How To Book A Handover Zoom

Here is how to book a handover using the hello@strictlysavvy.co.nz zoom account

Book the Meeting in Zoom

1. Open Zoom and make sure you're logged into the hello@strictlysavvy.co.nz Zoom account

2. Click 'schedule' and schedule the meeting at the agreed time, called “Handover with Strictly Savvy and [Company Name]” timing is 1 hour

Here is the template for cross-checking ChatGPT's handover email information: 

Handover Zoom Invite.docx Please use the document for the template as the links won't work in the document below.

Hi { contact.firstname }​,

Great to have you on board!

To make the handover process with your new VA as stress-free and simple as possible, I have a few key pieces of information to go over in this email.

I know it’s a bit of reading, but is super important that you have a quick read before we get started together.

We use a Direct Debit system, called GoCardless, which makes it faster and easier than ever to pay invoices. This means that you never have to manually pay invoices to us, but rest assured, GoCardless still provides a Direct Debit Guarantee where you will be notified before every debit is taken, and you will be issued with a full and immediate refund if any payment is ever taken in error. 

Please click this link to complete the set up.

To make sure we can get the most from the handover session, please ensure prior to handover you jot down some notes on:

• What key areas you need help with

• Any software and apps that we may need to access to complete your tasks

• Any immediate tasks that need to be started straight away

During our meeting, we will cover:

• An overview of your business to get your new VA up to speed on what you do and what kind of support you need

• Establish a clear list of responsibilities your VA will have

• Confirm the software and apps that we need access to (be sure to have your logins and passwords available)

• Overview of your expectations and ours

• Agree any tasks that can be started straight away

• Next steps, and what working with your VA will look like from here.

This meeting usually takes about an hour, but can run up to two hours depending on what we need to cover.

Should you need to reschedule this meeting, just flick through an email and let me know. We can be flexible in finding a time that works for you.

Finally, if you have any other questions or concerns you’d like addressed before our meeting, please send these through via email, I would be more than happy to help.

Chat soon!