Outsourced Philippines guide
Philippines virtual assistant client follow-up aging guide
Keep client follow-ups timely by separating waiting time, owner delay, missing input, and approved next actions.
Client follow-up aging is more useful when it distinguishes waiting for the client, waiting for the owner, missing input, and an approved next action.
Record why an item waits
Capture the last contact, promised next check from the source, current owner, missing input, and escalation date. Do not treat silence as permission to make a new promise.
The assistant can update the queue and draft a factual reminder. The account owner decides concessions, scope changes, deadlines, and any message that commits the business.
Questions to settle
- What was the last source-backed contact?
- What may the assistant draft?
- Who owns a new commitment?
Close with evidence
Review aged items by cause, not just by age. Close a follow-up only with a source-linked response or an owner-confirmed decision to stop pursuing it.
Questions to settle
- What caused the aging?
- What response proves resolution?
- Who confirms that pursuit ends?
Sources and next steps
Use the operations support work lane as a practical starting point, then review the onboarding checklist before expanding the role.