07412327211 megan@savvy-va.com

Running an online coaching or therapy business is deeply rewarding, but let’s be honest, it can also feel overwhelming. Between client sessions, admin tasks, social media, and content creation, there’s always something demanding your attention. And if you’re trying to do it all yourself, burnout isn’t far behind and that’s where Working with a virtual assistant (VA) comes in.

A virtual assistant can take those time-consuming tasks off your plate so you can focus on what really matters, your clients and growing your business. But for this to work well, you need to know how to delegate effectively. Handing over responsibilities isn’t always easy, especially if you’re used to doing everything yourself. So, let’s talk about how to do it in a way that feels smooth, natural, and stress-free.

  1. Figure Out What You Actually Need Help With

Before you even think about hiring a virtual assistant take a step back and look at where your time is going. What tasks are eating up your energy but don’t really need you to do them? These are the perfect things to delegate.

For an online coaching or therapy business, a VA can help with:

  • Managing your calendar and appointments, no more back-and-forth emails trying to schedule sessions.
  • Social media posting and engagement, keeping your online presence active without you being glued to your phone.
  • Writing or editing content, blog posts, newsletters, or social media captions, your virtual assistant can help keep your content flowing.
  • Sorting and responding to emails, so you only deal with the ones that actually need your attention.
  • Admin tasks like invoices and client records, keeping everything organised so you don’t have to.

Once you’ve identified what you need help with, you can start thinking about how to hand these tasks over in a way that feels seamless.

  1. Be Clear About What You Want

One of the biggest mistakes people make when working with a virtual assistant is being vague about what they need. If you just say, “Can you handle my emails?” without any guidance, your virtual assistant won’t know what’s important, what to prioritise, or how you like things done.

Instead, break it down:

  • What exactly needs to be done? For example, “Go through my inbox daily, flag anything urgent, and reply to FAQs.”
  • When does it need to be done? For example, “Check emails twice a day, morning and afternoon.”
  • How should it be done? For example, “Use my email templates for common questions, and let me know if you’re unsure about anything.”

The more guidance you give upfront, the less back-and-forth you’ll have later.

  1. Start Small and Build Trust

If you’ve never worked with a virtual assistant before, it can feel scary to hand over important parts of your business. That’s completely normal! Start by delegating a few simple, low-risk tasks, maybe managing your social media posts or sorting your emails.

Once you see your virtual assistant handling those well, you’ll feel more comfortable giving them bigger responsibilities. It’s like any relationship, trust builds over time.

  1. Use Tools to Make Communication Easy

The right tools can make working with a VA so much easier. Instead of endless emails, try:

  • Trello, Asana, or ClickUp, for organising tasks and deadlines.
  • Slack or WhatsApp, for quick messages without cluttering your inbox.
  • Google Drive or Dropbox, for sharing files and keeping everything in one place.

Having clear systems in place makes it easier for your virtual assistant to stay on top of things without needing constant check-ins.

  1. Check In, But Don’t Micromanage

Speaking of check-ins, regular communication is important, but there’s a fine line between being supportive and micromanaging. If you’re constantly double-checking every little thing, you’re not really saving time, you’re just adding more work for both of you.

Instead, set up weekly or bi-weekly check-ins to review progress, answer questions, and adjust anything that’s not working. Focus on the results rather than nitpicking every detail. If your virtual assistant is getting the job done well, trust them to do it their way.

  1. Give Feedback (and Be Open to It, Too!)

Like any working relationship, communication is key. If something isn’t quite right, don’t be afraid to give feedback, but make sure it’s constructive. Instead of saying, “This isn’t what I wanted,” try, “This is great, but next time, could we do it this way instead?”

At the same time, encourage your virtual assistant to share their thoughts too. They might have ideas on how to improve processes or make things more efficient. A good VA isn’t just there to follow instructions, they can be a valuable partner in helping your business run more smoothly.

  1. Treat Your VA Like a Partner, Not Just a Task-Doer

A Virtual Assistant isn’t just someone ticking off a to-do list, they’re an extension of your team. The more you invest in the relationship, the better results you’ll get.

Take time to acknowledge their hard work, celebrate wins together, and treat them with respect. When your VA feels valued, they’ll be even more motivated to help your business thrive.

  1. Enjoy Having More Time for What Matters Most

When you delegate effectively, something amazing happens, you get your time back. Instead of drowning in admin work, you can:

  • Focus on your clients.
  • Work on growing your business.
  • Actually take a break without worrying that everything will fall apart.

It’s a game-changer. And the best part? The longer you work with a virtual assistant, the more they’ll understand your business, your style, and your preferences, making everything run even more smoothly.

Final Thoughts

Delegating isn’t always easy at first, especially if you’re used to doing everything yourself. But once you get comfortable with it, you’ll wonder how you ever managed without a virtual assistant.

Start small, be clear about what you need, and build trust over time. And most importantly, let go of the idea that you have to do it all yourself. Because you don’t. With the right support, you can create a business that feels easier, more enjoyable, and truly sustainable.

So, if you’ve been feeling stretched too thin, maybe it’s time to take that first step and see how a VA can help. You deserve it.