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Virtual Assistants

11 Best Websites to Hire Latino Virtual Assistants for Your Business

If you’re thinking of hiring Latino virtual assistants, we think that’s a great idea! Hiring from Latin America offers a few distinct advantages, which we’ll discuss below. We’ll also give you 11 websites where you can find Latino talent, and why we like them. Each site has its own best features, so choose the one that meets your needs most closely.

People using a laptop, representing virtual assistant skills.

1. Hubstaff Talent

Hubstaff is known for its time tracking software. However, the company developed a robust hiring platform over the past few years. We now know Hubstaff Talent as the free place where you can meet the world’s top remote talent. Companies can search for remote hires all over the globe without worrying about markups, hidden fees, or middlemen.

You pay people based on their chosen rates, so pricing can vary greatly. This is mostly due to factors like location and skill level. Of course, you will also expect to pay much less for data entry as compared to project management or consultations.

2. Outsourcely

Outsroucely has been around for some time, and offers talent from over 180 countries. Their goal is to connect you to talent that will benefit your business over the long term. They make it easy to start working with any of more than 400,000 remote workers. All the talent on this platform are competent and reliable in their fields. They focus more on long-term employment and stability, but you can also find some who are willing to do smaller projects or work part time. 

3. Virtual Latinos

If you want to stop spending your valuable time doing various busywork for your business, this is the solution. Virtual Latinos offers virtual professionals to help you focus on growing your business. They hand-pick talent from Latin America to serve business owners and entrepreneurs abroad. They hold the rank of 80th on the Inc. 5000 list of fastest-growing private companies in America. 

These LatAm VAs can take care of your to-do list so you can get out of busyness and into productivity. You can’t have another “you” but you can hire a reliable VA. Virtual Latinos is home to fully bilingual experienced college graduates who live in your time zone and are ready to serve.

4. Near

Virtual assistants help businesses all over the world to grow faster and operate better. Near helps you hire remote VAs from Latin America risk-free and without the common times delays and additional costs. This platform works with a lot of startups, so they understand the need for affordable and reliable help. They also serve larger companies who need greater numbers of experienced talent quickly. You can start working with the VA who fits your description in about three weeks from the time you submit a request. 

Near assists companies through the process of identifying, interviewing, negotiating with, and hiring Latino virtual assistants. They only recommend professionals they already vetted, so you can feel confident. Choose from over 20,000 candidates who will bring high performance to your business to outpace the competition.

5. Upwork

Upwork is arguably the most well-known online marketplace to hire virtual assistants. This means that many businesses and freelancers flock there every day. That makes it a great place to bet on finding the best people to do the job you need done. You can join the platform at no cost to look through freelancer profiles. 

When you register, you can explore projects and book a consultation with their hiring experts. Then you can choose to post a job to attract talent or have the team search through the talent pool for you. Upwork allows you to work with the best while enjoying low transaction rates. With reduced hiring expenses, you can bring your business to the next level faster without compromising on talent. 

6. Fiverr

Fiverr believes that the right freelance service for everyone is available. They exist to draw a variety of services together so you can find the right one right away. They built the platform on the needs they saw, so Fiverr is the best of everything you need when hiring. 

Unlike most freelance marketplaces, Fiverr does not offer hourly pricing. All services are proceed per project, so you can easily stick to your budget. Because it’s project-based, you can also get quality work done more quickly. You engage a freelancer for a fixed price, and pay only when you approve the work. This platform allows you to hire someone at any time of the day or night. You can also access 24/7 support. 

A man communicating with a latino virtual assistants via video call on his laptop.

7. Freelancer.com

The world’s largest freelance marketplace has got to be the right place to hire from, right? Freelancer is a forerunner in the online hiring space, and boasts the best freelancers for any job. Top talent loves working through this platform because of their long-standing reputation. Hiring here is secure because you don’t need to pay until you’re happy with the work. You can get free quotes, too, from among more than 60 million freelancers. 

Freelancer shows you work portfolios for prospective hires so you can see samples of their previous work. You can also read reviews from past clients so you can find trustworthy talent. You’ll find them fast, too, since most projects get bids in the first minute they’re posted. Two things we love are the integrated time tracker and the mobile app that lets you track work on the go. 

8. Tecla

You can find vetted, trained, and certified freelancers to hire through this less-known website. The VAs who work here are exclusively from Latin America. They are all fluent English speakers and can work hours that match your time zone. Hiring here works by tiers, where you can engage basic-level VAs for $12 per hour. If you need more autonomous help, able to handle intricate tasks, you can hire mid-level talent for $15 per hour. These virtual assistants have diverse expertise and can work independently. You can also hire specialists at $20 per hour for tasks that require high-level support. This tier offers seasoned professionals with extensive expertise for the budget-conscious.

