Getting Started

✔ Book a consult.

Let us know which admin tasks are your "pain points" (things that are taking up too much of your time!)

Together, we'll review your practice, what makes you unique, and what you'd like to get off your plate ASAP.  

We'll make a plan to get you from where you are (feeling stuck) to where you want to be (freed up to do other things!).

✔✔ Meet and greet with your new VA.

After signing the Agreement and BAA, we'll do some housekeeping (i.e., SOPs, scripts, templates, passwords), and you'll be introduced to your new virtual assistant.

✔✔✔ Jump into training your new virtual administrative assistant.

Your VA will have reviewed all your practice materials, and now it's time to start showing them the nitty gritty of how to do the tasks you've been wanting to delegate for so long.

To be honest with you, it DOES takes some time and effort to trust enough to delegate and let go, but when you do, you are going to wonder how you ever got by without them!

And then -- enjoy your newfound free time! Let's do this!