What To Do If A Client Asks You To Purchase Something On Their Behalf

Who: This process is for the VAs or Office Administrator to undertake

What: This process is if a client asks you to purchase something on their behalf 

When: This process is undertaken at a clients request 

Why: This process is done to purchase something on behalf of a client 

Background

Occasionally clients may request that their VA make a purchase on their behalf.

• If the clients credit card details are held by Strictly Savvy, you can make the purchase on their credit card. 

• If no credit cards details are held for the client, you may be able to purchase the item using the Strictly Savvy credit card, depending on the amount of the purchase

Process - if Strictly Savvy holds a clients credit card details

1. A request is received from your client.

2. If client does not provide a specific item, you will need to provide them with options for purchase.

3. When the client confirms the item to purchase.

4. You will need to confirm the delivery address for the purchase. 

5. Obtain the clients credit card details these will be held in LastPass. 

6. Make the purchase and provide the required details ie delivery address

7. Provide confirmation of the purchase to your client.

Process - if no credit card details are held

Purchase under $100

1. Follow 1-4 of credit card details held process.

2. Request Strictly Savvy credit card details from the Office Administrator. 

3. Make the purchase online and provide the delivery address details. 

4. Once you have confirmation of the purchase, you need to provide the receipt to the Office Administrator. 

5. Request that the Office Administrator oncharge the cost the your client. 

Process - if no credit card details are held

Purchase over $100

1. Follow 1-4 of credit card details held process

2. You will need to obtain approval from your Strictly Savvy Team Leader. 

3. Once you have received approval. 

4. Request Strictly Savvy credit card details from the Office Administrator. 

5. Make the purchase online and provide the delivery address details. 

6. Once you have confirmation of the purchase, you need to provide the receipt to the Office Administrator. 

7. Request that the Office Administrator oncharge the cost the your client.