As we usher in another promising year, we are excited to embark on new journeys and set fresh goals. Whether you’re a client looking to streamline your business or an Executive Virtual Assistant (EVA) seeking new opportunities, I have a few insights to guide you to kick-start the New Year!

Setting New Goals for 2024

Every new year brings a chance to reflect, recalibrate, and refocus. Here are some goal-setting tips to help you thrive.

Be Specific

Instead of saying, “I want more clients,” specify, “I aim to onboard three new clients by March,” and “These are the type of clients I am looking for, and I list exactly what I want.”

For example, “I would like to onboard two coaching clients who are authors that are looking to take their business to the next level, and they are in the health and wellness or spiritual industry”. I am very clear when I set my intention.

Prioritize

List down all your objectives and prioritize them based on impact and feasibility. I like creating a vision board this time of year or at least writing them down in a journal. For more info on Vision Boards, please feel free to email me.

Break it Down 

Large goals can be daunting. Divide them into smaller, actionable tasks to maintain momentum.

If you are looking to take your Executive Virtual Assistant to the next level and looking for a coach to help guide and cheer you on, I offer coaching calls to select EVAs. 

Are You Looking to Hire an Executive Virtual Assistant and Not Sure What Questions to Ask? 

First, decide if you need a VA or if you are looking for Executive Support. Or do you need a Chief of Staff, personal assistant, or On-line Business Manager (OBM)? They are all a little in roles.

My favorite role, based on over two decades of expertise, is the Chief of Staff position. That’s what brings me joy!

In today’s digital age, hiring an Executive Virtual Assistant can be a game-changer for your business and save on overhead. Here are some crucial questions to ensure you find the right fit.

Experience 

How long have you been working as an executive virtual assistant and working from home?

Skills & Tools 

What tools or software are you proficient in? How do you manage tasks, deadlines, and communications?  

Availability 

What is your typical work schedule? When can I expect you in your office? How do you handle different time zones?  

Confidentiality 

How do you ensure the confidentiality and security of sensitive information when supporting multiple clients?

Communication 

What is your preferred method of communication (Slack, text, call, email, Voxer, etc.)? How frequently can I expect updates? How quickly do you respond?

Executives and Entrepreneurs thinking of hiring virtual admin support, book a 15-minute FREE call with me!

Tips for Executive Virtual Assistants: Where to Find Clients

For freelancers, securing new clients is essential for growth. Here are some questions to ask potential clients and platforms where you can connect with them.

Questions to Ask Potential Clients

Scope 

What specific tasks are you looking to delegate? Are they short-term or long-term projects? How many hours per week do you need help? Can you provide me with a written job description? 

Be careful if someone is looking for one person to do it all! Red flag alert!

If a client is looking for a web designer, bookkeeper, funnel expert, social media manager, calendar/email manager, project manager, event coordinator, and someone to blog and create and write their newsletter, be mindful! As I always joke, I like driving luxury sports cars, but I don’t work on them! I hire a mechanic who is an expert in that field. One person cannot be an expert in all areas and platforms.

Expectations

What are your expectations regarding communication, availability, and deliverables?

Budget

What is your budget for hiring an executive virtual assistant? Are you open to a retainer or hourly rate? Have you worked with an EVA before, and what was that experience like?

Trial Period

Would you be open to a 30-day trial period to ensure we are a good fit?

Where to Look for Clients

Freelance Platforms

Websites like Upwork, Freelancer, Remote.io, The Mom Project, Flex Jobs, Remote.co, and Toptal are great for finding clients. But be sure to look at the client reviews. Vet your clients as they vet you!

Networking

Join industry-specific groups on LinkedIn or attend virtual networking events. I have a couple of groups that I am involved with monthly.

 Referrals 

Always ask your existing clients for referrals. A satisfied client can be your best advocate.

If you are a client looking for Executive Virtual Admin support, please check out my website, TheVirtualAssistantAndCompany.com.

You may also schedule a FREE 15-minute call with me to discuss your needs. Here is a link to my calendar:

https://calendly.com/thevirtualassistantandcompany/15-minute-quick-call-with-kathleen

Please be sure to answer my questions to make our call a success. 

As we navigate the opportunities and challenges of 2024, let’s embrace change, continuous learning, self-care, and collaboration.

Here’s to a successful and fulfilling year ahead!

Peace & Radical Blessings,

Kathleen