“I know I need help, but I’m not sure what I need help with.”


Does that sound familiar? If this is you, you’re not alone.


When I speak to potential clients on our consultation calls, the conversation sometimes starts this way. I pick up on this right away and start asking questions about their business, the types of tasks they do for their business, and what tasks they would prefer not to do themselves.

The thing is, you can’t possibly delegate if you don’t have a plan.

My advice is to pick a few (1-3) tasks that you could use help with RIGHT NOW. I offer a free Delegation Worksheet that my clients have found helpful – grab it here.

The next step is to find out if your virtual assistant knows how to do those tasks, and going beyond that if they’ve worked with your specific software/application for that task.

This is important because while, for example, Active Campaign is much like any other email marketing application if your virtual assistant has only ever worked with MailChimp, it’s important that you provide training in order for your VA to complete the tasks you’ll be assigned. This training can be provided by you, via a video walk-through, Youtube videos, or even the application’s own help pages.



If you’re having your VA log into your accounts, you’ll need to share password information with them.

Some clients are nervous about this – after all, haven’t we all been advised not to share our passwords with ANYONE?

Here’s the honest truth, if you want to get the job done, but don’t want to do it yourself, there is simply no other way to get around this.

Using an application like LastPass is a great way to securely share your password information. You can choose whether your VA sees this information or not, based on the settings you choose. Plus, you can rescind your information when you and your VA part ways.



Choosing how you will communicate with your VA is important:

  • email
  • weekly calls
  • WhatsApp
  • Trello or similar project management applications

Having this setup, or at least decided on, ahead of time is super helpful.



Weren’t expecting this, were you?

Initially, there may be some snags. And by this, I mean specifically with your VA logging into your accounts for the first time. It can be a little frustrating, and maybe a bit scary when you receive emails about an unfamiliar login attempt.

While it may not be normal for you, VAs aren’t new to this. We often experience these mini-roadblocks as we try to get set up. Verification codes are the worst, because there is usually a time limit for them, and if we can’t receive them before the process times out, we have to start all over again.

From my own personal standpoint, I would love to be in a WhatsApp chat or even a Zoom call while logging into a new client’s account for the first time – this way verification codes can be received immediately and I can get on with the work 🙂

Also, this is a new partnership, and it may take a month or two to figure out what working together looks like.


In conclusion, the more organized my new clients are when we enter our work relationship, the smoother everything goes after. It’s great when my clients have put some thought into the HOWs of getting started, but if in doubt, it never hurts to ask your VA what they need from you.


I hope you’ve found this blog post helpful!


 Ready to get started? Let’s talk – book a free consultation call with me.