Boost Your Business, Reach Your Goals With A Virtual Assistant

Sarah Clarkson • June 5, 2024
A woman is sitting at a table with a laptop and a pen.

Effective goal setting can lead to substantial professional growth.

Goals provide direction, focus, and a roadmap for growth. When goals are well-defined and strategically planned, they serve as benchmarks for progress and success. However, the journey from setting goals to realizing them can be a winding road, especially for small business owners who become bogged down by administrative and operational responsibilities and lose traction on goal progress. 

The strategic utilization of a virtual assistant can be a difference-maker in boosting your business. By bringing a virtual assistant onto your team to help with specific tasks, you can re-prioritize your time and effort and make progress toward your goals. 

A collaborative approach with a virtual assistant can drive real results for solopreneurs.


A virtual assistant is a remote, self-employed professional who provides administrative or other services from a home office. Virtual assistants like Freedom Makers often specialize in administrative support activities, which can free you from the routine, repetitive tasks that are essential to running your business but don't propel growth. 


Having a virtual assistant on your team will allow you to focus on the high-priority goals that lead to lasting success.


While a virtual assistant handles tasks like managing emails, scheduling appointments, creating social media content, conducting data entry, and invoice assistance, you can spend your time and energy working on strategic initiatives. 


They work IN your business so you can work ON your business.

Bringing On A Virtual Assistant


Start by conducting a self-assessment to identify your key professional goals. What matters most to you and your business? Then consider what routine administrative tasks stand in the way of you working on those goals.

We suggest utilizing the Freedom Makers Virtual Services Task Audit to determine what to get off your plate and out of your way toward goal accomplishment. This free tool asks you to imagine your business six months into the future and then ask yourself - what it will take to get there? By walking through the tasks associated with the significant areas of your business, like sales, customer service, finances, executive assistance, marketing, client intake, etc., you can start considering which tasks, when outsourced, would make the most significant positive impact on your time and energy. 


Those are the tasks to delegate to a virtual assistant.

The 4c's of Delegation

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CLARITY

Be super clear about your goals and the desired outcome.

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CONSTRAINTS

Set guidelines and specifics regarding budget, turn-around time, etc.

A black and white drawing of a computer monitor on a white background.

COACHING

Train your team member, and let them get started!

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COMMUNICATION

Give and receive feedback. Celebrate wins and build on success.

During the onboarding process, explain why you have chosen to outsource the tasks you have and give your virtual assistant a more comprehensive view of your business and overall vision. Next, establish robust, consistent and clear communication so that you begin to involve your virtual assistant in the goal-setting process.


By sharing the why of your partnership - why you brought them onto your team - your virtual assistant can understand the bigger picture and how their role contributes to your efforts.  On a tactical level, your virtual assistant can conduct industry research or do a deep dive into your business' data and provide insights into market trends, customer behavior, and competitor activities. They can contribute fresh perspectives, assist in setting milestones, and help create actionable plans so you can achieve your goals effectively.


What A Virtual Assistant Brings To The Partnership


Virtual assistants often work with various clients, industries, and platforms, so they gather an extensive range of practices and platform experience. They often bring innovative solutions that can help your goal-setting process. You can leverage your their insights and organizational skills by brainstorming and refining objectives together. They can introduce new tools, techniques, and methodologies you might not have considered. Tapping into this exposure can help you expand your own knowledge base and try new approaches in your strive toward goal accomplishment.


A collaborative approach ensures that your virtual assistant not only understands your goals but also has the potential to become a valuable partner in achieving them. 


Familiarity with a wide range of productivity and project management platforms means your virtual assistant can recommend and implement the best tools for your business and goals. If they have worked with platforms like Trello, Asana, or Monday.com for task management and collaboration, they can help you implement the one that will enhance your productivity for your unique business. In addition to helping you and your virtual assistant stay on the same page about task completion, productivity tools can also significantly strengthen goal tracking and management. 


At Freedom Makers Virtual Services, we believe that robust communication is not just a key but the very essence of any successful collaboration. Email, messaging apps, or scheduled video calls ease communication with your virtual assistant so they can be fully "in" your business.


Software programs and cloud-based platforms are designed to enhance communication, streamline tasks, and ultimately foster more productive partnerships between remote team members. Strategically leveraging these tools can ease communication and enrich the collaborative experience.


Consider These Tools:

Streamline tasks, keep on top of deadlines and track your project's progress with the utilization of project management platforms.


Try: Process Street, Asana, Trello, Monday.com

Take notes, share documents, store information, create workflows and collaborate all in one centralized place.


Try: Notion

Note-Taking platforms help enhance organization and makes all shared information accessible to collaborators.


Try: Good Notes, OneNote, Evernote

Make task management simplw with the use of applications desinged to make sure nothing falls through the cracks.


Try: Todoist, Checklist

Use screen sharing tools to help show your processes and workflows. Screen recordings facilitate clear communication and provide a record of how things get done.


Try: Loom

Seamlessly share, collaborate, and store files for team accessibility with cloud storage solutions.


