Gallery

All Team Hub

Our team hub

CherryAssist Policies

Engine Dashboard

Team roster

Resources

Cherry Assist Tools/Platforms

Cherry SOPs

Client SOPs

Discovery Call Guide

Joshua Carrasco

Last edited 300 days ago by Joshua Carrasco

Created: [Date]

Effective Date: [Date]

Summary:

This document provides the guidelines to conduct the discovery call. The outline below should be followed to maximize time and gather information needed to match the client to the right VA.

Step1: Follow the Topic outline for the call.

Basic Company/ Client information

Full Name

Mobile number

whatsapp/slack/discord account

Company website

Company linkedIn

Source information about Cherry Assistant

How did you know about Cherry?

Consent for recording call

Is it okay to record the call?

Background

Do you have prior experience with having a VA?

Context of the company and the industry they operate in.

Who are your competitors?

How does your company stand out from its competitors?

What are your short term goals?

What are your long term goals?

How would you measure the success of this Project?

What challenges or obstacles are you currently facing?

What were the pain points where in prompted you to seek Cherry?

Scope

What is the Scope of the engagement?

What specific tasks or deliverables do you expect?

Are there any technical or functional requirements we should be aware off?

Timelines/ Hours needed

How many hours a day do you need the VA?

What timezone do you need them to be available?

Budget

What is your intended budget?

Communication

How do you envision our collaboration in terms of communication and updates? ( Get two platforms ex. Slack or email)

How would you like to receive progress reports or updates?

Risks

Are there any concerns or risks you foresee with this Project??

Step 2: Send recording link to

client-onboarding⁠

slack channel

Steph 3: Internal team reviews video recording using the

Discover call and onboarding checklist⁠

⁠

Steph 4: Decide next steps forward

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.