Teaching

How To Hire Your First Virtual Assistant

How To Hire Your First Virtual Assistant

Eben Pagan shares his proven 9-step system for hiring your first virtual assistant, covering personality assessment, candidate screening, and delegation strategies. He emphasizes hiring organizers over creatives and provides specific techniques for writing job ads, conducting email interviews, and creating standard operating procedures.

How To Hire Your First Virtual Assistant

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Understanding Personality Types for Virtual Hiring

Eben introduces his framework of creatives versus organizers, explaining why entrepreneurs should typically hire organizers who naturally make plans and schedules. He emphasizes that creatives especially need organizers not just for administrative work but to help maintain focus and track progress.

Creating Effective Job Advertisements

Rather than formal job postings, Eben recommends writing ads in a friendly, personal tone that explains exactly what you want and don't want. He provides specific examples of how to make job ads sound human and approachable while still attracting qualified candidates.

Screening and Interviewing Candidates

The screening process involves asking candidates to write personal messages answering specific questions, which immediately filters out 50-70% of unqualified applicants. Eben explains how A-players distinguish themselves through their questioning approach and professional response patterns.

Delegation and Standard Operating Procedures

Effective delegation starts with repetitive tasks like customer service and reporting, documented through detailed standard operating procedures rather than informal storytelling. The ultimate goal is freeing up maximum time for products and marketing - the highest value activities that drive business growth.

Questions This Episode Answers

How do you screen virtual assistant candidates effectively?

When you ask three or four or five questions, and then you ask them to write you a personal message back, probably 50 or 70% of the people that write you back will disqualify themselves right out of the gate because they'll just send you a resume or they'll say my resume is attached.

Eben Pagan4:16

Ask candidates to write personal messages answering specific questions instead of submitting resumes. This immediately filters out 50-70% of unqualified applicants who won't follow directions.

What personality type should I hire as my first virtual assistant?

if you are a creative type, you wanna get an organizer not only to take the administrative and the busy work, but also to help keep you on track.

Eben Pagan1:06

Hire an organizer - someone who wakes up making plans, creates lists and schedules, and wants to stick to them. If you're creative, an organizer will handle admin work and help keep you on track.

What should I delegate to my virtual assistant first?

When you hire your assistant, the first things to delegate are repetitive, frequent tasks. Like customer service, refunds, tracking, reporting. And you do this by creating a standard operating procedure or an SOP, not through the folklore method of just telling them stories.

Eben Pagan8:46

Start with repetitive, frequent tasks like customer service, refunds, tracking, and reporting. Create standard operating procedures (SOPs) with specific steps rather than just telling them stories about how to handle situations.

How can I tell A-players from average candidates?

The a players or the superstars out there, they are as interested in questioning you and learning more about your business and the role as you are questioning them. The b players and the c players are just looking for a job.

Eben Pagan6:09

A-players are as interested in questioning you about the role as you are in questioning them. They respond quickly and professionally, maintain relationships with former bosses, and view opportunities as career stepping stones.

Should I hire virtual assistants for personal tasks too?

Probably one of the very best investments that I make in my life is, having local assistance. Folks that will come over and actually do my shopping and errands and pick things up and handle the mail and all that kind of stuff.

Eben Pagan10:22

Yes, hire local assistants for personal shopping, errands, and mail handling. Even 2-4 hours per week of personal assistance can free you up for high-value business activities that make a huge difference.

What should I focus on after hiring a virtual assistant?

your objective is to free up as much time as possible for, you guessed it, products and marketing. So what are you delegating to your assistant? Well, everything else so you can focus on products and marketing.

Eben Pagan10:07

Focus exclusively on products and marketing - the highest value money-making activities. Delegate everything else so you can concentrate on what generates revenue and grows your business.

How to Hire Your First Virtual Assistant

A 9-step system for finding, screening, and managing virtual assistants

  1. 1

    Know what personality traits you're looking for

    Start with an organizer - someone who makes plans, lists, and schedules and wants to stick to them

  2. 2

    Write your ad in a friendly, personal tone

    Explain exactly what you want and don't want in candid language rather than formal job requirements

  3. 3

    Ask candidates to write personal messages

    Have them answer specific questions about experience and explain why they're a good fit instead of submitting resumes

  4. 4

    List all qualifications in detail

    Explain each qualification, what they'll do in the role, and why it's important - A-players want this information

  5. 5

    Enter into email dialogue

    Ask follow-up questions and note response patterns - speed, professionalism, and quality of answers

  6. 6

    Delegate repetitive tasks first

    Start with customer service, refunds, tracking, and reporting using standard operating procedures

  7. 7

    Focus on products and marketing

    Use freed time for highest-value money-making activities while delegating everything else

  8. 8

    Hire local assistants for personal tasks

    Get help with shopping, errands, and mail to free up even more business time

  9. 9

    Keep delegating tasks

    Ideally you should only be doing money-making activities or relaxing

All Teachings 9

TeachingEmpowering1:06

Divide potential team members into two personality types: creatives who generate ideas and change things last-minute, and organizers who make plans and schedules. Creatives should hire organizers to handle administration and keep them on track.

