A scheduled, mandatory call between the client and the VA, and facilitated by a trainer. This is where the client officially offloads the tasks that the VAs are expected to work on and sets their expectations.

Below are the discussion points included during the call:

• Shift Days and Time
• Tools that will be used by the VA
• Systems connections (ex. set up of a virtual phone for inbound/outbound calls) and credentials needed by the VA
• Preferred medium of communication
• Preferred time keeping tool
• Specific timelines and/or deadlines
• Required End of Day Report
• Trainings needed (if there are any)
• Nesting period
• Promotion out of nesting

For SMM,

Restrictions on the use of VA’s personal social media accounts when managing client’s SM accounts