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Webinar Workshop Series 
How to select the right virtual assistant
•Liz, CEO 121 Temps and VA 
Placements 
This is the 9th Year of operating and we 
have over 2000 virtual assistants on our 
network. 
We train, mentor and support virtual 
assistants at all stages of their business. 
I am a mentor, coach, trainer and 
presenter with Australian Business 
Womens Network, Smart Business 
Forum and 121 Temps. 
My passion is to help others achieve 
their dream of working from home in a 
sustainable business. 
To become a virtual assistant 
www.121temps.com
•Steps required 
To achieve the right result 
Passion, Competency, Relevance 
What you should be doing 
Best Outcomes 
results focussed 
Personality Match 
Getting the personality match 
Writing your brief 
key results required 
One 
Two 
Three 
Four 
Five 
Job Design 
Organisational Chart
•Step One 
What to delegate to your virtual assistant 
• Activity 1. 
• Blank document – 4 columns 
Sales, Marketing, Operations, Finance 
Sales Passion Competence Relevance 
• You may change this text 
Lead 
Generation 
PPC 
Webinars 
Website 
Networking 
Initial Consult 
Social Media
TASKS FROM STEP ONE 
• Sales tasks to delegate 
• Social media 
• Making connections 
• Standard emails 
• Make Appointments 
• Website 
• Check analytics 
• Write articles 
• Monitor updates/comments 
• Backlinks/directories 
BEST OUTCOME 
• Overall outcome – increase in sales 
by 10% over 3 months. 
• 10 connections per week 
• Approved emails sent out 
• 3 Appointments per week 
• Overall outcome – improved 
rankings over 3 months. 
• Increase in visits from 
increased number of sources. 
• Every comment responded to 
within 24 hours. 
• 10 new backlinks per week 
•Step Two 
Best Outcomes 
Goal should be 
achievable
•Step 3 - The Job Design 
Who does what, when. 
• Sales Assistant 
• Aim of this role 
To increase leads by 20% over the 
next 12 months. 
• Responsibilities 
• Social Media 
• Website 
• PPC Campaigns 
• Skills Required 
• Experience in using Linkedin 
• Able to maintain Wordpress site 
• Experience in setting up and 
monitoring PPC (Google and 
Facebook) 
• Insert image of job 
description
•Step 4 - Personality 
Will you be able to work well with their personality type 
• Build an “A” Class Team 
• Mix of personalities that complement each 
other 
• Disc Profiling 
• http://discpersonalitytesting.com/ 
• Free test and $29 for assessment.
• Availability 
• Personality Type. 
• Professionalism 
• Experience/Skills 
• Technology used 
• Job Title 
• Job Tasks 
• Outcomes/results 
• Start date 
• Communication and 
reporting 
requirements 
• Performance 
management 
•Step 5 Write your brief 
Who, What, When 
Who What When
Next Session 
How to Negotiate a Good Deal with 
your Virtual Assistant 
View recording at 
www.vaplacements.com

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Selecting the right virtual assistant

  • 1. Webinar Workshop Series How to select the right virtual assistant
  • 2. •Liz, CEO 121 Temps and VA Placements This is the 9th Year of operating and we have over 2000 virtual assistants on our network. We train, mentor and support virtual assistants at all stages of their business. I am a mentor, coach, trainer and presenter with Australian Business Womens Network, Smart Business Forum and 121 Temps. My passion is to help others achieve their dream of working from home in a sustainable business. To become a virtual assistant www.121temps.com
  • 3. •Steps required To achieve the right result Passion, Competency, Relevance What you should be doing Best Outcomes results focussed Personality Match Getting the personality match Writing your brief key results required One Two Three Four Five Job Design Organisational Chart
  • 4. •Step One What to delegate to your virtual assistant • Activity 1. • Blank document – 4 columns Sales, Marketing, Operations, Finance Sales Passion Competence Relevance • You may change this text Lead Generation PPC Webinars Website Networking Initial Consult Social Media
  • 5. TASKS FROM STEP ONE • Sales tasks to delegate • Social media • Making connections • Standard emails • Make Appointments • Website • Check analytics • Write articles • Monitor updates/comments • Backlinks/directories BEST OUTCOME • Overall outcome – increase in sales by 10% over 3 months. • 10 connections per week • Approved emails sent out • 3 Appointments per week • Overall outcome – improved rankings over 3 months. • Increase in visits from increased number of sources. • Every comment responded to within 24 hours. • 10 new backlinks per week •Step Two Best Outcomes Goal should be achievable
  • 6. •Step 3 - The Job Design Who does what, when. • Sales Assistant • Aim of this role To increase leads by 20% over the next 12 months. • Responsibilities • Social Media • Website • PPC Campaigns • Skills Required • Experience in using Linkedin • Able to maintain Wordpress site • Experience in setting up and monitoring PPC (Google and Facebook) • Insert image of job description
  • 7. •Step 4 - Personality Will you be able to work well with their personality type • Build an “A” Class Team • Mix of personalities that complement each other • Disc Profiling • http://discpersonalitytesting.com/ • Free test and $29 for assessment.
  • 8. • Availability • Personality Type. • Professionalism • Experience/Skills • Technology used • Job Title • Job Tasks • Outcomes/results • Start date • Communication and reporting requirements • Performance management •Step 5 Write your brief Who, What, When Who What When
  • 9. Next Session How to Negotiate a Good Deal with your Virtual Assistant View recording at www.vaplacements.com