Virtual Assistant Provider guide
Assistant onboarding checklist
A simple first-week checklist for logins, SOPs, calls, QA, and scorecards.
Key takeaways
- Prepare access before day one.
- Train with real examples instead of relying on written rules.
- Review daily in week one, then weekly once quality is stable.
Before day one
Create named accounts, limit permissions, gather sample work, record one task video, and write the top escalation rules. This makes the first day practical instead of chaotic.
First-week plan
Start with shadowing, then drafts, then low-risk live work. Review the work each day. Keep notes on unclear steps so the SOP improves while the assistant learns.
- Day 1: tools, rules, sample work.
- Day 2: shadow and ask questions.
- Day 3: draft work for approval.
- Day 4: do low-risk work live.
- Day 5: review the scorecard and next tasks.
Weekly scorecard
Use a short scorecard with accuracy, speed, communication, attendance, and owner review time. Plain numbers make the provider conversation easier if you need coaching or replacement.
Provider questions to copy
"Can you show how this role is screened, trained, checked each week, and replaced if fit is poor?"
"Can we start with a small task list before we buy a larger monthly plan?"
FAQ
How long does onboarding take?
Simple admin roles can start in a week. More complex roles often need two to three weeks of close review.
What should the first scorecard include?
Track accuracy, time to finish, questions asked, missed rules, and work the owner had to redo.
Sources and notes
These sources are included as planning references. They do not replace legal, tax, security, or HR advice.
- NIST digital identity guidance: Supports named account and authentication planning.
- SBA hire and manage employees: Useful baseline for role setup and expectations.