Sample content — this post was seeded for review and should be replaced or edited before launch.
Bringing a virtual assistant into your business works best when the first week is planned before they start. Here's the approach we recommend to every client.
Before day one
- Write the role down. Even three bullet points beats a job title. What does "done" look like each week?
- Sort access early. Email, calendar, and any tools they'll use — set up accounts before the first call, not during it.
- Pick one channel. Decide where day-to-day communication happens (email, Teams, Slack, WhatsApp) and stick to it.
The first week
- A short kick-off call to walk through the role and your tools.
- Start with one recurring task — inbox triage is the classic — and review it together after two days.
- Add a second task only once the first is running smoothly.
The habits that make it stick
A brief weekly check-in beats constant messages. Fifteen minutes on a Monday to set the week's priorities gives your VA the context to work independently — and gives you your time back, which is the whole point.
If you'd like help putting an onboarding plan together, our Onboarding & Tool Setup add-on covers exactly this.