Following the pandemic, many businesses have shifted to remote work, while individuals have taken advantage of numerous open resources to upskill themselves. This shift has created new opportunities for virtual assistant agencies and independent virtual assistants.

But the thing is how to prepare ourselves before hiring Virtual assistants. What are the questions to prepare for a virtual assistant before hiring? This blog post will help you to ask questions before approaching virtual assistants and agencies.

Read out below to find the best solution to your query; what are the questions to ask before you hire, how to hire virtual assistants, and what are the qualities and points to look for before hiring a virtual assistant agent? 

Questions to ask yourself when hiring a virtual assistant

Hiring a virtual assistant can help enhance productivity, allowing you to focus more time on important tasks. However, before engaging a virtual assistant for the first time, it is crucial to ask yourself a few key questions. Let’s explores five important questions to help you make an informed decision.

1. What specific tasks or responsibilities do I need help with, and are they clearly defined?

tasks or responsibilities

Before you start looking for a virtual assistant, it’s essential to clearly identify the tasks you want them to handle. A lack of clarity can lead to miscommunication and inefficiencies down the line. Ask yourself:

  • What tasks are consuming the most time in my daily workflow?
  • Are these tasks repetitive, administrative, or specialized?
  • Can these tasks be effectively delegated to someone else?

By defining the scope of work, you can create a detailed job description that ensures both you and your VA understand the expectations from the outset. For example, you might need help with email management, calendar scheduling, research, customer service, social media management, or bookkeeping. Clearly outlining these responsibilities will streamline the hiring process and attract candidates with the right skill sets.

Additional Job Descriptions to Help You Decide Roles and Responsibilities

2. What skills and experience are essential for my virtual assistant to have?

skills and experience

Not all virtual assistants are created equal, and their skills can vary widely. Determining the specific skills and level of experience you require will help you identify the best candidate for your needs. Consider:

  • Do I need a generalist for administrative tasks or a specialist with expertise in a particular area (e.g., digital marketing, graphic design, or data analysis)?
  • Is familiarity with specific tools or software (e.g., Microsoft Office, Google Workspace, Trello, Slack, or QuickBooks) necessary?
  • What level of communication skills and language proficiency is required for my tasks?

If your tasks are technical or industry-specific, ensure that the VA has a proven track record in those areas. Ask for examples of past work, certifications, or client testimonials to verify their experience.

3. What is my budget for hiring a virtual assistant, and how does it align with the rates in my desired location?

budget for hiring a virtual assistant

Your budget is a critical factor when hiring a VA, as rates can vary significantly depending on the assistant’s location, expertise, and experience. Ask yourself:

  • How much can I afford to spend on a virtual assistant without compromising other business expenses?
  • Do I prefer to hire locally, offshore, or internationally?
  • Am I comfortable with hourly rates, or do I prefer a flat monthly fee?

For instance, hiring a VA from an offshore location might be more cost-effective if you’re on a tight budget. However, consider potential time zone differences and how they might affect communication and task delivery.

4. How will I onboard, train, and communicate effectively with my virtual assistant?

onboard, train, and communicate

A seamless onboarding and communication process is vital to building a strong working relationship with your VA. Think about:

Onboarding and Training:

  • Do I have clear training materials, standard operating procedures (SOPs), or a step-by-step guide for their tasks?
  • How much time am I willing to invest in training during the initial phase?

Communication Tools:

  • What tools will I use to maintain regular communication (e.g., Zoom, Microsoft Teams, or email)?
  • Will I schedule weekly or bi-weekly check-ins to review progress and provide feedback?

Project Management:

  • Do I have a project management system in place, such as Asana, Monday.com, or ClickUp, to track tasks and deadlines?

The more structured and transparent your processes are, the quicker your VA will adapt and contribute effectively to your business. Also, ensure that you’re available to answer questions and provide ongoing support, especially during the initial weeks.

5. What metrics or criteria will I use to measure the virtual assistant’s success and effectiveness?

metrics or criteria

Measuring a VA’s performance is crucial to ensuring they meet your expectations and deliver value to your business. Define the metrics you’ll use to track their success, such as:

  • Task Completion Rate: Are they completing assigned tasks on time and with accuracy?
  • Quality of Work: Is the output meeting your quality standards?
  • Communication: Are they proactive in providing updates and seeking clarification when needed?
  • Adaptability: Are they able to handle new tools, tasks, or challenges as your business evolves?

To monitor these metrics effectively, set clear expectations and goals from the beginning. For example, if your VA is managing your social media, you might track engagement rates, follower growth, or the number of posts scheduled per week. For administrative tasks, you could measure response times or the number of tasks completed within a set timeframe

How to choose the best VA for my Business

You can choose the best VA by following the below points.

