Hiring Team – How and When to Start Working with a Virtual Assistant!

I get these questions from clients regularly –

How do I know when it’s time to hire a VA (virtual assistant) or add someone to my team?
How do I vet them? This is my first employee
What else should I know when hiring a team member?

First, this will be YOUR decision and you’ll intuitively know when you need extra support to scale your business. Each person is differently when it comes to this decision, so there is not right or wrong.

We go into these types of topics and trainings in my Simplify and Streamline Membership. DM me on Instagram @thepharmacistcoach to learn more about this game-changing membership to help you simplify and streamline your business.

To join us for the Simplify and Streamline 2-day workshop happening March 10th and 11th, click HERE!

Having support is an INVESTMENT and helps you focus on High Return on Energy Tasks, streamline processes in your business, and so much more!

My virtual assistant, Priscilla Green – owner of Freedom to Focus, recommends these steps –

1. Do a task audit. Take a week or two and as you are doing business tasks, write them down. Everything from checking your emails, scheduling calls, creating documents or graphics, everything you do.

2. Go through that list and highlight each item that you a) don’t like doing b) don’t want to do c) isn’t a revenue generating task d) is repetitive and can be delegated.

3. Look at that list and imagine that you hand off all those items. Write down what handing that off would mean for you. Does it mean that you have more headspace to fully show up for your clients? More time for self care? More time for family? If you look at that paper and it feels so good and you feel called to delegate, you are ready!

Here are some ways you can know if you’re ready to add a team member –

You have clients and cash flow and want to delegate administrative tasks like creating Canva images, social media management, creating a landing page, launch support, scheduling and managing appointments, and adding in client support to name a few
You’re finding yourself messing with Canva images for hours vs spending time on High Return on Energy tasks (prospecting for speaking engagements, having sales conversations, creating launch content, etc)
You know what you’d delegate and have repeatable tasks that you can easily outsource
Your growth is stagnant because you’re bogged down with aforementioned tasks

How do I vet them? Where do I find them?

There are many places to find help such as Fiverr or Upwork. You can also ask for personal referrals – this is how I found my team members.

Next – ask yourself, “What are my non-negotiables?” Yes, just like dating!

Do you need them to be responsive right away?
Have certain personality traits?
Communicate with your clients in a certain way?
Are they trained in the technology you’re looking for assistance with? Ex: Kajabi, Constant Contact, Google Drive, etc?
Track record – do they have testimonials/recommendations from past or current employers?

You get to decide the type of person you want to work with, but YOU have to be clear first.

Create a list of questions for them to answer so you’re clear if it’s an aligned fit or not.

Best Practices –

Conduct an interview and observe their communication style, personality, and professionalism
Start with a trial period to ensure you feel it’s a good fit on both ends
Give them small tasks and see how they work – turn around time, communication, etc.

I’d love to hear what you thought about these tips!

To join us for the Simplify and Streamline 2-day workshop happening March 10th and 11th, click HERE!

xx,

Christina