Making the decision to collaborate with a virtual assistant requires the same kind of mindset as with any other relationship, with the first encounter being the ultimate “blind date.” You wouldn’t enter into a relationship with someone without taking the time to get to know them and determining whether there is chemistry.
This
isn’t necessarily an easy process,
but it is a necessary one. Here’s how it works:
Discussion
One (20-30 minutes)
During this initial conversation, we will have an opportunity to hear each
other’s voices and exchange information about your administrative needs and
my ability to meet those needs.
Discussion Two (45-60 minutes)
During this conversation, we will share more information about our respective
backgrounds, experiences and interests. We talk more about your business,
including your goals and your timeline for achieving those goals. We’ll review your
list and explore additional opportunities to free up your time. We also discuss
how we will work together virtually, and the tools we will use to do so.
Assuming that we are both interested in continuing to the next step, a third
conversation is scheduled.
Discussion Three (60+ minutes)
This third conversation is what is called the “deeper” discussion. Many collaborations fail because the parties
involved didn’t take the time to address these deeper issues. During this conversation, we will focus on
our respective views and perspectives on work style, ethics, confidentiality,
cultural differences/compatibility, problem-solving, conflict resolution,
trust, respect, collaboration and boundaries.
This list of topics is by no means all-inclusive.
Following this conversation, if we have been completely open and honest with
each other, we will know each other about as well as we can without the benefit
of spending time working together.
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