Discovery Call - Virtual Assistant
**Form 2 has been received and checked ** Any particulars from Form 2 need to be asked alongside this template
Full Name
*
Mr.
Mrs.
Prefix
First Name
Last Name
Date
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Month
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Day
Year
Date
Notes: 'Getting to Know You' form 2 responses - any specifics you wish to pick up on?
Key Checks:
ICO in place and received?
Business Insurance in place?
Cookie, Privacy and T and C policies set up on website, along with pop up cookie policy?
GDPR plan set up?
Hourly Rate?
Availability day / week / month?
Intro Questions:
What would you do if our client wanted to increase the number of hours of support – would you be open to growing with them?
Background: How did you end up where you are today?
What do you enjoy doing outside of work?
Who were your three most recent clients / employers? What tasks did you regularly for them? How would they rate the quality of your work on each of those tasks should I ask them?
Skill Set Matching:
Tell me why your skill-set and professional experience makes you an ideal fit for VA Agency?
What type of work are you best at? What are you most interested in learning more about? What are you not so good at? What work do you prefer not to do?
What are your strengths and weaknesses?
How Do You Like to Work?:
What's your favourite way to communicate?
What are your schedule restrictions? What is your preferred schedule?
Describe your Homeworking environment. Who is around and when?
What tools do you use in your work? What are some of your favourites?
What systems / software are you familiar with or use?
What system will you use to project manage your client work?
How quickly do you typically respond to emails?
What time monitoring tools do you work with?
MyHours etc.
What method do you use to ensure you can meet deadlines?
Overcoming Challenges:
If I asked you to perform a task, and after accepting it you realized you couldn’t do it on your own, what would you do?
If I gave you a bunch of assignments, and you realized you couldn’t get them all done fast enough to meet deadlines, what would you do?
What happens if we have a conflict with urgent work? We would want to understand how you will manage conflicting priorities.
You’re working on an urgent deadline and your computer crashes, or your internet goes down. What’s the first thing you do?
What’s an example of a time you proactively addressed a client’s needs?
What would you do if a client of VA Agency approaches you to work with you direct?
Finally:
How will I know if you are stressed?
What are your core values?
Does the VA have any questions?
VA questions asked:
Next steps - Discuss next steps with VA (IF you have a client match discuss accordingly IF NOT go to holding list for client match)
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