Discovery Session

NOTE: The initial Discovery Session is to help you explore what kind of help you need for where you are in your business right now (ex. director of operations / online business manager / project manager / operations manager, consulting, strategy, or virtual assistance) and if we are a good fit. This is not a consulting session. If you need in-depth consulting and strategy, we can schedule Strategic Mapping™ or a single consulting session.

* Depending on commitments at the time and contract expiries, I may sometimes have a small waiting list for OBM and VA retainer work. (Minimum of 10 hours/month required for VA work, minimum of 30 hours/month for OBM work – with a minimum of 90-day commitment.)

Please choose your option below and fill out the form. Your answers will help me to properly prepare for our time together.

You will be redirected to my online calendar to schedule your time after submission.

I look forward to learning more about your business and discussing how I can help you reach your goals faster!

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DOO / OBM Discovery Session Application

Fill out this form if you’re looking for a Certified Director of Operations and Certified Online Business Manager (strategic planning, project management, operations management, team management, metrics and reporting, and more).

I will have a series of in-depth assessment questions to ask you during the Discovery Session call that expands upon the questions below. During the call we will talk about your mission, vision, values, your team, revenue, your needs, and expectations.

The process will help me to know if we are a match when it comes to energy and values, and how I can best support your business operations as a strategic partner.

Name*
First Last
Email*
Phone*
Website*
How did you hear about me? (If someone referred you to me, please include their name below so I can thank them for thinking of me!)
ABOUT YOU
What's your birthday?
(The year doesn't matter - you can choose any year.)
YYYY slash MM slash DD
Have you taken any personality tests (DISC profile, Enneagram, Myers-Briggs, etc.)? List your result(s) below!
This is optional, but helpful if we're working together long-term.
Have you ever worked with a DOO or OBM?*
ABOUT YOUR BUSINESS
Briefly, tell me about your business, your speciality, and how you help your target market (ex. your 15-30 second elevator pitch).*
What is your biggest struggle right now?*
Who do you have on your team? Do you have implementors (VAs, employees)?*
What are the key platforms you run your business on? (Project management, CRMs, course platforms, etc.)*
What is your current monthly revenue?*
GOALS & VISION
What are your monthly or yearly financial goals?*
What is the vision for your business over the next 6-12 months?*
WORKING TOGETHER
What level of support are you looking for from me as your DOO/OBM?*
- Strategy & Strategic Operational Plan (Strategic Mapping)
- Fractional Retainer (project management, team management, reporting, metrics, financials, planning, SOPs, strategic partner, etc.)
- Systems/Operations Assessment or Development Packages (SOPs, Handbook, Policies) for 7+ figure businesses
- Organizational Design & Team Audit
- Hiring Project
My DOO/OBM retainer services start at $2800/month. Please check this box to indicate you understand this.*
- Yes, I understand.
A Strategic Operational Plan (the Strategic Mapping Model) is required before entering into a DOO/OBM retainer relationship. This is non-negotiable. Please check this box to indicate you understand this.*
- Yes, I understand.
Email Communications
- Yes, I would like to receive occasional tips, updates and webinar invitations from The Virtual Solution.

Virtual Assistance Discovery Session Application

Fill out this form if you’re looking for tech virtual assistance – you need an implementor, a doer to delegate the work to. You are the operations manager/project manager/planner in your business (or you have one).

Name*
First Last
Email*
Phone
Website*
How did you hear about me? (If someone referred you to me, please include their name below so I can thank them for thinking of me!)
ABOUT YOU
What's your birthday?
(The year doesn't matter - you can choose any year.)
YYYY slash MM slash DD
Have you taken any personality tests (DISC profile, Enneagram, Myers-Briggs, etc.)? List your result(s) below!
This is optional, but helpful if we're working together long-term.
Briefly, tell me about your business, your speciality, and how you help your target market (ex. your 15-30 second elevator pitch).*
Have you ever worked with a Virtual Assistant?*
What is your biggest struggle right now?*
GOALS & VISION
What is the vision for your business over the next 6-12 months?
WORKING TOGETHER
What level of support are you looking for from me?*
- One-time project
- Ongoing retainer support (min. 3 months retainer)
Who's on your team? Would I be working directly with you or under someone else (DOO, OBM, project manager)?*
Please outline your project, any deadlines, desired launch dates, or all of the specific areas you feel you need help in. Be as specific as possible (ex. weekly newsletter or blog post, etc.). **Keep in mind that most product launches require 8-12 weeks for planning and setup!*
What systems and platforms do you currently have in place or do you plan to use for the applicable tasks or projects? (Ex. WordPress, LeadPages, Active Campaign, Keap, Kajabi, Clickup, Asana, Zoom, etc.)*
For ongoing retainer support, how many hours do you anticipate needing monthly?*
What is your anticipated start date?*
My VA retainer packages start at $600/month. Please check this box to indicate you understand this.*
- Yes, I understand.
Email Communications
- Yes, I would like to receive occasional tips, updates and webinar invitations from The Virtual Solution.

