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What happens on a Discovery Call?

A free Discovery Call helps us formulate a scaling and outsourcing strategy that is completely tailored to your business. It’s your opportunity to let us know the challenges you’re facing, how your business operates, as well as your hopes and dreams for your business and your team.

Understanding your business operations

We’ll break down how your business does its thing.

Identifying your challenges

What are the hurdles you’re currently facing? Which tasks give you headaches?

Identifying pesky tasks

We’ll explore opportunities for smart automation and seamless delegation.

Frequently Asked Questions

What is a Discovery Call?

A Discovery Call is a FREE one-on-one consultation with our Outsourcing Specialists. It’s the first step we take in getting to know your business goals and challenges, so we can find a solution to your problems with our scaling and virtual assistant services.

To book the call, simply select the best time slot in the calendar and you’ll be taken to a short discovery call form to fill out.

If you cannot find a suitable time, please email for assistance.

What happens during a Discovery Call?
First, it’s important to fill out the Discovery Call Form with as much information as you can. This helps you make the most out of your scheduled call with us. Once you’ve completed the form, you’ll receive a calendar invitation with all the details for our upcoming call. The Discovery Call typically takes around 1 hour and you can use this opportunity to talk about:
  • the qualities of your ideal Virtual Assistant
  • tasks that give you and your team major headaches
  • questions about outsourcing and how it works, the benefits and support our team can provide, etc.
  • how your business currently does its thing (processes, workflows, cross-department communications, etc.)
  • any business automations you’d like to explore
This allows us to create a tailored solution for your business, as well as clarify your short-term, medium-term and long-term business goals.
What happens after the Discovery Call?
Our team will prepare a proposal based on our discussion with you during the Discovery Call, and we’ll provide you with the next steps to get the ball rolling.
What if I can't find a suitable time for a call?
If you can’t find a suitable time, simply email us at and we’ll be in touch to arrange an appointment with you.

The Simply Delegated Guarantee

The Simple Delegated program offers a quality assurance and performance guarantee. This means that if a team or team member is not performing at his/her highest quality or as required by the client to meet the job’s requirements, we’ll replace them for you at no additional cost. Conditions may apply.