How Successful Entrepreneurs Train Their Virtual Assistants

Daniel Ramsey
Aug 30 · 5 min read

MyOutDesk has been around for 11 years, working with successful Real Estate Businesses and providing value by matching them with highly talented Virtual Assistants. Throughout this time, we’ve heard it all, success stories and horror stories too. One crucial factor in all these stories we’ve heard is training.

Our most successful client and Virtual Assistant relationships share a crucial component; they took the time to train their Virtual Assistant.

While we go through great lengths to ensure that each of our clients gets matched with the Virtual Assistant that matches their talents and that they have gone through basic levels of training, each business has a unique set-up that our Virtual Assistants need to learn. You have to take the time to ensure that your Virtual Assistant will be equipped to not only take over the tasks you are delegating to them but that they will be able to do them as well as you do or perhaps, even better than you can.

(Related- Read about the 30x Rule HERE)

Why is Training Crucial?

Training someone takes a lot of time and effort. If you have or are planning on hiring a Virtual Assistant, the odds are that you have precious little time already. However, look at it as an investment. By investing your time in ensuring that you have trained your Virtual Assistant well, you set them up for success and in turn your Real Estate business benefits too. Once you have gone through lengths to ensure that your Virtual Assistant not only understands how your business works but also their place in it, you will both benefit in the long run.

Training also builds trust by establishing rapport and developing that relationship between you and your Virtual Assistant. For example, MyOutDesk’s Real Estate Virtual Assistants are all from the Philippines. Filipinos are known to be hard working individuals who are eager to please and to do a stellar job. Training will help boost that relationship and will enhance their loyalty to you and your business. This benefits you because they will start treating your Real Estate business as their own and will work as such.

Finally, remember that you hired a Real Estate Virtual Assistant for a reason. Taking the time to train them will allow you to focus on your revenue productive activities and grow your business. We’ve heard it said that if you don’t have an assistant, you are the assistant. By giving your Virtual Assistant the time and guidance they need to fully inculcate the inner workings of your business, you are empowering them to provide value to you and your business. You are also empowering yourself to be confident that they can do the job well so you can focus on the things you need to do.

How to Train your Virtual Assistant.

So, how do you train someone who is practically halfway across the world away from you? Here are some of the best practices we’ve seen.

First, create task lists and guides on how to accomplish these tasks. Be very clear about your expectations and goals and make sure that your Real Estate Virtual Assistant knows the why behind what they are doing.

Create step-by-step guides.

Creating step-by-step guides can take some time but are an excellent resource for training your Virtual Assistant especially for lengthier tasks or tasks that have many different facets. By creating these, your Virtual Assistant will always have something to check their work with and to ensure they are going about each task correctly, even when you are not physically available to confirm or remind them. If you hire someone to make calls, send over some call recordings of you or others in your team so they can hear how you talk to clients, handle objections, etc.

Create Videos

You can also use screen capture software to record yourself working on different tasks and give instructions while going through the various processes they will need to handle. Better yet, you can have them on with you as you go through everything and record that video call so that they can go back and watch it again later.

Have them watch webinars/videos

These days you can find practically everything online, especially instructional and informational videos. There are so many tutorials on YouTube, and there are many free live or pre-recorded webinars that can be utilized in training your Virtual assistant. You can even ask them to do some research and send over what they have found to see if it is relevant to what you need them to learn! If you are going to have them use a specific tool or software, look the FAQs and other resources they might have on their website and have your Virtual Assistant study those as well.

Have them read blogs/articles

Look for useful articles and blogs online that may help in the training process of your Virtual Assistant.

Finding them reading material and how-to guides can be beneficial and can be something they can go back to when needed. You can ask them to discuss what they have learned with you or do a short write-up or something of the sort so you can gauge how much they have learned and what else you need to give them.

Purchase Training

Sometimes, you may have a few high-level tasks that you need to execute well. You may want to consider purchasing training for these higher level or more complicated tasks if you feel that the free materials available are insufficient.

Set-up practice sessions

If you have a Real Estate ISA that you need to train, set-up mock calls with yourself and other members of your team so your Virtual Assistant can practice your scripts in a safe space and can get immediate feedback.

Lastly, make sure to set-up some sort of project management system where you and your Virtual assistant can keep track of what they are learning, what they have completed and see if anything is lacking. This system can be helpful after their training as well.

Final Thoughts

Training takes time and patience but the results you will get if you genuinely take the time to train your Virtual Assistant will be invaluable. Training should not only be a priority when they start working with you but should be a continued practice especially as you expand and grow your business.

Schedule A Double My Business Strategy Call with us today & we’ll help you understand how to reduce labor costs & meet your labor demands using industry-leading best practices.

Daniel Ramsey

Written by

CEO/Co-Founder of MyOutDesk. For 11 years we have served over 5,000 clients with the highest quality real estate virtual assistants.

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