Leverage Your Virtual Assistant to Achieve Your Goals in 3 Simple Steps

More clients, bigger sales, greater engagement, smoother operations - and less stress. Full of promise, the turn of the calendar page to a new year invites us to pause, imagine what's possible, and chart a roadmap for success.

If you're already working with a Freedom Maker virtual assistant, you have a secret weapon at your disposal, ready to deploy in 2025.

And if you're considering bringing a virtual assistant into your business, this is the year to make it happen. A Freedom Maker isn't just an assistant - they're a business asset that can help you grow, streamline, and scale your business in ways you may not have even imagined.

The Foundation: Building Trust Through Delegation

For many clients, the relationship with their Freedom Maker begins with handing off one or a few essential tasks: scheduling, email management, maybe some light customer care... These tasks are structured workflows that are easy(ish) to hand off. They become a natural starting point for building trust and establishing a rhythm with someone you work with virtually. Over time, these simple delegations can lead to something far more valuable - a relationship built on trust and mutual understanding.

However, a common challenge that can stagnate growth often arises just as things become established and routine.

Once a client becomes comfortable handing off routine tasks or two, they sometimes stall out. They trust their virtual assistant and are thrilled with the time they've reclaimed. But they express something along the lines of, "My Freedom Maker is doing great, but I don't know what else to give them to do." Meanwhile, their Freedom Maker may think, "I know I can help more, but I'm not sure how to suggest it!"

Many clients admit during their Success Checkpoint with our client success team that they feel as though they underutilize their Freedom Maker. At this point, we encourage them to explore what's possible beyond the basics. Our goal is to create long-lasting, mutually beneficial relationships. There is nothing we hate more than witnessing a great relationship stall out because no one knows how to take the next steps together.

Here is a 3 Step plan to help you fully leverage your relationship with your virtual assistant:

Step 1: Reassess What Your Freedom Maker Can Do

The start of the year is a perfect time to pause and reassess your Freedom Maker's role. Ask yourself:

• What recurring tasks am I still holding onto that I could (now) delegate?
• Are there areas of my business I want to grow but haven't had time to focus on?
• Am I fully tapping into my Freedom Maker's skills and experience? (and do I know what those skills are?)

Freedom Makers are, more often than not, multi-talented professionals. They typically possess skills extending far beyond the administrative tasks they were initially brought on to handle. From managing your social media to optimizing your CRM, many Freedom Makers are eager to bring more value to your business. 

But it starts with a conversation. Take time to talk with your virtual assistant about their skill set, strengths, and any untapped areas where they could contribute. Depending on their past experiences, training, and current availability, you and your Freedom Maker might find many places to expand your relationship into.

Step 2: Expand Delegation Strategically

Once you've built trust and identified areas of opportunity, it's time to think about expanding - but you should proceed strategically. We suggest that you consider what will have the greatest impact on your business so that you don't just hand off random tasks.

• Start with Recurring Tasks: Identify additional tasks that are still time-consuming and repetitive, like managing your inbox, coordinating appointments, or preparing weekly reports. Maybe you didn't initially consider handing these off to a stranger, but now that you know and trust your virtual assistant, reconsider. Are you now ready to delegate these to-do items?
  
  
• Tap into Creative Projects: Freedom Makers can shine in areas like content creation, graphic design, and marketing. They can help you execute your marketing strategy, engage with your target audiences on your social media platforms, and help you grow your brand in a consistent way. 
  
  
• Optimize Processes: Freedom Makers excel at documenting while doing, which helps you have standard operating procedures (SOPs) for the areas in your business for which your virtual assistant is responsible. They are also excellent at streamlining workflows and identifying inefficiencies. Your Freedom Maker can help you save time and reduce errors by helping you improve how your business operates.

Step 3: Align Delegation with Your 2025 Goals

Delegation is more than just getting tasks off your plate. When done correctly, delegation can align beautifully with your strategic goals.

By handing off time-consuming responsibilities like email management, customer service, or project coordination, you can focus on scaling your business, developing new products, or building key relationships. Delegating strategically can also free you to prioritize personal goals, whether it's spending more time with family, pursuing hobbies, or achieving a better work-life integration. Strategic delegation creates space for big-picture thinking, allowing you to refine your vision, foster innovation, and make meaningful connections that drive growth and success. 

As you consider what more you can delegate this year, take the time to:

• Define Your Goals: What big-picture outcomes are you striving for in 2025? Whether it's scaling your operations, launching a new service, or improving customer retention, write these down.
• Prioritize Tasks: Break your goals into actionable steps and identify which ones your Freedom Maker can support. For instance, if you want to grow your email list, your virtual assistant could handle newsletter creation, subscriber management, and report on who engaged with your offerings.
• Set SMART Goals: Be specific about what you're delegating and the expected outcomes. Keep your plans (S)pecific, (M)easurable, (A)chievable, (R)elevant, and (T)ime-bound. Clear objectives, explaining your "why," and building in timelines will help both you and your Freedom Maker stay on track.
• Keep the Dialogue Open: A successful, growth-oriented partnership with a Freedom Maker is built on communication. Regular check-ins allow you to evaluate progress, provide feedback, and uncover new growth opportunities. 

The Takeaway: Growth Through Partnership

Clients often tell us that what sets our company and our Freedom Makers apart is the kind of collaborative mindset that makes them more than just task-doers. They become growth enablers.

Working with a Freedom Maker can propel your business forward if you take the time to reimagine what's possible, begin a conversation about where strengths align with needs, and set a clear path toward 

Your Freedom Maker is ready to help you achieve more. The question is: are you ready to let them?

Reach out to our Discovery Team today -we're here to help you make the most of 2025.