IDENTIFYING YOUR NEEDS

Which of these describes your current situation?

  • I’m buried in emails and spend more time responding than running my business.
  • Scheduling meetings and appointments is taking over my day.
  • I know I need to be more active on social media, but I don’t have the time.
  • I’m spending too much time on data entry and managing customer information.
  • I have a backlog of marketing tasks like blog posts and newsletters.
  • I’m overwhelmed but not sure what to delegate.
  • I need help managing my clients and handling inquiries.
  • I have too many projects coming in and need help staying organized.
  • I need a graphic designer to help with branding, website updates, or marketing materials.

We get it—when everything feels urgent, it’s hard to know where to start. A Generalist VA can take the load off your plate by tackling tasks like inbox management, appointment scheduling, data entry, and more. Our VAs are experienced in helping overwhelmed business owners figure out what to delegate first and guide you through the process of growing their role as your business needs evolve.

Pro-Tip: Start small—delegating even just a couple of routine tasks can open up hours in your week. As your VA takes over these initial tasks, you’ll start to feel the relief and can gradually pass along more responsibilities.

Your Next Step: Let’s schedule a discovery call to identify which tasks can be easily offloaded. We’ll help you prioritize and match you with the perfect VA who can step in immediately.

OUTCOMES & GOALS

What would success look like after hiring a VA?

  • I want more time to focus on growing my business.
  • I need someone to handle routine tasks so I can focus on clients.
  • I’m looking for help implementing systems to streamline my work.
  • I need someone to manage specific projects, like launching a course.
  • I need help creating high-quality graphics and marketing materials.

You’ve identified that social media (or admin tasks) are taking up too much of your time, which is a common challenge for many business owners. A Marketing/Creative (or Admin) VA can manage everything from creating content and scheduling posts to inbox and calendar management, freeing you up to focus on the bigger picture.

Pro Tip: If you’re spending more than 30% of your day on non-revenue-generating tasks, it’s time to delegate! Allow your VA to handle the day-to-day tasks while you concentrate on growth and strategy.

Your Next Step: Let’s book a call to fine-tune the specific tasks you want to offload. We’ll find a VA with the skills and experience to seamlessly integrate into your workflow.

YOUR TOOLS & SYSTEM

Which of the following tools or processes do you already have in place?

  • Project management tools (Trello, Asana, etc.)
  • Communication tools (Slack, Zoom, etc.)
  • Document storage (Google Drive, Dropbox, etc.)
  • CRM or email marketing tools
  • None of the above, I need help setting them up.

Visuals play a crucial role in your branding and marketing. Our Graphic Designer VAs are skilled in creating eye-catching visuals, updating websites, and developing marketing materials that align with your brand’s vision. Whether it’s for social media, websites, or print, our designers can elevate your brand to the next level.

Pro Tip: Collaborate with your designer to create templates and a cohesive brand style guide so that your visuals stay consistent even as your business scales.

Your Next Step: Let’s talk about your brand’s visual needs and match you with a designer who can bring your ideas to life. Schedule a consultation today, and we’ll help you get started on creating compelling marketing assets.

OUTCOMES & GOALS

Do you need help creating processes or systems for your VA?

  • Yes, I need help with creating workflows.
  • No, I already have systems in place.

It sounds like you’re ready to build better workflows. Whether you’re using tools like Trello, Asana, or Google Drive, our Generalist VAs can help you set up and manage these systems so your business runs like a well-oiled machine. From organizing your tasks to building out your CRM, our VAs have the expertise to get you structured and running efficiently.

Pro Tip: A strong system is the backbone of any growing business. Consider starting with project management and file organization, and then move toward automation with your CRM and marketing tools.

Your Next Step: We’ll help you identify the best tools for your business and connect you with a VA who can set them up and ensure they’re optimized for your needs. Book a call to discuss your options and see how we can streamline your processes.

VA PREFERENCES

What type of VA are you looking for?

  • Admin/Executive Assistant
  • Marketing/Creative VA
  • Graphic Designer VA
  • Customer Support VA
  • Generalist (a mix of administrative and creative tasks)
  • I’m not sure yet.

We get it—when everything feels urgent, it’s hard to know where to start. A Generalist VA can take the load off your plate by tackling tasks like inbox management, appointment scheduling, data entry, and more. Our VAs are experienced in helping overwhelmed business owners figure out what to delegate first and guide you through the process of growing their role as your business needs evolve.

Pro Tip: If you’re spending more than 30% of your day on non-revenue-generating tasks, it’s time to delegate! Allow your VA to handle the day-to-day tasks while you concentrate on growth and strategy.

Your Next Step: Let’s book a call to fine-tune the specific tasks you want to offload. We’ll find a VA with the skills and experience to seamlessly integrate into your workflow.