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BeforeOne workstation, as it runs todayAfterThe same workstation, optimized

What members get.

Ask Circle Partner. Get the answer, the resource, the agency.

  1. 01Ask

    Get answers

    • Circle PartnerAsk anything. Answers from the whole Circle.
    • ConsultationsTalk it through. Leave with a next step.
  2. 02Curated

    Get resources

    • Curated Library picksThe right guides, sent to you.
    • Emailed kitsPlaybooks, workflows, blueprints, scorecards.
  3. 03Hire

    Hire offshore

    • Requirement scopingTasks, hours, skills, budget. Defined.
    • Agency selection and introductionsA shortlist from 500+ agencies, with introductions.
  4. 04Stay ahead

    Keep improving

    • Monthly briefingOne workflow, one resource, one tool note.
    • First accessNew resources reach you first.

All by email. No login, no setup.

Building AI agents and AI workflows, and VA onboarding and management, are quoted separately. Ask your Circle Partner.

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Meet your
Circle Partner.

On email. Every answer draws on what the whole Circle knows.

  • Business problem. Maya writes: Work keeps slipping between sales and delivery. We're a 12-person team and things get dropped when a deal moves to delivery. I don't know where to start. Reply: Start with the handoff. List every step from signed deal to delivered work, mark where it waits, and give each handoff one owner. I've attached a handoff checklist and an owner map. Send me your three slowest steps and I'll tell you whether to fix, automate, or hand each one to a person. Attached: Handoff checklist + owner map.
  • Work playbook. Daniel writes: Do you have an onboarding playbook?. We hire a few people a year and onboarding is different every time. Is there something we can reuse? Reply: Yes. Attached is a new-hire onboarding playbook: day-one access list, week-one tasks, and 30-day check-ins. Replace the bracketed parts with your own tools and it works as it is. Want the same format for your support or sales team? Just ask. Attached: New-hire onboarding playbook.
  • VA hiring. Priya writes: Hiring a virtual assistant for admin work. I want to hire a virtual assistant for scheduling and inbox work. Where do I even start? Reply: Start with a role brief: list ten tasks and mark which repeat every week. I've attached a role brief template and a shortlist of agencies that fit admin and scheduling work. Compare fees and guarantees in writing before you sign anything. Happy to introduce you to the ones that look right. Attached: Role brief + agency shortlist.
  • AI agents. Tom writes: Can an AI agent follow up with my leads?. Leads go cold because nobody follows up fast enough. Could an AI agent handle that? Reply: Yes, with clear limits. The attached blueprint drafts the follow-ups, sends only approved templates, and hands every reply to a person. It never quotes prices or promises dates. Tell me which tools you use and I'll point you to the right setup. Attached: Lead follow-up agent blueprint.
  • AI automation. Sara writes: Weekly report takes half a day. Someone spends half a day every week building the same report from three tools. Can that be automated? Reply: Almost certainly. If each tool can export its data, a simple workflow can collect it, build the report, and email it to you on Monday morning. I've attached a workflow outline. Send me the three tools and I'll tell you the simplest way to connect them. Attached: Report automation workflow.

We break the business into Workstations and fix each one.

Each Workstation covers one area of the business: outcome, process, tools, controls, SOPs, automation, AI agents, and people. Built, tested, and handed to your team.

Each Workstation is made of: Process, Tools, Controls, SOPs, Automation, AI agents, Virtual assistants.

Every task goes through five questions, in order:

  1. Remove. Does it need to exist?
  2. Improve. Is the process broken?
  3. Automate. Can simple rules run it?
  4. Agent. Does it need context, with a person in charge?
  5. Person. Does it need human judgment?
See how the decision works →
Ready to fix your first Workstation?Join the Circle and ask your Circle Partner where to start.
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If a VA fits, we help you make the role work.

We support the full journey: define the role, find and assess candidates, onboard the right person, and improve the relationship over time.

Step 01 of 07

Define

We turn the work into a role a virtual assistant can understand and own.

The questionWhat do you need help with?

  • List the workWe map the tasks and processes the virtual assistant will handle.
  • Set the boundariesWe clarify what stays with you or your team.
  • Set the practical needsWe define the hours, timezone, tools, skills, and access the role needs.
  • Define good workWe document the expected result and how it will be judged.

You get a role built around real work, not a vague wish list.

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Each Circle is built around one industry.

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Common questions.

Still deciding? Joining is free.No portal, no password, no application. Just an email.
Join your Circle

Join the Circle.

Free. Invite-only. All by email.

  • Circle Partner

    Ask anything, by email.

  • Curated Library picks

    The right guides, by email.

  • Emailed kits

    Playbooks, workflows, blueprints.

  • Requirement scoping

    A clear role, before you hire.

  • Agency selection and introductions

    Matched to your role and budget.

  • Monthly briefing

    One workflow, one resource.

  • Have an invite?

    Forward it to us.

Join your CircleInvite-only. We decide within 7 business days.Email not opening? Other ways to join