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Afternoon/Closing VA Playbook

Purpose: To ensure all daily tasks are completed, systems are updated, and the next day is set up for success by addressing outstanding tickets, handling payments, preparing schedules, and providing sales updates. Step 1: Final Check on Tickets in Maid Central Review Open Tickets Navigate to the Tickets section in Read more…

Morning VA Playbook

Purpose: To provide a consistent and efficient framework for Virtual Assistants (VAs) to follow at the start of each day, ensuring tasks are prioritized, lead follow-ups are managed in both Maid Central & High Level, and technician punctuality is monitored. Step 1: Starting the Day  Check-In Log in to your Read more…

Mid Day Playbook

Purpose: To ensure smooth operations by addressing ongoing tasks, following up on pending issues, and preparing for the remainder of the day’s workload. Step 1: Mid-Day Review Check-In on Tickets in Maid Central Revisit the Tickets section in MC. Address any new tickets received since the morning. Ensure tickets flagged Read more…
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