We create a customized plan that’s specific to your needs.
If you like what you’ve read so far about how we can help you and you want to know what the next steps are to learn how you can work with us, please see the steps below. We follow a systemized onboarding process to make working with us easy.
1. Discovery Session
We begin with our discovery session. During our call with you, we will learn about your business and the administrative challenges that you’re currently facing.
2. Delegation Plan
Once we’ve determined your administrative needs, we will also discuss the goals that you would like to have as a result of your working with us.
Once your delegation plan has been determined you will be assigned your own personal executive assistant who will work with you to handle your administrative needs.
4. Goal Review
We want to ensure that your goals are being met; therefore, we will schedule calls to discuss and review where we stand in achieving those goals.
Ready to get started?
We would love to speak with you to discuss how Team Delegate can help you.