9. There is Talent

This is one of the few VA hiring companies based in Latin America –  Columbia, specifically. Most others are registered in other countries. This means that There is Talent knows the available Latin talent at a deeper level. 

Entrepreneurs and small business owners can get customized virtual assistance and outsourcing services here. The process involves a free strategy call with the director where she gets to know your business requirements. Then you can meet with the top matches for interviews, and hire the best fit. 

Depending on your needs, you will fall into one of three monthly plans. 10 hours weekly will cost you $499 per month. 20 hours is $799 per month, and 40 hours is $1499 per month. Each plan comes with a dedicated supervisor, onboarding assistance, weekly reporting, and technical assistance. Each VA is bilingual and has a fully-equipped workstation. If for any reason the VA you hire needs to be replaced, you will get a backup quickly and easily.

A woman working on a laptop and thinking about hiring latino virtual assistants

10. Workana

This site also boasts the top remote talent in Latin America to grow your business with. Their aim is to help you develop your business quickly but also sustainably. You can find thousands of professionals here who speak both English and Spanish. They can work stable hours in your time zone. These features are what has made Workana the industry leader for remote hiring in Latin America. 

Workana values reliability in remote work, and has more than ten years of experience. With that, you can trust them alongside thousands of other companies who are expanding their businesses through the platform. 

11. Valatam

Valatam is short for “Virtual Assistance Latin America,” an agency providing remote bilingual talent. Their remote team members serve busy entrepreneurs and business owners from one side of the world to the other. One unique things about this company is their Impact Hub locations, which are co-working spaces their VAs can leverage. This raises the level of quality control the agency can provide when work-from-home solutions don’t cut it.

The virtual team at Valatam hail from several Latin American countries and boast various professional skills. They are all college graduates and most have previous experience working with international companies. Their aim is to provide expert, dedicated assistance so you save time and money and avoid stress.

Frequently Asked Questions

A man remote onboarding latino virtual assistants via a video call using a laptop.

Why consider hiring Latino Virtual Assistants?

Most Latino virtual assistants are well-educated and eager to work for companies in the US and Canada. They pursue these posts because of the opportunities for growth that come along with the work. So, you get top talent without needing to pay top dollar. 

Hiring Latino virtual assistants is also a nearshore hiring model, which means close physical proximity. This ensures that hires have a greater familiarity with American and Canadian cultures. You will tend to be more aligned than with freelancers from far-flung regions. This applies in terms of work ethic and values as well as business practices. As a result, you can enjoy smoother collaboration and fewer misunderstandings. You will also have more opportunities to meet with them in person because they do not live too far away.

The tech scene in Latin America is growing. This also means a skilled workforce at affordable rates. As time goes by, the hourly savings you enjoy grow even more profitable. You get streamlined operations and positive ROI from increased efficiency and higher productivity.

What language skills can I expect from Latino VAs?

Most Latino virtual assistants are bilingual. Some even speak a third language. This can be of great value to companies in regions where there are large Spanish- and English-speaking populations. Companies that serve these communities can serve them better with staff that can smoothly transition between languages. The rapport and ease that this fosters with customers is invaluable. 

What are the typical working hours for Latino VAs?

Latino VAs usually work during their day, but can be flexible as well. Being in similar and neighboring time zones, they usually have only up to a two-hour time difference from US and Canadian time zones. This makes communication easy because they will usually be working the same hours. You can reach out to them in real-time during your workday. This means no time lags that could potentially interfere with meetings and decision-making processes. They can cover day shifts without additional strain, which is a huge advantage.

What tasks can Latino Virtual Assistants handle?

Latino VAs can handle just about any type of task that you can perform over the internet. Most are highly educated, some coming out of the professional world to seek fresh opportunities. The term “virtual assistant” can carry negative connotations because of the way it has been used. However, it simply means someone who doesn’t live near you and can offer you the help that you need. Many experts in their fields actually prefer to work remote these days, and that does not diminish their skill level.

What Is Outsource School?

outsource school

Outsource School helps you to unlock the potential of virtual assistants and accelerate your business growth.

This is the exact system Outsource School’s founders, Nathan Hirsch and Connor Gillivan, used to go from zero to 8 figures and 40+ virtual assistants with an exit in 2019.

Since being founded in 2020, Outsource School has helped 1,000+ business owners hire 2,000+ virtual assistants for their companies.

