Gallery

All Team Hub

Our team hub

CherryAssist Policies

Engine Dashboard

Team roster

Resources

Cherry Assist Tools/Platforms

Cherry SOPs

Client SOPs

Client Onboarding Call Guide

Joshua Carrasco

Last edited 300 days ago by Joshua Carrasco

⁠

Define VA Role & Responsibilities

List down key tasks and responsibilities for the VA role

Create prioritized list of responsibilities for the first week, month, and quarter

Outline typical weekly schedule and time requirements

⁠

Prepare Tools & Accounts

Set up email account access to all tools and platforms the VA will be using

Provide logins for critical software tools like:

Password/logins manager (e.g. Bitwarden, Dashlane)

Project management tools (e.g. Asana, Clickup, etc)

CRM/databases (e.g. Go High Level, Hubspot)

Communication platforms( e.g. Slack, MS Teams, Discord)

Social Media Platforms (e.g. IG, Facebook, Pinterest)

Cloud storage (e.g. Google Drive, Onedrive)

Others

Ensure VA has access to relevant folders & documents

⁠

Provide Training Resources

Provide documentation, manuals, SOPs for critical processes. Examples are:

Company handbook

Operations manual/workflows

Process maps

Others

Provide access to tutorials for unique software/tools for their role such as:

Hubspot

Google Analytics

Sales Nav

Canva

Others

Outline training schedule and plan for first week

1st week - company processes

2nd week - tools training

others

⁠

Define Scheduling & Communication

Pick preferred platforms for communication/meetings (e.g. slack - work updates and meetings)

Agree on response time expectations (e.g. maximum 1 hr for feedback on updates on slack)

Set up regular check-ins and meetings (e.g. Every 9am PST - daily huddle)

Define availability preferences and guidelines

⁠

Track Progress & Feedback

Set a weekly update on VA’s performance and progress in the following format:

What went well this week?

What went wrong?

What are things to improve?

What is hindering you from performing?

Implement a 1- month evaluation or review process for the VA.

Set goals and metrics for success (e.g. 5 daily posts on facebook, zero emails in regular inbox, etc.)

Load content from app.asana.com?

Loading external content may reveal information to 3rd parties. Learn more

Allow

Load content from chat.openai.com?

Loading external content may reveal information to 3rd parties. Learn more

Allow

Load content from my.openphone.com?

Loading external content may reveal information to 3rd parties. Learn more

Allow

Load content from www.gohighlevel.com?

Loading external content may reveal information to 3rd parties. Learn more

Allow

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.