{"id":207,"date":"2025-11-10T14:23:31","date_gmt":"2025-11-10T14:23:31","guid":{"rendered":"https:\/\/www.iablueprint.com\/blog\/?p=207"},"modified":"2025-11-30T05:31:33","modified_gmt":"2025-11-30T05:31:33","slug":"outsourcing-means-giving-up-control-wrong","status":"publish","type":"post","link":"https:\/\/www.iablueprint.com\/blog\/outsourcing-means-giving-up-control-wrong\/","title":{"rendered":"Outsourcing Means Giving Up Control \u2014 Wrong"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">In my first conversation with one of our clients, the founder of an insurance agency based in Austin, Texas, he had one concern on his mind: He didn\u2019t want to give up his existing processes. If he partnered with our agency to hire a virtual assistant, would he need to change how he did things?<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">This client was looking for someone to handle personalized renewal quoting. His team was accruing a serious backlog; current staff were already maxed out. They needed to plug someone else in who already had experience in this area \u2014 and fast. But he worried about how <\/span><a href=\"https:\/\/www.iablueprint.com\/blog\/the-leadership-skill-most-founders-avoid-delegation\/\"><span style=\"font-weight: 400;\">delegating work to a VA<\/span><\/a><span style=\"font-weight: 400;\"> would affect their operations. He didn\u2019t want someone to parachute in and start changing things that worked for his team.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">That\u2019s a common concern when hiring a virtual assistant. People wonder, <\/span><i><span style=\"font-weight: 400;\">Is outsourcing good or bad for an organization? Will it require us to change our workflow processes? <\/span><\/i><span style=\"font-weight: 400;\">Even if their processes are pretty informal, they don\u2019t want new ones to be imposed from outside. <\/span><i><span style=\"font-weight: 400;\">It\u2019s just how we\u2019ve always done things, and it works for us<\/span><\/i><span style=\"font-weight: 400;\">, they think.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">All that considered, fine-tuning your processes is a natural step in any business\u2019s evolution. As you bring more people onto your team, nailing down solid processes becomes even more crucial. Often small businesses (and large ones, too), have no real processes in place. They\u2019re flying by the seat of their pants. But the choice to make any changes is always yours.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s explore how outsourcing business functions to a virtual assistant works. Then, we\u2019ll look at how you can keep \u2014 or fine-tune \u2014 your processes as you bring a VA on board.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">A VA becomes a member of your team.<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Integrating a virtual assistant onto the team doesn\u2019t need to change your processes. At IAB, the VAs we place with clients are <\/span><i><span style=\"font-weight: 400;\">their <\/span><\/i><span style=\"font-weight: 400;\">employees, so they can direct them in how to do the work. If you partner with us, you\u2019re hiring another employee who just happens to be located in another country. You should treat them like any team member, because that\u2019s what they are.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Understandably, the client in Austin didn\u2019t want changes to be dictated from outside. They had a system, and it worked, he said\u2014they just needed someone who could take the reins on renewal quoting.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">I assured him that we don\u2019t meddle in our clients\u2019 operations. \u201cWhen you hire a virtual assistant, you get to train them however you see fit,\u201d I told him. At the same time, we\u2019ll gladly share guidance on how to integrate a VA onto the team, I explained.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">We found just the right person for his agency within a couple of weeks. This virtual assistant quickly learned the ropes as the team trained her in their renewal process. The client was pleased to see that outsourcing an employee didn\u2019t mean changing how they operated. More recently, we placed a second VA with them as they\u2019ve continued increasing their efficiency.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">How can you onboard a VA while keeping your processes?<\/span><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-216\" src=\"https:\/\/www.iablueprint.com\/blog\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-24-222805.png\" alt=\"\" width=\"623\" height=\"411\" \/><\/p>\n<p><span style=\"font-weight: 400;\">\u00a0<\/span><a href=\"https:\/\/www.pexels.com\/photo\/confident-elegant-lady-in-eyeglasses-hosting-webinar-4491461\/\"><i><span style=\"font-weight: 400;\">Image source<\/span><\/i><b><i><\/i><\/b><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">When onboarding new people, having a blueprint in place for how to perform their job duties will let them get up to speed quickly. Otherwise, you could waste a lot of time and still end up with unclear expectations and lost productivity. Take these steps to ensure consistency as you bring new people on board.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Create a roadmap to your processes.<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Like many small business leaders, you might never have formalized your processes. It\u2019s hard to train someone in using them if you haven\u2019t clearly outlined them. As you scale, defining your processes in writing will help you train new people in using them again and again. Here\u2019s how to do that \u2014 while simultaneously enhancing your processes.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Write down the key steps to all major processes you use on a regular basis. List tasks that fall under each step. Talk with employees to make sure you got it right.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Look for the time-wasters and bottlenecks \u2014 the redundancies or extra steps these processes involve. Can certain things be automated or simplified?\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Identify who handles each particular step. Can fewer people carry out some of the steps on the list, to streamline the workflow? Or is it more efficient to assign tasks to multiple people, to leverage their skill sets?