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How to Engage your Next Virtual Assistant Resource

Untitled1Many business owners displaced by the quick exit of Zirtual are scrambling to find a new solution for their virtual assistant needs.

The startup environment is a fierce and fast one, so before you jump into a new relationship with a new VA, take a moment to think through your specific needs and understand the options available. Below are our thoughts on how to best engage with these resources along with a list of things you should be aware of as you source your next resource.

Use the cheat sheet below to help you identify the right fit support team member for you. The good news is there’s lots of options!

Remote Support Considerations:

Your level of commitment

  • How involved do you want to be in the process?
  • How much do you need to offload?

Level of tasks and access required

  • What tasks are you delegating?
  • How involved are the tasks?
  • What access might they need?

Interaction with your team or clients

  • Will this support person touch anyone in your organization?
  • If so, how will you ensure consistency with your brand and culture?

Strategy and processes

  • Do you know what to delegate or will you need help with that?
  • Do you have documented processes?

Estimated volume and frequency

  • How many hours per month or per week are you looking to free up?
  • Does the volume of tasks fluctuate?
  • Does it need to be handled by the same person each time or at a certain time?
  • How quickly do you need tasks turned around?

Now that you have some clarity around how this resource needs to plug into your business, below are the various remote support options available and the differences between them.

Remote Support Options:

Transactional: Pay per Task

  • Simple, basic tasks
  • All handled remotely
  • No personal relationship
  • No strategy

Example: Fancy Hands


Basic: Task Focused

  • More evolved tasks (they can handle basic scheduling, research, projects)
  • All handled remotely
  • Dedicated Virtual Assistant
  • No strategy
  • You are responsible for identifying the tasks and systems

Example: Virtual Assistant (formerly Zirtual)


Strategic: Consulting + Support

  • Delegation strategy and design
  • All handled remotely
  • Dedicated, sophisticated Assistant + Team
  • Focus on customized strategy
  • We work strategically with clients to identify areas of their business to delegate, and help them setup a plan to execute

Example: Delegate Solutions

In all cases you are experiencing the benefits of having support at the fraction of the cost of an FTE. As you think through the best fit remote support hire for you, make sure you look for the following on the company side:

Remote Support Selection:

  • Tenure: How long have they been doing this type of work?
  • Who’s in charge? What management system do they have in place?
  • What is the make up of their team? Is their team comprised of vested employees or 1099 subcontracts?
  • Who is supporting you? Is there a team or just 1 person? What is the caliber/ background of this person? What happens if your assigned assistant leaves or takes time off?
  • Ops: What systems are in place operationally to ensure effective delivery of the service to you?
  • Your ROI: What is their methodology and approach to working as your assistant? Where is the value?

If after all of these considerations, you find that strategic support (what we offer) is the best fit for your business needs, we’d love to speak with you. If you're looking to not be treated like a number by a startup environment, we’ve been in business for 8 years and have a solid track record of success supporting all sorts of business owners around the country. We are standing by to help you during this transition; reach out and see how we can help!




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