Virtual Assistant Checklist

Categories: Featured1293 words

Do you have a checklist to know if you are on the right track? Why is it important to have a virtual assistant checklist? Starting in a new environment is challenging, and having a checklist on you will help you adapt faster in the organization. 

First, we need to know what a virtual assistant checklist is. The virtual assistant checklist helps to ensure that all steps and requirements need to be accomplished in a given time. It will also help you set expectations on the job and guide you through your first days as a new member.

Reading through the article will give you an important checklist for a new employee in the organization.

1.Apply – Submit Your Application

In submitting your application to any organization you are applying for, you should follow these steps.

Steps to remember when submitting your application:

  1. Prepare your Resume.
  2. Choose a job position that fits your skills and qualities.
  3. Make a cover letter 
  4. Create an accurate subject line when composing an email to send materials.
  5. Attach your resume or other important documents.
  6. Proofread your resume and your composed email.

Here at Virtudesk we have our simple steps on how to jumpstart your career:

  1. Prepare your Resume.
  2. Submit your resume or apply at Virtudesk.
  3. Choose a job position such as Executive Virtual Assistant (Mixed voice and nonvoice), Inside Sales Associate (voice), and General Virtual Assistant (nonvoice).
  4. Fill out the application form.
  5. Click submit and wait for the recruitment team to reach out.


2.Schedule an Initial Interview

The initial interview is the process of profiling every candidate that fits the job description. The main goal of an initial interview is to reduce candidates for the next interview that are suitable for the job.

How do you prepare for the initial interview? You should be prepared with different interview questions. Most questions are about your previous company or your previous work. You’ll have to stay focused, as your performance during this interview will determine whether you’ll be given a job offer or referred to the next round of interviews.

Take note, all your answers must be accurate so that the interviewer will know that your credentials are valid.

The common questions in an interview.

  • Tell me about yourself.
  • What do you know about our company, and why do you think you’d be a good fit for us?
  • Why did you leave your current job?
  • What are your strengths and weaknesses?
  • Tell me about a time you had a conflict at work, and how did you resolve it?

Here at Virtudesk, we are known to have a one-day hiring process. 

  1. Initial interview with Talent Acquisition team 
  2. The second interview with coaches in the Operations team
  3. 5-10 days training 
  4. Wait in placements and get placed in interviews with potential clients
  5. Hired by a client


3.Check Your Systems and Other Requirements

Systems are all computer software or other software resources to be present on a computer. Every organization has its system requirements. The recruitment team will send you the guidelines. It will also be posted on the job post.

Other requirements are specified by the organization. It is all about NBI clearance, application form, and Certificate of Employment. These requirements should be completed in a given time to have a successful onboarding process.

Virtudesk system requirements:


  • 2 Fully Functioning 64Bit Desktop/Laptop (1 for Backup)
  • Windows10 [64Bit Only]
  • Microsoft Office 2010 or later
  • Intel Core i3 or higher (or AMD equivalent) is required
  • 4GB RAM or more for multitasking requirements
  • USB Headset with Noise-Cancelling Feature
  • Internet Service of 5Mbps and up (DSL, Fiber, or Cable only)
  • Backup internet service of 5Mbps or more
  • Workstation free from any Noise and Distractions
  • Backup for Power Outage: Generator/UPS or Alternative Location
  • Webcam with Full HD (1080p) video capture


  • 2 Fully Functioning 64Bit Desktop/Laptop (1 for 
  • Backup)Accepted MAC OS – High Sierra, Catalina , and Big Sur ONLY
  • Mac Office or Microsoft Office 2010 or later
  • Intel Core i3 or higher (or AMD equivalent) is required
  • 4GB RAM or more for multitasking requirements
  • USB Headset with Noise-Cancelling Feature
  • Internet Service of 5Mbps and up (DSL, Fiber, or Cable only)
  • Backup internet service of 5Mbps or more
  • Workstation free from any Noise and Distractions
  • Backup for Power Outage: Generator/UPS or Alternative Location


4.New Hire Orientation

New Hire Orientation is the process of showing you the overview of your role, work areas, and work environments. Coaches or supervisors are in charge of making sure that the new hire is introduced or familiarized with the organization. 

New Hire Orientation can also help employees reduce anxiety in a new environment as company policies and expectations can be intimidating. The orientation can help the new hires be comfortable in job roles and with their colleagues.


5.Onboard and Schedule to Start Training

Once you complete the onboarding requirements you will be scheduled to start a training program for your job role.

What do you need to prepare before starting your training? As a newly hired employee, you should prepare all your system requirements so that you do not encounter any delay in your training process due to system issues. The next step is to go over your training plan as much as possible including researching the topics. It will be easier for you to digest new information when you have more information about the topic. 

Coaches and supervisors will guide you throughout the process. Don’t worry because the first few days will be challenging but you will get the hang of it. It will be easier because coaches are knowledgeable and experienced which can help you adapt faster to the environment.


6.Be Put Into Placements and Interview With a Client

Placement is a stage where you will be allowed to apply with a client that fits your skills and qualities. It is also where all virtual assistants are placed during the hiring process of a client. If you are in the placement pool you should bear in mind that preparing for clients is a huge advantage by learning the set of skills and qualities to fit the job description. In the placement pool, you will experience a lot of interviews with clients. We have clients waiting to find their virtual assistants. The duration of when you’ll get hired would depend on your performance during client interviews.

Once you are hired by a client they will have a lot of new systems or procedures that are new to you. Here at Virtudesk all our employees will be guided and trained if there are new processes or procedures. 

7.Client Onboarding

Client onboarding is the process of you getting hired by a client and also getting familiarized with the company and systems. Once you get hired by a client make sure all requirements are in place and submitted so your onboarding will go smoothly.

What to expect on your onboarding:

  1. Meeting with your coach or supervisor set expectations
  2. Exchange information
  3. Familiarized with clients, systems, and platforms
  4. Training on your role 

 If all requirements are met and submitted you are good to go. 


Do You Want to Be Part of Our Growing Team?

In every organization, the virtual assistant checklist is the first step to jumpstart your career. System requirements are one of the important checklists you need to accomplish so you can work efficiently and avoid unnecessary issues.

Getting ready with your first client, you need to prepare your skills and qualities to become the best virtual assistant.

If you want to start a virtual assistant role, then you can apply to Virtudesk. Kindly fill out this form so you can choose what position you prefer. The positions that we offer are Executive Virtual Assistant, Inside Sales Associate, and General Virtual Assistant.


Come and join our growing family!

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