Hiring & Onboarding Your First VA

What is this playbook?

This playbook walks founders through hiring their first virtual assistant and onboarding them so they are productive fast. It is the first real step to buying back your time.

The Problem It Solves

Many founders delay hiring help, or hire fast and get burned. A clear process avoids both.

The Step-by-Step

1. Define the role — the exact tasks you want handled.
2. Write a clear job post — responsibilities, tools and hours.
3. Screen with a small paid test — see real work before committing.
4. Onboard with SOPs and Loom videos — set them up to win.
5. Start with a few tasks — build trust before scaling.
6. Give regular feedback — clear communication keeps quality high.

Tools That Help

• Upwork / OnlineJobs — find candidates.
• Loom — record onboarding.
• Notion — SOPs and task lists.
• Slack — day-to-day communication.