A great VA can still struggle with a messy start. These first 30 days set the tone for a long, productive working relationship.
Week 1: Access and context
Share logins through a password manager, add your VA to your communication tools, and explain your business, customers, and goals.
- Email, calendar, and project tool access
- A short welcome call
- A list of first tasks with examples
Week 2: Document as you delegate
Record quick screen videos of how you do each task. Your VA can turn them into written checklists, building your process library as you go.
Week 3: Build the rhythm
Move from daily check-ins to an end-of-day report: what was done, what is pending, and any questions. Agree on response times.
Week 4: Expand ownership
Once the basics run smoothly, hand over full ownership of a whole area such as your inbox, social media, or bookkeeping, not just single tasks.
Explore what our VAs can own for you →Meet some of the VAs who do this work
Vi Ballos
Executive Assistant | Employee Benefits & Client Services
Rachel Orocio
Client Success Associate | Admin VA
Renz Prejola
EA | Territory Account Manager
Harvey Matthew Serrano
General Virtual Assistant
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