How It Works
A simple process to start delegating fast
We learn your workflow, match the right support, and implement a system that keeps tasks moving consistently.
The 4-step onboarding
01
Discovery call
We learn your goals, current workload, tools, and the tasks you want off your plate.
02
Match & plan
We recommend the best support level and outline a task plan based on your priorities.
03
Onboarding & setup
We align communication, SOPs, shared tools, and task tracking so work stays organized.
04
Execute & optimize
Your VA team starts delivering and improves your workflow week by week.
What we need from you
You don’t need complicated systems. Just a few basics so we can move quickly.
- Your preferred communication channel (email / WhatsApp / Slack)
- Access to tools you already use (CRM, email, docs)
- A list of tasks you want to delegate first
- Weekly priorities and feedback
Common tools
Google Workspace
Microsoft 365
DocuSign
CRMs
Trello / Asana
ZipForms
We’ll adapt to your workflow and introduce structure where needed.
Ready to start delegating?
Book a consultation and we’ll recommend the best support plan for your workflow and goals.