We know that matching the right client to the right virtual assistant is essential to a fruitful engagement. Below is a layout of our typical process from start to finish after an assistant is contracted with Ministry Desk.
- Ministry Desk team member will host discovery call with potential client. This call is the first communication clients will have with Ministry Desk to share about their organization's needs, goals, and task lists.
- Client will fill out a Client Profile form and Ministry Desk will have a follow-up call to discuss their needs more in-depth.
- Ministry Desk will send an information sheet about the client along with a recording of the discovery call to the assistant that seems best suited to partner with particular client.
- Once the assistant is ready to move forward with the client, Ministry Desk will send client the assistant's profile to review and allow for any questions prior to placement.
- Most clients request a pre-match meeting. Ministry Desk will host this meeting for assistant and client to meet and ask questions before they are matched.
- When the client and assistant are both ready move forward, a kick-off call will be scheduled.
- The Director of Remote Engagements will lead the kick-off call with the goals to introduce the assistant and client, establish the engagement, and set expectations moving forward.
- The assistant will receive a Work Order Agreement to sign which officiates the client assistant relationship.
- Ministry Desk will offer ongoing support to assistant as well as regular check-ins from the Director of Remote Engagements.