Part 1
Monthly Client Satisfaction Survey
The client's satisfaction rating of the VA across five service qualities.
Completed by: Client · Scale 1–5: 5 = Very satisfied … 1 = Very dissatisfied70%
Weight
1
Responsiveness
How satisfied are you with the VA's response times to your messages?
—
2
Accuracy
How would you rate the overall quality and accuracy of the deliverables?
—
3
Autonomy
Did the VA demonstrate the ability to complete tasks with minimal supervision?
—
4
Reliability
How satisfied are you with the VA's ability to meet project deadlines?
—
5
Communication
Rate the clarity and professionalism of the VA's communication.
—
Average
— / 5
CSAT Score
—%
Weighted (×70%)
0.0 / 70
Part 2
Monthly Performance Survey
The Team Lead's assessment of the VA against the six SVS core values.
Completed by: Team Lead · Scale 1–5: 5 = Outstanding … 1 = Unsatisfactory30%
Weight
1
Transparency
Integrity
Honest, transparent conduct; does the right thing consistently.
—
2
Ownership
Accountability
Takes ownership of tasks and outcomes, including mistakes.
—
3
Quality Standards
Excellence
Consistently delivers work that meets SVS quality standards.
—
4
Forward-Thinking
Innovation
Suggests better ways of working and embraces improvement.
—
5
Collaboration
Teamwork
Supports the team and collaborates well across the account.
—
6
Impact Orientation
Client Success
Focuses on outcomes that drive the client's success.
—
Average
— / 5
Performance Score
—%
Weighted (×30%)
0.0 / 30
Total Performance Score
Part 1 — Client Satisfaction
0.0
out of 70 possible points
Part 2 — Performance Survey
0.0
out of 30 possible points
Final Weighted Score
0.0%
Awaiting ratings
Rated 0 of 11 areas — complete all ratings to finalise the score.
Overall Assessment & Development Plan
Evaluated by — Team Lead (signature over printed name)
Acknowledged by — Virtual Assistant (signature over printed name)
Spin Virtual Solutions — Confidential performance document.
Final score = (Client Satisfaction × 70%) + (Performance Survey × 30%).
To keep entered data, use Print / Save as PDF.
