How To Get Started With Your Assistant

Step 1 - Free Consultation

 You NEED a virtual assistant to take over various web-related services! Use this free e-consultation to see if we are a good fit. Together, we'll discuss your needs and come up with a rate plan  customized specifically for YOUR project and budget. 


 With the broad range of business services that we perform, we're often asked if there's anything we don't offer. 

Talk with one of our experts today about getting started with your own virtual assistant. 

Step 2 - Paperwork

 

Once we decide to partner together, you receive a New Client Guide from us to begin your on-boarding process.

The New Client Guide includes: 

  • Confidentiality + Non-Disclosure Agreement 
  • Tips on how to work best with your Assistant
  • Our proprietary assessment to help us match you with the Assistant that will fit your working style

Once this information is remitted, we make the introduction to your new Assistant within the day.

Step 3 - Send Tasks

 

You are assigned to a Assistant.

Your Assistant will check in with you daily (or as frequently as you wish). You communicate using any channel you wish (phone, e-mail, text, etc.) Send us a task(s) -- and consider it done!

Here's a list of a few of our task we offer.... 

  • Administrative assistance
  • Calendar and meeting administration
  • Social media maintenance
  • Truck Dispatch
  • Billing and collections
  • Bookkeeping services
  • Customer service
  • Real estate assistance services
  • Insurance Agent Assistant
  • Answering services
  • Email management
  • and more

Step 4 - Simple Billing

We can put together a great package for you in no time once we get together and let you check off the services you need.


All you’ll have to do is pay a monthly invoice.

Step 5 - Evaluation

We want to proactively check for opportunities to add value to your tasks and strategic delegation process. We will check in with you on a regular basis to document any important future milestones. Internally, we will be monitoring performance reports and feedback looking for trends and opportunities to identify new tasks that you can delegate to your Assistant.