Virtual Assistant Training: Your Kickoff Call Checklist
After we find a virtual assistant to work with you (through our long-term assistant feature) we suggest that you schedule a kickoff call with your assistant to go over the scope of work and to set expectations.
To make the best use of everyone's time, we suggest you cover the following topics on your call:
Introduce yourself and your role at your company
Provide a brief overview of your company
Give an outline of the scope of work that you will need the assistant to preformed over the course of time
Outline the days of the week and times that you will typically need support so the assistant knows when to be available
Train the assistant on any special tools that you use or any processes at your company
Allow the assistant to ask questions
Confirm next steps and/or set a timeline for the work you will be outsourcing
Try to create, send, and curate document living documents/instructions (through Google Drive) to share with your assistant. Doing this will ensure continued success after the kickoff call.
Kickoff call logistics:
If you don't already have a conferencing tool, we suggest using uberconference.com as a conference line / screen share. It's free and a great tool.
