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Sidekick | CRM

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01 // OVERVIEW

CLIENT

Sidekick | CRM

TIMEFRAME

4 Weeks

SCOPE

VA Marketplace & CRM Platform

Is your hiring workflow stuck in the same bottleneckSidekick was burning 90 minutes on before we automated it?

When onboarding a single VA takes 90 minutes of paperwork, back-and-forth contracts, and gut-feel decisions, you cannot scale. Volume growth is structurally blocked by a process designed for a business a fraction of your size.

What was Sidekick using before?

Manual contracts over email, Zoom interviews with no records, and spreadsheet-based VA tracking. Every placement required hours of coordination that should have been automated from the start.

Where the BusinessActually Changed

Here is how we can convert your attention into high-ticket revenue.

TECH STACK

Tech Stack

Next.js
Supabase
GHLGHL
1

Matching Engine

We built a smart query system that cross-references VA skill profiles, availability windows, and client requirement parameters to surface the highest-confidence match instantly, with no human bottleneck.

2

Automated Contract Infrastructure

We engineered a document generation engine that creates, pre-fills, and routes multi-party contracts for digital signing in under 60 seconds, collapsing what was a multi-day email chain into a single click.

3

In-Platform Interview Suite

We integrated Daily.co natively so all screening interviews happen inside the platform, with automatic session recordings accessible in every placement record. No external tools, no lost context.

Inside the placement engine we built that runs Sidekick CRM's entire hiring flow

UNRESTRICTED SYSTEM VIEWS

Sidekick | CRM - Admin View 1

What Sidekick CRM gained from their automated VA placement infrastructure

+400%
Placement Speed

Reduced placement cycles from two weeks to under 48 hours.

Zero
External Tools

Fully integrated Daily.co APIs replaced Zoom completely.

Instant
Matching Engine

Smart queries correlate VA skills with immediate availability.

Results Achieved

Project Results and Analytics

// SYSTEM WALKTHROUGH

Inside the System
We Built

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