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Communication: Email and/or Phone Handling Lead Generation: Research, Outreach, Prospecting Tools: MS365, Outlook, Zoom Travel Booking & Itinerary Management Event Support: Logistics and Ticketing Onboarding: Client/Partner Support General Admin & Daily Operations Marketing/Growth Support Others: ___
Pre-Assignment Client Matching Process
Pre-Assignment Client Matching Process
✅ 1. Client Overview
Table 1
Field
Value
Client Name
Email
Phone
Source
Start Date
Weekly Hours Needed
Decision Deadline
Notes
There are no rows in this table
💼 2. Client Needs & Priorities
Paste or check the needs that apply:
👤 3. VA Candidates Matrix
Table 2
VA Name
Availability (hrs/wk)
Email (1-5)
Call (1-5)
Skills (1-5)
Compatibility (1-5)
Personality Fit (1-5)
Loyalty / Procedure (1-5)
Comments
There are no rows in this table
🚦 4. Status & Recommendation
Table 3
Field
Value
Shortlisted VA(s)
Pending Items
Notes or Concerns
Assignment Status
[ ] Pending [ ] Confirmed [ ] Rejected
There are no rows in this table
💬 Notes Section
Use this for additional context, client feedback, or internal remarks.
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