A Guide to Working With a Virtual Assistant

A simple guide to help you get the most from your Virtual Assistant and build a smooth, effective working relationship.

  • Identify the tasks that take up your time and decide what can be delegated
  • Create a clear brief or job description to set expectations from the start
  • Communicate regularly to keep your VA informed of priorities and upcoming work
  • Provide clear, detailed instructions—especially in the early stages
  • Don’t assume prior knowledge; be as specific as possible for the best results
  • Allow time for your VA to learn your business and processes
  • As your VA becomes familiar with your work, they will take more initiative
  • Choose your preferred communication method (email, phone, messaging, or video calls)
  • Remember your VA works remotely, offering flexible support without needing office space
  • Give as much notice as possible for new tasks and set realistic deadlines

Virtual PA Assist

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