3 Easy Steps To Prepare Your PRACTICE For A Virtual Assistant

Private Practice, Virtual Administration, Organisation

I can’t tell you how many clients I have worked with who have secretly shared (not long after we start working together) ‘why did I wait so long to get a Virtual Assistant?!’ – I smile and let them know that at least they have started.

It’s become such a common statement that I now warn my potential clients to expect this feeling and thought running through their head not long after we start.

But why is it so common? Why are people delaying hiring a VA to help them get on top of their workload? I decided to do a bit of research and come up with three easy steps to help you transition from ‘omg I have toooo much to do and not enough time in the day’ to ‘yay my weekends are mine again!!’.

Let It Go

In the words of the ever popular children’s movie, don’t think you have to get everything in order BEFORE you hire a Virtual Assistant. It’s like those people that clean the house before the cleaner comes – totally not necessary and is not a good use of your time.

Your new VA understands that things might be a bit messy and that’s okay. Trust me they probably have seen worse and they don’t judge. This is their jam. This is what they LOVE doing. Not only fixing the mess but maintaining order.

Let them do their magic, you won’t regret it!

Get In The Cloud

Now you’re VA isn’t going to be in the same room as you so it’s important that you give her what she needs to get the job done. Depending on what she will be helping you with she will need access to your logins, your diary and potentially your inbox.

So, if you’re still living in paper land with all of this info sitting on your desk under some left over toast and coffee ring stains, be sure to move everything into a cloud-based program so she (and YOU) can access it from anywhere.

If you need help setting up online diaries and remote access to emails, ask her for help – she will be glad to guide you.

Stop…And Listen

Sometimes we are SO involved in our overwhelm from our workload we can’t even see what we can outsource. We can’t see what we can move off our plate. So, take some time stop and listen (or watch) what you’re doing and make note of whether it’s a good use of your time.

Does it generate you an income or if you’re a specialist is it dealing with clients? If not – then you probably don’t (and shouldn’t) have to do it.

This doesn’t mean you need to outsource everything in from day one. Start with one regular task to get the ball rolling BUT as I say to all my clients; eventually you will just send more and more over as you realise that it’s not an effective use of your time but an excellent use of my support.

At the end of the day the best insight I can give you is this – the best time to start using a VA is now, not in 6 months time when you will kick yourself for not starting earlier!