Your plan successfor

How to get the most out of your AVirtual personal assistant

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Welcome to the AVirtual community

This guide will help you to kick-start your success with AVirtual experience. Learn the most used tasks and tricks that help so many AVirtual clients started with delegation. You will find there are plenty tasks you didn’t even know that you can hand over to your PA! Get to know important resources available to you as part of the AVirtual community, and prepare for a great experience ahead!

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Establishing and growing the relationship

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Introduction call checklistWhat made you decide to get a virtual PA?Background: what should your PA know about who you are and where you’ve been?Do you want to add anyone to your account (family members or colleagues)?Is there anything you are currently struggling with?Have you worked with a personal assistant before? If so, what worked, what didn’t?How do you prefer to communicate? Phone/Skype/Text/Email?

We use a Google Spreadsheet task list with most of our clients and use a priority system. Is there a specific method you use? (We can adapt to your systems).

In our experience we have found regular weekly meetings to be the most effective, would you like to set up any recurring meetings? If so what day and time?

What’s the most important task that your PA can help with now?

What are your travel preferences? Airlines, seatings etc.

Do you have frequent flyer information and/or loyalty program accounts to share?

Would you like to share access to your calendar? We use a great tool for this and your PA can talk you through it while on the call with you.

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“I am very happy with the service provided by AVirtual. The PA I have used so far, Veretta has been great to work with and she has been very efficient and freed up lost of my time”.

Tony Byrne, Managing Director

Shortstay MK

How we work

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We are proud employees of our Virtual PAs. We do not use freelancers. We invest a huge amount of time and effort into recruiting, training and testing our PAs only a very few make the final cut.

All of our employees work from home, but we have a community driven team and meet regularly to share ideas and resources so we can better serve you. Our head office provides 24/7 on-going support so no PA is ever working in isolation.

Most of our PAs work half days (about 4 hours a day) and these hours vary from person to person (we match PAs according to your timing needs.) We try and limit the number of clients to two per PA so that they can give you the focused attention you deserve.

We are in the business of making your life simpler and easier. Here are a few tips to help you get the most out of your PA:

How we work

Deadlines and priorities are critical. Taking 30 minutes each week to manage your PAs task list and talk to them will save you hours and hours.

Online collaboration is one of the most useful tools you can use with your PA. Google Drive / Drop box are great tools and our PAs are fully trained to help you implement these if need be.

Feedback is always helpful. We want to keep delivering the best service that we can and your feedback is one of the best ways for us to improve.

AVirtual PAs work closely with their client, bringing

productivity and happiness into their lives.

However, sometimes you need more than just virtual help. We are delighted to announce that AVirtual clients can now benefit from discounts with other amazing leaders in the sharing space and beyond.

Ask your PA about the special offers available to you

or visit our partner page for more information.

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We have partnered with some amazing business and lifestyle services. From housekeeping to bookkeeping, meal delivery to lead generation — all at special rates for AVirtual clients.The AVirtual Partner Network empowers your PA to become the point person for all of your offline and specialized needs.

Accessing these benefits as a AVirtual client couldn’t be easier. Simply email your PA to request more information or have them place an order directly on your behalf, and they’ll take care of all the details for you. Please feel free to drop us a line anytime for questions regarding partnering and promotions.

Even if we can’t do it, we can still get it done for you

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Best practises

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You can never have too much research done.

Get in routine of delegating the beginning and time-consuming steps of all research.

Step 1: Send your PA the task via the delegation method that you have set up with them. We divide research into three categories:

Informational: “Please help me accumulate research on how to grow your own vegetables”.

Comparative: “Please compare local business card print services and provide a recommendation”.

Data: “Please put together a list of the meeting places in my area with their pricing and distance to my home”.

Classify what you’d like to learn from the research, how you’d like the information presented to you (Google Doc, Dropbox, email etc.) and any precise steps you would like to PA to take in gathering the research.

Research

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Bookings, reservations and appointments

It’s all about making sure that your life runs as smoothly as possible. Small things such as making reservations in advance, scheduling your regular chiropractor appointment or even sitting on hold to that fancy restaurant that you have been wanting to take your partner to, can go long wayin helping save you time. Just get your PA to do it.

Make a list of all the routine arrangements that you would like to have scheduled (yearly doctor’s visit, monthly haircut) and have your PA manage this schedule and book the appointments, put it in your calendar and remind you the day before.

For ad hoc appointments or reservations (or modifications to existing ones) just have your PA do all the calling, emailing and scheduling.

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“I have always been a bit sceptical about the true worth of a virtual assistant, but I’ve been won over by the team at AVirtual. Chelsey has been a godsend in helping me manage my calendar, obligations and deadlines in a way I couldn’t have imagined. She’s been extremely professional and incredibly supportive, and I only wish I had done this sooner”.

Gabrielle Hase, CEO

Soleberry Advisory

Developing as an AVirtual сlient

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Developing as an AVirtual сlientOur plans are completely flexible and are designed to adapt to your needs. You can always make the following changes to your account:

Top up your hours if you are having a busy month at £15 per hour (the availability of your PA may limit this but we can just temporarily add someone else to assist you).

You can also upgrade to any of our other plans for the next billing cycle (again time dependent, we may need to move you to another equally suited PA).

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.“AVirtual is one of the biggest assets I possess. In the space of one month my productivity has increased significantly. I work across multiple time zones and travel extensively placing significant demands on my time. My PA, Chelsey, has transformed the way I work with colleagues, suppliers and investors. She keeps the wheels turning smoothly and efficiently and makes sure everything happens on time and in the right manner”.

Saradhi Rajan, Managing Director

Legacy Hill Resources

Delegation quick tips

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Here are some of our favourite practises to become a delegating master:

Arrange a recurring check-in call with your PA that fits your schedule.

Monday morning weekly priority reviewDaily morning catch-ups or email updates.

Create Jing screenshots to train your PA on your systems, tools and process-orientated tasks.

Set a deadline and priority level for every task such as, High (1)/ Medium (2)/ Low (3)/ Recurring (0); due xx/xx/xx.

Always provide clear instructions and additional resources when you can.

Delegation quick tips

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“AVirtual changed my life in one week flat! My PA, Natasha, is a total rock star. However it should come with a health warning as they make delegation seriously addictive. Its amazing what they can do”.

Neil Finnie, Founder and MD

Corkscrew

Your work and life made simpler

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