Virtual Team Assistant Program Training

Standard operating procedures and onboarding modules for Business Builder members, Virtual Team Assistants, and VTA Managers.

Module 1 — Program Overview

Start Here

The Virtual Team Assistant (VTA) program pairs you with a trained assistant who handles delegated real-estate tasks — lead research, skip tracing, CRM updates, marketing prep, and follow-up. You purchase a pool of hours, delegate work through the portal, and track every hour and result in one place.

Hour Pool

Your allocated hours draw down as your VTA logs work.

Delegate

Submit requests with a clear brief, priority, and deadline.

Track

Monitor drawdown, work logs, and results in real time.

Module 2 — How to Delegate a Task

SOP

1
Open your VTA Portal
Go to the Virtual Team Assistant page and open the "New Request" tab.
2
Write a clear brief
State the exact outcome you want, not just the activity. Attach files, lists, or example properties.
3
Set priority and deadline
Choose Low / Medium / High / Urgent and a realistic target date so your VTA can sequence work.
4
Submit and confirm
Your request appears in Request History and becomes a task once accepted.
5
Respond promptly
If your VTA marks a task "Waiting on Member," reply in the task thread to keep hours productive.

Module 3 — Managing Your Hours & Reviewing Work

Hour Drawdown Tracker — check weekly. When remaining hours drop below 15%, top up before work stalls.
Work Log — every logged session shows the task, hours, date, and a description of what was done.
Completed tab — read each Result Summary to confirm the outcome met your brief.
Activity Feed — a live stream of updates, messages, and status changes across all your tasks.
Rate the work — leave a 1–5 rating and feedback so assignments keep improving.

Best Practices — Do & Don't

Batch similar tasks into one request
Give context and examples up front
Answer questions within 24 hours
Review completed work weekly

Don't

Send vague one-line requests
Share sensitive credentials in task notes
Let "Waiting on Member" tasks sit idle
Assume — confirm scope before big tasks

Ready to put it into practice?

Open the VTA portal to delegate, track hours, and review work.