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The Process

How to Hire a Virtual Assistant with Casper VA

Hiring a Casper VA takes five steps: a 15-minute fit call, choosing the role and signing your agreement, being matched with one dedicated VA, onboarding into your CRM, and handing off tasks within days.

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We match you with a dedicated, trained professional who works inside your CRM and executes your daily tasks. Here is exactly what happens.

1. The Strategy Call

We start with a 15-minute call to understand what is falling through the cracks. We don't try to sell you a VA if you need software, and we don't sell you software if you just need hands. We define the exact role and tasks you need handled.

2. Role & Plan Chosen

You select the exact role from our catalog (e.g., General VA, SDR, SEO Specialist) and sign your agreement. Pricing is one flat monthly rate, quoted on your fit call. No hidden fees, no payroll taxes, no benefits overhead.

3. Matched with a Trained VA

We match you with a dedicated professional from our vetted talent pool. You get one dedicated person who works your hours and learns your business.

4. Onboarded into Your CRM

We plug your VA into your specific CRM workspace so they can see your leads, manage your pipeline, and execute your follow-ups immediately.

5. Running in Days

You hand off the tasks. They execute. We handle the HR, time-tracking, and management.

Step one is the 15-minute fit call.

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Frequently asked questions

How long does it take to hire a virtual assistant through Casper VA?

Most of the work happens before day one: after a 15-minute fit call you choose the role, are matched with a dedicated VA and onboarded, and your VA is running in days.

Do I need software before hiring a VA?

Not necessarily. The fit call defines whether you need hands, software, or both; your VA works inside the CRM and tools you use, and CasperB2B can set up the CRM if you do not have one.

How do I hire a virtual assistant through Casper VA?

Book a 15-minute fit call, choose your role and sign your agreement, get matched with one dedicated VA, onboard them into your CRM, then hand off tasks.

What happens on the Casper VA fit call?

You talk through what is falling through the cracks and define the exact role and tasks. If you need software rather than hands, or the reverse, you will be told.

What VA roles can I choose from?

You pick from a catalog of roles such as General VA, SDR and SEO Specialist, plus admin, marketing, finance, IT and development roles.

Do I pay payroll taxes or benefits for a Casper VA?

No. You pay one flat monthly rate quoted on your fit call, with no payroll taxes or benefits overhead.

How is a virtual assistant matched to my business?

CasperB2B matches you with one dedicated professional from its vetted talent pool who works your hours and learns your business.

Who handles HR and time tracking for my VA?

CasperB2B does. You hand off tasks, and CasperB2B handles HR, time tracking and management.

Before you book

Common concerns, answered

“Hiring is a hassle.”

For Casper VA roles we handle recruiting, HR and payroll, so there are no payroll taxes or benefits for you to manage.

“What will this cost me?”

You get a fixed, written quote before any work starts. Nothing begins until you've seen the full price and signed the scope. How pricing works.

“I've been burned by an agency before.”

Your signed scope lists exactly what's delivered, so there's no guessing. Monthly plans are month-to-month, with no long-term contract.

“Will I actually reach a person?”

Yes. Founder Jared Casper reviews every new request and you get a personal reply within 1 business day. Or call or text 1-207-222-7737.

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Your next best step

Jared Casper, Founder of CasperB2B
Talk to the founder.Jared Casper reviews every new request.
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