1/13/2023 0 Comments Your remote assistant![]() ![]() You and your VA will need to come up with signature graphics that he will use in the future.First of all, you can create simple tutorials that walk them through each step.Create an editorial calendar, so you can monitor which task your VA is doing right now.If you don’t have the ability to record things, you can still document each step in a Word document and take screenshots of the different steps. ![]() Make a list of ideas and share them with your VA, also you can subscribe to very useful services like Canva, Adobe Illustrator, Photoshop, etc.When your remote assistant comes onboard, inform them about your security settings.It’s very important to show your VA how to manage interactions between current clients and potential leads (VA can use CRM software, Google sheets, etc).Your VA should know how to schedule appointments and events (VA can use google calendar, Calendly- schedule appointments, Trello – to create vision boards, keep track of meetings and tasks, and Zoom – to schedule online video conferences).You will need to ask him to follow up on transaction documents updates.You VA should know how to use MLS, especially how to sort out, prepare, and compile your documents that are part of your data management process and business needs.Create checklists with detailed daily tasks.If you are training your remote assistant on the general aspects of the business, you might consider self-recording an audio or video for them to listen to.If you do everything right, you’ll be satisfied with the results you’ll get. Training helps to make your daily operations run smoothly with your Virtual Assistant. ![]() The actual work requires more than VA’s qualifications. Here comes the most important part of the whole process.
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