Getting Started
Our smooth onboarding guide is designed to perfectly align a Zellor Virtual Assistant with your specific needs, setting you on a path to success from day one.
Our Process
1
Discovery Call
This initial step involves a comprehensive discussion with Josh to understand your business, objectives, and the specific challenges you face. It's an opportunity to outline how a virtual assistant can meet your needs, whether it's managing emails, handling customer inquiries, or supporting project management. This call sets the foundation for a tailored service plan.
Access To Our Client Dashboard
Once you're onboarded and our contract is handled, you gain access to your client dashboard, a centralised hub enabling you to fine-tune task details within your assistant's to-do list. Here, you can seamlessly edit and provide additional information, ensuring precise execution. Our intuitive dashboard features a chat function, facilitating instant communication for inquiries and clarifications.
In addition you have unfettered access to your dedicated customer manager, allowing open communication channels at all times. Whether it's for guidance, strategy refinement, or addressing concerns, your customer manager is readily available to support you throughout your journey with us and your assistant.
Our agency prides itself on our diverse team of specialists, each excelling in their unique domains. Should you require a specialised service beyond your current assistant's scope, we offer the flexibility to onboard additional assistants on a short-term basis, ensuring your evolving needs are met with precision and expertise.
2
Perfect Pairing
After the discovery call, we carefully select a Virtual Assistant who not only matches your business needs in terms of skill set (like digital marketing expertise or administrative prowess) but also aligns with your working style and preferences. This selection process ensures a harmonious and productive partnership.
3
Onboarding
The onboarding phase involves setting up communication channels, sharing access to necessary tools and platforms, and aligning on expectations. This step might include training sessions or walkthroughs on specific tasks or software that are crucial for your operations. It's designed to ensure both you and your VA are fully prepared for a seamless collaboration.
4
Kick-off & Touchpoints
The partnership officially begins with a kick-off meeting to confirm goals, discuss the workflow, and establish check-in routines. Regular follow-ups ensure the service remains aligned with your evolving needs, offering opportunities for feedback and adjustments. This continuous engagement fosters a dynamic and responsive support system, contributing to your business's growth and success.