FAQs

What is the VA’s PTO policy?

We value Whole-Life Balance. Each VA is entitled to at least one PTO per month. To streamline the process, requests for PTO must be submitted four weeks in advance of the event date. Upon receipt, you'll receive a notification via email detailing the request for your approval, ensuring transparency and seamless coordination.

Do you offer Holiday Time Off (HOTO)?

We respect cultural celebrations through our Holiday Time Off (HOTO) policy. Our Virtual Assistants have the option to either work on Philippine Holidays or take time off, subject to your approval. Should they choose to work, they will accrue one Personal Time Off (PTO) for future use. The request process for HOTO follows the same streamlined procedure as PTO requisitions.

How can I send feedback for my VA?

We prioritize continuous improvement and client satisfaction. You'll receive a survey form via email, allowing you to provide valuable insights and suggestions for your Virtual Assistant's performance enhancement. The frequency of these surveys varies: for clients with less than 60 days, they are sent weekly; for those with less than 90 days, bi-monthly; and for clients with more than 90 days, monthly. You can utilize this form anytime should you wish to initiate a survey for your VA. Additionally, you will receive a request for a 15-minute monthly check-in meeting.

How am I billed?

At the beginning of each month, you'll get a billing statement. It'll come with a PDF report showing the tasks your VA completed. Payment is due every 5th of the month.

I want to know what are the security measures you have?

Every VA on our team has signed a Non-Disclosure Agreement and aside from this, we can also create another NDA specifically between you and the VA, for that extra peace of mind. To further assure you of your VA's reliability, we also conduct thorough background checks.   Here’s a glimpse of the tools we deploy at CEO Concierge:

  • Password Vault: We utilize Last Pass, an advanced tool designed for secure password management. This system negates the necessity of verbally sharing or transmitting passwords. Additionally, Keeper offers a specialized feature for the secure storage of sensitive identification documents such as driver's licenses and social security numbers.

In this setup, the Virtual Assistant will only view these details as masked characters, ensuring enhanced confidentiality.

  • Cybersecurity: We rely on NordVPN to provide advanced cybersecurity features that help protect your data and privacy. Beyond these tools, we also conduct daily monitoring of your VA. This is to track their productivity and ensure the complete security of any confidential info you share with them.
 

How can I securely share my credit card information with my VA?

To ensure the security of your credit card information when sharing it with your VA, you can upload the details to a secure service like LastPass. Alternatively, you might consider allowing the VA to use a company credit card for transactions related to your account.

We can then bill any charges directly to you through QuickBooks. This approach prevents your personal credit card details from being directly accessed by the VA, providing an extra layer of security.

Where are the VAs located?

Currently our Virtual Assistants are located in the Philippines. We are looking at expanding to Mexico eventually.

How do we pay the VAs?

The Virtual Assistants receive their payments monthly, calculated according to the hours they log, whether part-time or full-time.

What is onboarding fee?

$250 for part-time VA and $500 for full-time. This is not an ongoing charge but only happens one-time when you are signing a contract for one VA. If you require more than 1 VA, it is another onboarding charge for the additional VA.

How does the training work for me as the client?

Once we have the VA ready to onboard with the client, we schedule a Onboarding call for introduction and cadence with their New VA. Team Leaders work with the Clients on what to delegate out to their VA”s. The Team leaders are on zoom calls with the Client and their VA for the 1st couple of weeks in this new relationship. The Team Leader does weekly random check-ins with the client and VA.

Do they have US phone numbers?

Yes, we can provide them with US phone numbers if the client wants them.

Can I meet or interview the VA before we start?

This is not our model. We hire the VA based on very lengthy conversation, forms and Cultural Index profiles. When the VA is hired, we do an onboarding call and introduce the VA. If the VA is not up to the Clients expectations then we need more guidance from the Client and will set aside 3 candidates for the Client to interview after they have rejected our top choice.

What’s the process for communicating tasks to the VA?

This depends on the client. Some clients like it daily, weekly via zoom. Some what daily conversation/check-ins with the VA via What’s app. We establish the communication cadence during the onboarding call.

In which time zones do your VAs operate?

The VA’s operate on whatever time zone you prefer they work in. Can I get assistance outside of regular business hours? Yes, there is someone always available to assist.

How flexible are your contracts? Can I scale up or down based on my needs?

Our contracts are not flexible. However, hours can be scaled up and down with a Thirty (30) days notice.

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