How to Get Started with TaskFlo VA

Step-by-step guidance to secure virtual assistant support and grow your business.

Our Process

STEP 01

Schedule Your Consultation

The first step is booking a consultation with our team. This is your chance to tell us what kind of support you need and how we can help. To make the most of your time, we recommend jotting down a few notes about the tasks you want to delegate, your preferred working hours, and any specific tools or systems you use.

STEP 02

We Find 2 VA Matches for You

After learning about your business and goals, we’ll match you with two highly qualified Virtual Assistants. Each candidate is selected based on their experience, skills, and ability to support your specific needs and work style.

STEP 03

Meet and Interview Your VAs

Next, we’ll schedule a Zoom Meet and Greet where you can interview both VA candidates. You’ll have the opportunity to ask questions, discuss expectations, and decide who feels like the best fit for your agency.

STEP 04

Choose Your VA

After meeting both candidates, you’ll select the TaskFlo Virtual Assistant who best fits your preferences, work style, and agency needs. This ensures you start your partnership with confidence and clarity.

STEP 05

Agreement and Approval

Once you’ve chosen your VA, we’ll send over a simple, flexible service agreement. There are no long-term contracts, and if you ever need to pause service, we only ask for a 7-day notice

STEP 06

Complete Payment Setup

After the agreement is approved, we’ll send your first invoice. A one-week deposit is required to get started. Weekly billing begins the Monday after your VA starts, and the deposit will be applied to your final week of service.

STEP 07

Receive Your Best Practices Guide

Once you’re officially on board, you’ll receive our exclusive Best Practices Guide. It includes helpful tips and tools to support a productive working relationship with your new VA.

STEP 08

Count on Ongoing Support

You’re never alone in this process. Our team is here for you every step of the way. If you have questions or need help, just email us at info@taskflova.com and we’ll be happy to assist.

The TaskFlo VA Advantage

Here’s what you get with TaskFlo VA:

Tailored Matching

Match with a VA who fits your home care agency’s unique needs, skills, and work style.

Flexible Agreements

No long contracts. Pause or change your service anytime with just 7 days’ notice.

Ongoing Support

Help is always available, so you’re never left on your own.

Specialized Expertise

VAs trained for home care agencies who know the tools and workflows you use.

Let’s Find Your Perfect Virtual Assistant

Schedule your consultation today and discover how a skilled VA can help streamline your operations.