Our Advice for Getting Started With Your Personal Assistant

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We know that trying to juggle housework, your career, family care, social obligations, and time for yourself can seem impossible—which is why Pepper’s Personal Assistants is ready to enter your life and make the transition as easy as possible, The Pepper’s Way

We’ve asked our team what advice they’d give new clients just starting out with the personal assistant process, and we’ve put together a guide for first-timers. 

[Related: How to Delegate When You’re Used to Doing It All Yourself]

Prepare for Help

The first thing clients should do is prepare for help. And no, we don’t mean start organizing your house before someone comes to organize it for you! 

Think about your goals, both personal and for your home, and what you would really appreciate another set of hands with. Do a “mind dump” of ideas to brainstorm why you want a personal assistant and what you’re looking to get out of the arrangement. What are your current pain points? Don’t worry about finding the solution—that’s where we come in. List these tasks and problem areas out in order of priority, and you and your PA can work together to make things easier.

Many people, especially those who have no previous experience with personal assistants, find it difficult to ask for and accept help. We’re here to make sure that you feel supported, because asking for help never should be looked at as a sign of weakness. Successful people outsource. Our personal assistants give you a helping hand so you can find time for what matters: self-care, and spending time with your friends and family.

[Related: All About Pepper’s Personal Assistants—and How We Can Help]

Get Started With Your Personal Assistant

Once you have your list, you can begin getting set up with your personal assistant. Taking the time to ask the most important and targeted questions will set you and your personal assistant up for success.

Decide on a schedule, and remember that consistency is key. Consider using virtual organization tools such as Google Calendar, Slack, AnyList and Trello to share information, and communicate regularly with your assistant. Apps such as LastPass are great for saving passwords if your assistant is helping you answer emails and pay online bills. Call your  credit card company to add your personal assistant if they will be making purchases for you.  You can also set up a petty cash system with Venmo or Paypal.

Communicate, Communicate, Communicate

Communication is the key to success in any relationship. We find joy in making your life easier and view feedback as a gift. No matter how big or small, always let your personal assistant know if something isn’t working as soon as possible. This will get you where you want to be much quicker.

We suggest clients set aside a regular time to meet and talk with their personal assistant to check in. Even a five minute conversation can unblock a lot of items and get things moving in the right direction. Don’t be afraid to discuss your preferences and if there is a certain way you’d like things done—after all, we’re here to make your life easier! 

Use Slack to communicate outside of check-in times, and feel free to share how you best operate. What works well? What is most important to you? Your least favorite tasks to tackle? What do you wish you had more time for? What keeps you in your zone of genius?

[Related: Overcoming Stress: A Guide to Better Communication Within Your Home]

Allow Time to Find a Rhythm

Our goal is to get to a place where things are running like clockwork—but that takes time. We’ve found it’s best to give your personal assistant a little time to get to know you and your home in order to set up a strong foundation. This typically takes around 90 days. As you and your personal assistant get to know each other, it’s going to become easier for them to anticipate your needs and for you to feel more comfortable asking for help.

Trust the Process and Let’s Get Started

Remember, your personal assistant is here to make your life easier. Trust the process, let go, and lean into them for support! It may seem like a lot of work up front to hand off tasks and responsibilities, but the more you work together and communicate, the easier it will be in the long run.

Interested in learning more? Contact Pepper’s Personal Assistants today and let’s get started.