Schedule a free sales call to learn more

Free resources you might like: 

Conclusion

Hiring Latino virtual assistants can be the best decision you make for your business. Latinos make excellent additions to any team because of their similar work times, bright culture, and proximity. With a reliable hiring partner, you can build a team of VAs that bring excellence but won’t break the bank.

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Virtual Assistants

A Cost Effective Guide to Outsourcing Financial Services

When is outsourcing financial services a good idea? 

A clipboard and calculator representing outsourcing financial services.

Perhaps you’ve been doing your books on your own for a while. Maybe you have an in-house team dedicated to your finances, but you want to move them to a different department. It’s possible you want to cut costs and be smarter with your budget. 

Any of the above are good reasons to consider letting someone else take charge of the money-tracking department. 

In this article, we will define the types of financial services you can outsource. We will also go deeper into the benefits and risks of letting a third party take care of financial duties. We will also give you some advice on how to outsource and the best practices to follow. 

What is Financial Services Outsourcing?

This is the process of hiring an outside company to handle parts or the entirety of your business’s financial needs. Financial services is an umbrella term that covers a number of roles, tasks, and responsibilities. 

Types of Financial Services Outsourced

Bookkeeping 

This involves all tasks related to maintaining the general ledger of a business. This is basically a journal of all your business transactions. 

A bookkeeper is responsible for bank reconciliation, recording transactions, categorizing them into the proper accounts, and keeping receipts. They can also manage your accounts payable (what you owe) and accounts receivable (what others owe you). Other common duties include expense tracking, paying bills, issuing invoices, and preparing papers for tax filing. They prepare essential financial statements monthly or as needed including your Cash Flow Statement, Balance Sheet, and Income Statement. They tend to work closely or sometimes under an accountant. 

Accounting

Accountants can typically perform all the duties a bookkeeper can. Though they are qualified to perform a variety of other duties, such as 

  • Tax preparation, tax filing, and payment 
  • Tax planning services
  • Auditing duties 
  • Creating and presenting budgets and forecasting 
  • Managing a team of bookkeepers and clerics

Both accountants and bookkeepers also tend to use accounting software. This software helps automate certain processes, allows for more accuracy, and makes their lives easier. 

Financial Analysis/Strategies

Bookkeepers and accountants can give you some level of financial guidance. Sometimes, however, you need to bring in the big guns. 

A financial analyst and strategist will gather all financial information, interpret the data, and run analyses. They will view key financial metrics,  create spreadsheets, and run reports. After evaluating the data, they can come up with detailed plans to cut costs, increase profitability, and generally improve the financial standing of the business. 

An analyst will also be able to research and recommend potential investment opportunities and other ways to increase business profits.

Payroll

Need help to pay your employees and calculate taxes and withholdings? You can outsource that too! Those in charge of payroll can automate pay schedules with software. They can set up multiple payment options for your employees. Payroll accountants track time off, paid leaves, holiday bonuses, deductions, and overtime pay. They also make sure payroll tax documentation is accurate and complete for filing. 

Benefits of Outsourcing Financial Services

Outsourcing Financial Services

Cost-effective 

Keeping an in-house team has its benefits, but one of them is not cost savings. Wages and salaries are one thing, but consider other factors such as taxes, overheads, paid leave, and other employee benefits. It adds up. An outsourced team would be lighter on your wallet. 

Not to be stingy with paying workers, but you may not be spending your money very effectively. Ask yourself. Are you really getting the most of your in-house financial team? You may find yourself paying a full-time rate when you don’t actually need them to be active that much. You could get by with fractional bookkeepers who can take care of duties on a project basis. 

Expertise and Experience

Consider also that you are getting experts in the field to take care of your financials. These professionals have already developed systems and processes in place. They know how to spot mistakes right away and fix them quickly. They can bring a level of efficiency to your business. Not only that, but a lot of these individuals and teams have worked with other companies and clients before. This means they likely have experience with businesses of all sizes and know how to apply that knowledge to yours. 

Flexibility 

If finance tasks bog you or key members of your business down, consider outsourcing financial services. This frees up core staff to work on more pressing matters, like sales or advertising. Back-office tasks shouldn’t put the actual operation of your business on hold. By outsourcing financial help, you allow yourself to do what you do best and let them do the same. 

Scalability 

The great thing about outsourcing is the freedom it gives you to upscale and downgrade when needed. Is tax season coming up and you need more help? No problem, hire an accounting team to get that done for you. You can work based on hours or projects and hire them again only when you need them. 