Eben explains that organizers wake up making plans and lists, want to stick to schedules, while creatives like brainstorming and last-minute changes. He recommends creatives hire organizers not just for admin work but to help maintain focus.

TeachingEmpowering2:46

Write job ads in a friendly, candid, personal tone explaining exactly what you want and don't want, rather than listing formal skills and qualifications.

Eben gives specific examples like 'wanted super organized person to help me organize my business' or 'wanted organizational genius to work in a fun environment' instead of formal qualification lists.

TeachingEmpowering4:16

Ask candidates to write personal messages answering specific questions instead of submitting resumes, which immediately disqualifies 50-70% of unqualified applicants.

Eben explains that asking questions like years of administrative experience and Microsoft Office skill level, plus requiring personal messages, filters out most candidates who just send resumes or say 'resume attached' without following directions.

TeachingEmpowering6:09

A-players are as interested in questioning you and learning about your business as you are in questioning them, while B and C players are just looking for any job.

Eben states that A-players view opportunities as stair steps in their business career and are very picky, while lower performers just want employment and are less selective.

TeachingEmpowering6:29

Enter into email dialogue with best candidates and observe response patterns - A-players respond quickly and professionally, while lower performers reveal disqualifying information.

Eben notes that A-players get back quickly with professional answers and maintain relationships with ex-bosses, while B and C players avoid discussing work history because they were often let go for poor performance.

TeachingEmpowering8:46

Delegate repetitive, frequent tasks first like customer service, refunds, tracking and reporting by creating standard operating procedures (SOPs), not through storytelling.

Eben provides specific examples of creating Microsoft Word or Google Docs with different customer types, problems, and exact response scripts plus action steps, rather than just telling stories about how to handle situations.

TeachingEmpowering10:07

Your objective with delegation is to free up maximum time for products and marketing - delegate everything else so you can focus solely on these revenue-generating activities.

Eben emphasizes that as business grows, entrepreneurs should only work on products, marketing, and distribution, not handle administrative tasks or other busy work that assistants can manage.

TeachingEmpowering10:22

Hire local assistants for personal shopping, errands, and mail handling to free up even more time for high-value business activities.

Eben calls this one of his best life investments, noting that even 2-4 hours per week of assistance can free you up for 2-4 hours of product creation or marketing campaigns that make huge differences.

TeachingEmpowering13:19

Ideally, you should either be doing super high-value money-making activities or relaxing - people making 6 and 7 figure incomes don't waste time on low-value tasks.

Eben explains this as the ideal state where successful entrepreneurs either work on high-value activities or relax (laying on beach, hanging with family), noting that high earners focus on money-making activities in their work time.

Episode Tone
3 foundational4 intermediate2 advanced

Key Teachings 9

Divide potential team members into two personality types: creatives who generate ideas and change things last-minute, and organizers who make plans and schedules. Creatives should hire organizers to handle administration and keep them on track.

1:06

Write job ads in a friendly, candid, personal tone explaining exactly what you want and don't want, rather than listing formal skills and qualifications.

2:46

Ask candidates to write personal messages answering specific questions instead of submitting resumes, which immediately disqualifies 50-70% of unqualified applicants.

4:16

A-players are as interested in questioning you and learning about your business as you are in questioning them, while B and C players are just looking for any job.

6:09

Enter into email dialogue with best candidates and observe response patterns - A-players respond quickly and professionally, while lower performers reveal disqualifying information.

6:29

Delegate repetitive, frequent tasks first like customer service, refunds, tracking and reporting by creating standard operating procedures (SOPs), not through storytelling.

8:46

Your objective with delegation is to free up maximum time for products and marketing - delegate everything else so you can focus solely on these revenue-generating activities.

10:07

Hire local assistants for personal shopping, errands, and mail handling to free up even more time for high-value business activities.

10:22

Ideally, you should either be doing super high-value money-making activities or relaxing - people making 6 and 7 figure incomes don't waste time on low-value tasks.

13:19

Counterpoint 1

Claim:Use the word 'assistant' when referring to support team members

Reframe: Call them organizers or team members who help manage projects because everyone does something important in the professional world

Quotable Moments

Kind of a a quantum leap happens inside your business when you hire your first team member.

Eben Pagan0:30

The a players or the superstars out there, they are as interested in questioning you and learning more about your business and the role as you are questioning them.

Eben Pagan6:09

You should ideally be either doing money making activities or relaxing.

Eben Pagan13:19

Topics

Business Frameworks

personality assessmentscreening processtalent assessmentcandidate evaluationstandard operating procedures

Common Mistakes

hiring wrong personfolklore method

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