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

1. Outcome. One sentence: what is done when this is finished.
2. AI output attached. Paste the reviewed result from ChatGPT or Gemini.
3. VA may / must not. Draft replies, log the CRM, schedule the post. Sends stay in Drafts until you approve.
4. Deadline and timezone. "End of day" is not a time.
5. Tools. Shared Drive folder, CRM list, or CMS draft — not your primary login.
6. Definition of done. Published URL, CRM record, or Basecamp check-off.
7. Escalation. If a name, amount, or customer tone is unclear, flag it. Do not guess.

Run it today

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.

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