RJEC Onboarding
Start

Welcome to RJEC

Your interactive guide to becoming operational as a Virtual Assistant. Takes ~8 minutes.

Official Visual Guide

Virtual Assistant Onboarding Operational Guide

Tap image to open full size

Businesses

LTS, J&M Storage, and RJEC

VM + Color Accounts

Security protocols you must follow

Comms + Daily Workflow

Chat tools, 5-min rule, Google Voice

Tap Next to begin →

STEP 1

Businesses

While we operate several businesses, these are the primary ones you’ll be working with during onboarding..

Lab Testing Solutions

PRIMARY

labtestingsolutions.com

Drug testing & background screening for HR, healthcare & legal clients. No contracts, same prices since 2011, 12,000+ collection sites nationwide.

Your primary focus

Cold-calling prospective clients
Customer service for offerings (incl. GX Slim)
Lab / DNA testing sales support
Visit site

J&M Mini Storage

SECONDARY

jmministorage.com

24/7 self-storage, car wash & U-Haul partner in Watkinsville, GA (Athens/UGA area). Units, detailing, moving support.

Your secondary duties

Rare incoming storage / tenant calls
Forward messages to Regional Manager
Car wash & facility related support
Visit site

RJ Employer Consulting

CORE

rjemployerconsulting.com

The central administrative core of the portfolio, operating since 2011 as a licensed business advisory, payroll, human resources, and tax consulting practice. It advises businesses on tax-efficient strategies and helps minimize corporate liabilities.

Visit site
STEP 2

The Client

Who you work for and how to collaborate.

Prerit Patel

Owner-Operator · Multi-entity businesses

Controls systems across J&M Mini Storage & Car Wash and Lab Testing Solutions. Based in the Atlanta / Watkinsville area. Builds remote operations and compliance systems.

LinkedIn profile

Direct with management

Scheduling, hourly targets, and operational proposals are finalized directly with management.

Text-first communication

Prefer text/Google Voice for day-to-day. Keep interactions professional and documented.

Act with ownership

You represent the brands. Be accurate, escalate early, and never overpromise.

STEP 3

Virtual Infrastructure & Security

VM access + color-coded accounts.

Virtual Machine (VM) Access

All work is performed inside a secure Virtual Machine. You will download the required desktop application to access the virtual workspace. Never work outside the VM for company tasks.

Color-Coded Accounts

Red Account

General day-to-day operations

Team-wide resources and general daily operations.

Yellow Account

Primary focus

Lab Testing Solutions (LTS) — cold-calling, DNA/lab testing sales, and related customer service.

Blue Account

Secondary focus

Storage operations, tenant management, facilities, and car wash functions.

System Privacy Rule

Never disclose specific internal account credentials. Do not speak account names (Red / Yellow / Blue) aloud in calls or public channels.

STEP 4

Communication Standards

Channels, etiquette, and the 5-minute rule.

Strict Attendance

Be online 5 minutes before shift

You must be logged in and ready 5 minutes prior to your scheduled start time to ensure punctuality.

Channels

Google Chat

Primary for daily files, resources, team collaboration & questions.

WhatsApp

Restricted to urgent / emergency matters or critical direct tasks only.

Google Voice

All day-to-day customer calls & SMS. Never use personal number.

👍

Message Etiquette

Acknowledge group messages with a thumbs-up emoji reaction. Keeps channels clean and confirms receipt without clutter.

The 5-Minute Rule

If you are stuck on a task or question for ~5 minutes of focused effort, stop and ask for help in Google Chat (or the designated help space). Do not leave customers waiting in silence. Inform them you are checking with a specialist if needed.

STEP 5

Brand Focus & Daily Workflows

Priorities, scripting style, and AI tools.

PRIMARY

Drive Lab Testing Solutions

Cold-call prospective clients and provide customer service for product offerings (including GX Slim and lab/DNA testing related sales). This is your main operational priority.

SECONDARY

Storage / Tenant Calls

Incoming storage or facility calls are rare. Forward messages or details directly to the dedicated Regional Manager. Do not attempt complex storage resolutions yourself unless instructed.

Google Voice + Text-First

Use Google Voice for all customer telephony. Prefer text/SMS where possible for clear documentation.

Flexible Scripting

Once familiar with products/services, develop personalized conversational call flows. Avoid reading rigid scripts word-for-word.

AI-Enhanced Workflow

Use tools such as Google Gemini, Grok, or similar to optimize daily tasks, research, and response drafting. Always verify accuracy before sending to clients.

STEP 6

Admin & Time Management

Logging, payroll, and agreements.

Manual Task Logging

No automated mouse/tracking software is used.

Document all daily tasks and progress in the designated Google Sheet. This is your official record of work completed.

Stripe Payroll Integration

Payment system setup required

Connect a standard bank account (not online-only / fintech-only accounts) to the designated Stripe payment system for payroll.

Online-only banks are not accepted. Use a traditional checking account.

Contracts & Agreements

Finalize with management

Scheduling, hourly targets, and operational proposals are completed directly with management. Ensure all documents are signed and returned promptly.

You’re ready!

You’ve completed the RJEC Virtual Assistant onboarding core. Bookmark this page for quick reference.

Quick Recap

LTS (Yellow) is primary · Storage (Blue) is secondary
Always work inside the VM · Never say account colors aloud
Google Chat = daily · WhatsApp = emergencies only
Online 5 min early · 👍 for group acks · 5-min rule → ask
Google Voice for all customer calls/SMS
Manual Google Sheet logging · Stripe needs real bank

Questions? Message your lead in Google Chat.