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Our Process

From start to finish, our team helps you land the best virtual assistant.

 

We've carefully crafted our hiring and onboarding process, using years of experience across the real estate industry to identify what works and what doesn't. From the outset of your relationship with us, you'll enjoy personalized support and guidance from our team. Our ultimate goal is to find the perfect assistant who will help ease the pressure on your shoulders and allow you to focus on growing your business.

Initial Training & Job Outlining

HOW TO GET STARTED DOCUMENTATION

You will receive our Getting Started Guide, which is a detailed checklist of what you need to consider & have in place to begin.


JOB DESCRIPTION TEMPLATES FOR ADMIN, SALES, OR TECHNICAL VA

We will provide you with our best templates for creating your job description. The better your job description, the more accurate we will be able to be in helping you find your VA.


HIRING GUIDE & SAMPLE INTERVIEW QUESTIONS

We will provide you with a detailed hiring guide & sample interview to make sure that even if you have never hired before, you can hire with confidence.


POLICY/PROCEDURE MANUAL TEMPLATE FOR VAS

We will provide you with a policy & procedure manual that will outline the client/VA relationship. It will be fully customizable, but have the basic broiler plate of information that needs to be communicated upfront. We have found that clients who have this document & implement these principles tend to have better relationships with their VAs as everyone understands the rules.


ONBOARDING DOCUMENTS

Fully customizable onboarding documents for your VA. We will provide you with an outline & recommended training for your VA so that you and your VA get off to a great start.


Candidate Recruitment & Screening

TESTED FOR APTITUDE & SKILL LEVEL

Each candidate will be evaluated and tested to be proficient in basic office and problem-solving skills. Each candidate will also have good English skills. VAs that will be in a Customer Service/ Sales role will have excellent English speaking skills.


DISC PROFILE FOR EACH CANDIDATE

We will provide a DISC profile for each candidate for your review.


CLEAR CRIMINAL BACKGROUND CHECK

All VAs are screened for a clean national criminal check. We do this as we know your intellectual property and your data needs to be handled with extreme care.


INTERNET SPEED & TECHNOLOGY CONFIRMATION OF CANDIDATES

A great VA is only as good as their technology. Internet speeds will be a minimum of 2mbps. Candidates will also have a minimum computer technology. You will be provided a screenshot of their internet speed.


US PRE-SCREEN OF CANDIDATES TO INSURE TOP 3 CANDIDATES MEET ALL CLIENTS CRITERIA

Our US Team will interview the candidates once the staffing agency has selected their best. We will provide you with our screening notes and written evaluation of each candidate. If for some reason the staffing company has not provided three acceptable candidates, we will re-order to make sure you have three top-notch candidates that we would hire in one of our businesses. This will save you time & provide peace of mind that the three you receive will be excellent candidates for you.


Training and Certification

30 MINUTE CONSULT/ EVALUATION OF CLIENT FOR TECHNOLOGY & READINESS

Often times, we find that clients are excited about hiring VAs, but they aren't sure about the technology or phones & emails. We will walk you through the basics of what you need to think about so that you can be fully prepared and ready for your new VA.


TRAINING MAP TO PREPARE FOR VA'S TRAINING WITH CLIENT

We will provide you with a recommended training outline and schedule. This detailed mindmap will save you a lot of time.


KEY PERFORMANCE INDICATORS & BEST PRACTICES FOR MANAGING VAS

We will provide you with our VA evaluation tools - everything from our daily reports, to performance reviews. We will also guide you through the process to create your own KPIs & metrics.


TRAINING & CERTIFICATION

Week Instructor Lead Training. We work with your selected candidate for 40 hours of training and evaluating them. This provides you with confidence that they are loolo amazing and ready to tackle your work providing you with a quicker ROI.


Get a Free Consultation

Let Us Help You Find Your Next Team Member

Here's what you can expect when you schedule your call:

Find out if you are ready for a virtual assistant


Get a downloadable PDF list of tasks you can offload


Receive a copy of our book, Streamline Your PM Business