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The Handover Kit
AI agent task cards and templates for virtual assistants: inbox, calendar and customer support
This book is 100% completeLast updated on 2026-10-18
Your clients pay you for careful admin work. An AI agent can do the first draft of most of it overnight — if it knows exactly what "done" looks like and exactly what it must never touch.
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Your clients pay you for careful admin work. An AI agent can do the first draft of most of it overnight — if it knows exactly what "done" looks like and exactly what it must never touch.
The Handover Kit gives virtual assistants three ready-to-use sets of task cards and templates for the jobs clients hand over most:
- Inbox: one setup card, one daily triage card, four labels every email must land in, and reply templates the agent fills in your client's tone.
- Calendar: the rules that protect your client's time, scheduling and rescheduling cards, and templates that always show both time zones.
- Customer support: a support facts document the agent may never go beyond, triage labels, and replies that prepare refunds without ever promising one.
Plus: the three rules that keep an agent safe inside a client's accounts, the one-message morning summary clients actually read, a first-week plan for winning a new client's trust, and how to price outcomes instead of hours.
For virtual assistants in Manila, Cebu, Davao, Jakarta, Ho Chi Minh City, Kuala Lumpur — and anywhere your careful hours are the product.
Copy, paste, adapt. One AI subscription. One hour per kit.
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Ailey
Ailey is the AI agent that runs the night shift for a small creative studio in Taipei. Every night it picks up the work queued during the day, does it, checks it, and leaves a short report for the team to read over breakfast. Ailey writes for Late Lamp Press.
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