1. Address Your Business Needs Precisely

It is the first and foremost step in hiring a virtual assistant. Match the person’s resume and ask yourself if they are available to beat or fulfil most aspects of your business needs. Alternatively, you can check the below capabilities of the candidate.

  • Match the candidate’s resume weightage as per your Job description.
  • Check out the skills they possess according to your business needs.
  • Elaborate on your virtual assistant requirement. 
  • As an owner, you must express your requirement in detail in virtual assistant JD
  • Ask the VA to provide you with a suitable time to discuss your expectations from them.
  • Have fruitful communication with Virtual Assistant during the first phase of communication or interview.
  • Don’t be specific; instead, you should be elaborative, as this step can save you from the future tussle between a virtual assistant and you. In addition, it can also help you to determine the candidate’s expectations from your organisation.

2. Prepare a list of Queries

This step can save you time and helps you to analyse the virtual assistant’s or part-time personal assistant stability.

  • Ask about their experiences. 
  • Discuss their working style.
  • Ask about the approaches they opt for in their real-time work. 
  • Try to find out what they do when they feel bored doing repetitive tasks.
  • How they boost themselves when they are tired while working on the same topic. 
  • Qualifications they possessed. 
  • Try to figure out the strategies they used to update themselves. 

3. Enquire about Virtual Assistant Agencies

It is very important to know the virtual assistant agencies before hiring offshore teams for you. For this, you can check out the below questions.

  • Check the agency website.
  • When it was established.
  • Check out their reviews on different platforms.
  • Ask agencies about successful projects.
  • Take feedback from the companies they(agencies) mention in the list of successful projects. 
  • Verify the credibility of the virtual assistant agency on different social platforms.
  • Analyse their working pattern on these social media platforms.
  • Check out the presence of virtual assistance presence on social media platforms.

4. Ask About their Training Method

Now, this point can be a game changer for any organisation. Before hiring a virtual assistant, you must know how these agencies provide training to their VAs. 

And in case if these virtual assistants worked as freelancers, how did they get training to update themselves? 

You also try to know how well they are well-versed with the current technologies. How do these VAs update themselves and makes themselves compatible with the advanced options available?

As an owner, you can also benefit if you try to find out if the virtual assistant can be compatible with the resources you have. Or can work smoothly with the resources available you have. 

5. Check the Retainity Score of the Virtual Assistant

The stability of the employees is very important for any organisation. So, being a leader or businessman, one should check the stability of the employees in an organisation. For this, you can check their profile and their working status on different social media platforms like Linkedin. 

6. Find out the challenges they have faced when Adapting to New Updates

We are aware that we are regularly updating our technologies, and often we feel issues updating ourselves. In this case, it is important for an owner to check out the issues the virtual assistants face in the meanwhile. For this, you can ask a few questions related to updated technologies. Like:

  • Have you heard about this latest (relevant to your field) technology?
  • How you have used this updated technology.
  • What is your experience with the current technology or updated technology?
  • Where have you felt more comfortable using current or updated technologies?
  • Ask for their view on how they use the technologies to boost your organisation.

Note: You can mould these questions according to your business requirement. 

7. How much virtual assistant agent is used and Updated with Advanced Technologies? 

This query can help you to check out the VA’s capability to adapt to the technologies. In addition, You can ask some questions as well. For instance, 

  • You can give them some questions related to the technologies during the interview. 
  • You can ask them to perform any task related to the technologies you used or trending.
  • Assign them tasks according to their experience level.
  • Ask about their experiences using the technologies your organisation used or if they are willing to move on to future technologies. 

Note: Again, you can mould these queries according to your business requirement. 

8. Check Out VAs’ behaviour in different scenarios

Having educational knowledge is not enough; your knowledge must be seen in your behaviour. Therefore, before hiring a virtual assistant, you should thoroughly research their behaviour. For this, you can follow the below points.

  • You can assign them any specific test that can check their psychology tests.
  • In addition, you can check their behaviour by offering them in real-life based situations.  
  • You can analyse their behaviour during the interview as well. 
  • You can check their personality, how they are dress-up, and how they represent themselves during the interview. 
  • You can put some real-time situations that can help you to analyse their behaviour.
  • Alternatively, you can ask some questions about their strengths, weaknesses, personality, etc.

Also read: How Virtual Assistants Can Help Businesses in the Current Rundown Economic Situation

9. Check out their Communication Level

This is the part/question that you can not circumvent because communication is the only parameter that will decide the fortune of your business. It is communication only that will decide whether the virtual assistant you will going to hire can take your business to the moon or in the trench. 

