Discovery call
Use the intake to prepare the agenda and clarify the business problem before a real call is scheduled.
Onboarding
Start with a task audit before matching talent.
The intake flow captures business needs, tools, cadence, data sensitivity, and success measures so GlobalAdmin.ai can recommend the right support model.
Needs assessment
Capture workflows, volume, systems, approvals, and what work should remain with the client.
Role recommendation worksheet
The intake collects service, cadence, budget, risk, approval, and workload signals so a human owner can recommend the right support model.
Workflow mapping
Translate recurring work into SOPs, handoffs, quality checks, and weekly reporting expectations.
Talent matching
Shortlist support only after availability, job-related skill evidence, and supervision expectations are checked.
Trial setup
Define trial scope, acceptance criteria, access, reporting, and an exit or replacement process before work starts.
Next step
Talk through this workflow.
Choose a quick inquiry or a saved assessment with this workflow summarized for follow-up.