How we work
You're never handed a stranger.
Most virtual assistant services place someone and disappear. We shortlist candidates against your actual work, let you interview and choose, train the person you pick on your tools and terminology, and stay involved on a set schedule — not just at the start.
The matching process
From first call to a working assistant
Eight steps, start to finish. Every one of them exists because the alternative — placing someone and hoping — is how owners get burned by freelancers.
- 01
Website enquiry or discovery call
20 minutesA short call maps your workflows, the tools you use, and the tasks eating your week. Pricing is quoted plainly on this call — you're not waiting on a follow-up proposal.
- 02
We identify matching talent
The team shortlists candidates from the certified pool against your actual work — not a generic profile, but the tasks and tools you described on the call.
- 03
You review three candidates
Each candidate you meet comes with a voice clip so you can hear how they communicate, a personality profile, and a résumé. You're evaluating real people, not paper.
- 04
You interview and choose
You interview the candidates yourself and pick who joins your business. Placement is never random — the choice is always yours.
- 05
A deposit secures your candidate
A deposit holds your chosen assistant in place while training completes, so the person you picked doesn't get placed somewhere else in the meantime.
- 06
Role-specific training completes
Training finishes against your tools, your SOPs, and your terminology — not a generic onboarding course. Your assistant learns your business before ever touching it.
- 07
Structured onboarding
A guided first week walks your assistant through real work with support close by, so day one is productive output rather than orientation.
- 08
Review consultations
14 days, 90 days, annuallyYour account manager checks in on a set cadence to correct course early and widen scope as trust builds — so the relationship keeps improving instead of drifting.
What your assistant brings
Ready before day one
Compare that to hiring a freelancer, where you're often training someone on your own time before you find out if the fit is right.
Professional communication standards
Clear, prompt, professional communication is expected and evaluated before your assistant ever emails a client on your behalf — not something you have to coach into place.
Documentation habits already in place
Notes, checklists and written handoffs come standard — your assistant defaults to writing things down, so nothing lives only in someone's head.
Fluent in the tools you already use
Calendars, CRMs, invoicing and project-management tools are second nature. You're not spending week one teaching software basics.
Soft skills tested before matching, not after
Judgment, tone and follow-through are behaviorally evaluated during vetting — the same soft skills a freelancer profile can't show you until you've already hired them.
How we vet
Only the top 6% make it through
Every month the team reviews 300+ résumés and hires about 100 candidates into evaluation. Roughly half clear the seven-stage screen below and enter the certified pool — the group your assistant is matched from.
- 01
Background check
Confirms identity and work history before a candidate goes any further, so you're never matching with someone unverified.
- 02
English fluency
Tested for written and spoken clarity, because a miscommunicated email or callback costs you time and looks bad to your customers.
- 03
Domain knowledge
Checked against the kind of work you'd actually hand off — admin, scheduling, invoicing — not generic office skills.
- 04
Skills testing
Hands-on tasks confirm the candidate can do the work, not just describe it on a résumé.
- 05
Live work simulation
A real scenario under time pressure shows how a candidate actually performs, not just how they interview.
- 06
SOP audit
Reviewers check that the candidate can follow a written process exactly — the same standard your assistant will be held to on your account.
- 07
Manager interview
A final conversation with a manager evaluates judgment and communication style before anyone reaches the certified pool.
Your account manager
One person, not a ticket queue.
Every account gets a dedicated US-based account manager who owns the whole relationship — the matching, the onboarding, and the check-in cadence that follows. When something needs to change, you call a person who already knows how your business runs.
That same person bridges you and your assistant, so feedback lands the way you meant it instead of getting lost in translation. If a task needs adjusting or a process needs correcting, it goes through someone accountable for getting it right.
Your account manager also keeps your process documented in writing — the SOPs, the preferences, the way you like things done — so your process lives on paper, not in one person's head. If your assistant ever changes, continuity survives the handoff.
Ready when you are
See how the match works for your business
Twenty minutes on the phone maps your workflows and gives you pricing on the spot. No obligation, and no long-term contract at the end of it.