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Testing Process
🧪 VA Testing Phase – Skill Simulation Process
Purpose: To evaluate shortlisted VA candidates through time-bound, live task simulations over Zoom.
🎯 1. Test Planning & Setup
Table 4
Task
Status
Notes
Define task categories based on client needs
☐
E.g., Email Management, Calendar Setup, Lead Gen
Schedule individual Zoom test calls
☐
15–30 mins per VA
Prepare test accounts or mock materials
☐
Email inbox, lead gen data, SOPs, etc.
Set up internal scorers/evaluators
☐
Preferably 2–3 team members
Create scoring template per task type
☐
See below section
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🧩 2. Testing Task Examples (Customize per client)
Table 5
Task Category
Description of the Test
Time Limit
Required Tools
Email Management
Sort inbox, draft 2 replies, label emails
10–15 mins
Mock inbox (e.g., Gmail/MS365)
Calendar Setup
Schedule mock meetings, resolve conflicts
10 mins
Google or Outlook Calendar
Lead Generation
Research 3 prospects and draft cold emails
20 mins
Google Sheets + Email
Client Onboarding
Draft welcome email + setup checklist
15 mins
Docs + Email
Admin Tasks
Complete a form & file renaming task
10 mins
Shared Drive
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🧾 3. Scoring Template (Use 1–5 scale)
Table 6
Criteria
Weight
Score (1–5)
Notes
Task Accuracy
25%
Time Management
20%
Tool Proficiency
20%
Communication Clarity
15%
Ability to Follow Instructions
20%
Total Score
100%
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📊 4. VA Testing Scoreboard (Coda table-ready)
Table 7
VA Name
Task Tested
Accuracy (25%)
Time Mgmt (20%)
Tool Use (20%)
Comms (15%)
Instructions (20%)
Total Score
Result
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📌 5. Post-Test Review
Table 8
Step
Status
Notes
Gather evaluator feedback
☐
Use shared form or doc
Compare scores
☐
Highlight top-performing VAs
Review red flags
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Any communication, attitude, or tech issues
Present findings to decision-maker
☐
Summarize in client-facing format if needed
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