A defined process, from first call to steady operations.
Every engagement follows the same four phases so you know exactly what to expect at each stage.
Discovery call
A short conversation about your current workload, the tools you use, and where things are slipping through the cracks. No sales script, no obligation.
- Review current process and pain points
- Confirm scope and hours needed
- Identify the tools your assistant will need access to
Workflow mapping
We document the exact process step by step — who gets notified, what counts as done, and what the agreed expectations are for each task.
- Written procedure for each task type
- Agreed expectations for each task type
- Escalation path for anything outside scope
Matching & training
You get an assistant matched to the role and trained on your specific workflow before they touch a live account, not someone learning on the job.
- Assistant assigned based on skill fit
- Training against your documented workflow
- Shadow period before independent work begins
Go live with oversight
Work begins with a named operations lead tracking quality and turnaround, plus a standing check-in to adjust scope as your needs change.
- Dedicated point of contact for your account
- Weekly or biweekly check-ins
- Quality tracked against agreed benchmarks
What clients usually ask before starting.
How does an engagement get started?
It starts with a discovery call, followed by workflow mapping. Timing depends on the scope of the role and how much workflow documentation already exists.
What if the workflow changes after we start?
Your operations lead updates the documented process and retrains as needed. Scope adjustments do not require starting over.
Do we get the same assistant every time?
Yes. Continuity is part of the model — your assistant learns your accounts and preferences instead of relearning them each week.
What tools do assistants work in?
Whatever you already use. Assistants are trained inside your existing CRM, scheduling tools, and communication platforms rather than requiring you to switch systems.
Let’s take the busywork off your plate.
We’ll identify the work you’re spending your time on that someone else could be doing — then take it off your plate.