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So you’ve decided to hire a Virtual Assistant… Woo Hoo! Yay! Yahoo! Yippeeeeee!

Now what? What’s the process? How does it work?


How It Works:

Step 1:

Everything starts with the New Client Questionnaire. You can access this form via my Contact Page. Submitting this form helps for me to understand the needs of your business tremendously! (If you haven’t done this yet, just CLICK HERE to do so now!)

Step 2:

After I receive your completed New Client Questionnaire, we’ll connect via phone or video chat for a Discovery Call. This is an important call to see if we are a good fit. We will also discuss the scope of work you’re looking for help with, and determine an estimated number of hours of work per week. This call usually takes about 30 minutes.

Click here to schedule your Discovery Call today.


Step 3:

Every job requires an initial retainer; the minimum retainer is usually equal to about 5 hours of work, but retainers can vary based on the scope of the project. Once we determine the scope of work and time requirements necessary, I’ll send you a services agreement that outlines the parameters of our working relationship.

Step 4:

Once the retainer has been paid and the agreement has been fully executed, we’ll set up our “Kick-Off Launch” Phone Call or Video Conference, where we will get very detailed on tasks, goals, the nitty-gritty details, and all the juicy specifics with your business, so that I can jump in and get started on your projects right away!



During the entirety of our working relationship, we will have brief but regularly scheduled check-ins, to review projects, coordinate tasks, and keep our lines of communication open.

Are you ready? Let’s do it!

If you haven’t done so already, get started by completing the New Client Questionnaire HERE.

I’m SO EXCITED to learn about your business and I am REALLY looking forward to working with you!


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