Virtual Assistant Recruitment and Management

Template

Pipefy’s Virtual Assistant Recruitment and Management Template is designed for people that are thinking about hiring a Virtual Assistant, and want to manage this process and manage VAs after they are hired.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Form

  1. Name
  2. Email
  3. What do you need a Virtual Assistant for?
    • Online research
    • Data entry
    • Data presentations
    • Market research
    • Online marketing
    • Call answering
    • Social media marketing
    • Email management
    • App development
    • Search engine optimization
    • Web development
    • Content writing

Candidates search

  1. Candidate search tool
  2. Budgeted hourly pay
  3. Required weekly hours

Interviews

  1. Narrowing down the prospects
    • Affordability
    • Availability
    • Good references
  2. Candidates selected for an interview
  3. Skype meetings booking
  4. Interview checklist
    • Introduce yourself and your position.
    • Describe the demanded job duties.
    • Ask why they believe they would be a good fit.
    • If a specific platform will be needed, ensure the candidate masters it.
    • Discuss deadlines.
    • Establish work hours control method

Hiring process

  1. Chosen VA
  2. Email
  3. Signed contract
  4. Create a document containing work duties and guidelines.

VA management

  1. KPIs management
  2. Reliability
  3. Long-term potential
  4. Efficiency
  5. Proactivity
  6. Comments on overall performance
  7. VA management
    • Create a pipe to manage your VA timetable and payment.

Done

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