8 Signs That You Need To Hire A Virtual Assistant & What To Do Next

Le-an Lai Lacaba
9 min readJan 18, 2024

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In this blog, I will guide you in determining if you need a virtual assistant and provide insights on what steps to take next. Many individuals have approached me, seeking advice on whether they require a virtual assistant's services.

Through a series of questions and indicators, you can evaluate your workload, identify tasks that could be delegated, and assess your overall productivity and efficiency. Understanding these factors will assist you in making an informed decision regarding whether hiring a virtual assistant is right for you.

By the end of this blog post, you will have the necessary insights to determine your need for a virtual assistant and be prepared to take the appropriate steps to enhance your productivity and alleviate your workload.

1. You're Overwhelmed

Suppose you find yourself working excessively long hours, feeling burned out, and overwhelmed by your business's administrative or non-revenue-generating tasks. In that case, it is a clear sign that you need a virtual assistant. Continuously pushing yourself without significant progress can harm your well-being and hinder your business growth.

A virtual assistant can provide the necessary support and assistance to help alleviate your workload. By delegating administrative tasks, customer support, and other non-core activities to a virtual assistant, you can regain control over your time and focus on high-value tasks that bring in leads and sales. This shift allows you to prioritize activities that directly contribute to the growth and success of your business.

Moreover, if you have reached a point where scaling up your business further seems challenging without assistance, it strongly indicates that you need a virtual assistant. Scaling your business requires additional resources and support, and a virtual assistant can help propel your business to the next level.

By recognizing the signs of overworking, the need to delegate non-revenue-generating tasks, and the limits of scaling without help, you can strategically decide to hire a virtual assistant. This decision will alleviate your workload and provide the support you need to focus on key growth areas and achieve sustainable business success.

2. Doing Tasks That You Can Delegate

In the book E-Myth by Michael Gerber, he talks about tasks that are more in your business than your business. This means taking care of your business and growing it.

You're just trying to contain the ones you have, and you need to understand what it looks like to do tasks that run your business versus tasks that help grow your business. This can lead to days without any progress. You may have been stuck in the same spot 60/90 days ago, hitting a wall and plateauing in one area of your revenue or business.

Once again, this is another sign that you need someone to help you with the tasks that run your business so you can focus on the ones that help grow it.

3. No Documentation In Your Business

The next time you need more documentation in your business, it may indicate that you need a virtual assistant. Documentation refers to the absence of a system that ensures consistent and repeatable results and the ability to manage and grow your operations effectively.

Having well-defined standard operating procedures (SOPs) is crucial. These SOPs outline how tasks are typically performed within your business. With written procedures, delegating tasks to someone with clear instructions or handling situations that deviate from the norm can become more accessible.

A virtual assistant can play a valuable role in helping you create and maintain this essential documentation. By working closely with them, you can save time and ensure that your business processes are well-documented, allowing for smoother operations and effective delegation of tasks.

If you recognize the need for better documentation and standard operating procedures in your business, consider hiring a virtual assistant who can assist you in producing the necessary documentation, ultimately helping you save time and improve your business operations.

4. You Keep Remaking Templates

Templates are a standard tool that many entrepreneurs use in their businesses, such as invoice templates or standard contracts. However, managing and locating these templates can take time and effort, leading to repetitive work in creating new documents. This is where a virtual assistant can be beneficial. They can assist in organizing and storing templates, ensuring easy access and efficient reusability.

Moreover, they can even fill in the necessary information and double-check the document's accuracy before sending it out on your behalf. Having a virtual assistant handle these tasks allows you to focus on more impactful activities contributing to your business growth.

The 80–20 principle, also known as the Pareto principle, states that 20% of your efforts generate 80% of your business outcomes. By identifying the critical tasks or areas that yield the most significant results, you can eliminate non-essential activities and concentrate on those key areas.

A virtual assistant can support you in streamlining your workflow by taking care of the tasks outside your core focus, enabling you to dedicate your time and energy to the two most impactful activities driving your business success. Leveraging the assistance of a virtual assistant allows you to prioritize your efforts strategically and maximize your business growth potential.

5. Your Files Are Everywhere

Suppose you need help locating necessary files and documents, and your digital space needs to be more organized with a transparent system. In that case, it may indicate that you need a virtual assistant. Being the sole operator of your business without assistance can lead to files being scattered across various platforms, making it difficult to find what you need efficiently. Additionally, you might have a backlog of emails that need attention.

A virtual assistant can bring order to this chaos by implementing effective file organization systems and decluttering your digital space. They can establish a logical folder structure, categorize documents appropriately, and implement tools for efficient file management. Moreover, they can help you sift through and organize your email inbox, ensuring that essential messages are noticed.

By delegating these tasks to a virtual assistant, you can save time, reduce stress, and regain control over your files and emails. With a well-organized digital workspace, you'll be able to access essential documents quickly and efficiently, enabling smoother operations and increased productivity in your business.

