Discovery Call Preparation Guideline

Getting ready for your discovery call with a virtual assistant? You’re in the right place. This little guide is here to help you feel clear and confident, so you can find someone who truly gets you and your work.

To help you feel fully prepared, we will walk through:

• Part 1: Pre-call reflection questions to gain personal clarity.

• Part 2: Exactly what to have ready before the call starts.

• Part 3: Sample questions to ask your VA to see if they are the right fit.

• Part 4: Red flags to watch for during your conversation.

• Part 5: A post-call decision guide to help you choose with peace of mind.

Think of this as your conversation guide - not a rigid script, but a helpful companion to make sure you get the most out of your call.