Q: What's the criteria for matching a PA with a client, who decides and why?
“When having the first meeting with the client we begin to understand their business needs and what tasks they need help with. We have some very creative PAs and others that love getting tucked into tasks such as reporting and spreadsheets, so this is what we tackle first.
We then take into account any experience the PAs already have, the chances are, out of all of the PAs, there will be one that has relevant experience.
Finally, we’re left with a handful of suitable VA’s, we then use their DISC profiles and determine who we think would be the best fit for the client. Every single one of our PAs has S in them, which work well with high Ds and Is, which is what most of our clients are. They also get along with high Cs, but when Cs and Ss with together, it can slow the task down as they both go into great detail, so we have to bear this in mind.”