Working Through Unfamiliar Tasks

Your Practical "Unfamiliar Task" Toolkit:

  • Break It Down into Bite-Sized Pieces: A huge, vague task is overwhelming. A list of small, concrete steps is manageable. Ask yourself: "What is the very first, smallest action I can take?"
    • Task: "Set up a CRM."
    • Step 1. Research top 3 simple CRMs for small businesses.
    • Step 2. Watch a 'getting started' tutorial for the one I pick.
    • Step 3. Set up a test account and create 3 fake contacts.

  • Embrace "I Don't Know, But I'll Find Out": This phrase is a sign of strength, not weakness. Say it to your client with confidence.
    • What to say: "That's a new one for me! I don't have direct experience with that specific tool, but I'm an excellent researcher and a quick learner. I'll dive in and map out a plan for us."


  • Leverage the "3-Before-Me" Rule: Before escalating to your client, try three independent avenues to find the answer.
    • Google & YouTube: Search for "[Task] tutorial for beginners."
    • Knowledge Bases & Help Docs: The official support site for a tool is a goldmine.
    • Communities & Forums: Places like Facebook groups for VAs or Reddit threads are full of people who have solved the exact same problem.


The goal isn't to be a know-it-all. The goal is to be a "learn-it-all."

Complete and Continue  
Discussion

0 comments