A clear process, from first conversation to onboarding.
You stay involved at every decision. We handle the searching, shortlisting and setup so you can keep running your business.
Book a Discovery Call-
1
Tell us what you need
Share the tasks, hours and tools involved through a discovery call or enquiry form.
What you'll do- Talk through your workload and goals
- Share the tools and systems you use
What we'll do- Help define the role and priorities
- Prepare a brief for candidate search
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2
Meet suitable candidates
We shortlist people whose skills and availability match your brief, and you interview them.
What you'll do- Review shortlisted profiles
- Interview the candidates you’d like to meet
What we'll do- Search for candidates who match your brief
- Coordinate interview times
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3
Choose your assistant
You decide who’s the right fit. We help confirm the role outline, hours and start date.
What you'll do- Make the final decision
- Confirm hours and start date
What we'll do- Finalise the role outline with you
- Confirm the agreement and paperwork steps with you
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4
Onboard and get started
We help plan access, handover notes and the first weeks so work begins with clear expectations.
What you'll do- Provide access to tools and key information
- Set aside time for handover in the first weeks
What we'll do- Help plan the first weeks of work
- Check in as your assistant settles in
Helpful to have ready for your call
None of this is required. A rough idea is enough to get started.
- A list of tasks you’d like to hand over
- The tools and software you use
- Roughly how many hours a week you need
- Examples of how you like things done
After onboarding
The aim is a lasting working relationship, so support continues once your assistant starts.
Regular check-ins
Scheduled conversations to see how things are going, at a pace that suits you.
Adjusting scope
As your priorities change, we help update the role outline and expectations.
Adding support
If your workload grows, we can talk about extra hours or another role.
Our Replacement Promise
If your virtual assistant becomes unavailable, ConnectVA will find a suitable replacement matched to your business needs, at no additional recruitment or replacement fee. We’ll work closely with you to make the transition as smooth as possible and keep your business moving. This promise applies for as long as you are a ConnectVA client, including if your assistant simply isn’t the right fit.
Questions about the process
Answers reflect our proposed approach. Anything in brackets will be confirmed before launch.
Ask us on a call