WHY THE LAST HIRED FAILED
The VA inherited the disorder.
You hired for relief. Instead, you became the trainer, process designer, quality checker, and fallback for every missed detail.
01
The process lived in your head.
Every task needed explanation, checking, or approval before it could move.
02
The tools existed, but they did not work together.
Your CRM, calendar, inbox, and follow-up became separate places to manage.
03
Follow-up depended on memory.
Good prospects went quiet because no dependable nurture process took over.
04
When the VA left, the process left too.
The next person started from zero and the operating burden returned to you.
THE NEW BELIEF
The assistant was never the whole solution. The complete operation is.
Alaya gives the right person clear rails, connected tools, defined ownership, and ongoing management from the beginning.
Pre-trained VA
READY TO EXECUTE
+
Built system
ready to direct the work
=
True leverage
without more management
THE ALAYA METHOD
One person. One system. One accountable partner.
We do not hand you a résumé and leave you to build the rest. The person, technology, workflow, and management arrive together.
01 / PERSON
Pre-trained VA
Prepared for the daily operating rhythm of a financial advisory practice before entering yours.
Client and prospect follow-up
Calendar and appointment support
CRM and pipeline discipline
02 / SYSTEM
Complete system included
CRM, booking, AI lead nurture, reminders, pipelines, and automations built to function together.
Configured for your practice
Documented and repeatable
Target launch within 30 days
03 / MANAGEMENT
Managed performance
Alaya stays accountable for coaching, quality, continuity, and system improvement after launch.
Ongoing oversight
Replacement continuity
90-Day Results Commitment
EVERYTHING INCLUDED
One fee. One complete operation.
No separate staffing agency, automation consultant, CRM builder, or internal trainer to coordinate.
01
Pre-trained financial-services VA
Prepared to manage the day-to-day operating rhythm of the practice.
INCLUDED
02
Configured CRM and opportunity pipeline
A clear source of truth for prospects, clients, and next steps.
INCLUDED
03
Booking, confirmations, and reminders
Protect the advisor calendar without daily manual coordination.
INCLUDED
04
AI lead nurture and follow-up
Keep qualified prospects moving without depending on memory.
INCLUDED
05
Documented workflows and standards
Keep the operating knowledge inside the practice.
INCLUDED
06
Ongoing oversight and optimization
Alaya remains responsible for quality and continued improvement.
INCLUDED
One monthly fee. Everything included.
Your VA, system, workflows, AI, management, and continuity stay under one accountable partner.
A DIFFERENT CATEGORY
Not staffing with better packaging.
The difference is what arrives with the VA and who stays accountable after day one.
What your practice receives
ALAYA
Freelance VA
Staffing agency
VA trained before placement
Included
- Varies
Often
Configured operations system
Built for you
- Not included
- Not included
AI nurture and automations
Included
- You build it
- You build it
Documented workflows
Included
- Your responsibility
- Your responsibility
Ongoing management
Managed
- You manage
People only
Results commitment
90 days
- No
- Typically no
RESULTS NEED A RUNWAY
90
DAY RESULTS
COMMITMENT
We give you 90 days.
Month 1 we build. Month 2 and 3 you grow. We define the operating outcomes at the beginning, review them throughout the first 90 days, and refine the system when friction appears.
Clear operating priorities established during onboarding
Performance reviewed throughout the first 90 days
Workflows and automations refined when needed
Continuity support if the VA needs replacement
PACKAGES AND PRICING
Choose the capacity your practice needs.
Every package includes the VA, the Alaya system, ongoing management, and the 90-Day Results Commitment.
ESSENTIAL OPERATIONS
The Operator
$1,497/month
For solo advisors who need consistent execution and a dependable operating rhythm.
VA CAPACITY
Part-time · 20 hrs/week
AI FEATURE
AI Appointment
Bot
- Core CRM configuration
- Booking and reminder system
- Lead and client follow-up
- Weekly operating review
90-Day Results Commitment included
MOST POPULAR
GROWTH OPERATIONS
The Accelerator
$2,497/month
For established advisors ready to improve follow-up and remove daily coordination.
VA CAPACITY
Full-time · 40 hrs/week
AI FEATURE
AI Lead Nurture
- Everything in The Operator
- Advanced pipeline automation
- Campaign and referral workflows
- Twice-monthly optimization
90-Day Results Commitment included
FULL PRACTICE COMMAND
The Command Center
$3,997/month
For multi-advisor and growth-stage practices that need deeper orchestration.
VA CAPACITY
Elite · 40 hrs/week
AI FEATURE
Full AI Employee 24/7
- Everything in The Accelerator
- Multi-calendar and team workflows
- Executive reporting dashboard
- Priority system enhancements
90-Day Results Commitment included
The cost of waiting is every follow-up, handoff, and operating decision still dependent on you.
THE FIRST 90 DAYS
Month 1 we build. Month 2 and 3 you grow.
Implementation is phased to protect client service while creating a stronger operating rhythm.
DAYS 1-30
Build
Map the practice, configure the system, document workflows, and prepare your VA.
DAYS 31-60
Grow
Activate nurture, booking, follow-up, and the daily execution rhythm.
DAYS 61-90
Optimize
Review performance, remove bottlenecks, and improve the system.
LEADERSHIP
Financial-services credibility. Operational control.
Alaya is built by people who understand both the advisor relationship and the systems needed behind it.
A good VA should not require the advisor to become a full-time manager. The operation must carry the standard.
John C. Gross III
Chief Executive Officer
Leverage begins when the right person can step into a system that already knows how the practice should run.
Hazzel Faith M. Englis
Founder & Chief Operating Officer
The best operations don’t depend on the right person—they give the right person a system built to succeed.
Aljun Gerald R. Morano
C0-Founder & Chief Techncial Officer
Before you decide
Questions careful advisors should ask.
Alaya enters the operational core of the practice. Trust, access, continuity, and accountability should be examined clearly.
How is sensitive practice information protected?
Access is role-based and limited to the assigned work. We establish confidentiality requirements, access protocols, password-management standards, and documented handling procedures during onboarding. Your compliance requirements remain the governing standard.
What happens if the VA is not the right fit?
Alaya manages the replacement process and protects continuity through documented workflows, system-based ownership, and transition support. The operating knowledge remains inside the practice.
Do I have to train the VA myself?
No. Your VA arrives ready. You provide the practice-specific context only you can provide. Alaya converts that context into repeatable workflows and manages execution.
Can Alaya work with our existing CRM?
Often, yes. We first assess whether the current CRM can support the workflows, reporting, and automation your practice needs. When it can, we improve it. When it cannot, we recommend a cleaner path before building.
Is this just staffing with better packaging?
No. Staffing delivers a person. Alaya delivers a person, a configured operating system, documented workflows, AI follow-through, ongoing management, and defined results criteria. The complete operation is the service.
THE NEXT STEP
Find out what your practice needs before you hire again.
Book a private discovery call. We will look at your operating gaps, current tools, and management burden, then determine whether Alaya is the right fit.
This is a fit conversation, not a generic staffing presentation. You will leave with a clearer view of what must be built for the next hire to create real leverage.
We will follow up with the appropriate next step.
By submitting, you agree to be contacted about Alaya. No mailing list. No automated sales sequence.
THREE QUESTION DIAGNOSTIC
Do you need another VA, or a real operation?
Three direct questions will show where your practice is still depending on memory, individual effort, or you.