I often see in Facebook groups, comments by business owners who struggle with working with someone else in their business.

Handing over work to a Virtual Assistant can be difficult if you are so used to doing everything else yourself.

It takes time to build up a business relationship with a VA. They are there to help you with tasks so you can have more time to focus on your business.

Here are a few ideas to help with preparing to work with a Virtual Assistant.

Have a task-list ready

Great, you have decided the time is right to delegate some tasks. Now what? Spend some time reviewing your tasks and workload and highlight the ones you will be happy to hand over. With time and confidence in working with someone else, you will be able to hand over more tasks.

Have a list of the tasks that you need help with. This will help you in the search for a VA. You can break down into projects such as for your website, social media, customer service etc. Be clear with the tasks that you need help with. This will help the VA understand what is required and if they can help.

Be clear on what you need completing

It is important to have systems in place. VA will have their own system in place on how they work. They can help you with setting up a system if you don’t have one in place.

Trello and Asana are great tools for using with a VA creating tasks and clear instructions on what is required. You can also add links, graphics and documents as well as having conversations keeping all things in one place.

Build the relationship

Take the time to find a VA that you click and connect with. Many connections are made in Facebook groups. All it takes is responding to a comment and take it from there. This is a good way of finding someone to work with. I have often commented on posts in some of the Facebook groups that I belong to on. It may be recommending a tool or a suggestion of how to do something. This is often the starting point of building up a connection.


All businesses will have their own terms and conditions and ways of working. It is important too, that boundaries are made clear and adhered to by all parties. VAs often have to deal with a client is messaging at weekends or late at night. Likewise, I see business owners having issues with their VA disappearing and not responding to their messages.

It takes time to build up trust when it comes to outsourcing. Networking and connecting online with potential team members for projects is a good way to start.

Have you worked with others to help you with your business? How did it go?

Getting ready to work with a Virtual Assistant
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