Technology

Another factor to consider is the FinTech infrastructure. Not only can they carry the latest, state-of-the-art software, but they also know how to use it. This saves you monthly subscription fees you would likely have to pay on top of paying for those who will use it. 

Risks of Outsourcing Financial Services

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Data Security Concerns

This is probably the risk that most are concerned by. Financial data is very sensitive information to hand off to anyone. 

There are a few ways this can be mitigated. For instance, hire a company that has clear data protection policies and security measures in place. 

However, you still cannot guarantee the complete safety of your data when hiring freelancers. Nor can you guarantee they have well-protected data servers or tight lips around the office! 

Lack of Control Over Processes

You won’t have much control or oversight over the course of the project. You have the authority to evaluate meeting schedules, but it can be challenging to arrange them.. This is especially true if they are from different time zones. 

Communication Issues

Remote team management can be challenging. While time zones can allow you to get work done after hours, it can also cause work delays. For instance, if you’re from New York and are hiring in the Philippines, the gap is 13 hours. 

Sometimes you also can’t guarantee they will have a consistent internet connection on their end. 

How to Outsource Financial Services

A man in a suit holding his chin and thinking while using a laptop doing research on Outsourcing Financial Services

Identify Business Needs

Before starting your search, ask yourself these questions:

  • What type of financial service do you need? 
  • Are you partially outsourcing or are you outsourcing the entire process (BPO)? 
  • Do you need a full time, part time, or fractional service?
  • Do you want an individual or a team? 

Determine Budget

This is a big consideration. You might start by researching the general cost of in-house vs outsourced services. It will be challenging to get an exact amount, but at least you’ll have an idea of what you can afford.

Consider what you can set aside for trial projects, any associated hiring fees, and the services as a whole. 

Find the Right Partner

We can subdivide this step into four key steps: seeking, sifting, selecting, and starting

Step 1: Seeking

This step is all about research. You need to expect that looking for the right fit will take time. Browse popular lists online for outsourcing services and freelance marketplaces. 

Step 2: Sifting

This stage is all about narrowing down your options. This is where you start comparing price points, services offered, and product benefits. One service may offer a free trial month of bookkeeping. The other might offer better value monthly plans. Maybe you’re looking for a solution that can do catch-up bookkeeping which can seamlessly transition to a regular service. 

In this step you set up initial interviews with your select few.  Do they match your values? Would they be a good fit for your company culture? Do you think they can work well with your team? 

Step 3: Selecting 

Finally, after careful consideration you’ve decided to pick one. This step involves negotiations (rate, schedule, etc.) and where you conduct your remote onboarding process. 

Onboarding is all about getting them up to speed on your business and duties. You also set up schedules for check ins and deadlines. 

Step 4: Starting 

You’re now ready to get to work with your new outsourced worker/team! This stage is all about monitoring their performance and building good working relationships. 

Best Practices for Outsourcing Financial Services

A woman writing about Outsourcing Financial Services

Set Clear Expectations / Onboard Well

Create a list of duties, responsibilities, and qualifications and attach it to your job description template. This way, both of you know the needs of your business. Going through these before and during onboarding ensures that you have those needs met. 

Hire from Reputable Sources

To mitigate outsourcing risks, hire from places that are known. Consider looking at client or customer reviews online. These show you a picture of what to expect when working with these services or people. 

Be Upfront

If we’re talking finances, you need to be straight with your accountants and bookkeepers. Make sure to tell them if you have neglected your books for a while. Give them access to account records and any transaction receipts you have. They can’t help you if you aren’t honest. 

Set Up Communication Channels Early

We love to stress this point a lot because this is a significant pain point for a lot of people. As soon as possible, you want to establish what platforms to communicate with. If you prefer a particular platform, let them know. This way, they have time to learn the ins and outs of that platform. 

Cost of Outsourcing Financial Services

These costs depend on how extensive your financial needs are. Below are some rates for common positions we found based on data from Upwork. 

Additionally, outsourced bookkeeping services typically cost around $200-$400/mo. Though others, like our friends over at EcomBalance, will give you a custom quote after evaluating your needs. 

Frequently Asked Questions

A cork board with pins and yarn connecting frequently asked questions.

How do I ensure effective communication with an outsourced financial services provider?

Establish communication channels early. This also includes clarifying when to meet for regular updates. 

What is the typical process for outsourcing financial services?

The process typically follows this pattern:  Research –> Initial Interview –> Selection –> Onboarding –> Performance Monitoring

Can outsourcing financial services help with tax planning and preparation?

Sure! An outsourced accountant can make sure you have all the documents and papers you need for tax season. They can take the not-always fun process off your plate and save you from tax stress and potential errors. 

