person working on tablet with graphical icons of virtual assistants security and myoutdesk logo

The best investment is in the tools of one’s own trade.- Benjamin Franklin


When you want to be the best, talent is not enough; you need to make sure that you have the best tools. To ensure success with your Real Estate Virtual Assistant, having excellent systems in place is crucial. So schedule a Double My Business Strategy Session today and find out how easy & powerful onboarding a MyOutDesk real estate virtual assistant can be!

First of all, remember that taking the time to train your Real Estate Virtual assistant is essential. The time you spend will only benefit you as you may be familiar with the 30x rule. Take a step back and underline the things that you need to delegate and take the time to train your virtual assistant to do them just as well as, or even better than you can do it. How much time should you spend training your virtual assistant?

TED speaker Tai Lopez talk about something called the law of 33%. It basically states that you should break up the time you spend with people into 33%: People you respect (mentors, leaders), people you relate to (peers, friends, sphere of influence), and people who respect you (people you can teach, mentor, guide, who you have authority over). By following this rule, you can strike a balance in your life and figure out how to best spend your time when it comes to training your virtual assistant.

Related: The Sticky Challenge and the leverage inventory Framework.


Second, establish a clear and open line of communication with them. This way, you will be able to adjust to whatever may arise in the process.

Last but not least, remember to set clear goals and roadmaps on how to achieve them. Setting goals and expectations will help ensure a successful business relationship with your Virtual assistant.

Once you have those in place, it’s time to get your systems in place.

Have a CRM. A CRM is essential to running a successful business. You need to have one space to manage your database, store vital information and view activity, etc. A CRM can also help in reaching out to your leads and contacts and allow you to manage their progress. Systems such as Liondesk and Firepoint are some great CRMs you can check out.

Communication– Communication is essential to your partnership with your Virtual Assistant. We highly recommend that you have a team huddle daily and include them and a more extended weekly meeting to review the previous week’s activities. All you need is about 10-15 minutes for your daily huddle at the start of your day and maybe 30-mins to an hour (as required) to take a deeper dive into the week’s work. A good communication/phone system is essential to establish this. There are many free platforms such as Skype and Google Voice. Still, a reliable paid system such as Ring Central may be a more viable option. There are many features they offer that can be extremely beneficial because of call recording, SMS, notes, screen share, etc.

Project Management– A great way to keep track of all your projects and to-do lists is to subscribe to a project management program such as Slake, Monday, or Base Camp. From task creation, notes, comments to completion, a project management system can help you oversee all the things that need to get done, what you have in the pipeline, and how each project progresses. This is helpful whether you have a team of two or ten, a place where you have everything everyone is working in an organized place is fundamental.

Click HERE to hear about how one of our clients has made sure his Virtual Assistant has all the tools needed to be successful.

Being in business for eleven years and working with over 5,000 real estate businesses, we can attest that our most successful virtual assistant partnerships have clients who have installed the best systems to support their talent. In fact, we have partnered up with some of the top innovators in the Real Estate industry to help in finding the systems that match our client’s business. You can check out our MOD Nation HERE.

Schedule your Double My Business Strategy Session today and discover the best systems and talent you can leverage to boost your business!