Make a Loom, Save Everyone Time
If there’s one habit I want our whole team to build this month, it’s this: record your work processes on Loom (I’m even doing this today for a business owner friend of mine). This is a tool every virtual assistant needs.
Here’s why this matters right now. As our clients start delegating more (hello, 70% Rule), they’re going to have questions. How did you format that? Why did you make that call? What’s the process for X? Instead of back-and-forth emails or trying to explain something in a Slack message, a 2-minute Loom recording does it all.
Here’s how to make a great Loom:
Before you hit record:
- Know your one goal for the video. Are you showing a process? Explaining a decision? Giving an update? One video, one purpose.
- Have your tabs and tools open and ready so you’re not fumbling.
While recording:
- Talk out loud like you’re explaining to a smart friend, not a robot. “So what I’m doing here is…” goes a long way.
- Keep it under 3 minutes if you can. If it’s longer, add chapters using Loom’s timestamp feature.
- Don’t restart every time you make a small mistake. A quick “oops, let me redo that” is totally human and totally fine.
After recording:
- Add a clear title: “How I Schedule [Client Name]’s Social Posts” beats “Loom recording 4/12.”
- Drop the link directly in your client communication or shared folder.
Clear communication is often at the top of the list of tools every virtual assistant needs.
Pro tip: Record a Loom of a task the first time you do it for a new client. You’ll never remember the exact steps as well as you do in that moment and it becomes instant documentation.
This single habit builds trust fast. When a client can see your thought process, they stop wondering and start relaxing. That’s the goal.
Ultimately, demonstrating technical proficiency alongside proactive communication answers the underlying client question: what tools does a virtual assistant need to succeed in this role?