Just make sure your accountant is fully knowledgeable about your country’s tax laws. International accountants may not be well-versed in the intricacies of local, federal, or state regulations. This is something to consider if you’re offshoring. 

How do I choose the right financial services outsourcing provider?

You can try several out for a trial period and see which one is the best fit for your business. A lot of services offer free or discounted periods, so you can see if you like what they do.

What Is Outsource School?

outsource school

Outsource School helps you to unlock the potential of virtual assistants and accelerate your business growth.

This is the exact system Outsource School’s founders, Nathan Hirsch and Connor Gillivan, used to go from zero to 8 figures and 40+ virtual assistants with an exit in 2019.

Since being founded in 2020, Outsource School has helped 1,000+ business owners hire 2,000+ virtual assistants for their companies.

Schedule a free sales call to learn more

Free resources you might like: 

Conclusion

Outsourcing financial services is a valid choice for businesses looking for a cost-effective solution. They can benefit from the flexibility and scalability this option offers. Though there are a few risks, we can mitigate these through careful selection and planning. Follow these best practices, and you’ll avoid a lot of hurt.

Categories
Virtual Assistants

Why Hire a Kajabi Virtual Assistant? With How-Tos & Examples

A female virtual assistant working at her desk on a laptop.

Do you know why you should hire a Kajabi virtual assistant?

Kajabi is a great platform for doing courses and various other content. In fact, it’s the most popular one! It’s pretty easy to use, too. But it has tons of features! If you don’t already know how to navigate them all, you’ll spend tons of time learning! On the other hand, if you hire a virtual assistant who knows the ins and outs, you can take full advantage of this tool immediately.

In this post, we’ll look into the benefits of hiring a specialized Kajabi virtual assistant.

What is a Kajabi Virtual Assistant?

Before we can answer this question, let’s get to know Kajabi a little better. 

Kajabi is a comprehensive platform made to help online creators. These can be anyone from content course creators, teachers, coaches, and other knowledge-based entrepreneurs. They offer multiple solutions, opportunities, and marketing pipelines to grow your business and engage your audience. All of them integrate seamlessly together, making it easy to manage everything in one place. Some of these solutions include:

  • Website builder
  • Landing page builder
  • Email marketing automations
  • Contact management 
  • Automated campaigns and sales funnels
  • Hosting for live webinars 
  • Payment integrations
  • Analytics

So, now that we have a basic understanding of what Kajabi is. What then is a Kajabi VA?

Well, we know that a virtual assistant is a remote worker that is outsourced to perform a task. So, we can say that a Kajabi virtual assistant is someone who is skilled in using the Kajabi platform. They are someone who can help you bring your business ideas to life through Kajabi.

For this article, we will discuss all forms of Kajabi assistance.

Benefits of Hiring a Kajabi VA

Technical Expertise 

You don’t have to spend time learning the platform or going through the courses. If something goes wrong or you hit a wall, your Kajabi assistant will be able to find a solution. 

Time Saver

Maybe you’re busy writing and editing the course material. You probably don’t have time to actually set up the whole thing. It’s not your expertise! A Kajabi virtual assistant can do the implementation for you. That’s their expertise!

Skills and Qualifications Required for a Kajabi VA

Knowledge of the Platform

This is the most obvious qualification. Kajabi has a ton of free resources that teach people about their platform. They call this Kajabi University. It’s an entire library that will help orient you on all that the site has to offer. These contain hours of material. A Kajabi VA has to at the very least know the info contained within. This isn’t to say they have to go through these courses specifically. But, they should commit to continuing education as the platform grows and updates. 

Real Experience on the Platform 

Ideally, your Kajabi VA should have experience working on real campaigns with past clients. This is more so a requirement for Kajabi advisors and strategists than entry-level assistants. Experience is essential because they will be able to tell you how well certain campaigns performed. They will also track how the audience responded. 

Digital Marketing Experience 

Now, this isn’t a hard and fast requirement. However, the more experience they have with marketing, the more effective they will be. For instance, say you were a food and fitness influencer looking to create a course. They would probably know how to conduct some market research for your target audience. A VA can also analyze successful influencers’ course structure, language use, and attention-grabbing techniques.

How to Find and Hire a Kajabi VA

You can find and hire VAs in many different ways. We recommend that you use online platforms. This makes the whole process quite comfortable. Having a platform partner is also an extra layer of safety for you.

When you begin looking for a VA, start with a job description. Sit down and outline what you need done. Then think about the skills that you expect them to have. You don’t have to know all the intricacies of the job. (That’s why you’re hiring someone to do it for you!) Just list out the practical aspects of the skill level you expect. Then you can add in all the soft skills that you want them to possess. This can be stuff like sending daily work reports, morning check-ins, fluent English, and a positive attitude.

