tawk.toVirtual assistant onboarding
VIRTUAL ASSISTANT SERVICES

The work,
defined.

Task Performance Indicators

A little clarity now makes every working day better. Tell us what success looks like for your VA.

Required fields

01

Your details

First, let’s put names to the partnership.

02

Tasks & metrics

Define the work. Set the standard.

Open each relevant category and select the metrics to include in your VA’s EOD Report. If the role spans several categories, you can complete more than one.

01Administrative Support
Basic Metrics
Coordination
Monitoring

For each metric you selected, describe the expected volume, frequency, deadline, or quality standard.

See examples for this role

Examples only. Replace these with your own agreed targets.

  • Calls - 20 calls per day
  • Presentation creation - weekly for my board meeting
  • Reports - corporate design with graphs, charts, and/or illustrations
  • Event coordination - every week
  • Social media maintenance - daily
02Accounting and Finance
Basic Metrics
Documentation
Monitoring
Reporting

For each metric you selected, describe the expected volume, frequency, deadline, or quality standard.

See examples for this role

Examples only. Replace these with your own agreed targets.

  • Emails - average inquiry via email per day is 10, weekends 15
  • Accounts Receivable - average transaction is 20 per day, guideline is attached
  • Recording incoming and outgoing transactions - every transaction, format attached
  • Account management software - using Quickbooks, update daily
  • Balance sheets - weekly
03Creative and Media
Basic Metrics
Graphic Design
Video Editing
Process

For each metric you selected, describe the expected volume, frequency, deadline, or quality standard.

See examples for this role

Examples only. Replace these with your own agreed targets.

  • Branding consistency - corporate branding guideline is attached
  • Advertisements - graphics for 2x3 print poster with 300 dpi available in jpg and psd
  • Posters - 10 promotional 10 holiday posters 10 info posters for one month
  • Vlogs - 3 video edits per week
  • Revision - expecting up to 3 revisions
04Customer Service/Technical Support
Basic Metrics
Quality
Process

For each metric you selected, describe the expected volume, frequency, deadline, or quality standard.

See examples for this role

Examples only. Replace these with your own agreed targets.

  • Outbound calls - 100 per day
  • Expected time frame product mastery - 2 weeks
  • Tone of voice - friendly and cheerful
  • Order and payment processing - within 24hours
  • Resolved issues - average received issues 5 per day, enlist issues per customer
05Human Resources/Recruitment
Basic Metrics
Recruitment

For each metric you selected, describe the expected volume, frequency, deadline, or quality standard.

See examples for this role

Examples only. Replace these with your own agreed targets.

  • Manpower headcount - needs 5 hires per day to reach 100 headcount
  • Manpower budget - attached is the plan with allowed number of hires and budget allocated per department
  • Sourcing candidates - source within 12 hours upon receiving request
  • Endorse candidates - needs 10 new applicants per day, time frame within 2-5 days
  • Interview candidates - needs 5 interviews per day, attach is the interview evaluation form and assessments needed, average time for interview is 30 minutes to 1 hour
06Information Technology/Web Development
Basic Metrics
Process

For each metric you selected, describe the expected volume, frequency, deadline, or quality standard.

See examples for this role

Examples only. Replace these with your own agreed targets.

  • Branding consistency - corporate branding guidelines attached
  • Tools and Markup Languages - PHP, KoJS, jQuery, XML, CSS, HTML,
  • Database - MySQL
  • Framework - Magento 2 Enterprise
  • Building process - complete within 3 months, attached is the Gantt chart
07Marketing and Sales
Basic Metrics
Quality
Process

For each metric you selected, describe the expected volume, frequency, deadline, or quality standard.

See examples for this role

Examples only. Replace these with your own agreed targets.

  • Outbound calls - 100 per day
  • Expected time frame product mastery - 2 weeks
  • Tone of voice - friendly and cheerful
  • Order and payment processing - within 24hours
  • Resolved issues - average received issues 5 per day, enlist issues per customer
08Social Media Management
Basic Metrics
Process
Social Media Engagement

For each metric you selected, describe the expected volume, frequency, deadline, or quality standard.

See examples for this role

Examples only. Replace these with your own agreed targets.

  • Graphics - coordinate with graphic designer for 30 posters
  • Keywords - generate max of 10 essential keywords per poster
  • Campaign plans - create campaign plans for 3 promos and 4 holidays for this month
  • Branding consistency - corporate branding guideline attached
  • Engagement - minimum of 500 likes 500 shares 500 subscription after a week of posting content
09Research
Basic Metrics
Reporting

For each metric you selected, describe the expected volume, frequency, deadline, or quality standard.

See examples for this role

Examples only. Replace these with your own agreed targets.

  • Information gathering - allowable 2-3 days
  • Spreadsheet organization - organize attached spreadsheet, create dropdowns if needed
  • Reporting - Weekly realignment meeting
  • Document creation and organization - use google drive access here
  • Metadata creation - guidelines attached
10Writing
Basic Metrics
Quality
Admin
Process

For each metric you selected, describe the expected volume, frequency, deadline, or quality standard.

See examples for this role

Examples only. Replace these with your own agreed targets.

  • Content writing - 30 write-ups with different topics as attached
  • Brand voice consistency - corporate brand guideline is attached
  • Spreadsheet organization - organize attached spreadsheet, create dropdowns if needed
  • Metadata creation - guidelines attached
  • Revision - max of 2-3 revisions per write-up
03

Reporting & supporting files

Add the context that helps us get it right.

Do you have a specific tool or method for evaluating the success of each task?

Include task lists, brand guidelines, reporting templates, or other reference documents. Name each file clearly to identify the relevant task.

Up to 5 files, 5 MB each (20 MB total). PDF, images, text, CSV, DOCX, XLSX, or PPTX.

A good brief is the start of great work.

Your expectations will guide how we support their performance and productivity.

Your responses will be shared with our HR team to guide your VA’s tasks and reporting.