Virtual Assistant and Revenue Recovery Glossary

Dedicated Virtual Assistant

A Dedicated Virtual Assistant is one named remote professional who works a set number of hours each week on your business only, rather than splitting time across a queue of unrelated clients.

Because the same person returns every day, they build context about your customers, your systems, and the way you like work done. That context is what makes a virtual assistant faster in month three than in week one.

At Level 9 Virtual, part-time is $1,350 per month for 20 hours a week and full-time is $1,950 per month for 40 hours a week, with management, quality control, backup coverage, and Level 9 OS™ included in the rate.

Managed VA Agency

A managed VA agency places the assistant and also carries the management layer: vetting, onboarding, quality control, escalation, coverage during leave, and replacement if the match is wrong.

The contrast is a marketplace, where you hire an individual directly and every one of those responsibilities lands on you. Neither model is universally better. The managed model earns its keep when the work is recurring and your business depends on it continuing.

Projects On Demand

Projects On Demand, often shortened to POD, is specialist project work delivered on a monthly plan instead of a permanent hire, starting from $497 per month.

It covers work that arrives in bursts rather than every day: design, video editing, funnel builds, automations, and similar specialist tasks. You flex it up when a launch is coming and down when it is not.

Most businesses use it alongside a Dedicated VA, so the assistant owns the daily operations while specialists handle the projects that need a different skill set.

Hybrid Staffing

Hybrid staffing means combining a Dedicated VA for recurring daily work with Projects On Demand specialists for the project work that comes and goes.

It exists because one person rarely covers every skill a growing business needs, and hiring a second full-time person for occasional design or automation work is expensive. The hybrid approach keeps a consistent operator in place while specialist capacity flexes by month.

Executive Assistant Outsourcing

Executive assistant outsourcing is filling the EA role with a managed remote assistant instead of an in-house employee, covering calendar, inbox, travel, meeting prep, and follow-ups.

The work is the same work an in-house EA would do. What changes is who recruits, manages, and covers the role. It suits founders and executives whose assistant work is almost entirely digital and does not require someone physically present.

GoHighLevel VA

A GoHighLevel VA is a virtual assistant who provides execution support inside your GoHighLevel account: CRM hygiene, pipeline updates, appointment setting support, follow-up sequences, and workflow admin.

This is operational execution, not a sales role. Assistants work the system and keep records, follow-ups, and calendars accurate. Heavier build work such as funnels and automations is delivered through Projects On Demand.

Backup Coverage

Backup coverage is a trained second assistant who steps in when your primary Dedicated VA is on sick leave or vacation, so essential tasks keep moving.

It only works when the process is documented, which is why coverage and SOPs go together. With an in-house hire or a solo freelancer, the equivalent of backup coverage usually means the work simply waits.

Level 9 OS™

Level 9 OS™ is the AI-assisted execution system included with every Level 9 Virtual plan, where tasks, workflows, playbooks, hours, and output live in one place.

It documents workflows, builds playbooks, and prepares tasks before work begins. For the client, the practical benefit is visibility: you can see what was requested, what is in progress, what was delivered, and how the hours were used, without chasing anyone for a status update.

Business Brain

Business Brain is the stored knowledge base about your company inside Level 9 OS™: how your business works, who your customers are, your tone, your tools, and your standing preferences.

It is what stops delegation from resetting every time a person changes. Because the context sits with your account rather than in one person's head, a backup assistant or a replacement starts from what is already documented.

SOP / Playbook

An SOP, or standard operating procedure, is a written step-by-step record of how one task is done. A playbook groups related SOPs into a repeatable process for a whole workflow.

The fastest way to create one is to record yourself doing the task once and turn the recording into written steps. Good SOPs are the difference between delegation that survives staff changes and delegation that collapses the moment one person is unavailable.

Delegation Dashboard

A delegation dashboard is the single view that shows what you handed off, where each task stands, who owns it, and how much time it consumed.

Inside Level 9 OS™ this is how owners keep oversight without micromanaging. The point is not to watch people work. It is to answer the question any owner asks about delegated work: is it done, and what did it cost in hours?

Revenue Recovery Desk

The Revenue Recovery Desk, or RRD, is a managed service that works your existing database to recover revenue you already paid to generate, rather than generating new leads.

It runs recovery lanes across unconverted inquiries, unsold estimates, cancellations, no-shows, and past customers, with campaigns and escalation handled for you and approved by you before anything goes out.

Pricing is $3,000 per month plus a $1,500 implementation fee, with a 120 day minimum term and a 10X Recovery Opportunity Guarantee.

Revenue Leak Audit

The Revenue Leak Audit is a free assessment that scores where revenue is slipping out of your business and produces a Revenue Recovery Report and a Revenue Recovery Plan.

It looks at the same five places money usually escapes: inquiries that were never converted, estimates that went quiet, cancellations, no-shows, and past customers who never came back. The output is a ranked view of which leak is costing you most right now.

Unconverted Inquiry

An unconverted inquiry is someone who contacted your business and never became a booked job, whether they called, filled a form, or sent a message.

These are the most expensive losses in most businesses, because you already paid the marketing cost to create the contact. The two usual causes are a slow first response and follow-up that stopped after one attempt.

Unsold Estimate

An unsold estimate is a quote or proposal you produced that the customer never accepted or declined. It simply went quiet.

The work to produce it is already spent, which is what makes this lane worth recovering. Recovery usually means segmenting by age and value, then running a real follow-up cadence rather than a single hopeful check-in.

No-show Recovery

No-show recovery is the process of rebooking customers who had an appointment and did not attend, instead of letting the record go cold.

A missed appointment is not a lost customer. It is usually a scheduling problem. Recovery combines prompt outreach after the missed slot with confirmation and reminder habits that reduce the next batch.

Past Customer Reactivation

Past customer reactivation is outreach to people who already bought from you once and have not returned, inviting a repeat purchase, a service visit, or a maintenance agreement.

These contacts already trust you, so they are usually the cheapest revenue available. The lane depends entirely on your customer records being accurate, which is one reason CRM hygiene keeps showing up in recovery work.

Implementation Fee

The implementation fee is the one-time $1,500 charge at the start of a Revenue Recovery Desk engagement that covers setup before recovery campaigns begin.

It is separate from the $3,000 monthly fee and is paid once, at the start. The first payment is therefore $4,500, covering implementation and the first month together.

10X Recovery Opportunity Guarantee

The 10X Recovery Opportunity Guarantee is the commitment attached to the Revenue Recovery Desk engagement, which runs on a 120 day minimum term.

The full terms are published on the Revenue Recovery Desk page. Read them there before signing, because the guarantee is defined in terms of recovery opportunity, not a promise of a specific revenue figure.

Speed to Lead

Speed to lead is how long it takes your business to reach a new inquiry after it arrives. Measured in minutes, not in business days.

It matters because the first business to reach a shopper often sets the terms of the conversation. Slow responses do not just lose the individual job. They quietly build the backlog that recovery work later has to clean up.

Live Answering / Virtual Receptionist

Live Answering, also called a virtual receptionist service, is trained agents answering your inbound calls and chats in your company name, capturing details and booking appointments.

It solves a coverage problem: conversations that were never picked up, or picked up too late. It is not a replacement for a Dedicated VA, who owns the recurring work that happens after the call.

Published pricing is $497 per month per location for Unlimited and $597 per month per location for Unlimited+, with no setup fee.