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What should I prepare before working with a virtual assistant?

List systems, deadlines and a manageable first assignment. Ask about access, confidentiality and reporting before sharing accounts. Keep authority and approvals clear, especially where someone may contact customers, so an administrative task is not mistaken for permission to make wider decisions.

Which details are worth checking?

Use these points to prepare your questions and compare the options relevant to you:

• Systems
• Deadlines
• Authority

What should you confirm before deciding?

An initial inquiry is a starting point. Confirm the details that affect your own plans and ask which parts are estimates or subject to assessment. Keep a record of the agreed arrangement so a later change can be discussed clearly.

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