Guide to VA Review

The weekly review is not in dept, take a quick review of the VA Master and ensure each VA and their Client’s account are withing satisfactory parameters. Here is a quick guide:

LLVA

Time spent on each account vs. Avg Time, noted also on the VA Master at the top for quick comparison

The amount of leads that the client should be at, average per month is also noted at the top of the VA master for quick comparison

Number of Connected Leads in the week, seen on the Leads Tracker

AMVA

Number of Booked Appointments per client

Number of Engaged Leads on the AM Side

*For clients who are doing well or on point, I send a small individual congratulatory message e.g. Great job with Chris, we are ahead, Let’s try to keep it up. 

*For the clients who are below average, I have a chat on WhatsApp with the VA to see what are some of the challenges with the account – fix those that can be fixed right away. End with encouraging words and a positive note. 

If you notice something in common e.g. Accounts not on LI Premium, then contact the Client right away to get that sorted and take action for those who did not have the trial version, to send “Premium Please” to Charmie through the client’s account, and then guide to client to sign up for it. 

Before each Check In call, do a more in-depth review:

Look up the last check in call, look at the notes made for follow up. and at the client care line & email, to see if there were any issues for that client within the month. 

That feeds recommendations, if any, to be made and documented on the check in call form. Some things are done on call e.g. updating the Leads Tracker and always follow-up with a recap of the call via email to the client.