Your 4 Must-Do Steps Before Hiring a Virtual Assistant
If you're reading this at 9 PM, still hunched over your laptop responding to client emails while your dinner gets cold – congratulations.
Seriously. You're not here because you're failing; you're here because your business is thriving, clients are knocking down your door, and opportunities are flying at you faster than you can catch them.
At this stage you’re a successful founder and you’re juggling seventeen different tasks every second (or at least it feels like it) because your business has grown beyond what one person can handle solo.
And that is exactly the kind of "problem" we love to solve.
You've built something incredible. Now it's time to build the team that helps you scale it without burning out in the process.
So congrats – you're ready for a Virtual Assistant.
If you're at that stretchy point where you're booking calls between client meetings, doing research for presentations after hours, or scheduling invoice-chasing emails for tomorrow morning, it's time to get some support on your team.
Listen, hiring your first VA isn't just about getting tasks off your plate (though that's amazing too). It's about giving yourself permission to work on your business instead of drowning in it.
When you have an experienced Virtual Assistant handling your admin and day-to-day tasks, you get to focus on the money-generating work – marketing, client delivery, and those strategic meetings that actually move the needle.
Plus, let's be honest – having a business VA who responds to clients faster than you can and chases invoices efficiently? That doesn't just improve your cash flow, it makes your clients think you've got your act together in ways that have them raving about you to their network.
But here's what I've learned after helping 50+ scaling founders find their perfect VA match: preparation is everything. The founders who see immediate success with their VAs? They're the ones who take time upfront to set both themselves and their new team member up to win.
So here's exactly what I'd do to prepare myself and my business for a Virtual Assistant – the same steps I share with all my founder friends who want this partnership to work from day one.
Step 1: Track Your Time for One Week (Yes, Really)
I know, I know. Time tracking feels like adding another task to your already overflowing plate. But trust me on this one – it's the most eye-opening thing you'll do for your business.
Set up a time tracker that records everything you do while you work. Use tools like RescueTime, Toggl, or even just a simple spreadsheet. The goal isn't to judge yourself (we've all fallen down social media rabbit holes), but to see where your energy actually goes.
What you'll discover:
How much time you spend on client delivery vs. administrative tasks
Where you're losing hours to "quick" tasks that aren't so quick
Exactly how many hours per day you'd want your VA to work with you
After tracking for a week, you might find you're spending 2 hours daily on tasks a VA could handle. That's roughly 40 hours per month – perfect for planning your VA budget and knowing what to expect.
One of my founder clients did this exercise and realised she was spending 15 hours a week on email management and calendar coordination. Within a month of hiring her VA, she'd freed up those hours for business development and landed two major clients. Coincidence? I think not.
Step 2: Create a Crystal-Clear Role Brief
Here's where most founders go wrong – they write generic job descriptions that sound like every other "administrative support" posting out there. Your VA isn't just any assistant; they're going to be your business partner in crime.
Start with the person, not just the tasks:
What qualities do you need them to have? (Detail-oriented? Proactive? Great with difficult clients?)
Any specific skills or software expertise that would make your life easier?
Do you need someone in a particular time zone or with industry experience?
Then get specific about responsibilities:
Instead of: "Handle emails and calendar management"
Try: "Manage CEO's inbox with 4-hour response time, filtering urgent items and drafting responses for approval. Coordinate complex scheduling across Pacific and Eastern time zones, including buffer time for preparation and travel."
Instead of: "Social media support"
Try: "Manage LinkedIn messaging and connection requests, maintaining professional voice and brand consistency. Schedule posts using approved content calendar and engage authentically with industry connections."
Other specific tasks that work well for VAs:
Handle customer service emails with same-day response guarantee
Manage speaking engagement calendar, including travel arrangements, presentation prep, and post-event follow-ups
Research and compile weekly industry insights reports
Process invoices and follow up on overdue payments using established protocols
Also, mention specific tools you'd love them to already know – your CRM, project management software, communication platforms. It's not a deal-breaker if they don't know everything you use - so mention that too, but it helps you find the right match faster.
