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What to expect from a Discovery Call

If you’ve ever thought about hiring a Virtual Assistant or an Online Business Manager, you’ve probably heard of the term “discovery call”. But what exactly is it, and why is it such an important step before working with a service provider?


At HEGO Assist, every client relationship begins with a discovery call because it’s the best way to ensure we’re the right fit for each other.


What is a Discovery Call?

A discovery call is a short, structured conversation that enables us to learn more about the challenges you are facing in your business, clarify your goals/priorities, explore how our services can support you, and decide whether working together in the capacity of a VA or an OBM makes sense for you and your business before making the decision.


Think of it as an interview where you get the chance to ask questions and we get the chance to understand your needs.


Woman in a beige blazer talking during a video call on a laptop. Desk with papers, lamp, and plant. Bright room; focused expression.

Why Are Discovery Calls Important?

  1. Provide Clarity: You leave with a clearer understanding of what kind of support you need.

  2. Right Fit - We can make a mutual decision whether or not the partnership feels right.

  3. Assess Expectations - We discuss the services available, the pricing structure, and scope of work to avoid any surprises later.

  4. Build A Connection - We start to build trust, giving you confidence and a level of confidence before committing.

  5. Talk About The Next Steps - The call outlines exactly what happens next if you choose to move forward.


What to Expect on a Discovery Call with HEGO Assist

During your call, we’ll:

  • Talk through your current challenges.

  • Identify where a Virtual Assistant or an Online Business Manager would create the biggest impact for your business goals.

  • Walk you through the services and packages we offer.

  • Answer any questions about pricing, workflows, and onboarding.


At the end, you’ll know exactly how we can support you and you can decide whether to move forward.


If this sounds like something that makes sense for you and your business, book your free discovery call today!

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