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VA Support

This Checklist Unlocks With VA Support

Onboarding a virtual assistant is part of VA Support. Request it and this whole checklist opens up, contract, software, access and the onboarding call.

Go To VA Support →

VA Support

Onboard Your Virtual Assistant

Six steps, in order. Work through them with your VA and you'll have them fully set up, paid and briefed inside a week.

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1

Sign The Contract

Copy the contract template and fill in your company name, working hours and start times. Agree part-time or full-time with your VA before sending it over.

  • Standard rate is around $2/hour, this can vary slightly once you've spoken at the onboarding call.
  • Caleb or Henry signs as the final witness, don't send it out until they have.
📄 Contract Template (Google Doc) — add link ▶ How To Zoom Video — add link(passcode jHB=JKz6)
2

Set Up Insightful

Insightful is the workforce-monitoring software your VA works through. Download it and create an account before you go any further.

▶ Insightful, Workforce Analytics Software — add link ▶ Insightful, Account Setup ▶ Step-By-Step Zoom Video — add link(passcode jHB=JKz6)
3

Share Your Tracking Spreadsheet

Give your VA edit access to your own product-tracking spreadsheet, and share it with us too so we can support you both:

  • Cxleb7@gmail.com
  • Andotcarmelito@gmail.com
▶ How To Share Your Sheet — add link(passcode nm7sL$ZH)
4

Create An Amazon Sub-Account

Set your VA up with their own Amazon Seller Central sub-account. This controls exactly what they can see and do, listing products, changing prices, without ever handing over your main login.

▶ How To Create A Sub-Account (1) — add link ▶ How To Create A Sub-Account (2) — add link(passcode E=yFUso8)
5

Set Up Wise To Pay Your VA

Download Wise and create a personal account, not a business one. This is how you'll pay your VA each week or month, low fees, fast transfers.

💳 Download Wise →
6

Book Your Onboarding Call

Last step, book a call to meet your VA properly and get everything confirmed together.

Book at least 1.5 weeks out from today, this gives us time to fully match and prep your VA before the call.
📅 Book The Onboarding Call →

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