Method's Total VA Role Builder

The Method VA Role Builder & Playbook is for you if…

You've worked with VA's before, but can't seem to get to that dreamy place where they can work independently & proactively

You've never worked with a VA, but you're just about ready to bring in some support & want to prepare for success with this hire

You currently have an Assistant or VA, and need to tighten up or organize their role & directives for supporting you.

You're a real estate professional.. If you're in Real Estate these resources and tools will be a perfect fit. If you're not in the real estate profession, these are STILL for you! Simply remove the small handful of example items/prompts related to real estate (software logins to collect, license # to store, etc)

Get Your Business Organized & Prep for Your Next Hire Like a Pro!

Whether you're currently working with a Support team member like a Virtual Assistant or Executive Assistant, or you're running solo & feeling that pressure telling you it's time to get support - Method's Guide will be your new BFF & favorite file in your Drive.

Your Guide quickly & clearly walks you through the most important steps that we've identified all business owners need to complete, to get organized and ensure success with their support person.

This action-packed, big impact Worksheet comes with limited time access to our 1 week email series covering a different topic within this System each day, most with a live video tutorial!

Enjoy & please do reach out if you need any help along the way, or would like to explore Method Assistants as your future support team.

What's in the Guide?

ACTIVITY 1: Building Your VA Role

Guided system for building your support person's role. Our Role Builder helps you organize/categorize your business systems, and develop SOPs (training and efficiency instructions) for all of your most important or frequent tasks

ACTIVITY 2 : Building Your Support Playbook

At Method we develop Playbooks for our Clients. We store important contact info, vendor info, preferences, logins, links, and more in our Client Playbooks. In this Guide, we provide a ready to use Playbook with clear instructions on what to add to it, and examples.
In this activity, we walk you through the most vital items to gather to this centralized space so that a support person can step in and immediately know exactly where to find info they need, preventing delays and bottlenecks in your business.

For our special 9 Year anniversary Gift, you'll also be added to our 7 day Guided Tutorials. These companion messages from us simply walk you through each section of the VA Role Builder, one day at a time so that by the end of the week , you've got a true north in your business that you can hand over to your new hire setting YOU & THEM up for success.

How to Use the Guide

Our Guide is a live doc you'll use and access regularly. You'll store it in your digital storage of choice (we highly recommend Google Drive). Upon Purchasing, you'll be directed to our live Google Sheet with all elements and instructions to move through your Guide.

If you have Google Workspace: Simply click "file" and "make a copy". This will add an editable, ready to use copy, to your Drive. Then go ahead and dive in!

If you do not have Google Workspace: You're welcome to download to xlsx or csv, and import into Excel or Numbers. All features and functions will be present and ready to use, though you may lose some of our customizations like colors and formatting in our dropdown options.

Method's Total VA Role Builder

The Method VA Role Builder & Playbook is for you if…

You've worked with VA's before, but can't seem to get to that dreamy place where they can work independently & proactively

You've never worked with a VA, but you're just about ready to bring in some support & want to prepare for success with this hire

You currently have an Assistant or VA, and need to tighten up or organize their role & directives for supporting you.

You're a real estate professional.. If you're in Real Estate these resources and tools will be a perfect fit. If you're not in the real estate profession, these are STILL for you! Simply remove the small handful of example items/prompts related to real estate (software logins to collect, license # to store, etc)

Get Your Business Organized & Prep for Your Next Hire Like a Pro!

Your Guide quickly & clearly walks you through the most important steps that we've identified all business owners need to complete, to get organized and ensure success with their support person.

This action-packed, big impact Worksheet comes with limited time access to our 1 week email series covering a different topic within this System each day, most with a live video tutorial!

Enjoy & please do reach out if you need any help along the way, or would like to explore Method Assistants as your future support team.

What's in the Guide?

ACTIVITY 1: Building Your VA Role

Guided system for building your support person's role. Our Role Builder helps you organize/categorize your business systems, and develop SOPs (training and efficiency instructions) for all of your most important or frequent tasks

ACTIVITY 2 : Building Your Support Playbook

At Method we develop Playbooks for our Clients. We store important contact info, vendor info, preferences, logins, links, and more in our Client Playbooks. In this Guide, we provide a ready to use Playbook with clear instructions on what to add to it, and examples.
In this activity, we walk you through the most vital items to gather to this centralized space so that a support person can step in and immediately know exactly where to find info they need, preventing delays and bottlenecks in your business.

How to Use the Guide

If you have Google Workspace: Simply click "file" and "make a copy". This will add an editable, ready to use copy, to your Drive. Then go ahead and dive in!