

CLIENT
Sidekick | CRM
TIMEFRAME
4 Weeks
SCOPE
VA Marketplace & CRM Platform
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.
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.
Here is how we can convert your attention into high-ticket revenue.
TECH STACK
Tech Stack
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.
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.
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.
UNRESTRICTED SYSTEM VIEWS

Reduced placement cycles from two weeks to under 48 hours.
Fully integrated Daily.co APIs replaced Zoom completely.
Smart queries correlate VA skills with immediate availability.

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