If you are going to work with a virtual assistant, you need to use the right tools. Appointing a virtual assistant to help you handle all your business tasks is not easy, even though it might sound like one. But choosing the right tools for the job is critical so the process goes smoothly and you don't waste your money.
Not Starting With a Trial
When starting, knowing which tool will work best for your business can be tricky. And with so many options on the market, it can be hard to find one that meets all your needs. But before signing up for a paid plan, try a free trial first. This way, you can get a feel for how well each tool works for your business and determine if it's worth paying for.
Not Keeping Track of When the Trial Ends
If there's one thing worse than signing up for a paid plan and realizing later that it's not a good fit, it's signing up for an auto-renewing program without realizing it. And since virtual assistants use multiple tools at once (if only because they don't want to get locked into using one), this is easy! Make sure you keep track of when trials end — especially if they're time-limited — so that you have time before they automatically renew into subscriptions.
Hopping From One Tool To Another
It's easy to get caught up in trying out new tools all the time, but this can be detrimental to your business. It's hard enough to find one tool that works; it's even harder when you're changing from one instrument to another every few months. It can be difficult for your VA to keep up with all these changes, which makes it more likely that they'll make mistakes or lose valuable data.
Try Them By Yourself
It's essential to try the tool with your own hands before you work with a virtual assistant. If you want to use a messenger or an online collaboration tool, make sure it works well with your PC or Mac. Also, check how easy it is to use and whether there are any glitches that you need to address.
Using Multiple Tools For The Same Task
Another mistake you can make is using multiple tools for the same task. If you want to get things done quickly and efficiently, it's best to choose one tool and stick with it.
Not Looking at Reviews
It would be best if you never chose a tool without reading reviews first because these reviews can help you determine whether or not the product is worth buying and whether or not it's suitable for your business needs. These reviews also tell you about other people's experiences with the product so that you can decide if this is something that would work well for your business too.
Not creating documentation
You need to ensure that you are documenting how to use a tool somehow. That way, you have a standard for your virtual assistant to follow on how you do certain things so they can also see what kind of output you're trying to look for as they use this tool.
Make sure you use tools that help you and your VA work efficiently. Take the 2xYou Scale You Scorecard now to see which part of your business needs a boost: 2xyou.com/scorecard