<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Once you\u2019ve taken a good look at your current processes, weed out anything that\u2019s not working.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">For example, outline your processes for <\/span><a href=\"https:\/\/www.iablueprint.com\/blog\/nurturing-prospects-from-first-contact-to-client\/\"><span style=\"font-weight: 400;\">nurturing new clients<\/span><\/a><span style=\"font-weight: 400;\"> and managing customer relationships. Since many companies have neglected to take these steps, creating or refining effective processes will put you ahead of the crowd. It will also help you pinpoint which tasks to outsource to a virtual assistant.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Invite virtual assistants to team meetings.<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Integrate your VA onto the team by including them in meetings. Through virtual meetings, they\u2019ll gain a stronger sense of workflow processes and team norms. Hold one-on-one check-ins each week as well.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Teach your executive assistant how you work.<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">If you\u2019ve hired an executive assistant, they need to learn your individual processes as a leader. As you build trust and rapport, they\u2019ll come to understand how you think, communicate, and act. They can shadow you or read emails you\u2019ve sent to get a sense of how you talk with clients, for instance.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Take time to reflect on your individual processes, especially if they\u2019re just things that you habitually do. That way, you can explain them to your executive assistant.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">What are some additional ways to strengthen your processes?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Take these steps to optimize your workflow processes further.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">To start, we recommend reorganizing roles into specific functions, like sales and renewals. <\/span><a href=\"https:\/\/www.iablueprint.com\/blog\/how-a-siloed-team-made-one-agency-2x-faster\/\"><span style=\"font-weight: 400;\">Taking a siloed approach<\/span><\/a><span style=\"font-weight: 400;\"> to role design will help everyone work more efficiently.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Simple shortcuts can often speed up your processes quite a bit, too. For example, create email templates for common inquiries so you\u2019re not always starting from scratch.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Automating repetitive steps can also strengthen processes. In fact, <\/span><a href=\"https:\/\/hbr.org\/sponsored\/2023\/04\/how-automation-drives-business-growth-and-efficiency\"><span style=\"font-weight: 400;\">80% of employees<\/span><\/a><span style=\"font-weight: 400;\"> report that automation lets them focus more attention on core activities, like building customer relationships. And 90% say it increases their productivity.<\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Talk with department leaders to refine processes. They probably know more about the nuances of their processes than you do, since they carry them out on a daily basis. And they might have innovative ideas based on direct experience.<\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Measure the results of any changes you make. Track how they affect conversions or renewals, for instance. Look at the same KPIs over a long period of time to accurately assess outcomes. This will let data drive your decision-making.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Having clearly outlined processes will help you easily bring new people onto the team. It will also help everyone maximize their productivity and highlight which tasks to outsource to a virtual assistant. Streamlined processes will impress your clients as well, radiating professionalism and resolving their pain points as quickly as possible. But any changes you make will stem from your own choices \u2014\u00a0no one else\u2019s.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><i><span style=\"font-weight: 400;\">Want to discuss how outsourcing business functions to a virtual assistant could strengthen how you operate? <\/span><\/i><a href=\"https:\/\/www.iablueprint.com\/book-a-discovery-call\"><i><span style=\"font-weight: 400;\">Set up a call<\/span><\/i><\/a><i><span style=\"font-weight: 400;\"> today. I\u2019ll be happy to walk you through the specific skills our VAs can offer \u2014 and how to onboard a VA as a full member of your team. If you\u2019re ready to make a hire, we\u2019ll provide plenty of guidance every step of the way. But the choice of whether to follow our advice is always yours.<\/span><\/i><\/p>\n","protected":false},"excerpt":{"rendered":"<p> Leaders sometimes worry that hiring a virtual employee means relinquishing control over how they do things. Let\u2019s explore why that\u2019s just not the case.<\/p>\n","protected":false},"author":3,"featured_media":209,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[],"class_list":["post-207","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog-beaux-pilgrim","entry"],"_links":{"self":[{"href":"https:\/\/www.iablueprint.com\/blog\/wp-json\/wp\/v2\/posts\/207","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.iablueprint.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.iablueprint.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.iablueprint.com\/blog\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.iablueprint.com\/blog\/wp-json\/wp\/v2\/comments?post=207"}],"version-history":[{"count":3,"href":"https:\/\/www.iablueprint.com\/blog\/wp-json\/wp\/v2\/posts\/207\/revisions"}],"predecessor-version":[{"id":224,"href":"https:\/\/www.iablueprint.com\/blog\/wp-json\/wp\/v2\/posts\/207\/revisions\/224"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.iablueprint.com\/blog\/wp-json\/wp\/v2\/media\/209"}],"wp:attachment":[{"href":"https:\/\/www.iablueprint.com\/blog\/wp-json\/wp\/v2\/media?parent=207"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.iablueprint.com\/blog\/wp-json\/wp\/v2\/categories?post=207"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.iablueprint.com\/blog\/wp-json\/wp\/v2\/tags?post=207"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}