Try: Google Drive, Dropbox, OneDrive

Instant messaging apps (or even just texting) fosters real-time communication, allows for quick updates, and good team collaboration.


Try: Slack

Finally, your virtual assistant's experience with different systems has likely taught them how to create efficient workflows that can save time. By asking your virtual assistant to introduce automation and organizational tools where they see an opportunity to do so, your business processes will become more streamlined, leaving more time for goal accomplishment.


The real power of this type of partnership lies in the synergy between your strategic vision and your virtual assistant's operational support. Outsourcing tasks to a virtual assistant leads to a healthy reallocation of your time and resources, creating more time for achieving your vision. At the same time, the experience and breadth of knowledge your virtual assistant brings to the relationship can lead to a smooth path to goal completion. 


By embracing a collaborative approach with the right virtual assistant, you will equip yourself with the tools, insights, and support necessary to propel your business toward sustained success.

 

The right virtual assistant can be the key ingredient in business success and growth. Contact our Discovery team today to learn how to add a Freedom Maker to your team!


Freedom Makers Blog

Small business owner
By Sarah Clarkson July 25, 2025
The statistics are striking: 81% of business owners work nights 89% work weekends Many work more than 49 hours a week Yet, research shows that working more than 40 hours per week negatively impacts our health, relationships, and longevity. Burnout, exhaustion, and chronic stress often follow. How do small business owners avoid this trap without sacrificing their goals? At Freedom Makers, we believe the answer isn't about "balance." It's about work-life integration. What Is Work-Life Integration? Unlike "balance," which weighs work against life, integration means designing a life where your work and personal priorities coexist naturally. In other words, it's not about splitting time evenly. It's about making space for what matters most. That starts with outsourcing the tasks that drain your time and energy. Work-Life Integration in Action JD Schramm , a leadership communication coach and longtime business owner, knew the value of staying close to his clients. However, operational tasks kept chipping away at his focus. In his case, he didn't decide to bring a Freedom Maker virtual assistant onto his team to get more done. Instead, he started outsourcing tasks to a virtual executive assistant to get back to his purpose. As he explains, "I'm no longer the one digging into slide formatting, onboarding tools, or payment processors. My EA figures it out, gets it done, and keeps things moving." Before that, he was the one managing every detail, which left little time for what actually mattered. JD needed a partner to manage the back-end logistics so he could stay forward-facing with clients. Freedom Maker Jacqueline came on board and has built systems for email triage, CRM upkeep, event coordination, Zoom logistics, and follow‑ups. With Jackie handling his systems, onboarding tools, and back-end logistics, JD has found space again for his clients, his business growth, and his personal life. "Since bringing on an EA through Freedom Makers Virtual Services, I've been able to shift more of my focus back to clients and business development... That time back has made room for deeper client work as well as for family time I wasn't getting before." – JD Schramm JD's experience is a clear example of how outsourcing the right tasks can create more space . How you use that space - for deeper client work, for family time, or working in the parts of business that energize you - is up to you. In JD's case, he didn't split his time more evenly between "work" and "life." He simply started spending his work time on the things that truly needed his focus, and handed off the rest. Where to Begin: The Task Audit Most small business owners are caught in the weeds. Not because they're doing anything wrong, but because they're doing everything. Most don't start their companies to spend their days in spreadsheets, answering scheduling emails, or manually updating CRMs. And yet, that's precisely what consumes so many of their hours. Entrepreneurs don't lack vision. They lack capacity. We encourage the small business owners who come to us for support to hand off tasks of their choosing to a Freedom Maker virtual assistant. Not everything needs to be outsourced. Some operational tasks might actually energize you or help you feel grounded within your business. Those drivers are unique to you. Our Task Audit is a free tool that helps you: Identify what truly needs your attention Highlight what can be handed off Begin prioritizing your time more strategically Work-life integration doesn't happen by accident. It's a choice, and it starts with deciding what you can let go of. We believe in creating pairings that support you and your business where you need and want assistance so that you can lead your business with clarity and intention. 🡆 Take our Task Audit and begin your journey to true integration. 🡄 And if you are already working with a Freedom Maker, now may be the perfect time to take your delegation journey to the next level. If you've already outsourced your inbox or calendar, what's next? Use our Assignment Task Audit (found on your Client Resources Page) to: Reevaluate what's still on your plate Identify new areas your Freedom Maker can support Continue evolving your partnership toward even better integration Reclaim Your Time And Realign Your Energy Work-life integration isn't a milestone you reach; it's something you continually shape. Just as your priorities shift as your business grows, so will your work-life integration. When you get clarity on what you are willing to outsource, you let go of the tasks that no longer require your direct attention, you make room for the kind of presence that fuels both your business and your life. So, whether you're just starting to explore outsourcing or already working with a Freedom Maker, take another look at your task list. The more intentionally you delegate, the more fully you can show up for your business, your clients, and yourself. Reach out to our Discovery team today so we can help you find the right support for your unique business needs.
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