Do you ever have relationships that don’t work out?
- Of course! Fortunately, this doesn't happen often, and our Success Teams are here to mitigate issues or to offer a replacement Freedom Maker at no additional cost.
- Sometimes the Freedom Maker doesn't live up to expectations or has a change in life circumstances.
- Sometimes clients’ needs change or they realize they aren’t ready to use a virtual assistant.
- Other times, it's a personality conflict or a communication issue.
- We have tools to help promote effective communication. Please download our template tools, and make them your own!
- If your Freedom Maker is unresponsive, please book a call with our Client Success Team. They will help get to the bottom of things.
- If we find out there is an emergency, and there will be a disruption to your work, we will notify you, so you can consider the next steps.
How to Troubleshoot your Assignment
- Build a Strong Foundation
- Meet weekly with your Freedom Maker during the first month, at the minimum. Use these meetings to get to know one another's style, establish a workflow and lay out expectations.
- Once you are in a good routine, we still recommend meeting, but perhaps less often.
- Track your tasks somewhere where both of you can collaborate in an asynchronous environment. If you don’t have a task tracking platform, consider our task spreadsheet.
- Create an environment where your Freedom Maker feels comfortable asking questions.
- Provide continuous feedback (good and bad) so your Freedom Maker knows your expectations and can improve.
- Have Patience
- Every relationship requires a transition period in the beginning. Remember: everyone has the best intentions and wants a successful partnership!
- Work to establish effective communication methods to make sure you are both on the same page.
- Decide together when your Freedom Maker will deliver work, and what a reasonable response time is.
- Hold a Meeting
- Address any issues as soon as possible! Don't let your frustration simmer.
- Invite your Freedom Maker to a video meeting to discuss what is working and what isn't.
- Remain unemotional and start with the positives. Be specific with your feedback and reset expectations if necessary.
- Contact your Client Success Team
- Are things still not working? Book a call with Sharmin or Sarah and explain the situation.
- Our CSM will work with our Freedom Maker Success Manager (FSM) to figure out the best way to address your needs. We will move quickly to find solutions to the issues that exist.
- Ready to Try Again?
- If you’d like give your Freedom Maker another chance to work with you, great! Both of you will re-engage in the relationship with a better idea of what is needed and each person's style.
- Many client-virtual assistant relationships go on to be effective and productive after a rocky start. Sometimes all it takes to find the click is a reset!
- Let us Make Another Match
- Ready to move on? Don't feel badly! Not every client-virtual assistant will be a perfect match.
- Book a call with us to let us know that you’d like to try again with a different Freedom Maker. After the call, your Client Success Team will send you what you need to find a replacement.