Responsibilities
- Review finalized client agreements to grasp business objectives, structure, and potential obstacles.
- Detect early warning signs of disengagement and take steps to maintain client retention.
- Evaluate client workflows, tools, and documentation to pinpoint tasks suitable for delegation.
- Coordinate with Customer Success and hiring teams to monitor client onboarding progress.
- Sustain consistent communication with clients from contract signing to VA assignment.
- Ensure internal departments are informed about client status and developments.
- Lead observational sessions to understand client work patterns and determine automatable tasks.
- Ask targeted questions to reveal time-intensive activities and key priorities.
- Convert informal notes or audio records into structured Standard Operating Procedures.
- Summarize findings into clear, actionable instructions for the assigned virtual assistant.
- Conduct review sessions with the VA to confirm full understanding prior to launch.
- Partner with in-house virtual assistants to finalize readiness for client activation.
- Configure essential tools such as LastPass, Slack, and project management platforms for seamless onboarding.
- Reinforce client confidence by explaining data protection and privacy protocols.
