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ConnectVA
Book a Discovery Call

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. 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
  2. 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
  3. 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
  4. 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 guarantee

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.

FAQs

Questions about the process

Answers reflect our proposed approach. Anything in brackets will be confirmed before launch.

Ask us on a call

Let’s make room for what matters.

Tell us what's taking up your week. We'll talk through the work you could hand over and what the right support might look like.