Here’s our step-by-step process in a nutshell.
Schedule a free consultation
In this video call we are keen to learn as much about you, your business, how you got to where you are now, your motivations and future ambitions. We will share how we can supply you with dedicated right hand support to help you achieve your targets and deliver results based on your brief to us. If we don’t have someone within our team of associates, will take the time to identify, reference check and validate them on your behalf at no cost to you.
Dot the i’s and cross the t’s
Before introduction to your decidated Virtual PA, we will 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. Our next step will be for us to have the discussions internally as who we feel is best suited to support you for the longevity. Our aim is to match you with a dedicated virtual assistant, no chopping and changing, a dedicated assistant to support YOU.
Introduction to your dedicated Virtual PA/EA/VA
Once we handpick the perfect Virtual PA for you, we’ll share their background and arrange to introduce you via video call. We take into account core skills, ability to deliver, capacity for the long term and, we don’t forget both your personalities! At this stage, it is just as important to us, as I am sure it is to you, that you both feel the fit is right. We believe this works both ways! Remember, there is no charge for our matching service.
Start handing over tasks
Once everyone is in agreement you and your new Virtual PA are free to arrange a kick-off call to go through what your priority tasks are and how you will delegate tasks and communicate with each other. Again, this is very much a two way process, your Virtual PA will have questions for you too! Take the time to integrate your Virtual PA into your team and ensure they feel part of it! I know without a doubt that your Virtual PA will insist on regular weekly catch ups in order to deliver the very best service to you. Take this time…you won’t regret it!
At last, you have time to focus on your priorities.
You now have a dedicated Personal Assistant in your corner to support you every single working day, if required. They are there for you to handover the mundane routine tasks too (let’s be honest we all have those!) they will also be eager to strategically make an impact, to share their ideas, express an opinion and proactively support you by making decisions on your behalf or in your absence. In order to do so, communication is key.
Regular reviews & keeping in touch
We remain at your service to offer guidance and/or advice as you continue to build and grow your business. We will set up regular review calls with you and seperately with your Virtual PA to ensure all is well as your working relationship grows. An added benefit is with our associate team we have a wide skillset to tap into as your business grows.