How to Onboard Your Virtual Assistant and Get It Right from Day One

How to Successfully Onboard Your Virtual Assistant and Get It Right from Day One

Onboarding is an important part of hiring your virtual assistant. It gets them “on board” with your company so that they’re ready to start working on the tasks you’re giving them. It also kicks off your relationship with your VA on the right foot.

Share Your Business’s Vision and Values

Your virtual assistant needs to understand exactly what your business is all about. Start your onboarding by teaching them the unique value you offer to the market. Show them what sets you apart and convey to them the principles that are at the core of your business. You need to be on the same page before you start delegating work to them.

Take time to explain your business's core values and vision to your new virtual assistant. Click to Tweet

Training Your VA

A major part of your VA’s development is the training you give them when they are first hired. Even with years of experience doing the work you want them to do, they won’t know your unique systems and processes. Training is especially challenging because you don’t see them face to face, but you can take advantage of online tools. What’s important is to create a good training plan before you hire a VA.

Your Training Content

Create content that you can use along with your online training sessions. Even if you explain the process step-by-step, this content will still be extremely helpful. Your VA can refer back to it when needed. This content could be:

  • Step-by-step instructions
  • Flowcharts
  • Visuals, including screenshots
  • Video tutorials that show you doing the work – Loom is a great tool for this
  • Information resources

Your content can include a mix of the above. Try to imagine what type of content would be most helpful for your VA and create it accordingly. You may also ask them if there’s additional content they need you to provide.

Related:   5 services virtual assistants offer to simplify your business

Hold Regular Sessions

It depends on the nature of the work you’re outsourcing, but you’ll probably need more than one training session. Your VA might have questions or issues along the way. It’s best to set up regular training sessions where you can take their questions, offer feedback, and help them if they’re getting stuck somewhere.

Tips and Best Practices for Onboarding Your VA

Provide Plenty of Tools. Use a project management tool or other online tools to help your VA work with you.

Create a Team. Once you start hiring more virtual help, welcome each person to the team. Introduce them to each other, even if they work on separate tasks.

Give Your VA an Idea of What It’s Like to Work with You. As part of onboarding, explain to your VA your personal style, how you communicate, how you feel about collaboration, and so on. This will help to set expectations.

Seek Feedback and Questions. It’s rare that a VA won’t have any questions at all, and they may be shy about asking. Be proactive in finding out what your VA needs from you.

Are you ready to get started building your business with a virtual assistant?

Then check out my eBook Outsourcing: How to Hire Your First Virtual Assistant for more tips and tricks.

Outsourcing How to hire your first virtual assistant

Hire Your First Virtual Assistant

Are you ready to start growing your business and taking it to new places?! Sign up for my newsletter and get your free eBook Outsourcing: How to Hire Your First Virtual Assistant!


Where to next?

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Paula Hickey WordPress Tech Virtual Assistant and Web Designer

Hello, I’m Paula! 

I’m a Tech Virtual Assistant and Web Designer. I help heart-centered female coaches who’d rather spend their time landing their dream clients than dealing with the techy stuff.

Let's Connect

Recent Posts

Plan Your Client-Getting Website Workbook

Plan your client-getting website today!

Building your business website doesn’t have to be complicated or stressful. This workbook will take you through the steps of planning out your content for your new website so when you begin the build you’re ready to go!

Sign up for my newsletter to receive your free workbook today!

Paula Hickey/PSH Virtual Solutions is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to

Plan your client-getting website today!

Ready to Build Your Coaching Website?

Subscribe and receive your free workbook Plan Your Client-Getting Website! to get started building your DIY site today! 

Read Our Privacy Policy Here.

Start planning your client-getting website today!

Read Our Privacy Policy Here.
Skip to content