Goal:

With current client:

1. Provide personnel with experience in calling, and social media to generate massive
support for the client and the rest of the Administrative Team
2. Generate trust in the rest of the administrative staff
3. Generate new opportunities to create new positions for the rest of the staff of the client
(teachers specifically)
4. Create or find an efficient way to help the client track the payment made by parents. In
this way, we can update records efficiently and avoid sending the same messages to those
parents that made payments.
5. Develop and draft a general manual for future Virtual Assistants to help them understand
the functions inside the school, how to treat and help the client, and how they can bring
new ideas to improve or optimize daily tasks.

With different clients:

1. Generate curiosity in the “Public Charter school community” that is around the state of
Florida (to start) about the benefits of having Virtual Assistants.
2. Through examples (Pinecrest Tavares) obtain possible candidates’ trust in having a VA.
3. We can try to give a trial of having a virtual assistant with general tasks (making calls or
sending emails). One-week trial. In this way, clients can see the rentability to have
personnel that can focus on administrative tasks, and let their administrative staff take
care of urgent tasks.

Job description: for GENERAL VIRTUAL ASSISTANT

1. Contact parents through phone calls, text messages, and emails to request the
corresponding late payment and follow up until the corresponding representative sends
successful information
2. Create massive campaigns to send to parents about events specified by the client.
3. Connect successfully with the client’s social media (Instagram, Facebook, Twitter, and
LinkedIn)
4. Upload photos, and flyers, and post them on the client’s social media and School’s
platforms as Dojo and SignupGenius according to the schedule indicated by the client
(Daily, weekly, monthly, etc)
5. Engaging and supporting the client’s requests.
6. Engaging with the client’s goals.
7. Develop good relationships with the client and the rest of the Pinecrest Tavares
administrative staff
8. Maintain accurate timing with constant communication with the client and VA Locator
Manager.
9. Create and update daily, weekly and monthly reports about tasks and activities developed.
10. Understand the functions of every tool used by the client.
11. Comply with rules and procedures established by the client and by VA Locator.
 12. Any additional task pertinent to support the client.

Goals and targets:

https://docs.google.com/spreadsheets/d/1ZN9dlQN5hnAvd3lONPKM_yE9K7y4OT5Y9RGLUFBvMT
g/edit#gid=0

KPI:

A key performance indicator (KPI) is a measurable value that demonstrates how effectively a
company is achieving key business objectives. Organizations use KPIs to evaluate  their progress
and  success at reaching targets.

In simple terms, a KPI is a goal that you work towards achieving. For the sake of simplicity, let’s
look at this example: you own an apple stand and to be profitable this month, you have to sell
1,000 apples.

So, you set your KPI: sell 1,000 apples this month. Whether that’s 250 apples per week or you sell
all 1,000 in the first 3 days, your KPI is to reach that 1K mark. When it’s the second week of
September and you’ve sold 550 apples, you can look at your KPI and know that you’re on track to
achieve your goal.

SWOT

FORTALEZAS DEBILIDADES
1. Buena comunicación con los clientes 3. No tener acceso a toda la información
finales del cliente del cliente para poder actualizar la
2. Generar confianza en el cliente data de pagos
(colegio) 4.

OPORTUNIDADES AMENAZAS
1. Multiples áreas que pueden tener 2. Internet
asistencia virtual: 1. Diseño, 2. 3. Poca duración de los VA en las
Administración y cuentas por cobrar. posiciones
3. Profesorado

KPI per VA

What can we messuare with per VA?

1. Calls made by day: Track the time VA invest making calls and try to dismishis each call.
2. Messages: track the amount of messages VA send to parents
3. Attend parents’ concerns about payment
4. Emails send to possible candidates:
5. Published posts:

SOP: how to create a process for each task made by the VA.
DIFERENTE

 Los puntitos de los números de teléfono. Avisar al cliente que tenemos un número de
teléfono aparte. Aquí van a tener el rastreo. Es importante que esto se explique al cliente
para evitar desconfianza.
 El otro punto es sobre el acceso de… las plataformas

TRAIN PROGRAM OVERVIEW

1. Map your program. COMENZAR A MAPEAR EL PROGRAMA.

2. Escucha el testimonio del cliente para poder grabar y montarle
3. Se puede hacer un pequeño descuento de $500 a los prospectos clientes
4. La necesidad de recursos humanos es increíble y ellos están dispuestos a adquirir recursos
humanos. La venta a la escuela es diferente porque es basado en presupuesto. Clave,
hablar sobre presupuesto y cuánto va a costar, de dónde saldrá el