Dear Danielle: What Is My Guarantee?

Dear Danielle:

I am interested in hiring an Administrative Consultant. My ideas are getting clearer, but I still haven’t completely thought through how it would work. I need to know that I can trust someone enough to give them access to my personal information and count on them to be reliable and competent enough to assign projects. My identity and reputation are at risk. What kind of references or assurances can I ask a candidate for? What can I do to safeguard myself if I do hire someone? –KP

For a relationship with an administrative support partner to work, you must first understand that this is a business-to-business relationship. I wasn’t sure from some of the terminology you used that you understood that so I feel it’s important to clarify this.

As far as know how it works, that’s the beauty of working with professionals who are in business for themselves. You don’t have to figure out how it works. That’s not your burden to shoulder. They will lead that process for you.

As business owners (not employees), we each have our own systems and processes for getting thing started with a new client.

One of the first things we do with any prospective client is have a conversation with you (i.e., consultation) where we ask you questions to learn more about you, your business and your challenges and goals in growing your business.

From there we make our support plan recommendations and together decide where the best place is to start supporting you.

If we decide to begin working together, we then give you the information you need to know about how our business works and what our policies and procedures are for communicating and submitting work requests.

As you consult with people in our industry to find the one who is right for you, they will explain how these things work in their own particular business, and how they can help you get started with their service.

As far as what assurances or guarantees you can expect, much of that is going to depend on how you go about your selection process.

Each person is an independent business owner. That means, you are going to need to do your homework, review websites and then talk with those who pique your interest and present themselves as the best qualified to meet your needs and the best match in terms of personality and chemistry.

None of us ever has any foolproof, 100% guarantee that we won’t have any problems with a service provider we select.

As consumers, all any of us can do is try to make the most educated choice based on value, quality, competence and fit.

That requires us to do our homework. Beyond that, there simply will need to be a minimum level of trust extended or else there is no basis for the business relationship.

Of course, I don’t advise any client to hand over vital, secure personal or business information right off the bat.

Keep in mind that this is an ongoing, collaborative relationship. As you continue to work together, your relationship and trust level evolves. If at some point it makes sense to give your administrative support partner access to certain security information in order to conduct work on your behalf, that’s something you can decide at any point along the way.

To help you select a qualified, competent and professional Administrative Consultant, I wrote a guide to help business owners know what to look for and why: How to Choose an Administrative Consultant

2 Responses

  1. Some really gret points here. Another couple of things you could do – look for a VA who displays testimonials on their web sites that you can follow up and also those that provide a contract which includes a confidentiality agreement. Kind regards, Justine

  2. Thanks for your input, Justine. The topic of testimonials is covered in my guide. 😉

    However, regarding the confidentiality contract, that’s not any service providers job to provide that. That is the client’s responsibility. If they have intellectual property, proprietary or other confidential information they want to protect, it’s the client’s role (with the help of their own attorney) to devise their own agreements for providers and others they work with.

    And vice versa… Administrative Consultants who have intellectual property and/or proprietary information or systems they want to protect can ask clients to sign a confidentiality/non-disclosure agreement.

    It is each business owner’s job (client and Administrative Consultant alike) to draft their own Confidentiality Agreement that protects their own proprietary business information and intellectual property.

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