OUR PROCESS
A Rooted Process, Start to Finish
From our first conversation to long-term operational ease — here's what you can expect
every step of the way
THE ROADMAP
Our Proven Process
A thoughtful, streamlined path to dependable partnership
1. Intro Call
A relaxed conversation to learn about your business, your pain points, and where you need support most. No pressure, just a chance to see if we're the right fit.
2. Proposal Contract & Invoice
A clear, tailored proposal outlining scope and pricing, followed by a simple contract and invoice to get things moving.
3. Onboarding Call
We'll dive into the details — tools, workflows, and priorities — so your VA can hit the ground running from day one.
4. One Month Trial
A low-commitment trial period to experience the support firsthand and make sure the partnership feels right for both sides.
Weekly Check-Ins
Short, consistent touchpoints throughout the trial to fine-tune as we go.
End of Trial
A dedicated conversation to reflect on the trial, celebrate wins, and decide together on next steps.
5. Three Month Retainers
Once you're ready to commit, we move into ongoing 3-month retainers — built for ongoing, dependable support
WHAT TO EXPECT
A relationship built on clarity, not guesswork.
Clear, consistent communication
Regular check-ins at a cadence that works for you, especially during the early stages of our partnership.
No surprises
A detailed proposal and contract before anything is official - pricing, scope, and timeline laid out for clarity.
A trial period, built in
Your first month is a trial run - time for both of us to confirm the fit before committing long term.
We know handing off parts of your business can feel like a big step. That's why every engagement with Evergreen starts with a conversation - never a contract you didn't see coming.
From your first call to your ongoing retainer, you'll always know what's happening, when, and why.
Ready to get started? Schedule your intro call.
Flexible, ongoing partnership
After your trial, we move to simple 3 month retainers - support that scales as your business grows.
Client Experiences
Real feedback from clients who’ve experienced the process firsthand.
Ready for support you can
actually trust?
Whether you're building momentum or scaling an established business, our team is here to provide rooted support.
Share your details below to get started.