We’ll start with a free, no-obligation consultation to get to know each other. This is an opportunity for you to share what tasks you need help with, your priorities, and how you prefer to work. I’ll ask a few questions to understand your goals, and you can ask me anything about how we work.

What to Expect:

• A relaxed, no-pressure conversation (via phone or video)
• Time to explain what you need and where you feel overwhelmed
• A chance to explore how Virtually You can support you—whether virtually or in person

Once we’ve connected, I’ll put together a personalized plan that outlines the services we discussed. Whether it’s one-time support or an ongoing retainer package, your plan will be tailored to fit your lifestyle or business needs.

What’s Included:

A clear scope of work, timeline, and pricing
Flexible scheduling that works around your calendar
Open communication to make adjustments as we go

You’ll always know what to expect, and I’ll be available for any questions before we get started.

After we’ve finalized your plan, I’ll get started right away. Whether managing your inbox, booking appointments, or helping you stay on top of household tasks, you’ll have peace of mind knowing things are handled.

During This Step:

Regular updates on tasks and progress
Quick responses to questions or changes
Reliable, high-quality support so you can focus elsewhere

For ongoing projects, we’ll have regular check-ins to review progress, make adjustments, and ensure everything is running smoothly. For shorter-term projects, we’ll have a final review to confirm everything meets your expectations.

Bonus: Happy with the support? Virtually You offers a referral incentive as a thank you when you refer a friend or colleague who becomes a client!