If you are like many others new to the idea of using a virtual assistant, you have a lot of questions. We’ve got answers!
The first step is to set up your free Delegation Strategy Session. We will learn more about your business, your goals, and your needs. We help you see ways that your day-to-day activities are limiting your potential, then we identify tasks we can take off your plate, freeing you up to focus on growing your business. We work with you to create a task list and a clear plan for moving forward, then customize a plan that is right for you and your budget. And if it turns out a virtual assistant is not the perfect solution for your current needs, we’ll point you to some resources or even connect you with other professionals that can help.
In our free initial consultation, we ask you questions related to your business goals and your pain points to determine what tasks will best serve you to meet those goals and alleviate you of the most pressing todos currently on your plate. Once we understand what skills are required to support you, we will customize a plan with your business initiatives in mind. Our Delegation Action Plan includes an introduction to an assistant hand-picked just for you.
Our plans are as unique as our clients, but you can expect to make one monthly payment for everything you need. Start with a 90-Day Trial to get a feel for what it’s like to work with your VA and determine how much time you need on an ongoing basis. We offer flexible monthly subscription plans for tasks like email management, calendaring, posting to social media and more.
Once you approve your customized plan and submit your first payment, we get to work immediately.
If you plan to use Trusty Oak for ongoing support (and we hope you will!) your credit card, debit card or PayPal account will be automatically billed on the same day each month. If you just need help with a short project, payment will be collected prior to starting the work.
We accept credit card payments online via PayPal.
Your plan always begins with a 90-day trial period that starts with 20 hours. You can pay for more time as you need to within that 90-day period. If you decide not to keep working with Trusty Oak after the trial, you can receive a refund for unused time purchased for the trial.
Our subscription plans are set up with an automatic monthly payment. You can cancel your subscription at any time with a 30-day written notice.
Your virtual assistant will be providing weekly status updates so you always know what is in progress and what tasks have been completed. These updates will include links to your timesheet to show time used versus time purchased and will include detailed notes about each time entry.
Phone calls or virtual meetings are always welcome and often can be the most effective way to get things done. Our VAs can use Google Hangouts, Skype, or Zoom apps to host a video call for an added personal touch. They can share their screen with you, view your screen or even operate your computer remotely if needed (with your permission of course!)
If your virtual assistant lives locally to you and your VA agrees to meet in-person, you may have in-person meetings. Keep in mind that you will also pay for travel time to and from the meeting location and VAs are never required to meet you in-person.
Email is usually the best way to submit requests, however your virtual assistant will provide you with other acceptable ways to stay connected. Email, phone calls, text messages, Skype, Slack, Hangouts, and more can be used.
This varies depending on the specific virtual assistant. Some assistants have other jobs, family obligations, or something else. The schedule is established prior to assigning a VA to a client and we work to set you up with someone who will be available when you need the support.
All passwords and credit cards shared with your virtual assistant will be stored using Passpack, LastPass, Dashlane, or 1Password. The virtual assistant can choose which app works best for them. Other confidential information will be protected as if it were our own. Files will be saved in a cloud-based service such as Google Drive or Dropbox so that access can be revoked if needed. We understand that trust is crucial when hiring an assistant, and it’s our commitment to our clients to operate with the utmost care.
We use Verified First to run a criminal background check for all of our virtual assistants. They must have passed a criminal background check on both the state and national level.
Each virtual assistant has also signed a non-disclosure agreement to keep your information secure and confidential. We’re also happy to sign your own NDA if you’d like.
Our assistants are interviewed by the CEO using a very specific selection process. This process analyzes both their character and competence, ensuring that we have the best of the best on our team. Trusty Oak virtual assistants are experienced individuals with ambitious attitudes and positive personalities. Watch this video to learn more about our selection process.
Prepare your new VA by writing down the tasks you want your VA to accomplish. If there is a process or program that your VA must learn, write an outline of the workflow as a reference or record a Loom video.
Your VA will take notes and is a fast learner, but the more you can do to prepare for onboarding – just as you would for a new employee – the quicker they will be helping you accomplish your goals. Communicate with your VA. Give both positive and critical feedback. Ask questions. Watch this video for more tips on mastering the art of delegation.
Consider using a project management software such as Trello, Asana, or Basecamp to reduce the number of emails and save time. We are big fans of Trello around here!
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