10 Things I Learned as a VA with Tiago

By Kathryn Tongg

1. Establish the preferred method of communication right away. Everyone has a way they prefer to communicate. Whether this is via phone, text, email or other app such as Slack, determine upfront what your client prefers. This will ensure you’re both on the same page with clear expectations.

2. Be patient in the onboarding process. Give yourself at least 30 days to learn the ins and outs of everything. This can include the client’s personality, the company culture, new software and apps you’re using etc. Don’t be afraid to ask questions during the onboarding process. The first 30 days are all about getting acquainted and building trust.

3. Set measurable goals up front. Working for Belay, this is something they’re really big on. When starting with a new client, we set 3 Wins and 3 Goals based on their needs. This gives you some benchmarks to reference to make sure you’re staying on the right track.

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