top of page

Effective Ways to Onboard Your Filipino VA to Take Over Admin Tasks for Your Property Business

Writer: Benjie MarcosBenjie Marcos

Hiring a Filipino Virtual Assistant (VA) to manage the administrative side of your property business can be a game-changer. Filipino VAs are known for their strong work ethic, excellent English communication skills, and affordability. However, to ensure a seamless transition, you need a structured onboarding process. Here are the most effective ways to onboard your Filipino VA and set them up for success.



Filipino VA Virtual Assistant for Property investors


1. Your Filipino VA: Define Clear Roles and Responsibilities

Before hiring, identify the specific tasks you want your VA to handle. Common admin tasks in a property business include:

  • Responding to emails and inquiries

  • Managing tenant communication

  • Scheduling property viewings

  • Processing invoices and payments

  • Organizing files and documents

  • Posting and updating property listings

  • Managing social media accounts


Providing a clear job description from the start will help your VA understand what is expected and allow for a smoother onboarding process.


2. Set Up the Right Tools

Equip your VA with the necessary tools to efficiently handle tasks. Some essential tools include:

  • Communication: Slack, WhatsApp, Zoom

  • Task Management: Trello, Asana, ClickUp

  • File Storage & Sharing: Google Drive, Dropbox

  • CRM & Property Management Software: HubSpot, Podio, PropertyMe

  • Accounting & Payments: Xero, QuickBooks, PayPal, Wise


Ensure your VA has access to these tools and provide them with login credentials where necessary.


3. Provide Structured Training

Take time to train your VA on your business processes and expectations. You can use:

  • Step-by-step SOPs (Standard Operating Procedures): Written guides on each task.

  • Video Tutorials: Record screen-sharing videos using Loom or Zoom.

  • Live Training Sessions: Schedule initial calls to walk them through key tasks.

  • Shadowing Sessions: Let them observe how you handle tasks before taking over.


Gradually transition responsibilities so they can build confidence in their role.


4. Establish a Clear Communication Channel

A structured communication system is essential to avoid confusion and ensure efficiency. Set expectations regarding:

  • Working hours and availability

  • Response times for messages and emails

  • Preferred communication channels (Slack, email, etc.)

  • Daily or weekly check-ins to discuss progress and challenges


5. Assign a Trial Period and Provide Feedback

Start with a probationary period (e.g., 30-60 days) to assess their performance. During this phase:

  • Give regular feedback on their work.

  • Encourage them to ask questions and clarify doubts.

  • Adjust their workload based on strengths and weaknesses.


This period allows both you and the VA to determine if it’s a good long-term fit.


6. Automate and Streamline Processes

To maximize efficiency, integrate automation tools where possible. For example:

  • Email templates for responding to common inquiries.

  • Zapier integrations to connect different apps.

  • Pre-set workflows in your CRM for follow-ups and reminders.


By simplifying workflows, you free up time for higher-value tasks.


7. Foster a Positive Work Relationship

Filipino VAs appreciate a work culture that values respect and collaboration. Build a strong relationship by:

  • Recognizing their hard work and contributions.

  • Offering performance-based incentives and bonuses.

  • Creating a supportive and inclusive work environment.


Happy VAs are more productive and committed to your business.


8. Monitor Performance and Make Improvements

Regularly review their performance and refine processes. Use:

  • Weekly reports on completed tasks

  • Monthly evaluations to assess productivity

  • Surveys or feedback sessions to improve the work experience


This ensures that your VA remains aligned with your business goals.


Conclusion


Effectively onboarding a Filipino VA for your property business requires clear expectations, structured training, and open communication. By investing time in their development, you can build a reliable partnership that enhances efficiency and allows you to focus on growing your business. With the right approach, your VA can become an invaluable asset, helping you streamline operations and achieve long-term success.




Comments


bottom of page