Step 3: Document Your Methods (Your Future Self Will Thank You)
Okay, I'm going to shout this from the rooftops: VAs are magic, but they're not mind readers!
The biggest mistake I see founders make? Assuming their VA will just "figure out" how they like things done without giving them clear instructions.
The most successful VA relationships happen when founders take time upfront to download what's in their heads and share how they like things done.
For every task you want to delegate, document:
Your step-by-step process (even the "obvious" parts)
Your preferences and non-negotiables
What "done well" looks like to you
Who they might need to coordinate with
Any potential hiccups they should know about
Feeling overwhelmed by the thought of writing it all down? Use screen recording tools like Loom, Komodo Decks, or even just your phone to record yourself explaining how you do things. Komodo Decks is particularly helpful because it automatically creates step-by-step guides from your recordings.
Your VA can then take these videos and build proper SOPs (Standard Operating Procedures) for everything – but they need you to give them the raw material first.
Create a "VA Starter Pack" that includes:
Login credentials and tool access (store and send securely via something like Lastpass)
Key client and VIP information and communication preferences
Important dates, upcoming projects, or launches in your pipeline
Links to all your scattered information (that dusty Notion board, your Asana projects, random Google docs)
Your company voice and communication style guidelines
Let your VA browse through everything as soon as you can. They'll often spot opportunities to create better systems and processes that make your whole business run more smoothly.
Step 4: Block Calendar Time for Onboarding Success
Here's the truth: The biggest predictor of VA success is how much time you invest in them during the first 4-6 weeks.
The founder-VA relationships that thrive? Those founders treat onboarding like bringing on any other key team member. They're responsive, available for questions, and generous with context and feedback.
I get it – you're hiring a VA because you're drowning in work.
But here's the thing: if you want them to actually take work off your plate (instead of creating more confusion), you need to front-load your investment.
Block out buffer time for:
Daily 15-minute check-ins for the first two weeks
Weekly 30-60 minute planning sessions for the first month minimum
Quick response time to their questions (within 4-6 hours during business days)
Regular "brain dumps" where you share context about upcoming priorities
Think of it this way: spending 5-7 hours over the first month setting your VA up for success will save you 15-20 hours every month after that.
It's the best ROI you'll get in your business.
What to Expect in Your First Month
Week 1-2: Your VA is learning your systems, asking lots of questions (this is good!), and starting to take on your necessary tasks. You might feel like it's taking more time, not less. This is completely normal.
Week 3-4: Things start clicking. Your VA begins anticipating your needs and handling tasks independently. You'll start seeing your inbox clear faster and your calendar make more sense.
Month 2 and beyond: This is where the magic happens. Your VA is proactively managing tasks, suggesting improvements, and becoming your secret weapon for staying organized and focused.
Ready to Find Your Perfect VA Match?
If you're nodding along thinking "Yes, this is exactly what I need," I'd love to help you find the perfect Virtual Assistant from my team of super-talented professionals.
I've helped over 50 scaling founders just like you get their first VA up and running in under two weeks. Instead of spending hours searching, recruiting, and interviewing, I handle all the matching and vetting – you just show up ready to delegate and grow.
Book a chat with me via the button below and let's talk about your specific needs. Your future self (and your family dinner time) will thank you.
Frequently Asked Questions
Q: How much should I budget for a Virtual Assistant?
A: Most scaling founders start with 20-40 hours per month, which typically ranges from £800-£2000+ depending on skill level and specialisation. The time-tracking exercise in Step 1 will help you determine the right hours for your needs.
Q: What if my VA doesn't understand my industry?
A: Great VAs are quick learners who focus on mastering your processes rather than needing industry expertise upfront. However, if industry knowledge is crucial for your needs, mention this in your role brief.
Q: How quickly can I expect to see results?
A: Most founders start feeling relief within the first month, with significant time savings kicking in by month two. The key is following through on the preparation steps and staying responsive during onboarding.
Q: Can a VA really handle complex business tasks?
A: Absolutely! Many VAs work with multiple businesses and bring a wealth of experience. Start with administrative tasks and gradually delegate more complex work as trust and understanding develop.