Need a DOO / OBM? Schedule a call here!

The process will help me to know if we are a match when it comes to energy and values, and how I can best support your business operations as a strategic partner.

Name*
First Last
Email*
Phone*
Website*
How did you hear about me? (If someone referred you to me, please include their name below so I can thank them for thinking of me!)
ABOUT YOU
What's your birthday?
(The year doesn't matter - you can choose any year.)
YYYY slash MM slash DD
Have you taken any personality tests (DISC profile, Enneagram, Myers-Briggs, etc.)? List your result(s) below!
This is optional, but helpful if we're working together long-term.
Have you ever worked with a DOO or OBM?*
ABOUT YOUR BUSINESS
Briefly, tell me about your business, your speciality, and how you help your target market (ex. your 15-30 second elevator pitch).*
What is your biggest struggle right now?*
Who do you have on your team? Do you have implementors (VAs, employees)?*
What are the key platforms you run your business on? (Project management, CRMs, course platforms, etc.)*
What is your current monthly revenue?*
GOALS & VISION
What are your monthly or yearly financial goals?*
What is the vision for your business over the next 6-12 months?*
WORKING TOGETHER
What level of support are you looking for from me as your DOO/OBM?*
- Strategy & Strategic Operational Plan (Strategic Mapping)
- Fractional Retainer (project management, team management, reporting, metrics, financials, planning, SOPs, strategic partner, etc.)
- Systems/Operations Assessment or Development Packages (SOPs, Handbook, Policies) for 7+ figure businesses
- Organizational Design & Team Audit
- Hiring Project
My DOO/OBM retainer services start at $2800/month. Please check this box to indicate you understand this.*
- Yes, I understand.
A Strategic Operational Plan (the Strategic Mapping Model) is required before entering into a DOO/OBM retainer relationship. This is non-negotiable. Please check this box to indicate you understand this.*
- Yes, I understand.
Email Communications
- Yes, I would like to receive occasional tips, updates and webinar invitations from The Virtual Solution.

Need a Virtual Assistant? Schedule a call here!

Name*
First Last
Email*
Phone
Website*
How did you hear about me? (If someone referred you to me, please include their name below so I can thank them for thinking of me!)
ABOUT YOU
What's your birthday?
(The year doesn't matter - you can choose any year.)
YYYY slash MM slash DD
Have you taken any personality tests (DISC profile, Enneagram, Myers-Briggs, etc.)? List your result(s) below!
This is optional, but helpful if we're working together long-term.
Briefly, tell me about your business, your speciality, and how you help your target market (ex. your 15-30 second elevator pitch).*
Have you ever worked with a Virtual Assistant?*
What is your biggest struggle right now?*
GOALS & VISION
What is the vision for your business over the next 6-12 months?
WORKING TOGETHER
What level of support are you looking for from me?*
- One-time project
- Ongoing retainer support (min. 3 months retainer)
Who's on your team? Would I be working directly with you or under someone else (DOO, OBM, project manager)?*
Please outline your project, any deadlines, desired launch dates, or all of the specific areas you feel you need help in. Be as specific as possible (ex. weekly newsletter or blog post, etc.). **Keep in mind that most product launches require 8-12 weeks for planning and setup!*
What systems and platforms do you currently have in place or do you plan to use for the applicable tasks or projects? (Ex. WordPress, LeadPages, Active Campaign, Keap, Kajabi, Clickup, Asana, Zoom, etc.)*
For ongoing retainer support, how many hours do you anticipate needing monthly?*
What is your anticipated start date?*
My VA retainer packages start at $600/month. Please check this box to indicate you understand this.*
- Yes, I understand.
Email Communications
- Yes, I would like to receive occasional tips, updates and webinar invitations from The Virtual Solution.

Discovery Session

DOO / OBM Discovery Session Application

ABOUT YOU

ABOUT YOUR BUSINESS

GOALS & VISION

WORKING TOGETHER

Virtual Assistance Discovery Session Application

ABOUT YOU

GOALS & VISION

WORKING TOGETHER

Need a DOO / OBM? Schedule a call here!

ABOUT YOU

ABOUT YOUR BUSINESS

GOALS & VISION

WORKING TOGETHER

Need a Virtual Assistant? Schedule a call here!

ABOUT YOU

GOALS & VISION

WORKING TOGETHER