TRACEY SODT | STRATEGIC OPERATIONS

THE VA ONBOARDING VAULT

You’ve done the hard part. You’ve built a real business, you’re generating consistent revenue, and you know you can’t keep doing everything yourself.

But hiring a VA without the right infrastructure in place doesn’t give you help. It gives you someone to manage. And managing a VA is a whole second job you didn’t sign up for.

The VA Onboarding Vault gives you everything you need to hire right the first time — templates, scripts, checklists, and communication frameworks built from 16 years of watching this go both ways inside coaching businesses like yours.

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    “The right hire changes everything.
    The right onboarding makes the hire stick.”
    ~Tracey Sodt    ​

    What’s in the Vault

    PART 1: Are You Hire-Ready?

    A no-nonsense checklist that tells you whether your business is actually ready for a VA — or whether you need to do one thing first.

    PART 3: Interview Script + Green/Red Flag Guide

    Word-for-word interview questions organized by category. The opening script, experience questions, how-they-work questions, and a green flag vs. red flag comparison table so you know what you’re looking for.

    PART 5: First Week Onboarding Checklist

    A day-by-day checklist covering access setup, SOP handoff, first task assignment, and end-of-week check-in. Includes a Day 1 welcome message template for Voxer or Slack.

    PART 2: Job Posting Templates

    Two ready-to-post templates: one for Facebook groups and one for warm referral requests. Plus a role definition worksheet so you know exactly what you’re hiring for before you post.

    PART 4: Offer Letter + Working Agreement Template

    A complete working agreement that sets expectations before day one — rate, hours, communication, tools, confidentiality, and trial period. Send this before they start, not after.

    PART 6: Ongoing Communication Scripts

    Templates for every communication moment: giving feedback (positive and constructive), assigning tasks in Asana, 30-day check-ins, and offboarding if needed.

    BONUS:

    Templates for every communication moment: giving feedback (positive and constructive), assigning tasks in Asana, 30-day check-ins, and offboarding if needed.

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    This Is For You If

      ✓ You’re ready to hire but have no idea how to actually onboard someone without it becoming a management job
      ✓ You’ve hired before and it didn’t stick — and you’re not sure what went wrong
      ✓ You want done-for-you templates you can adapt and use immediately, not a framework to figure out yourself
      ✓ You use Asana, Harvest, Canva, Dropbox or Google Drive — this is built around your actual tools

    Who This Comes From

    I’m Tracey Sodt. Strategic operations consultant and the second brain behind the CEO for women coaches and consultants who have outgrown DIY.

    For 16 years I’ve been the person behind the scenes — setting up launch infrastructure, building client onboarding systems, fixing CRM chaos, and walking into businesses where the founder was the only person who knew how anything worked.

    The Delegation Blueprint is built from everything I’ve seen go wrong — and right — when coaches try to hand off work for the first time. It’s not theory. It’s pattern recognition from being inside hundreds of businesses exactly like yours.

    “Tracey is really a joy to work with. She is prompt, effective, and efficient…and does it with the most positive energy! I find it comforting to have her on my team and highly recommend her to anyone in need of support with their business and life.”
    Meg Daly

    www.megkdaly.com

    Get Instant Access

    $19. Instant digital download. Read it before you post your job listing.

    THE DELEGATION BLUEPRINT

    $19  ·  Instant Digital Download

    Yes — I’m Ready to Hire Right →

    Questions? Email tracey@traceysodt.com — I read every one.