How we help

VA readiness: Set your virtual assistant up for success

Hiring a VA sounds like the perfect fix — until you realise you don’t know what to give them, how to explain it, or where to even start.

That’s where we come in.

We help small business owners get VA ready by setting up the systems, structure, and documentation needed to delegate with confidence. Because the success of a VA doesn’t just depend on who you hire — it depends on what you hand over.

An illustration of a person sitting at a desk, looking stressed or confused, with their hands on their head. A laptop is open in front of them, and a speech bubble above shows a video play button with a progress bar. On the desk are stacks of books, a coffee cup, and a small potted plant. A purple question mark hovers nearby, suggesting frustration or uncertainty.

What is VA readiness?

It’s the prep work that makes outsourcing actually work.

We help you:

Identify the right tasks to delegate

Build the structure around those tasks (so you’re not reinventing the wheel)

Set up clear processes, templates, and checklists

Create documentation or video explainers to train your VA

Set expectations and communication methods to avoid back-and-forth chaos

You’ll stop being the bottleneck, and your VA will know exactly what to do and how to do it, without constant hand-holding.

Who is this for?

This service is perfect for small business owners who:

Are overwhelmed but unsure where to start with a VA

Have hired help before, but found it frustrating or unproductive

Want to make the most of their investment in a VA

Know their business needs support, but aren’t ready to bring on a full-time hire

Wanting to scale without burning out

Tired of starting from scratch every time a new person joins the team

We don’t just hand over a massive doc and call it done. We create clear, useful documentation tailored to your team and the way your business actually works.

What do we do?

A clear list of what to delegate

We help you unpack what’s on your plate, identify what can be handed over, and clarify which tasks still need your input. No more guessing what to give your VA — you’ll have a clear plan.

Processes and templates tailored to you.

We create simple, repeatable processes built around how you work, not some generic template. From email responses to quoting workflows, everything is tailored to your industry, tools and style.

Step-by-step guides and checklists for tasks

For anything your VA will do regularly, we provide clear guides and checklists so they can follow the process without constant reminders or questions. It’s all about reducing back-and-forth and building trust.

A playbook your VA can follow from day one

We package everything into a clear, easy-to-use handover document your VA can use from the start. It sets expectations, outlines key info, and gives them what they need to do the job well — without you needing to train from scratch.

Recommended systems to make delegation easier

We suggest tools that help with managing work and communication — like shared docs, task tracking, and password management — so nothing falls through the cracks.

Ok, I'm ready for a VA. What next?

Once we’ve helped you get set up with the right processes and systems, we’ll introduce you to a VA partner that fits your needs—whether that’s a fractional service or a high-quality full-time hire, local or overseas.

We’ve vetted countless VA agencies and only work with ethical, reliable providers we trust.