Welcome Packet
Resource Site for New and Existing VAs
Check-ins (Over 15 minutes is late, over 2 hours is no show).(1st/2nd) check-in for (date)
Client: (name)
Tasks: (basecamp link)
Due Date: (exact date, recurring, etc.)
Comms: (current, updated, ongoing)
Availability: (Available/Not Available)Or(1st/2nd) check-in for (date)
No task
AcknowledgmentHi Client,[State VA first name] I am VA who is assigned to work on your task.[insert questions if any]
When do you need this task done?
How much time are you allowing me to work on the task?
I see that this is a recurring task, how often do you wish to receive
updates about this?[insert a request for call meeting with a client, if necessary]
Is it possible for us to have a call/ meeting about your instructions? Please let me know the best time and date we can have this scheduled.[advise the client what time within the day you can start the task if you can't work it within the same hour of assignment]
I will be working on the task in the next few hours and will revert to you for check back output within the day.Thank you so much for allowing us to serve you.
Call SummaryTime Started:
Time Ended:
Minutes of the meeting: [main summary points]
Total Time spent: 1 hour and 20 minutes
Submitting Output: CheckbackHi Client,Please find my check back output as attached. Please let me know if there is anything I need to change or if you have additional instructions. Thank you.Time spent: x minutes
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Client Has Not RepliedHi Client,Please note that I still have not heard from you regarding your feedback on my check back output. Please be aware that to submit the output timely, I will proceed with processing the task based on original instructions.Thanks,
VA-------------------------------------------
(After working on the initial partial output)
Hi Client,Please see the initial partial output for this task with a longer work time. Please let me know if I have done this correctly? Looking forward to your response.Thanks!Time Spent: x hours x minutes--------------------------------------------
Daily Update
Hi Client,Here is my output for today's update. Please let me know if there are changes I need to make. Thanks!Time Spent: x hours x minutes
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Days without Output
Hi Client,Please be aware that this task is currently in process. I will provide you a report again by tomorrow for my latest progress. Thanks!
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Final OutputHi Client,Please see my final output below. Please let me know if there are changes I need to do, r if you have additional instructions for this task. Have I done everything correctly? Your insights are highly appreciated.Time spent: x minutesThanks,
VA
EOD(bullet points what you did for the day)EOWMonday - Date
(what you did in bullets)EOMDate done
(what you did in bullets)
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Follow UpHi Client,I would just like to follow up on your feedback to my work? Please let me know if I have done everything correctly.Thanks!--------------------------------------------ClosingHi Client,I will now be closing on this task as the output has been submitted. Please re-open as needed.Please let me know if there is more we can do for you. Thanks!
Vacation Leaves - email the request "Leave Request (Date)", address to your direct manager, and CC all other managers. The email should include leave dates and names of clients.1-2 days leave - 5 BD days in advance notification
3+ days leave - 10 BD days in advance notification
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Emergency/Sick/Outages - inform your direct manager 2 hours before your shift for each day of absence. Include:
- Reason for leave
- Clients that need to be informed
Acknowledge a task within 1 hour after it is assigned, send your check back before your AM leaves so that in case of disputes your AM can help you out.
Asking for reassignment due to you not liking the task, not liking the client, or prioritizing other clients can and will be tagged as job abandonment and you will be dinged for reassignment.
Before logging out:Check your emails too for further BC notifications from your clients.Time Spent mentioned in your Basecamp update should be the same as the time logged in Clockify.Please make sure that you are the last one to reply to all of your tasks trails and make sure to let your client know about the status of the task.
Moving forward, let your AM know if you need to move a due date that is SET BY THE CLIENT. Only managers are allowed to move a due date.For ad-hoc tasks, the VA must comment daily on BC to update what is going on in the task.Communicate with the client and make sure to keep BC documented every time you do something for the client.The length of the check back should be between 15-30 minutes unless it is a specialized skill task.
G.A.T.E.SG - Growth
A - Accountability
T - Teamwork
E - Excellence
S - ServiceGrowth is a mindset that focuses on being better today than we were yesterday. We grow by learning from our mistakes, seeking knowledge and applying it to our personal and professional lives, developing positive habits, using our failures as stepping stones to a higher more enlightened understanding of where we are and where we want to go, and who we want to be.
Accountability is the foundation of growth. Human nature is to want and say we will do something, but without holding ourselves and others accountable to do what we say we will do there can be no progress and without progress, there can be no growth.
Teamwork makes the dream work, we are greater than the sum of our parts. The interpersonal skills needed and developed from teamwork carry over to all aspects of life.
Excellence is something worth striving for, it pushes us to be better, do better, expect better. Without the constant push to excel, we can get stagnant which slows growth. With excellence as our focus, we understand that we can always do and be better, that we never arrive the journey is the destination.
Service to ourselves, our teammates, our clients, our friends, and our family gives purpose to the relentless struggle of personal progress. Service is taking what we learned and helping others grow and progress. We strengthen ourselves when we serve others. We can’t help others unless we are in a positive position to do so. You can be the one helping others or the one being helped.
Audio/Video Editing
11 best free video editors
best free video editing software
youtube to mp4 downloader
video editing 101
5 best free audio editors
audacity editing guide
how to start a podcast
podcast like a pro
Graphics
apps for social media graphics
canva alternatives
tutortube
adobe photoshop for beginners
canva for beginners
stock photos
canva tricks
SEO
28 free keyword tools
keyword tool
seo guide
seo optimization
27 free seo optimization tools
7 free SEO tools
Accounting
accounting basics
accounting training
quickbooks
quickbooks 2021
xero
xero 2021
wave
wave 2020
Social Media Management and Marketing
what is SMM
IG marketing tips
SMM basics
creating a SMM plan
branding
creating SMM branding
SMM branding
social media branding
marketing with canva
social media marketing certification
YouTube Tutorials
wix
squarespace
go daddy
wordpress
best free 2020
SMM for beginners
mailchimp
pivot table
vlookup
airtable
hubspot
zoho
podio
zendesk
salesforce
pipedrive
microsoft outlook calendar
email and calendar management
monday
google analytics
linkedin sales navigator
movavi video editor
hootsuite analytics
google ads
Google/Misc
25 awesome google tools
world search tool
paraphrasing tool
rewriting tool
SEO writing
rewordify
quillbot
plagiarism detector
zoho
lastpass
google skillshop
copywriting tutorial
5 blog writing types
pdf to word
blog outline
Management
Wesley Nappi
Danny Nappi
Glen Gesta
Raya Clemente
Fatima Limpasan
Mariah Gadapan
Lisa Mascariñas
Francis Cunanan
Nicole Araullo
Eena Garcia
Karla Medenilla
Jehan Gesta
Mailene Escurzon
Anne Garma
Joricel Abad
Rona Nepacena
Thea Busa
John Resma
Dennis Lim