Best Virtual Assistant Services guide
Assistant onboarding checklist
A simple first-week checklist for logins, SOPs, calls, QA, and scorecards.
Key takeaways
- Start with one clear role and a short task list.
- Compare providers by support model, not only rate card.
- Use a small pilot before adding more access or hours.
Before day one
Create a short task list, gather examples, decide tool access, and record one walkthrough. Remove any access the assistant does not need.
Day one setup
Walk through the role, tools, examples, and escalation rules. Ask the assistant to repeat the task steps back to you in their own words.
First-week scorecard
Check the same simple measures each day.
- Work completed
- Missed steps
- Questions asked
- Customer risk
- Response time
- One fix for tomorrow
End of week review
Keep what worked, remove confusing tasks, improve examples, and decide whether to add hours. A good first week should make the next week easier.
Provider call script
“Here is the exact work we need help with. Can you show how you would screen, train, back up, and check quality for this role?”
Then share 3 to 5 real tasks and ask what the first week would look like.
FAQ
How long does onboarding take?
Simple admin roles can ramp in 7 to 21 days when examples and access are ready.
Should I share all logins on day one?
No. Start with the least access needed and add permissions only after the assistant proves the first tasks.
Sources and context
Related guides
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