Onboarding Process
Our onboarding process is designed to get you the right virtual assistant quickly, so you can focus on closing deals while we handle the rest.
1
Free Consultation Call (15-30 minute call)
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Discuss your business needs & challenges.
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Get expert advice on how a VA can optimize your workflow.
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Choose the best service package tailored to your goals.
2
Match With Your Perfect VA (24-48 after consultation call)
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We handpick a skilled VA based on your industry, tasks, and preferences.
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You receive a profile of your VA, including experience and skillset.
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Approve the match or request a different fit.
3
Kickstart With a Smooth Setup (Day 3)
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Set up communication channels (Slack, WhatsApp, Email, etc.).
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Provide access to necessary tools (CRM, scheduling apps, etc.).
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Define task priorities and expectations.
4
Go Live & Watch Productivity Soar (Day 4)
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Your VA starts working immediately with daily/weekly check-ins.
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You receive performance reports & ongoing support.
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Scale up or adjust services anytime as your business grows!
5
Ongoing Support & Optimization (Ongoing)
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Weekly check-ins to ensure smooth operations.
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Performance tracking and optimizations.
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You can scale up/down services as your business grows.
