Resource

Assistant SOP handoff checklist

Use this before you give a virtual assistant inbox, CRM, customer, or admin work.

Laptop showing a checklist for a remote assistant handoff — Keep the first handoff visible: task, tool, example, stop rule, and review time.

The checklist

1Write the outcome in one sentence.

2List the exact tools the assistant may use.

3Record one example or screen walk-through.

4Set red lines: refunds, legal advice, payments, medical data, or customer promises.

5Start with three days of daily review, then weekly scorecards.

6Keep owner approval for anything risky until trust is proven.

Copy-ready handoff note

“Please do this task using the checklist below. If a customer asks for a refund, discount, legal answer, medical answer, password change, or account decision, stop and tag me before replying.”

Weekly scorecard

AreaScoreWhat to check

Accuracy1-5Did the assistant follow the example?

Speed1-5Was the work done on time?

Judgment1-5Did they ask before risky steps?

Ready for a plan?

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