How to Keep Your Virtual Assistant Aligned With Your Business Goals

Sarah Clarkson • June 18, 2025

Running a business often feels like driving a car while you're still building it. You're steering toward your next goal, dodging obstacles, making decisions in real time, and sometimes changing direction altogether. Maybe you've got a team member or virtual assistant in the passenger seat, helping you navigate, checking your blind spots, and handling the little things so you can keep your eyes on the road.


But here's where it gets interesting. Driving your business isn't always about big, sweeping turns. More often, it's a series of small adjustments, quiet course corrections, and tiny refinements that slowly steer you toward your next chapter. And that's exactly why your Freedom Maker virtual assistant (or any virtual team member) needs regular business alignment meetings with you throughout the year.


Even if their day-to-day work seems steady and predictable, your business is quietly evolving behind the scenes.
Quarterly or mid-year check-ins give both of you a chance to pause, take a breath, and make sure you're still headed where you want to go.


Routine Tasks, Evolving Business

Your Freedom Maker might be managing your inbox, updating your CRM, handling social media, or managing client care. Those tasks may not change dramatically from month to month. But your business is not standing still.


If you are exploring a new service offering, adjusting your pricing, or entering a busy (or light) season, those shifts may seem internal or specific to you.


However, they can ripple out into areas your Freedom Maker virtual assistant touches every day.


That's why scheduling intentional conversations about your business strategy at natural points during the year, whether they are quarterly or every six months, can be one of the smartest habits you can build into your relationship with your virtual team members. These check-ins differ slightly from the routine check-in calls we encourage all clients to hold. Instead, they serve as a chance to step back, zoom out, and realign your Freedom Maker virtual assistant to the bigger picture of your business goals.


What Happens During an Alignment Meeting?

Goal alignment meetings aren't complicated. You're not trying to conduct a performance review or hand out a list of new assignments. Instead, you're simply creating space for a true business conversation.


You might talk about:

  • Where your business is today compared to six months ago
  • What goals you're aiming for in the next quarter or year
  • Any new opportunities you're exploring
  • Any services, clients, or processes that feel different than before
  • Friction points that are starting to show up (growing pains)
  • New systems you're considering


Bringing your Freedom Maker into these higher-level business conversations gives them valuable context. When they understand your "why" and where you're headed, they're better equipped to support you. That can even include support in new ways you may not have even anticipated.


Some business owners hesitate to host these conversations, believing they've already explained everything before. But one of the quiet truths of leadership is that repetition creates alignment. Regularly speaking your business goals out loud helps your Freedom Maker reconnect with your priorities, stay attuned to how you're thinking about the business, and recognize how their work may need to evolve alongside your goals. And as their understanding deepens, they may begin to spot additional ways to support your business even more effectively.


And often, simply taking the time to explain your plans out loud has an unexpected benefit: it helps you clarify your own thinking as well.


The Unexpected Benefit: Idea Generation

Something beautiful often happens during these check-ins: your Freedom Maker virtual assistant can begin to offer insights. Because they sit inside your business systems every day, they often see patterns, redundancies, or opportunities you may not notice from your seat.


They might suggest:

  • Automating some of your client onboarding procedures.
  • Cleaning up old processes that no longer serve your direction.
  • Repurposing marketing content to serve new audiences.
  • Shifting recurring reports to better match your current priorities.


And because these suggestions emerge inside the context of your stated goals, they're often both helpful and actionable.


Alignment Meetings Build Stronger Partnerships

Over time, these conversations about strategy have the potential to build deeper partnerships.


As military spouses, Freedom Makers are wired to support a mission. It's in their DNA to stay flexible, anticipate needs, and remain committed to the larger purpose. When you open the door and include them in your business conversations, you deepen their connection to your business and expand their capacity to serve. They begin to see themselves not just as task executors but as trusted teammates who understand where you're headed and why their contribution matters. 


The win for you is that you're no longer carrying every detail alone. Instead, you've built a teammate who is actively keeping an eye on the road with you. They can better spot opportunities and gently nudge you back toward your goals if the scenery starts to shift. 


A brief 30-45 minute conversation, held a few times a year and focused on where your business is headed rather than just what's on the to-do list, creates valuable space for the partnership with your Freedom Maker virtual assistant to deepen. And with it, you can unlock one of the most powerful dynamics in any business: true alignment.

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