For this, it is advisable to take this part of the interview carefully and make strategies according to your requirements. To deal with this point, you can ask basic questions to help virtual assistants and make the interview easier. You can start with the below questions so that VA will become familiar with you and be in a good state to cooperate with you. 

  • Kindly introduce yourself.
  • What are your hobbies?
  • Kindly share about your family. (Not Mandatory)
  • You can ask about their education.
  • Their professional experiences.
  • Challenges they faced in their professional life.
  • Achievements, if any.
  • If they are stuck at any point, what are their strategies to overcome that situation?

And many more you can questions you can ask based on their response. The number of questions can be purely based on the availability of the time you have.

10. To Evaluate VA’s Performance in Interview

As an owner, it is very important for you to evaluate the virtual assistant’s performance before hiring because it will help you retain that employee for long-lasting. 

It is his/her performance only that will help you decide your business goals. Apart from that, you will get an idea of how long virtual assistants can stay with your organisation.

Furthermore, any negligence on this point can take you many steps back. For instance, finding a new VA is very difficult if the current VA decides to leave you. More complexity arises when you need to perform a Knowledge Transfer task to the new VA. You need to start from scratch, and this move can take throw you out of the market competition. 

So, it is important to choose your Virtual Assistant and their agencies wisely. 

11. Match Virtual Assistant Salary Expectations With Your Budget

If you are an entrepreneur or a small organisation, then it will become mandatory to analyse your financial resources. For this hiring a virtual assistant can be the wisest choice. However, hiring a regular employee can be the costliest option for you. And you are not in a phase to spend more because, this time, you need to spend in a thrifty manner. So that you can utilise the resources you have. 

Note: There are many free tools available in the market; you should give preference to those virtual assistants that are well-versed in using these free tools and software for virtual assistants. This trick you can use before hiring a virtual digital marketer or SEO

12. Ensure the Data Security of Organization Before Hiring VAs.

Whether you are a big or small enterprise, your data is everything to you. One can not take a risk regarding their data at any cost. So, before hiring a virtual assistant, one can follow the below precautions. 

  • Ensure you provide your email account to that virtual assistant so that you can check the activities performed by the VA. 
  • Create a legal agreement between you and the virtual assistant regarding passwords and data sharing.
  • Ensure you have provided enough IDs and passwords for almost all the platforms that will use VA for your organisations.
  • Already assigned the applications and tools that VA will use to give a boost to your business

Note: These steps will maintain trust between you and VA. In addition, you can also prevent your data from breaching. 

13. Ask about their Good and Bad Experiences in the Organisation.

This step can help you analyse the behaviour of the virtual assistant and the organisation they are associated with.  In addition, this point will also help you to determine the strategies they opt for at the time of difficulty they face in their organisation. 

14. Find out their strength and weaknesses.

This step plays a crucial psychological step in hiring virtual assistants by knowing their strengths and weakness. you can judge their behaviour which can help you to know them deeply. In addition, you can also analyse or get an idea of how long they can work with you. Furthermore, by knowing their strengths and weaknesses, you can analyse their working culture, how they overcome them, and if they are stuck.  

So, you can ask these interview questions for a virtual assistant before hiring them. These questions and points not only assist you in hiring virtual assistants but also boost your organisation and business in earlier days at affordable prices. 

In addition, these virtual assistants can play a vital role in taking your business to the moon. Let’s check out how.

Benefits of Hiring a Virtual Assistant

Also read: How Marketing Virtual Assistant Can be a Great Asset for Managers? and Things You Should Know Before Hiring a Virtual Assistant

Gist of the Write-Up

This article explains whether you are a business owner or an entrepreneur, everyone is looking to take your productivity to the next level. Whether you’re a startup or an established company, a virtual assistant can help you streamline your business operations, free up your time, and allow you to focus on what you do best. But with so many options out there, finding the right virtual assistant can be overwhelming. 

That’s where this ultimate guide comes in. In this comprehensive resource, we have discussed through everything you need to know about hiring a virtual assistant. In addition, this guide explains from understanding the benefits of virtual assistance to finding the perfect fit for your business. Furthermore, this blog post provides expert tips and strategies to ensure a successful partnership. 

So, get ready to boost your productivity and take your business to new heights with the help of a virtual assistant. Complete this form to discover the advantages Invedus Virtual assistant services.

Hire-a-Virtual-Assistant-CTA-2023

About Invedus

Presented by the Marketing and Communications Team at Invedus, this space is dedicated to sharing the latest updates in IT and Non-IT sectors, as well as our insights on industry challenges. Subscribe to our mailing list to stay up-to-date and ahead of the curve.