Legacy Virtual’s

Proven Process.

You will never be ready. Just start.

It’s often hard to think about starting a new process, bringing on new employees to help, but that’s what Legacy Virtual is here to do and help our clients succeed!

Initial Assessment

Job Posting, Personality Screening, Candidate Filtering

Final Interview (Performed by Client)

Onboarding with CSM and Client

Ongoing Success!

1 to 3 Weeks

Initial Assessment

We talk with the client and get an idea of what your business needs are—if you have a job description that’s great and we’ll get it to the recruitment team right away. If you don’t have a job description, that’s ok—we’ll help you create one or pick from the many that we have already created and ready to go.

Job Posting, Personality Screening, Candidate Filtering

We source applicants based on client requirements. We normally have people in our pipeline that we can set up for immediate interview. However, if the needs are specific, it usually takes 1 to 2 weeks.

Our recruitment team screens the applicants based on their communication skills (written & verbal), behavior, relevant experience, and personality.

Final Interview (Performed by Client)

Clients have the choice to interview and get to know the applicants. They have the final say of who they want to work with. This will allow them to get a feel of who matches their expectations the most.

Onboarding with CSM and Client

All candidates undergo a systems requirement check to ensure that their equipment and home set up are ready and meet the client’s needs. The assigned Client Success Manager will have an onboarding call with the client prior to the VA’s start date in order to make sure everything is set up & good to go for day one.

Ongoing Success!

Our Client Success Managers’ primary role is to ensure that you are successful with your Virtual Assistant. In addition to regularly scheduled meetings with each client, the following are part of the Client Success Manager’s main responsibilities to ensure that your VA is successful!

RESPONSIBILITIES & DUTIES:

Workforce management (checking of attendance, monitoring breaks, coordinating schedules, planning of back up as needed, monitoring time sheets)
Ensuring client expectations are met
Monitoring compliance to processes
Initiating process improvement based on observations or client feedback
Guiding the VA in creating SOPs as needed
Providing regular updates to the client, and seeking feedback about the VA’s performance (frequency is dependent on what is convenient to the client)
Assisting in resolving conflicts when there is one
Providing insights or suggestions on how the work can be more efficient