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Writer's pictureVirtually Yours by Connie

How to have a great discovery call with a Virtual Assistant

As a business owner, you're likely aware that time is your most valuable asset. However, with so many tasks to manage, it's easy to feel like you don't have enough of it. That's where a virtual assistant comes in. By delegating administrative and other non-core tasks to a virtual assistant, you can focus on growing your business and achieving your goals.


But before you onboard a virtual assistant, you need to have a great discovery call with them. This call is an opportunity for you to learn more about the virtual assistant's skills, experience, and work style. It's also an opportunity for the virtual assistant to learn more about your business, your goals, and your expectations.

 

Here are some tips for having a great discovery call as a business owner looking to onboard a virtual assistant:

  1. Prepare for the call: Before the call, take some time to prepare a list of questions you want to ask the virtual assistant. These questions should be focused on understanding their skills, experience, and work style. You can also provide some context about your business and the tasks you need help with. Read our blog https://virtuallyyoursbyconnie.mystrikingly.com/blog/what-you-should-do-before-hiring-a-virtual-assistant on what a business to do list is and on processes or workflows you can share with your VA to share in a discovery call with a VA.

  2. Be clear about your expectations: During the call, be clear about your expectations. This includes the tasks you need help with, your preferred communication methods, and your availability. This will help the virtual assistant understand what's expected of them and whether they're a good fit for your business. Remember a discovery call doesn't tie you to the ground on hiring but it's meant to seek out compatibility and alignment.

  3. Ask about their experience: Ask the virtual assistant about their experience working with businesses similar to yours. This will give you an idea of their understanding of your industry and their ability to meet your specific needs. What about their work experience has prepared them for this opportunity to work with you toward your business.

  4. Discuss their work style: Understanding the virtual assistant's work style is crucial to ensuring a successful working relationship. Ask about their approach to task management, communication, and problem-solving. This will help you determine whether their work style aligns with your own.

  5. Discuss pricing and payment: Finally, it's important to discuss pricing and payment during the call. This includes their hourly rate, the tasks they'll be performing, and how they'll invoice you. Make sure you're clear about your budget and whether the virtual assistant's pricing aligns with it.

By following these tips, you'll be well on your way to having a great discovery call with a virtual assistant. Remember, the discovery call is an opportunity for both you and the virtual assistant to learn more about each other and determine whether you're a good fit. Take the time to ask the right questions and be clear about your expectations, and you'll be on your way to finding a good fit virtual assistant for your business.


 

 To book a discovery call with Virtually Yours please use the contact details on our website to reach out! Our discovery calls are free of charge.

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