Once you have the job description written out clearly, you can upload it. We recommend starting with the most reputable freelance marketplaces and hiring platforms. If you want some tips on where to hire safely, we have a post on the best virtual assistant websites.  There isn’t any objectively best choice, though. What is going to work best for you is highly dependent on your needs and preferences. You may even have some very specific requirements that only a few niche agencies can provide.

Once you get recommendations from your platform of choice, you can start interviewing. Keep your core needs in mind as you speak to the candidates. Don’t hesitate to ask probing questions about their skills and experience. You never want to settle when hiring a VA but hit all your main targets. Even if you need to pay more to get top quality help, it’s worth it in the end.

How Much Should You Pay a Kajabi VA?

Because this is a niche type of VA skillset, you can expect that will reflect in their rates. Additionally, depending on the type of help you need, the rates will be different. 

Most web design projects will cost upwards of $120. If you’re looking for more of a managerial role for your courses and other projects, that could cost around $40 or more an hour.  

Examples of Tasks That Can Be Assigned to a Kajabi VA

Data Entry 

This is the most basic task. Essentially, what they will do here is obtain the materials from you and put them into pages. They will input the course copy, format it, and arrange information in your specified chapters. A Kajabi VA can also input other information that will show up on your landing pages, emails, newsletters, and such. 

Email Contact List Management

Kajabi has an email list feature that works with their landing page feature. Most of the collection process is automated. You do need the VA, however, for tasks like tagging your customers based on behavior. This allows you to target them better for certain email campaigns. They also update information as needed. 

Email Marketing

A Kajabi virtual assistant can use the built-in email templates to customize your emails. This way, all your content and marketing will fit your brand. They can also set up automations that send out emails when a visitor or lead triggers a certain action. For instance, say someone goes to your landing page and inputs their information. You can set up rules that trigger an email welcome series. Perhaps this email could include promotions or a link to sign up to a newsletter. 

Strategy, Advisory, and Guidance

This is less of a task and more of a role. A Kajabi strategist will give you tips and tricks on how to market yourself more effectively on the platform. This includes coming alongside you while creating your course, plan, etc. They can provide feedback and edits to make sure your offer is as polished as can be at launch. 

Website and Landing Page Design

Through Kajabi’s landing page builder, they can create attention grabbing pages that convert. Their website builder allows you to do sales funnels, too, and implement related strategies.

Frequently Asked Questions

Can a Kajabi virtual assistant handle other tasks?

As long as these tasks are Kajabi-related, yes. There is a premium for having expertise in a niche. Having them do unrelated tasks wouldn’t be cost efficient or skill efficient.

However, say you do email marketing through Kajabi and want someone to manage that entire process. Hiring someone knowledgeable about Kajabi might be helpful in filling that role. 

Is it safe to outsource Kajabi tasks to a virtual assistant?

Yes, it is safe to outsource to a virtual assistant as long as you are hiring from reputable or well-known marketplaces. You want to have all the protections that you can get. Make sure there are measures for data and intellectual property protection, too. 

How Do I train a Kajabi Virtual assistant?

There is no official certification or formal training out there. However, if you’re considering having a current VA become a Kajabi VA, Kajabi’s got you. Kajabi University contains a lot of courses and material for free. Your VA can start by going through these and learning about the platform from there. Then, you can conduct a trial run for specific competencies like web design, course creation, email marketing, etc. Note that this training will be at your own expense. 

What Is Outsource School?

outsource school

Outsource School helps you to unlock the potential of virtual assistants and accelerate your business growth.

This is the exact system Outsource School’s founders, Nathan Hirsch and Connor Gillivan, used to go from zero to 8 figures and 40+ virtual assistants with an exit in 2019.

Since being founded in 2020, Outsource School has helped 1,000+ business owners hire 2,000+ virtual assistants for their companies.

Schedule a free sales call to learn more

Free resources you might like: 

Conclusion

All things considered, the best reason to hire a Kajabi virtual assistant is time. Anyone can learn how to use Kajabi – it’s built that way! However, your time is so valuable and best spent where you excel. When you hire specialized help, you actually pay less considering the time and effort you will save. 

 

Categories
Virtual Assistants

11 Situations That Shows Who Needs a Virtual Assistant

A laptop on a desk with other virtual assistant accessories.

You may not realize it, but you may be someone who needs a virtual assistant. 