6. No Clear Way To Generate Leads

If you need a transparent system for generating new leads and need to reach out to potential clients, it may strongly indicate that you need a virtual assistant. Your business can expand its customer base with a reliable method to attract and connect with potential clients.

A virtual assistant can be crucial in developing and implementing lead-generation strategies. They can proactively reach out to prospects, establish connections on platforms like LinkedIn, and engage in social media activities that promote your business and attract potential clients. By taking on the heavy lifting of lead generation, virtual assistants free up your time and energy to focus on other essential aspects of running your business.

By leveraging the expertise of a virtual assistant, you can establish a systematic and efficient approach to lead generation. This allows you to increase your client base, grow your business, and achieve your goals more effectively. With a virtual assistant handling lead generation tasks, you can focus on providing valuable services to your clients while ensuring a steady stream of potential leads for future growth.

7. You Have A Revolving List Of Freelancers

Find yourself constantly engaging with different freelancers for specific tasks without a streamlined system to manage and keep track of them. It may be a strong indication that you need a virtual assistant. Juggling multiple freelancers without proper organization can lead to inefficiencies and difficulties maintaining clear communication and progress tracking.

A virtual assistant can step in and assist you in managing your roster of freelancers. They can create a centralized list or database that includes essential details about each freelancer, such as their contact information, areas of expertise, availability, and previous work history. This allows for easy reference and efficient coordination when engaging their services.

Having a virtual assistant maintain and manage this list lets you easily keep tabs on your freelancers and ensure seamless collaboration. The virtual assistant can help schedule, assign tasks, monitor progress, and facilitate effective communication between you and the freelancers.

A dedicated virtual assistant to manage your freelancer relationships ensures smoother operations, reduces administrative burdens, and enhances productivity. You can foster stronger working relationships with freelancers and maintain better project control with their support.

8. You Are Starting To Hate What You Do

Feeling strongly dislike or even hatred towards the work you once enjoyed can indicate that you need a virtual assistant. As your business grows, the demands and responsibilities increase, often causing you to become overwhelmed and lose the passion you once had for specific tasks.

A virtual assistant can play a crucial role in alleviating this burden by taking on tasks you no longer enjoy or find draining. By delegating responsibilities, such as video editing or other time-consuming tasks, to a virtual assistant, you can reclaim your enthusiasm and focus on the aspects of your work that bring you joy and drive your business forward.

Freeing up your time and mental energy from these tasks allows you to rediscover your passion and purpose. By entrusting these tasks to a virtual assistant, you can regain the motivation and inspiration to show up and enjoy your work. A virtual assistant becomes a valuable partner in managing your workload and helping you create a more balanced and fulfilling work life.

Recognizing when you no longer enjoy certain aspects of your work and delegating those tasks to a virtual assistant can be transformative. It allows you to refocus your energy on the areas where you thrive and reignite your passion for your business.

What are the next steps?

1. Create A List Of Task That You Want To Delegate

What are the things that you're just not good at? What are the things that you are not the master of or the repetitive things that it doesn't need your attention anymore? It can be as easy as creating invoices or managing an email. What are those tasks? Right, that list.

2. Create A Wishlist Tasks

Next, list tasks you want to do one day or have someone else do in your business. For example, it could be something as small as changing one little thing on your website and creating a content calendar for your social media. Start making that list of other things you would delegate to them if you had a virtual assistant (VA). Your wish list is tasks that you wish someone could get to later on or you can go to later on.

3. Create Training Videos Of How You Do Your Tasks

Next, you can make training videos of your processes. You could use tools like Loom or Vidyard but start by recording yourself whenever you do a specific task. Once you hire and onboard your virtual assistant, this is also a way for you to ensure that there's a uniform way that you do things inside of your business. This is a way to start cleaning up where files are, not where documents are; d can begin as a virtual assistant that helps you iron everything out.

4. Process of Hiring A Virtual Assistant

Next is not the process of hiring a virtual assistant. You need a good job description and a skills test to determine if they're good at their work and whether there's someone full-time and part-time, a specialized virtual assistant, or just a general virtual assistant. And it would be best if you had a virtual or executive assistant, which is where we come in at 2xYou. We specialize in hiring and managing administrative assistants for many of our clients.

5. Onboarding and Training Your Virtual Assistant

Once you have a virtual assistant, you must train them in what they need to do in your business and their skill set. This may include teaching them tasks to perform in your business or helping them improve their skills. If you want to build loyalty with your assistant, you need to give them opportunities to grow while working with you, and this will help build loyalty for the long term and help them become invested in your business.

Watch the full video here!

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Le-an Lai Lacaba
Le-an Lai Lacaba

Written by Le-an Lai Lacaba

Le-an Lai, Co-Founder of 2xYou, helps service-based entrepreneurs transition from owning a job to owning a business through remote executive assistant services.

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