10 Musts in a Virtual Assistant Request

Working successfully with any Virtual Assistant, Virtual Buzz Assistant or otherwise, comes down to making your requests crystal clear.  If you are one of those entrepreneurs who thinks it is someone else’s problem to figure out what you mean, that is fine as long as you are OK with not getting what you want.

Here are 10 things you want to get confirmed at both ends before doing a task with a virtual assistant.

  1. Expected time it will take for the virtual assistant to do the task.
  2. Maximum time the virtual assistant can use on the task.
  3. The rate it will run to do the task.
  4. The exact outcome you expect the virtual assistant to achieve.  (What does the deliverable look like)
  5. Who will be doing your task?  Is it the virtual assistant or an intern?
  6. When will the task be completed?
  7. What questions does the virtual assistant have before starting – make them repeat the project back to you in their own words.
  8. How do they complete the task, step by step.
  9. Are there any unexpected things the virtual assistant may encounter and how do they deal with them?
  10. Billing and payment details – when will you get the virtual assistant invoice and what are the terms?  Do you need to pay a portion in advance?

This seems like a lot of stuff for one task, but most of it will be standard if you keep working with the same virtual assistant long term.  If the tasks are something you request frequently from multiple virtual assistants, consider using camtasia or another screen capture software to demonstrate how to do the task.  Then you can host it on Amazon S3 for pennies per month and send people to the video whenever there is a question on how to do something.

Crystal Clear Projects that are well thought out and defined rarely let you down.

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Other Important VA Articles:

  1. Virtual Assistant Assessment
  2. Task Oriented or Strategy Oriented?
  3. Open Source Software Virtual Assistant
Posted December 10th, 2008 by Ron McDaniel and filed in Blog

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