How does a Virtual Assistant get to know you and your organisation?

In initial exploratory calls, this is one of the questions that often crops up. The answer is simple – it’s the same as you would with any new member of staff – it is no different just because we will work with you virtually (except we can’t take you for a cuppa at lunchtime of course!).

It is really important that when you start working with a Virtual Assistant, that you provide as much information about your organisation as you can. This will enable us to understand what you do and the services you offer – helping us to better support you.

Initial Contact

Relationship building between you and a Virtual Assistant starts from the initial contact, which may be an email or phone call. After an initial call it’s sometimes useful to meet face to face, whether that’s in person or via Teams, or Zoom. During the initial call you will get the all-important first impression. If you get on well, that’s a great start, but if there is anything that makes you feel uneasy about your future working relationship then listen to your instincts! This applies to both sides of course. The relationship between VA and Client is very important and it has to be right.

Regular Communication

This is key to working with a Virtual Assistant, especially as it’s mostly a virtual relationship. Provide as much background information to your organisation or industry as possible. This may include industry publications and blogs, background reading, previous board papers or even common acronyms and industry jargon. Also talk to your VA about your long – and short-term goals (personal as well as business) so they can help you to stay on track.

We also highly recommend a weekly call.  We have found, through our years of experience supporting leaders, that if you make the time for a weekly call, the rewards are significant.  In the past, we have worked with clients who have not shown up for the weekly call, or would not schedule them, and we can honestly say this affected the results we could achieve for them.

Regular Reviews

It is important to allocate time to review how the relationship is working. This may be informal, or formal. In the early days of working with a new client, we regularly check in to make sure it is working well for both Virtual Assistant and Client.  As time goes on, we ask for feedback through review meetings, feedback surveys and testimonials.

We also hold an annual review with all clients

It can be difficult sometimes for people to say that they are not quite happy with things, and allocating time for a review allows both parties to bring things to the table, but we do our best to extract this information by asking one key question ‘what one thing could we do that would make things even better for you?’.

If there is something you are not happy with, make sure you bring this up and communicate it to your VA as quickly as possible so that you can work together on resolving the issue.

How do I know I can trust you?

We have been working with clients like you, since 2015 and our experience in providing these services goes back much further.  We have lots of happy clients, and our client surveys show that 98% of clients would recommend our services.  We have case studies on our website, where you can read about how our work has improved the lives and businesses of our clients and we are happy to put you in touch with clients so they can share their experiences with you.

On the legal side, we have lawyer-prepared contracts, and are registered and comply with the requirement of the Information Commissioner’s Office.  We are fully insured too.  We are registered with HMRC for Anti-Money Laundering, and we are accredited by The Good Business Charter.

But what other people say about us, and the paperwork we have is only part of it. 

We will work incredibly hard to gain and retain your trust. 

Just give us a go!

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