How It Works


We provide one-stop solutions to help you achieve your goals, no matter what they may be. Our comprehensive suite of services are designed to make life easier, allowing you to focus on the things that matter most. Whether you need assistance with managing documents, creating marketing materials, or anything else related to your business needs, we have the tools and resources necessary to get the job done quickly and efficiently. So get started today and take advantage of all our services have to offer!

Going Live and Follow-Up

The final onboarding step involves starting specified work, soliciting client feedback for satisfaction, evaluating team performance, and fostering long-term relationships through open communication. 

Project Briefing

Project briefing, vital for successful project outcomes, includes scoping, legal aspects, financial planning, communication strategies, and project management, each crucial to the strategy.

                                                                                                                                                                                                           

                                                   

Onboarding Process

A well-structured, efficient, and engaging onboarding process is vital at any company to ensure smooth integration, clearly outlining the company's mission and values.                                                                                                                                                                                                                    

                                                   

Onboarding Process

At any company, a well-structured onboarding process is crucial to ensure everything is integrated smoothly and effectively. A short onboarding process should be efficient and engaging, with a clear outline of the company's mission statement and values.

Going Live and Follow-Up

The last step of our onboarding procedure is when the team begins the necessary work specified in the client intake form, followed by reaching out to ensure its output satisfies the client's standards, with feedback being welcomed to enhance their satisfaction.

Project Briefing

Project briefing is essential for a successful project management outcome. It includes various components such as scoping, legal considerations, financial planning, communication strategies, and project management. Each component plays a crucial role in the project briefing process, contributing to a successful project strategy.

Project Briefing

Scoping

The project's first stage involves business scoping to form a clear vision, identify improvement areas, and tailor the project to meet organizational needs. 

Communication

The project's communication aspect involves selecting methods, scheduling a kickoff call, and establishing goals, objectives, and timelines to prevent misunderstandings during development. 

Service Agreement

This stage addresses legal and financial aspects, ensuring compliance with requirements and clarifying payment details, safeguarding interests and keeping the project within budget. 

Onboarding Process

Introduction to the Company

The onboarding process begins with introducing clients to the company and its mission, followed by filling out an intake form to facilitate task planning and scheduling.

Initial Training Sessions and Orientation

We offer customized training for clients using our Virtual Assistance services, aligning with their standards and equipping our assistants to exceed client expectations.

Final SOP between EPIC and Client

Post-training, Standard Operating Procedures (SOPs) are finalized with the client to streamline processes. Further clarifications ensure alignment before the Virtual Assistant Team goes live.