Frequently asked questions.
What exactly does a Virtual Assistant do?
A Virtual Assistant (VA) provides remote support for businesses and entrepreneurs. Services may include administrative tasks, email and calendar management, client communication, social media assistance, document creation, systems setup, and more—all customized to meet your business needs.
How do I know if I need a Virtual Assistant?
If you’re constantly overwhelmed, missing deadlines, or doing tasks that don’t directly generate income, it’s time to delegate. A VA helps free up your time so you can focus on growth, strategy, and doing what you love.
What industries do you work with?
I work with small business owners, entrepreneurs, nonprofit founders, coaches, consultants, and creatives across various industries. If you’re managing operations, client care, or events—I can support you.
What tasks can I delegate to you?
Common tasks include:
Email and calendar management, client onboarding/offboarding, document creation & file organization, research and data entry, social media support, travel coordination, CRM updates, and project management.
How do we communicate and collaborate?
I typically communicate via email, Zoom, and messaging apps like Slack or Voxer. Shared files are managed through Google Drive or Dropbox, and task management through platforms like ClickUp, Trello, or Asana—whichever works best for you.
How do I get started working with you?
Simply fill out the contact form or schedule a free discovery call. From there, we’ll chat about your needs, goals, and how I can support your business. If we’re a good fit, I’ll send over a proposal and contract to begin our partnership.
What are your rates and packages?
Packages are customized based on your business needs. I offer hourly support, monthly retainer packages, and project-based pricing. During our discovery call, we’ll decide what works best for your workflow and budget.
Is there a contract or commitment required?
Yes, I provide a service agreement to clarify scope of work, timelines, confidentiality, and payment terms. Depending on the package, I may require a 30-day minimum commitment to ensure consistency and results.
Will you need access to my accounts and passwords?
Only for the systems I’m helping you manage. To keep your information secure, I use tools like LastPass or 1Password so you can share access without revealing login details.
What makes Sophisticated Virtual Solutions different?
With a background in education, leadership, and organization systems, I bring structure, clarity, and consistency to your business. I don’t just complete tasks—I help streamline operations so your business feels polished, professional, and stress-free.
How will I be updated on progress for tasks I assign?
Each client will receive a Weekly Update Email that includes:
Hours used & hours remaining (if on a retainer), task progress and completions, any important notes, questions, or upcoming deadlines. This keeps you in the loop and ensures we stay aligned.
What project management tools do you use?
I primarily use Trello for task management and client visibility, Dubsado for client onboarding, invoicing, and workflows, and Calendly for booking meetings and check-ins. Depending on your preference, I’m flexible and can adapt to other platforms like ClickUp, Asana, or Notion.
What does the client onboarding process look like?
Once we agree to work together, you’ll receive a step-by-step Client Onboarding Packet that outlines:
How we’ll communicate, what tools and systems we’ll use, task delegation setup, and timeline for onboarding tasks. This process ensures a smooth start and sets the tone for a productive partnership.
When is payment due?
All invoices must be paid in full before any work begins. This ensures that your project gets immediate priority in my calendar and allows me to allocate the right resources from the start.
Will you ever outsource my tasks?
Yes—some tasks may be delegated to pre-vetted independent contractors I collaborate with for things like graphic design, web updates, or specialized services. However, I remain your main point of contact and will always ensure deadlines are met and quality is maintained.