How We Work

Here's what you can expect when you work with My Creative Assistant

We form partnerships with our clients. Collaborative relationships that foster improvement and growth. As cliché as it sounds, our success depends on your success.

Initial Assessment. An initial conversation will be scheduled between you and Pam Ivey, the principal of My Creative Assistant. Pam will give you an overview of My Creative Assistant and between you, you will determine the projects and activities that would best help to propel you and your business forward. Also discussed will be our retainer program and fees, as well as your budget.

Welcome Package. Once we have agreed that we will make a good fit for each other and we have decided to move forward with our relationship, our welcome package will be sent to you. This includes:

• Welcome Package document that includes a welcome letter, business hours, expectations, etc.

• Retainer Agreement for program discussed.

• Confidentiality Agreement signed by us for your files. (Our promise to you that all information gained through our partnership will remain strictly confidential.)

• Pre-authorized automatic credit card form (your retainer is automatically debited to your credit card account at the beginning of each month.)

• Account Information Form. The details for programs and services that you use that we will need to access on your behalf to work on your projects.

• Your personal My Creative Assistant email address to contact us – i.e., client@mycreativeassistant.com. This email is sent to both Pam Ivey and our Project Manager. This ensures your message is viewed and acted on as soon as possible. Tina will add tasks required to our collaboration tool and disburse them to the appropriate VA Associate(s) on the MCA Team.

Systems & Processes. Our resident systems guru will meet with you to discuss your current business structure and activities and will produce Process Documents (PDs) for us to follow for routine and specialized tasks.

Weekly Client Service Report. A client service report (CSR) will be sent to you on a weekly basis. This is to ensure everyone is kept abreast of activities being completed and we all remain on the same page. It is important to us that clear and ample communication is present at all times.
Our CSRs include:

• A general breakdown of hours used in the month to date (i.e., general admin, website maintenance, shopping cart, autoresponders, creative services, lead and contact management, research services, etc.)

• Total hours used in the month to date and hours remaining.

• A list of what we need from you.

• A list of completed projects.

• A list of current and ongoing projects.

• A list of future projects.

Client Strategy Meetings. These meetings are conducted on a monthly basis between you and Pam Ivey in order to track goals and progress. During these meetings, it is not uncommon to brainstorm new projects, products and programs. A tasks and timeline matrix can then be created and pieces disbursed to the MCA Team to make things happen!

It is important to note that you will not be working with Pam Ivey at all times. In fact, it is often our Project Manager/Team Leader that you will be interacting with on an ongoing basis. You will also, from time to time, be working directly with VA Associates when it makes sense to do so (i.e., technical process, bookkeeping service – to discuss document sharing, etc.)