How to Hire Your Virtual Assistant

How to Hire Your Virtual Assistant is a step-by-step guide inside that shows you exactly how to find, hire, and train the right VA—without the stress. You’ll learn how to delegate the right tasks, set up simple systems, and finally get the support you need to scale your business and get your time back.

What is covered:

• Everything you need to get started, including templates and step-by-step instructions.
• Recommended platforms for finding qualified virtual assistant candidates.
• Tools to monitor hours, boost accountability, and improve productivity.
• Options and best practices for setting up team payments, including tools we use.
• A ready-to-use project management template to streamline team onboarding and task delegation.

Get Organized

Get Organized is a core pillar designed to help you clear the chaos, set up streamlined workflows, and finally take control of your day-to-day. With simple, repeatable systems, you’ll know what to do, when to do it, and how to stay focused so your business runs smoother (and you feel less overwhelmed).

What is covered:

• Learn how to use the ClickUp Brain Dump 2.0 Template to get everything out of your head and into a clear, trackable system.
• Identify and categorize your tasks based on value so you can focus on high-impact work and delegate the rest.
• Set up your calendar to reflect your priorities, improve time-blocking, and stay consistent with your most important goals.

Grow in Your Team

Grow Your Team is a key part—built to help you hire with confidence, delegate effectively, and lead a team that actually helps you scale. You’ll learn how to build a supportive team culture, set clear expectations, and create systems that empower your people to thrive—so you can finally step into your true CEO role.

What is covered:

• Learn how to streamline team updates, assignments, and accountability using a centralized project board.
• Step-by-step guidance on finding, vetting, and hiring the right virtual assistant for your business.
• Best practices for clear, consistent communication that keeps everyone aligned and productive.
• A checklist and setup plan to ensure new hires hit the ground running with clarity and confidence.
• A plug-and-play training schedule template to help you onboard team members efficiently.
• How to create a dedicated HR area inside ClickUp to manage team docs, SOPs, and performance.
• Recommended tools and strategies for tracking hours and measuring productivity across your team.
• A walkthrough of setting up a smooth, international-friendly payroll process using Wise.
• How to structure your team roles and responsibilities visually, so everyone knows who does what.

KPI Basics

KPI Tracking gives you the clarity you need to measure what matters. Learn how to set, track, and use Key Performance Indicators that align with your goals—so you can make smarter decisions, spot growth opportunities, and keep your team accountable without micromanaging.

Standard Operating Procedures (SOP)

SOPs (Standard Operating Procedures) are your secret weapon for consistency and freedom. You’ll learn how to document your processes step-by-step so tasks can be delegated with ease, your team knows exactly what to do, and your business can run smoothly—whether you’re online or on vacation.

Client Experience

Client Experience is all about creating seamless, high-impact journeys that wow your clients and keep them coming back. You’ll learn how to systemize onboarding, communication, and delivery so every client feels supported—and your business feels effortless.

What is covered:

• Learn the difference between a workflow (behind-the-scenes) and a roadmap (client-facing) to create a smooth, reassuring client journey from start to finish.
• A guided assignment to help you gather valuable insights and testimonials that improve your services and build credibility.
• Best practices for maintaining clear, timely, and impactful communication that makes clients feel supported and confident throughout their experience.

Pricing Your Services

Pricing Your Services helps you confidently set rates that reflect your value, cover your costs, and drive real profit. You’ll learn how to price with strategy—not emotion—so you can grow your business sustainably without second-guessing your worth.

What is covered:

• Learn how to calculate the true “wholesale” cost of your services so you can price with clarity and confidence across different business models.
• Understand how to implement the Profit First method to ensure your pricing supports your bottom line and long-term growth.
• Dive deep into the real costs behind your offers—team, time, tools—so you stop undercharging and start scaling sustainably.
• Explore various payment structures and options to create flexibility for clients while protecting your cash flow.

Know Your Services

Know Your Services helps you get crystal clear on what you offer, who it’s for, and how it delivers results. You’ll refine your offers, streamline your messaging, and build a service suite that’s easy to sell, scale, and systemize.

What is covered:

• Get clear on the exact services you provide so you can simplify your offers and communicate them with confidence.
• Identify your ideal client so you can speak directly to their needs and position your offer as the solution.
• Craft a clear, compelling one-liner that explains what you do without overcomplicating it.
• Refine your offer, pricing, and delivery before you launch to avoid costly mistakes and start strong.

Set Up You Sales

Set Up Your Sales gives you the systems and structure to sell with ease. From lead tracking to follow-up workflows, you’ll learn how to build a simple, repeatable sales process that converts—without feeling pushy or chaotic.

What is covered:

• Learn how to confidently lead sales conversations that convert without feeling pushy or scripted.
• Identify the unique value that sets your offer apart and makes your service irresistible to the right clients.
• Leverage real results and client success stories to build trust and close more sales with confidence.

Ready to deliver

Ready to Deliver ensures you’re fully prepared to serve your clients with excellence from day one. You’ll set up streamlined systems for onboarding, fulfillment, and communication so you can deliver results consistently—without scrambling behind the scenes.

What is covered:

• Learn how to create a customizable scope of work template that outlines deliverables, sets expectations, and speeds up the onboarding process for each client.
• Discover how to manage timelines efficiently and strategically stack client projects so you can stay productive without burning out.