role planning call to turn your task list into a clear staffing scope
Premium VA matching
Hire managed virtual assistants without screening alone.
Get clear English communicators, business-hour coverage, and a managed launch plan for admin, inbox, support, CRM, and follow-up work.
No public rate card. Share the role first, then get a practical scope.
Top-fit matchInbox + calendardaily owner brief
CRM follow-uphot leads flagged
21-day launchscope → shadow → live QA
Task ideas
Start with work that repeats every week.
Inspired by BELAY, Boldly, Time Etc, and Zirtual: make the hire feel human, specific, and low risk before the contact form.
01
Executive assistant
Plan calendar, inbox, travel, follow-up, and simple admin support without handing over sensitive decisions too fast.
See handoff →02Customer support assistant
Build a safe support role for tickets, chat, order questions, refunds that need approval, and clear escalation paths.
See handoff →03CRM and lead follow-up assistant
Keep leads from going stale with simple CRM cleanup, reminder tasks, appointment setting, and owner-approved scripts.
See handoff →Managed, not marketplace
Your assistant should come with backup, onboarding, and quality checks.
candidate matching based on skills, schedule, tools, and communication needs
onboarding guidance for SOPs, scorecards, reporting, and safe tool access
managed support so quality, attendance, and replacement questions do not sit only on the owner
Before you hire
Short guides for safer VA decisions.
A plain guide to role scope, staffing models, and launch planning.
6 minWhat tasks should you delegate first?Start with repeatable admin, follow-up, inbox, CRM, and scheduling work.
8 minVirtual assistant vs employee: which is better?When to hire in-house and when a managed assistant is the safer first step.