Our Process
Simple. Strategic. Seamless.
We believe hiring a operational rockstar should lighten your load—not add to it. That’s why our onboarding process is built to be collaborative, efficient, and tailored to the way roofing and solar companies actually operate. Our streamlined process looks like this:
Discovery Meeting
We start with a focused meeting to understand your business, pain points, and goals. Whether you’re drowning in admin or scaling operations, we want to know your vision so we can find the right VA for you.
Define Your Needs
You’ll tell us exactly what kind of support you need: Whether it’s scheduling, CRM management, lead intake, or insurance paperwork. The more details you provide, the better we can understand what you truly need. If all goes well, we sign the paperwork to make it official.
We Recruit & Pre-Interview
Our team begins the search, tapping into our talent pool of veteran VAs who have a history in the industry. We conduct initial screenings and skill assessments to properly screen qualified candidates that can make the shortlist.
Finalist Selection
We present a handpicked list of the top candidates, complete with summaries, experience highlights, and our recommendations.
Client Interviews
We coordinate interviews between you and your finalists, making sure the fit is strong in both skills and personality.
VA Onboarding & Integration
Once you’ve selected your VA, we handle onboarding, expectation alignments, and workflow setup, getting your new assistant up to speed fast and effectively.
Let us handle all the DETAILS
So you can focus on the RESULTS
so you can focus on the results.
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