Essential Steps Before Outsourcing

Mar 05, 2024

Hey there! Before you dive headfirst into outsourcing, let's hit pause for a moment. There are some critical steps you need to take to ensure a smooth and effective delegation process. I'm Joey Vitale, and I'm here to guide you through the prep work necessary for successful outsourcing. Let's jump right in!

  1. Begin with the End in Mind: Picture your future self with a team of amazing VAs. Instead of focusing solely on one-off tasks, think long-term. Identify recurring tasks that you can delegate, freeing up more of your time as your VA's skills grow.

  2. Craft Your Training Timeline: Rome wasn't built in a day, and neither are proficient VAs. Plan for approximately 90 days of training and supervision to help your new teammate transition from comprehension to mastery.

  3. Clarify Tech and Apps Access: Compile a list of the apps and technology your VA will need to perform their tasks effectively. Whether it's access to your email or task management software, ensure everything is set up before onboarding.

  4. Throw Yourself an Unsubscribe Party: If your VA will manage your email, record a video of yourself unsubscribing from unnecessary emails. This not only cleans up your inbox but also helps your VA understand your thought process for future unsubscribes.

  5. Paint the Profitable Picture: Before outsourcing, ensure you understand the ROI. Delegating tasks should either make you money or save you time, ideally both. Start small with tasks that provide a clear financial or time-saving benefit.

Outsourcing isn't just about saving money; it's about investing in your business's growth and your own sanity. By following these steps, you'll set yourself up for outsourcing success.

Ready to Hire a VA Hassle-Free? Follow My Step-by-Step Guide: