The short answer: a Discovery Call is with a virtual assistant (or VA) is an initial conversation — usually 15 to 30 minutes — between a client and a VA to determine whether they are a good fit to work together.

The purpose of the call is to determine whether the client and the VA are a good fit to work together and to lay the groundwork for a successful collaboration! This includes:

1. Understanding the client’s needs

2. Clarify what tasks a VA can provide support with

3. Clarify the scope of work

4. Discuss expectations, availability, tools, and communication styles

5. Evaluate our skills & experience fit

6. Assess our compatibility

7. Save time and reduce risk of a mismatch

8. Outline next steps!

No, no contracts are signed during these calls! After your Discovery Call, I will follow up with you via email with a summary of what we discussed, the different types of services that I believe would best benefit you based on your needs and what you’re looking for, and a payment estimate.

Virtual Assistants are not considered an “employee” for your business. As your VA, I will work alongside with you to help you manage the tasks for your company!

New tasks can be added to existing Service Plans! We would simply revise your existing Service Plan and active contract to reflect the new supportive services you want to add!

Clients have the option to sign on to one of the following Service Plan lengths:

• 6 months

• 9 months

• 12 months

Payment invoices are sent out at the beginning of each month and clients will pay their invoice at the time it is sent.

If there is another employee or member of your team that you’d like to have looped in on communication, we can definitely discuss how to make that work!