Getting started with a Virtual Assistant

So…how does it all work then?

How do I get started, working with Lisa Ozmelek Virtual Assistant?

The process is slick, efficient and designed to ensure I save you time and stress.

Let's break it down.

Discovery Call: The process kicks off with a discovery call. This initial discussion allows us to understand your needs, objectives, and project scope. This is the bit where we align our goals and ensure clarity before moving forward.

Confirmation Email: Following our conversation, I send over a detailed email confirming all the discussed details. This includes agreed hours, work scope, and any specific requirements. Along with this email, I attach essential documents such as contracts, booking forms, and data handling agreements. This step ensures that we're on the same page and have a formal agreement in place.

Electronic Signatures: You receive the necessary forms electronically, sign them digitally, and send them back – all within minutes. This not only saves paper but also ensures a super-swift start.

Deposit Invoice: If a deposit is required, an invoice is promptly generated and sent over for your convenience.

Commencement of Work: Once all the formal bits are taken care of, it's time to get down to business. I dive right in, utilizing the agreed hours, amazing you with my efficiency and leaving you wondering what you ever did without me.

Secure Access: In cases where access to sensitive information such as email or calendars is required, security is key. Passwords and access credentials are shared using secure software, ensuring that your confidential data always remains protected.

And that’s it. Super simple.

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