks means you can focus on the big picture things that matter to you and move the needle forward on your business. Systems and processes allow companies to automate, delegate and scale. Your email address will not be published. Guy has been active on social media for years and has tested the procedures himself.

Never book Spirit Airlines. A lot of you might not know this, but I'm working, My honest reflections on all the buzz around Insta, ASK ME YOUR LEGAL Qs FOR YOUR BIZ! Again, your list will be based on the tasks and responsibilities you plan on assigning your Virtual Assistant. Oh, and if youre considering working as a virtual assistant yourself, the job has some truly great perks.

Not everyone has a good experience with a virtual assistant. Tell us below! Sometimes, this means they just have to give you a heads-up, but if youre scaling, they might need to reach out to a finance department or your accountant. Edit Offline - One of the main concerns of having a word editing document thats technically online, is not being able to access files when you dont have the internet, such as on the plane. Test the procedure before you share it with your virtual assistant.

Ready to save time and effort in creating documents for your business from scratch? Therefore, your new Virtual Assistant must have strong communication skills and experience talking to people outside of your company.

This is not a law firm. 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. Thanks Craig for featuring my guest post and I look forward to answering any and all questions from your TMN community. This Canva template gives you the opportunity to display your credibility & experience through a timeline of professional development, values, highlights, testimonials, client results & your portfolio.

Furthermore, your VA may begin to get into the bad habit of simply asking you any time they have a question instead of trying to remember what you told them for next time. Thus, excluding any litigation. You can always test out a VA for a one-time project or fixed period of time, like 30 days, as a trial run. Virtual assistants can assist with almost everything an in-person assistant can. Set the objectives and give them tasks saving their and your time. This type of behavior increases the probability that your Virtual Assistant will make a mistake that could cost the company both significant time and money. Before your virtual assistant starts, you need to document any task or process that involves multiple steps. But things can go south for all sorts of reasons, some of which are total surprises or personal emergencies they dont have control over. Time Management Tip: Do the Work Now to Save Time Later, Time Management Tip: Do ONE Thing You Were Going to Put Off. 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. I also cringe when I, I make my green smoothie each morning in a fancy glass blender, which reminds me of my old job every time. You will be able to modify it. Additional information, such as required hours, can be included if applicable. Store and manage your docs with full access any time and anywhere. You can customise this based on what content you have & build on this as you gain experience in your business. So often my clients are performing routine tasks that could be easily delegated to someone else. This Canva template is ready for you to customise fully to show your clients exactly what you do, takes them through the process of working with you & instills a level of confidence in them that you are the perfect solution to their needs. In order to set your Virtual Assistant up for success, they need to be given all the information they need to do their job correctly. But before you roll your eyes and think I dont have time for a contract, I need my VA to start working for me like, yesterday! let me explain *why* you really do need that document signed before they begin working for your business. They need to provide them with a fast and easy method of reporting and documenting what they do wherever they work.

Share this article now to get your instant download: In this article, we're going to cover the importance of documenting and outlining the various tasks and processes your new virtual assistant is going to be responsible for. All files saved using Google Docs are saved to your Google Drive. Our Key VA Documents Bundle will give you the confidence to operate your business like you've been doing it for years! Get started today before this once in a lifetime opportunity expires. Work for Hire Agreement, Assistant Agreement, VA Agreement, Agreement for VA, Virtual Services Agreement, How to Legally Protect yourself when Hiring Service Providers, Important Clauses to Review before Signing A Service Agreement. On the other hand, design, scheduling, and copywriting are areas where I definitely go to experts for help. Always select more legroom. You have your idea of how a task should be completed, but as your VA does the task over and over they will often figure out a way to make the task more efficient.

#Time management If it must be done every Friday or at the end of each month or quarter, you can suggest your Virtual Assistant put a recurring reminder on their calendar so they dont forget it. Take this free assessment to find out! Is this someone I would choose to hang out with or grab a drink with, if we werent in business? You fill out a form. Thank you!

Document your procedures and find a virtual assistant that has the necessary capabilities and cultural fit for your business. #Productivity For example, lets say your Virtual Assistant is responsible for handling customer questions that come in through your website and social media channels. @83e41a14ff11b50182b51cf7ba3476c6:disqus thanks for your compliment and I am glad you enjoyed reading the article. Then, details about the actual work and virtual assistant services, such as what the projects are, deadlines, milestones, fee information, etc., will be included. A Virtual Assistant acts just like an executive assistant but at a fraction of the cost. The size and structure of the virtual assistant project or projects doesn't matter, this agreement can be used for all types of these contractual virtual assistant relationships.

Especially in the beginning, its better to err on the side of overcommunication. We've all wondered exactly how much we need to charge to reach our income goals while taking into account all of the business operating costs, tax, superannuation & other expenses, on top of this we need to take holidays at some point! Sometimes a document can look bland when you want to make it stand out, but this feature can give your work the edge. This post is right on. 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. To work out additional details its good to have someone else look it over as well. In this document, basic identifying information about the parties will be entered, such as names and address details. I speak on time management, productivity tools, goal setting, and social media.

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