Sometimes we know we need some help, but we don’t know how or what we can give someone else to do for us.
There are a few ways in which you can select the tasks to outsource.
The easiest way is to open a Word doc and list all the administrative items you do every day.
Type out all those admin tasks that are repetitive and time-consuming or that you don’t enjoy doing.
From those tasks, highlight all of those that can be done by someone else in one colour and highlight all those that can ONLY be done by you in another.
Those that are highlighted for someone else to do – write down next to them exactly what’s involved in the process and the steps involved in completing the task. Link any document/s, templates/screenshots and passwords that the task involves.
Then fire it across to your dedicated VA so she has a good understanding of what you’d like doing.
This helps so much with our onboarding knowing exactly what you need us for so we can help you best. The more detail you can give us the better, so don’t ever worry it’s too much.
Your VA may even be able to suggest more efficient or better ways of doing the task – we’re helpful like that! 😊
If you'd like to contact The Dental VA to find out how we can help you, use the button below.