How It Works
A clear process for AI agent builds and virtual assistant staffing, from discovery through setup and handoff, with ongoing support options.
Discovery
Define the Work
We discuss your everyday tasks and decide where an AI agent, a virtual assistant, or both could fit.
- Identify the tasks and desired outcomes
- Review your tools, inputs, and existing processes
- Define human approvals and access boundaries
- Agree the scope, budget, and proposed timeline
- Confirm how your team wants to work
Build or Match
Set Up the Right Support
For AI projects, we build the agreed agent workflow. For staffing, we identify virtual assistants for the role.
- Build the AI workflow described in your scope
- Review outputs and task boundaries with you
- Match VA skills and experience to your requirements
- Present VA candidates for your review
- Confirm the next steps before handoff or onboarding
Setup & Handoff
Help Your Team Get Started
We hand off the AI agent with usage guidance, or help onboard your VA into the agreed workflow.
- Set up agreed tools and access
- Test the AI workflow with representative tasks
- Explain usage, limitations, and review steps
- Document the agreed handoff or VA onboarding steps
- Confirm responsibilities after setup
Choose Ongoing Support
Optional Help After Handoff
Run the handed-off workflow with your team, or choose separately scoped ongoing support.
- Discuss help with questions and troubleshooting
- Scope changes or updates when needed
- Agree support hours and response expectations
- Confirm any recurring work and fees in advance
- Review new needs as your business changes
What We Need From You to Succeed
A useful AI build or VA placement starts with clear tasks and expectations. Here's what helps most:
Tools Access
The tools involved in your workflow. We agree any required access and permissions during setup.
SOPs or Loom Videos
Documentation of your processes. If you don't have any, we help create lightweight SOPs.
Clear Priorities
Define what matters most and what "done" looks like for key tasks.
Response Expectations
How quickly you expect responses and your preferred communication style.
Tools to Discuss During Discovery
We review your tools during discovery. VA fit and any AI integrations are confirmed for your specific scope.