Welcome to the Team
Your VA Onboarding Prep Guide — Everything you need to hit the ground running
We're Finding Your Perfect Match
Use this time to prepare — a little prep now saves hours later!
4-7
Business Days
1
Build Your Bucket
The Task Audit
The biggest hurdle is often deciding what to hand off first. Spend the next few days auditing your workload:
- Brain Dump — List every single thing you do in a week
- Identify Repeaters — Tasks done more than once a week (inbox, social media, data entry)
- The Pain List — Tasks you dread or keep pushing to the bottom
2
Show, Don't Tell
The Loom Training Method
Instead of writing long manuals, use Loom or any screen recording tool:
- Record as You Work — Capture your screen and speak your thoughts aloud
- Replayable — Your VA can watch until they master the process
💡 Pro Tip: This eliminates "How do I do this?" questions and ensures tasks are done exactly your way.
3
Clear Communication
Weekly Sync
Schedule a recurring 15-30 minute meeting (e.g., Monday mornings)
- Review wins & set weekly priorities
- Video builds trust faster than text
4
Avoid Day 1 Delays
Prepare Your Toolbox
Get these ready before your VA starts:
- Password manager (LastPass, 1Password)
- CRM, Social Media, Email access
- Google Chat ready for daily updates
5
Build Momentum
Start Small, Gain Speed
- Phase 1
- 1-2 small, recurring tasks to build confidence
- Phase 2
- Scale up to larger projects & marketing
6
Your Safety Net
Account Manager
You're never alone. Your dedicated Account Manager handles:
- Billing & plan changes
- Relationship "tune-ups"
- Ensuring the perfect match
While We Find Your Perfect Match...
Focus on these two priorities. We'll be in touch shortly with your new assistant's profile!
Task Audit
Loom Recordings