Frequently Asked Question
Getting Started
The Initial Onboarding Steps
- First you must call or email us to express your interest in the Virtual Assistant Service. You may click here to schedule a consultation, https://calendly.com/gregoelrich/broker-assistant
- A Client Relations Manager from AgentAid.com will reach out to you to schedule a 30 minute consultation to see where a virtual consultant can help you the most.
- Your Client Relations manager will then send you paperwork to initiate the virtual assistant agreement and answer any questions you have about the agreement.
- You will review and sign the agreement and pay your first month’s service plan anytime before the first day of service. Your first month of service will be prorated based on the day you start. All other future payments will be due on the first of the month.
- The Client Relations Manager will set up your Appfolio account so that you may login and create your automatic payment of the monthly plan on the 1st of each month.
- The Client Relations Manager will work with the training supervisor to pair you with the virtual assistant best suited to meet the needs of your company. This process may take as long as two weeks. You do not start to pay for your service until the Virtual Assistant works for you.
- Once the assistant is selected, an initial phone or video training consultation will be set up with you and the assistant so they can fully understand the jobs that you need them to complete. Topics will include your desired mode of communication and anything else you want the assistant to know that is unique to your business.
- AgentAid.com will then set up the google for business suite to store documents and send emails, and website chat built into your website if you want that service.
- The assistant will begin to work at the times requested by you and send you an email to clock in and clock out, along with a summary of the tasks they will be working on for you.
- It is to be expected that your assistant will have many questions for you at the beginning of the hiring process. We encourage them to ask many questions and not assume they know the right answer. It is important to note that in the short term you may see an increase in the time needed to train your assistant the way you want them to specifically operate. Prosper can assure you that all of the investment of time in training your assistant will be saved many, many times over after they completely understand why and how to do the tasks you are asking of them.
- Your Client Service Rep will check up on you periodically to make sure you are happy with the service and to see if you have any ideas of how we can continue to improve our service to you.
Contact Us
Keep in touch with us
Contact Details
- help@agentaid.com
- +1 715 952 9484
- 1213 Menomonie Street, Eau Claire, WI 54703