We understand these things happen, and our priority is to ensure a smooth and professional handover for your clients.

We will arrange a handover with the VA who will be taking over your clients. This needs to be thorough and efficient, so please make sure:

• The Timpi Client Profile is fully up to date

• All outstanding tasks have been clearly outlined and discussed

• As much relevant information as possible is shared (including preferences, key contacts, and processes)

• All necessary logins and access (e.g. via LastPass) are passed on

• Loom recordings are created to walk through key processes and systems — where possible, record these while completing the task so it doesn’t create extra work (as handovers are not chargeable)

This helps ensure the transition is seamless for both the client and the incoming VA.