How To Maintain Handbooks

Our process handbooks or "cheat sheets" are created when a client comes on board with Strictly Savvy. It outlines vital information for the VA, and other team members, to utilise in order to best assist the client. This includes, but isn't limited to, the client company details, main contact person(s), some personal details (ie birthdays, spouses name, hobbies, etc), VA job description (ie what is expected of us daily, monthly etc), and How To on tasks our client sets us.

To Maintain

When a client provides the VA, or a team member, of a change in their details, or a change in how they would like the VA to do a task, this updated information is entered in the appropriate section of the cheat sheet.

If the update is a completely new process you can start a new page instead of adding it to an existing page.

It is good practice to update your handbooks when you receive new task instructions, or are advised of a change in instructions for tasks.

Loom Video - How to maintain a handbook - https://drive.google.com/drive/u/0/folders/1WG4OIGIkoLrfvIyC0dswAV5cbHtW9r8_