Get to know us in a free 30-60 minute phone call; the first half getting to know each other and learn about you and your business. If we then decide to work together, we’ll discuss your “pain points” and how we can relieve them, how to expand your time and reach your objectives quicker.
We don’t match you with a virtual assistant… you get us.
After our call, we will provide you with an overview of what we discussed and a monthly scope of work (SOW) including our specific fee. Based on this plan, we agree to move forward or add and/or subtract support components to further fine-tune your objectives while meeting your financial needs.
Once these parameters are set and we begin working together, you are always able to add additional ad-hoc projects outside the SOW for an additional fee.
Time is a finite resource and we feel a sense of great pride when we know we’re saving our clients time. Saving them money is a close second.
Agreement and NDA
Upon agreement on the retainer SOW, you will sign our retainer agreement, mutual NDA and send in your first month’s payment.
Through a call, we gather all of the needed information to get started working for you. We will also explain and answer any questions you may have about our policies, which are included in your welcome kit.
At the end of each month, we provide a written list of the work we’ve done and the work we’re in the process of doing for you and your business dictated by the SOW. This gives you a bird’s eye view of our support, which helps prompt ideas for how to adjust and prioritize the upcoming month’s workload.
personalizing the process
Monthly Status Report
Always open to change
SOW Retainer Check-ins
Every 3-6 months, we’ll schedule a call to reassess the SOW parameters of our retainer and adjust up or down based on the previous months’ worth of work, the expansion of your business or your desire to increase our responsibilities to free up even more of your time. If either of us feels that this discussion needs to happen sooner for unforeseen reasons, no problem.