AI + VA Handoff Checklist
ChatGPT and Gemini finish thinking in seconds. Someone still has to send the email, update the CRM, and hit publish. This checklist is the handoff: what you keep, what the VA finishes, and what never goes out unsupervised.
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Before you paste the chat
Do not hand a raw thread to a VA. Review the ChatGPT or Gemini output for 60 seconds. Keep facts and tone you will stand behind. Cut guesses. Then attach the cleaned output to the task — not the whole conversation.
The seven-point checklist
- Outcome. One sentence: what is done when this is finished.
- AI output attached. Paste the reviewed result from ChatGPT or Gemini.
- VA may / must not. Draft replies, log the CRM, schedule the post. Sends stay in Drafts until you approve.
- Deadline and timezone. "End of day" is not a time.
- Tools. Shared Drive folder, CRM list, or CMS draft — not your primary login.
- Definition of done. Published URL, CRM record, or Basecamp check-off.
- Escalation. If a name, amount, or customer tone is unclear, flag it. Do not guess.
Use the checklist, then hand ChatGPT or Gemini output to a VA — 10 free hours.
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Copy a prompt-plus-handoff pair from the free AI + VA template pack. Review. Paste the matching VA task in Basecamp with the output attached. Inbox, content, lead research, meeting prep, weekly ops.
Philippines buckets start at $210 for 20 hours. Unused hours roll 90 days, so a bursty AI week does not waste a retainer.