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Ready to Earn Online? Here's Your Virtual Assistant Checklist


So, you’re thinking about diving into the world of virtual assisting and making money online? Brilliant! Let’s see if you’re ready to crush it in the VA world - or if you might need a little brush-up first. Here’s a friendly checklist to guide you on your journey. 🚀



Tools you need to master


Tick these off to prove you’re not a tech dinosaur:

  • Google Drive: Do you know your way around folders, shared files, and keeping things tidy?

  • Google Calendar: Can you schedule like a boss?

  • Zoom: Know how to screen share, mute yourself (at the right time), and not accidentally turn on the cat filter?

  • Slack: Ready to live in the virtual office?

  • Trello or Asana: Can you turn chaos and all of the tasks into beautifully organised boards and lists?

  • Clockify: Can you track time without losing it? Literally - this platform will be your best friend.

  • Canva: For creating visually stunning social media posts, presentations, and more.

  • Social Media Platforms: Be comfortable with LinkedIn, Instagram, Facebook, and even TikTok if needed!


Bonus points if you’ve dabbled in:

  • Mailchimp: For sending newsletters that people actually read.

  • LastPass: Because sharing passwords safely is essential.

  • Bookkeeping Tools: Like QuickBooks or Xero for invoicing and expense tracking.

  • Website Platforms: Basic knowledge of WordPress or Squarespace goes a long way.


If you’re not comfortable with these yet, don’t panic - everything is learnable!


Virtual asisstant

Personality traits you absolutely need


Time for a little self-reflection. Are you:

  • Organised? Like, could you keep your client’s inbox as tidy as your Netflix watchlist?

  • Proactive? Do you spot problems before they even realise they exist? Basically, the Sherlock Holmes of admin.

  • Reliable? If you say you’ll do it, will it actually get done?

  • Detail-Oriented? No accidentally booking a meeting for 3am instead of 3pm.

  • A Problem Solver? Clients love solutions, not “oopsies.”

  • Confident? But not the “I know everything” kind. The “I’ll figure it out” kind.

  • Full of Good Vibes? No one likes working with a mood hoover.



Can You Handle Remote Work Like a Pro?


Working from home is a dream... unless:

  • Your “office” is actually the kitchen table (with crumbs as your co-worker).

  • Your Wi-Fi is slower than dial-up.

  • You get distracted by every ding and ping.


Can you:

✅ Create a proper workspace? (No, your bed doesn’t count.)

✅ Stay disciplined and get stuff done without a boss breathing down your neck?

✅ Handle virtual meetings with a poker face, even if the dog starts barking?



Are You Ready for the Realities of VA Life? 🎢


It’s flexible and fun, but:

  • Some days are full of exciting tasks.

  • Other days, you might find yourself researching the best dog chew toys for a client’s Labradoodle.


Can you:

✅ Handle both with a smile?

✅ Work odd hours if needed?

✅ Keep calm when clients are stressed (even if they’re sending emails IN ALL CAPS)?

Education: Do You Need It?


If you’re missing skills or confidence, VA training is a great place to start. Look for courses that cover:

  • Tool mastery.

  • Client communication tips.

  • Real-life practice.


Check out options like Remote Bob’s VA Training if you want a head start (and maybe even a job offer at the end).



The Final Test: Are You Ready to Dive In?


If you’ve ticked most of the boxes above, congratulations! You’re ready to rock the VA world. If not, no worries - there’s time to learn, grow, and tick off every box.

Being a VA isn’t just about doing tasks; it’s about building trust, staying cool under pressure, and bringing value to your clients’ lives.




Ready to dive deeper?


Discover everything you need to know with our online VA training! Get started here🚀

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