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ADMIN · Andy Cheng
CLIENT · Ruby Fan
CLIENT · David Kim
CLIENT · Elena Ortiz
CLIENT · Tom Becker
MANAGER · Sam Lee
VA · Maria Santos
VA · Jo Reyes
VA · Priya Nair
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Client onboarding
Ruby Fan
David Kim
Elena Ortiz
Tom Becker
Business
Business name
Industry
What the business does
Website
Team size
Goals
Top goals for the next 90 days
What does success look like for this VA engagement?
Biggest time sinks today
Tools
Email (Gmail/Outlook)
Calendar
CRM
Social media tools (Planoly, etc.)
Other tools
Key contacts
Important people (name, role, how to handle)
VIPs who always get priority
Preferences
Tone of voice
Email signature
Dos and don’ts
Communication hours
Timezone
Working hours (e.g. Mon–Fri 9–5)
How to reach for urgent items
Rules: what may the AI do?
Capability
Act alone
Draft for approval
Ask first
Reply to routine email
Schedule / reschedule meetings
Create tasks from requests
Post / schedule social media
Answer client questions when VA is off
Quotes & billing
Quotes & billing always go to a human.
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