by Tina Hilton of Clerical Advantage
Part 3: How exactly does this thing work?
Now that we’ve found the perfect virtual assistant, and learned ways to be the perfect client, we’re ready to get started. This is the point where many people stop and say, ” Just how does this work? What do we do exactly to ‘get started’?” That’s what we’re going to answer in this weeks installment.
It all begins with communication. Although phone, instant messenger and faxes can be used, the main form of communication tends to be e-mail. This is due to the fact that a Virtual Assistant has many clients with assorted tasks for them to complete throughout the day. A multitude of phone calls per day to discuss your project(s) hinders your VA from not only addressing your needs, but other clients as well. A weekly phone conference to discuss your business is much more sensible.
Here’s an example of how the communication process might work in a certain situation. Let’s say you teach several classes at your local adult education center, you’ve decided that you would like to have recordings of these classes transcribed into document format for future reference. During your initial phone conversation with your virtual assistant, you discussed how you were going to have the recordings delivered to them. Now they’ve been delivered and your VA contacts you via e-mail and asks if there is a certain format you’d like them in. Once you’ve responded, it isn’t long before you receive your first class, via e-mail attachment, in document format. Your VA asks you to review it and respond with any changes it may need. Before too long, all of your adult ed classes are now in written format. You’re Virtual Assistant asks if you’ve ever considered offering the classes via an e-course or e-books. You hadn’t, but now that all of your class material is in document form, you think it could be an excellent idea. Not only has your VA transcribed your recordings the way you desired, they have shown you how to possibly make more money by offering them in a new format. This type of collaborative relationship is what sets virtual assistance apart from simple secretarial services.
When you’re working with a virtual assistant, you need to be open to technology and new ideas. Perhaps you’ve never logged on to a secure webspace, utilized remote computer access or used an online calendaring system. Perhaps recording your notes into MP3 format is new to you. Just because you’ve never done it before, don’t let the fear of something new keep you from using the virtual assistant tools of the trade. Your VA uses them all the time, and can easily give you instructions on how to use them too. Once you’ve started utilizing them, you’ll wonder how you ever did business without them. Learning to use these tools don’t just make your relationship with your VA run smoothly, they will end up being important to you as well. Imagine traveling to an important business function where you’re going to give a presentation. You print out your speech and pack it in your suitcase. The airline loses your luggage and you’re left with no speech. You can do several things, contact your VA and have them fax your speech over to the hotel you’re staying at, or you could log onto your computer remotely and copy the speech onto your flash drive, then take it to the local copy center for printing. So much easier than trying to rewrite the speech in your hotel room the night before isn’t it?
As valuable as you’re going to find your virtual assistant to be, it will be tempting to contact them for everything. Resist the urge. Setting boundaries is important. Again it comes down to being able to understand that your virtual assistant is not your employee, and as such, is not required to be at your beck and call. It’s important that you trust them to get their work done within the timeframe you have established in your original services agreement. If you’re tempted to ‘check up’ on them, ask yourself if you’d call and do the same with your attorney, accountant or other business professional. If you’re the micro-managing type and actually would call these other business professionals, perhaps you’re better suited to an employee than a virtual assistant. There is no place for micro-managing in a client-virtual assistant relationship. One of the strengths of virtual assistance is that you don’t need to do any hand holding.
With your boundaries set, your lines of communication open and your willingness to implement new technologies, everything is running smoothly with your new VA. They are completing your assignments and you’re enjoying the free time to pursue more business. As an added bonus, your virtual assistant has opened up your eyes to new ideas to make your business even better. You receive an e-mail from your VA with an invoice attached. How does one pay a virtual assistant? You can pay them with a check, just the same way you pay your other business services. Most virtual assistants also offer the alternative of paying via credit card, many through the PayPal service. Many Virtual Assistants require at least a partial payment before services are rendered. In the case of retainer rates, payment is generally expected in full at the beginning of each month, effectively securing your set block of time. You should also have discussed paying for any consumables, postage, fees, etc. that might be related to your projects and tasks. For example, postage and printing costs for a marketing campaign or long distance phone charges specific to your company. Generally the cost of these type of items will be included on the invoice as well. Since this is a sub-contracting situation, you will be required to file a form 1099 at tax time declaring the payments that you made to your VA. When you signed your services agreement, they should have provided you with a W-9 form with the information you will need to do so. As with any service that you are billed for, you should be sure an pay your virtual assistant promptly. It is poor business practice to consistently be late with payment. Expect your Virtual Assistant to add on additional charges if your payment is late, the same way your phone company would.
Of course, this is just an overview of how the mechanics of virtual assistance works. Each Virtual Assistant and situation is unique. I’d be happy to answer any questions you may have about Virtual Assistance and how it works. You can leave your questions in a comment here or head over to my business blog, The Conference Table, and access the Ask A Virtual Assistant section.
Next week is our final installment of this series entitled “Is is good for you?”
Categories: Virtual Assistant