There are many instances where a VA could be a great investment. Below we’ve listed 11 most popular cases where people may need some remote help. 

1. Overwhelming Email Inbox

Do you have too many emails to answer in a day? Find yourself spending hours replying to people before you even start other work? Are you endlessly scrolling just to find key information within an email buried under a hundred others? If any of the above situations apply to you, it might be time to hire an inbox management VA. 

Some of their email management tasks would involve:

  • Organizing emails into folders and applying labels and filters to make everything easy to locate
  • Deleting junk emails and setting up spam settings for unwanted newsletters, subscriptions, and the like 
  • Managing and sorting your list of contacts for mass emails 
  • Responding to emails

2. Administrative Tasks Piling Up

Perhaps you’re looking for an assistant in the more traditional sense of the word. Maybe you need help with a wider array of clerical tasks that require less in-depth knowledge. In that case, you might consider hiring a general VA. They can help you book flights, answer calls and general emails, and compile certain documents. They can also be assistants who assist other VAs and fill in gaps where you need them. 

Perhaps you require someone with a little more managerial experience. An executive virtual assistant can help you organize and implement work as head over other general VAs. They can take charge over internal communications between in-house workers or other VAs. They can take meeting minutes and remind other assistants of their duties. Some executive VAs can also be responsible for onboarding new hires or helping in the hiring process. 

3. Social Media Management Becoming Time-Consuming

Maintaining and building a social media presence for your business is no piece of cake. It requires some marketing, some content creation, and people skills. On top of other tasks like product/service development and sales, this can become overlooked. Either that, or you get overworked trying to keep up with the demands associated with engaging an audience. A social media VA can take these tasks on for you. 

These VAs will know how to manage your Facebook and Instagram profiles through Meta Business Suite. They would also know how to use other social media advertising and marketing tools. 

Their duties include:

  • Creating and scheduling posts
  • Liking and replying to comments
  • Market research and analytics 
  • Ensuring posts align with company values and branding

4. Data Entry and Document Management Backlog

The email-backlogged is not the only person who needs a virtual assistant. Other businesses may neglect data and documents too. You may require regularly updated customer records or simply better organization systems for your files. Never again waste time skimming through folders and drives looking for the right information and let a VA take care of that. 

A VA can help you with all your data entry needs, from updating spreadsheets to transferring files across destinations. Quickly access information to share with partners, investors, and your team.

5. Inability to Handle Appointment Scheduling and Calendar Management

If you’re anything like most people, there have been times where you’ve arranged two different meetings at the same time. One of them might have had to be pushed to later in the day or rescheduled completely. It’s an honest mistake, especially if you’re thinking about how to fit other tasks into a busy work-week.

Give a VA access to your calendar and let them take care of organizing your appointments. They can schedule meetings internally and with external parties, like suppliers and other business partners, via call or email. They can also assist with the hiring process and schedule interviews. Use a shared calendar and work together with them to organize your daily, weekly, and even monthly schedules in advance. This way meetings don’t sneak up on you and you have more time to focus on other duties.

6. Unable to Handle Customer Support and Inquiries

One or two customer inquiries a day is manageable. However, if you’re getting enough that you’re spending hours answering simple questions, then you may need a customer service VA. 

These VAs can help you with a variety of customer support related-tasks. For instance,  can hire a live chat VA who will engage customers on your website and help them in real time. They can set up automated quick response chats and direct customers to certain pages like your FAQs. If you don’t have an FAQ section, a customer service VA  may also help you with its development. They can also manage a separate email specifically for customer inquiries. 

Customer service is crucial to growing your business. So, you want to make sure you have enough of an infrastructure to support all customer questions and concerns.

7. Blog Post Writing and Content Creation Backlog

Blog management and content creation is almost a necessity in this day and age. Whether it’s a website or social media, content is important to drawing attention and attracting potential consumers. Another level to that is SEO, which is important if you want your website and its pages to rank on SERPs (search engine results pages).  

Add a content writer or copywriter to your team to create quality, engaging content for your audience. With knowledge of SEO best practices, they can level up your content to cater to both humans and search engines.

Let a blog manager take charge of posting and scheduling on your website. 

Blog managers can:

  • Head your team of writers
  • Ensure things get pushed out in a timely manner
  • Check if existing content needs updating
  • Check if there are gaps in your current content collection that might be beneficial to write about
  • Make sure there is no duplicate content or plagiarism 

A virtual assistant for blog post writing.

