Your Delegation

Tool Kit

PART 2:

VIRTUAL ONBOARDING

Click Here To Access Our Onboarding Checklist

Why Virtual Onboarding Matters

Effective onboarding is sets up your new team members up for success and and ensures a seamless integration into your businesss.


Proper onboarding is especially crucial if your team operates in a remote work environment.


If you want to build a long-term, healthy, and productive relationship with team members who work remotely, you need to onboard them so they feel like a valued part of your business.

A group of people are having a video call on a tablet.
A woman wearing headphones is having a video call with three other people.

When a remote team memeber or virtual assistant feels connected to your business, they are more likely to be engaged and committed to your goals.


You can lay the foundation for a trusting and harmonious relationship - which is the lynchpin of any remote collaboration!


Onboarding sets the groundwork for a partnership that can weather stressful situations and grow as your business grows.


Read on if you want a virtual assistant or remote team member who is happy, a true team player, and willing to work hard to boost your business's productivity.

The benefits of robust virtual onboarding

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Ensure Clarity and Understanding

Providing a comprehensive business overview will help your team understand where their tasks fit into the larger picture of your business operations and long-term goals. This aids collaboration and prevents misunderstandings

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Build a Trusting, Long-Term Relationship

Creating a structured onboarding process sets the stage for a smooth and harmonious working relationship and ensures your team feel valued and motivated. Making them feel like part of the team increases loyalty and longevity.

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Boost Productivity and Increase Efficiency

By committing to a robust onboarding, your remote team members will understand how their specific responsibilities contribute to the overall success of your business. Being a part of a business's "wins" is motivating!

Click for Our Onboarding Checklist

Onboarding Your Virtual Assistant: A Pathway to Success

Establishing a productive and harmonious partnership starts with thoughtful preparation. Here’s a streamlined guide to help you set the stage for a successful and enduring collaboration:

STEP 1: CREATE A BLUEPRINT FOR COLLABORATION

  • Define Roles & Responsibilities: Clearly outline what tasks your virtual assistant will handle and your expectations for their performance.
Man points to a laptop screen and delegates tasks.

Delegating tasks isn't just about lightening your load; it's about flexing your management skills and maximizing productivity through strategic empowerment. By outlining your expectations, you are ensuring a smooth integration of your new team member into your workflow, and creating a positive and productive work environment.


CLICK HERE to learn more about establishing expectations and download our free tool to use with your remote team member.
  • Assess Your Comfort Level: Be honest about how much you’re ready to delegate. Craft a structured handoff to minimize stress and misunderstandings.
  • Map Out the Future: Prepare to share your business goals and vision to align your virtual assistant with your long-term objectives.
  • Set Up Tools: Arrange necessary resources like company emails, password sharing systems, and shared drives.

PRO TIP: Ensuring all practicalities are addressed before your first meeting enables a smooth start.

STEP 2: ESTABLISH CLEAR COMMUNICATION CHANNELS

  • Choose Your Tools: Decide on communication methods (email, Slack, Zoom, etc.) that both you and your new team member are comfortable using.
  • Decide Working Hours: Will you work asynchronously? During set hours? Determine what will work best for your business and verify this fits with your virtual assistant's day to day work.
  • Prefer Face-to-Face: Opt for virtual meetings over emails during onboarding to build rapport and foster personal connections.

STEP 3: PROVIDE ESSENTIAL DOCUMENTATION

  • Create a Playbook: Develop a document detailing processes, policies, and preferences.
  • Share Access: Ensure your virtual assistant has necessary resources like company emails, passwords, and software access

STEP 4: KICKSTART THE ONBOARDING PROCESS

  • Warm Introduction: Share your background, business mission, and values to give your assistant a holistic view of your business.
  • Discover Each Other: Let your virtual assistant introduce themselves, highlighting any relevant experience that could benefit your business.
  • Tool Familiarization: Walk them through your tools, platforms, and CRM systems. Provide login details and access points.
  • Hands-On Training: Use screen sharing or videos for step-by-step guidance on tasks, and be open to their methods for efficiency improvements.

STEP 4: CULTIVATE ONGOING COMMUNICATION AND BELONGING

  • Regular Check-Ins: Schedule consistent meetings to review progress, address concerns, and provide feedback.
  • Foster Partnership: Engage in meaningful interactions and recognize your virtual assistant’s efforts. Acknowledgement boosts morale and productivity.

When you are ready to start your delegation journey, reach out to our Discovery Team to start leveraging the outstanding support of a military spouse virtual assistant.

What it is Like Working With Us:

01

Discovery

We learn as much as we can about your business, goals and challenges. Our Task Audit is a great tool to get the conversation started!

 

02

Find Your Freedom Maker

Based upon your goals, we then research our pool of vetted military spouse virtual assistants (our Freedom Makers) to find the right match for your business.

03

Selection Call

We then provide you with up to four Freedom Makers that we feel would be a good match. You interview candidates to find your "click"!

04

Get Started

Once you find the right Freedom Maker to support your business, we will onboard you into our system and schedule a kickoff call to get started.

 

05

Ongoing Communication

As you get started, you will Establish Expectatations for your collaboration and make plans to communicate frequently.

06

Support

As your relationship with your Freedom Maker grows and develops, we are here to support you in any way needed!

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The work was completed accurately and on time. My Freedom Maker is so organized that she occasionally catches my mistakes instead of the other way around!

Communication Strategies For Successful Remote Collaborations

At Freedom Makers Virtual Services, we believe that deploying effective communication strategies in your remote collaborations will lead to small business success. Learn how to clearly and deliberate communicate with your remote team members so you can foster trust and a more seamless partnership. Explore the communication tools and tactics that enhance productivity and will empower your remote team to thrive.

Read More Here
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