Support tailored to your flow.
Every business hits a point where doing it all becomes impossible. That’s where we come in. Whether you need behind-the-scenes support or a strategic partner, The Workflow Collective helps you stay organized, consistent, and focused on your big picture.
What We Can Help With
No more guessing what a virtual assistant can do — here’s a breakdown of common tasks clients trust us to handle. Need help figuring out which tasks to choose? Book a discovery call and we’ll map it out together.
Admin & Calendar Support
-
Inbox cleanup & email organization
-
Calendar management & appointment scheduling
-
Client follow-ups & simple email drafting
-
Data entry (e.g., client info, CRM notes, form responses)
-
File organization & basic cloud storage management
-
Light research (vendor sourcing, tool comparisons, etc.)
Business Operations Support
-
Routine updates to SOP documents
-
Organizing and uploading client materials
-
Support with templated forms or intake processes
-
Creating simple spreadsheets for tracking or planning
-
Monitoring and flagging overdue tasks or action items
Tech & Workflow Support
-
Updating client task boards (e.g., ClickUp, Trello, Asana)
-
Uploading and tagging documents in shared drives
-
Creating templated documents or forms (e.g., onboarding checklists)
-
Updating CRM contact records (not building the CRM)
-
Setting up recurring tasks or reminders
Monthly Support Packages
Done-for-you support with your systems in mind.
Our monthly packages give you access to essential, day-to-day support so you can stay focused on the big picture. Each plan includes a set number of hours and allows you to choose from the list of common tasks above. These services are designed to take recurring admin and operations work off your plate — no need to train, no need to micromanage.
Workflow Essentials
Perfect for small business owners who need consistent, reliable admin support.
10 hours/month · Choose up to 5 tasks
Includes:
-
Up to 5 tasks from the service list
-
Response time within 72 hours
-
One 30-minute strategy check-in/month
💰 Starts at $400/month
Workflow Momentum
(Most Popular)
For business owners building momentum and ready to delegate more.
15 hours/month · Choose up to 8 tasks
Includes:
-
Up to 8 tasks from the service list
-
Response time within 48 hours
-
One 60-minute strategy call/month
-
5% discount on additional hours
💰 Starts at $600/month
Workflow Strategy
Ideal for growing businesses needing consistent support and strategic guidance.
20 hours/month · Full access to service list + 1 Project Add-On
Includes:
-
Unlimited task access
-
Response time within 24 hours
-
Two 60-minute strategy sessions/month
-
12% discount on additional hours
-
Includes one Project Management add-on
💰 Starts at $850/month
Project Management
Available as add-ons or as part of a custom package.
Client Onboarding
System Buildout
Help new clients feel confident and welcomed.
This service creates a smooth process for bringing new clients into your business. We will help you set up everything from welcome emails to intake forms to FAQs—so each client knows exactly what to expect, and you save time on repetitive tasks. Think of it as a digital red carpet for your services.
Starting at $300
Client Journey
Mapping
Understand your customer experience from start to finish.
Together, we’ll map out how your clients interact with your business—from their first click to their final payment. This helps you spot gaps, improve communication, and make their experience feel intentional and seamless.
Starting at $175
Standard Operating Procedure
(SOP) Creation
Put your processes on paper—clearly and consistently.
If you’re always thinking “I do this the same way every time,” it’s time to turn that into a step-by-step guide. We will help you document your workflows so you can delegate with confidence, train new team members faster, and stop reinventing the wheel.
Starting at $250
Project Launch
Planning & Management
You focus on the idea—I’ll help bring it to life.
Launching something new (like a service, program, or event)? We will organize the moving parts—timelines, tasks, and tools—to make sure nothing slips through the cracks. Consider us your behind-the-scenes co-pilot.
Starting at $500
Internal Team
Knowledge Base Setup
Create a home for your team’s most important info.
This service helps you organize how-to guides, links, policies, and tools in one easy-to-access space—perfect for growing teams or VAs supporting you. No more hunting through email threads or lost Google Docs.
Starting at $350
Digital File & Folder
Organization
Say goodbye to digital clutter.
We will sort and structure your digital files so you can actually find what you’re looking for—when you need it. Whether it’s Google Drive, Dropbox, or your desktop, we help you build a system that keeps everything tidy.
Starting at $200
Workflow Automation Setup
Let your systems handle the busywork — so you don’t have to.
Together, we’ll build out a digital workspace tailored to your business, with smart automations like task reminders, recurring checklists, and project status updates. No more digging through emails or forgetting deadlines — just smooth, organized operations that support your growth.
Starting at $250
Customer Relationship Manager Setup Support
Organize your client info all in one place.
Not sure where to track leads or store client notes? We can help you get started with a basic CRM (Customer Relationship Management) tool, guiding you through setup and use. Perfect for solopreneurs or teams ready to grow without getting overwhelmed.
Starting at $300