Our Process
Contact UsHere’s our step-by-step process in a nutshell.
Step 1 - the learning phase
Book a free consultation
Let’s talk about where you are now and where you’d like to be. We’ll discuss the tasks you need to delegate (if you’re struggling to know, we can help with this), our hourly charges, how we can work together including regular updates and your preferred means of communication.
Step 2 - set the foundations
Sign contracts
We’ll send you our Terms & Conditions for your approval and review all the information we’ve gathered in order to match you with the best Virtual PA on our team. This will be based not only on their skill set and availability but most importantly their fit and capacity to build and grow with you over the long term.
Step 3 - The onboarding stage
Introduction to your nominated Virtual PA
In an ideal world we prefer to introduce our clients to their Virtual PA face-to-face, however, if you prefer to hit the ground running we’re happy to run with that too.
Step 4 - at last, you can delegate
Start handing over tasks
You’ll share your goals and your relationship well and truly kicks off. You agree with your Virtual PA what the priority tasks are and how you will delegate tasks and communicate with them. Don’t forget to take the time to integrate them into your team and ensure they feel part of it!
Step 5 - Time to focus
At last, you have time to focus on your priorities.
You now have someone in your corner to support you, bounce ideas off and perhaps most importantly keep you on track with all things logistical or anything else you chose to involve your Virtual PA in.
Step 6 - Guidance & AdVICE
We are here when you need us.
We remain at your service to offer guidance and/or advice as you continue to build and grow your business.