8. Unable to Do Research for Various Projects

Research is a skill. Almost everyone has the internet at their fingertips, but not everyone knows the right sources. Not everyone knows how to find accurate and useful information. We can’t always find information through a quick Google search. Research can take a lot of time. Correction. GOOD RESEARCH takes a lot of time. This is especially true if, for instance, you need scientific evidence to support certain product claims. Excellent research wins the trust of consumers and helps you avoid legal trouble. 

You can hire general internet research VAs. Alternatively, you can also hire VAs with specialized knowledge. Though, that might be more challenging and costs extra. 

9. Not Doing Bookkeeping and Expense Tracking

Financial management is often overlooked. This is unfortunate, seeing as a lot of companies fail due to poor money-management. You might be spending hours on your books monthly. Maybe you have no idea how to do taxes. Maybe, even, your relationship with your accountant is strained because of poor bookkeeping. If this is you, you may be someone who needs a virtual assistant to take care of the financial back-office.

This is where a bookkeeping VA or a fractional bookkeeper comes in. Bookkeepers can help you keep your finances tidy, track your spending, issue invoices, pay bills, and organize key reports monthly. Some can even manage your payroll duties for you.

You can also hire a virtual accountant for needs like tax filing and compliance, budgeting and forecasting, and financial analysis. They can provide financial guidance and share key insights on your financial reports. 

10. Unable to Do Lead Generation and Database Management

You can have the best or service product on earth, but without customers, it only helps you. Lead generation is an essential part of the sales funnel. This is the process of getting the attention of potential customers and nurturing their interest. The ideal end of that customer journey is a conversion or sale.

However, this can be quite a pain-staking process. You can outsource this process to an individual or lead generation team.

These people can help you with

  • email marketing
  • content marketing
  • landing page optimization
  • cold calling
  • other advertising techniques

They can also maintain and update your customer information database. This database allows them to target customers more effectively. 

11. Unable to Keep Up With or Get More Sales

It’s one thing to have difficulty making a sale, it’s another thing to not be able to keep up with a high sales volume. While the latter is definitely a better problem to have, you probably want it solved. 

You can hire sales VAs and a sales management VA to help get your sales force organized. They can help build your sales strategies, plan for high-volume seasons, and even coordinate with those in charge of inventory management. They work closely with your marketing team to produce leads and are an essential component to nurture them towards conversion. 

Frequently Asked Questions

Is hiring a Virtual Assistant cost-effective?

Absolutely! There are several ways a VA can help you save costs. 

For one, you don’t have to worry about taxes, employee benefits, or other overheads typical of in-house hires. 

A full-time or even part-time salary of an in-house worker will come out to be much higher than a VA. This is because you can hire a virtual assistant on an hourly or project basis. This is more cost-efficient because you only pay for the hours they are actually working. 

Second, the most popular countries to outsource have lower costs of living. This affects the rates of virtual assistants. If you’re hiring from places like the UK or the US, local rates will be much higher. 

How do I find and hire a Virtual Assistant?

We recommend finding a reliable VA through reputable freelance marketplaces like Upwork, PeoplePerHour, and Freelancer

Do I need to provide training to a Virtual Assistant?

Not necessarily. A lot of VAs already have a mix of experience, education, and certifications. 

Someone who needs a virtual assistant might want to hire someone with less experience or skill and handle training themselves. Some actually prefer to do this with entry-level freelancers. Because they are more of a clean slate, they are easier to train in certain processes and work habits and culture. However, if you go this route, you  will be the one to shoulder the cost and the risk. 

How do I ensure data security and confidentiality with a Virtual Assistant?

There is always a level of risk when hiring freelancers. However, hiring from reputable places will mitigate this risk. 

You can also have lawyers write up contracts between you and the freelancer. 

Can I hire a Virtual Assistant for personal tasks?

Sure you can! 

A personal general virtual assistant can help you:

  • book travel arrangements
  • schedule personal meetings
  • do your personal finance bookkeeping and accounting, and more

What Is Outsource School?

outsource school

Outsource School helps you to unlock the potential of virtual assistants and accelerate your business growth.

This is the exact system Outsource School’s founders, Nathan Hirsch and Connor Gillivan, used to go from zero to 8 figures and 40+ virtual assistants with an exit in 2019.

Since being founded in 2020, Outsource School has helped 1,000+ business owners hire 2,000+ virtual assistants for their companies.

Schedule a free sales call to learn more

Free resources you might like: 

Conclusion

So, who needs a virtual assistant? Well, from our list we can see that anyone can benefit from a VA. They can help you save time and provide expertise and efficient processes anywhere from creative tasks to organization. If you relate with any of these situations, this might be your sign to start looking for one.

Feel like we didn’t touch on something you relate to? Please let us know in the comments!