✦ Essential Operations · Single Plan Checkout
A pre-trained virtual assistant inside a fully built AI-powered system — configured for your practice from Day 1.
Your VA arrives trained. Your system is already built. You focus on clients.
Checkout
Complete your practice setup. Alaya configures your CRM and assigns your pre-trained VA immediately after submit.
If your VA underperforms or friction appears within the first 90 days, we refine the system or replace them at zero additional cost to your practice.
Selected Operation:
VA Capacity:
AI Automation:
CRM & Workflows:
Alaya Management:
Total Investment
The Operator
Part-time · 20 hrs/week
AI Appointment Bot
Included
Included
$1,497/month
Selected Operation:
The Operator
VA Capacity:
Part-time · 20 hrs/week
AI Automation:
AI Appointment Bot
CRM & Workflows:
Included
Alaya Management:
Included
Total Investment
$1,497/month
If your VA underperforms or friction appears within the first 90 days, we refine the system or replace them at zero additional cost to your practice.

"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, Alaya
What's Included
Part-time VA — 20 hours per week, dedicated to your practice
AI Appointment Bot — handles inbound scheduling, confirmations, and reminders automatically
Configured CRM — pipeline, contacts, and follow-up sequences built for financial services
Booking and confirmation system — active from Day 1
Lead and client follow-up workflows — no prospect falls through the cracks
Weekly VA check-ins managed by Alaya
Monthly client performance review
90-Day Results Commitment — if your VA underperforms, we replace them at no cost