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01

Research & Reports

Market scans, competitor pulls, and data turned into a report you can act on, not another tab to read later.

Best forFounders who need data turned into decisions, not more tabs.

Ask about this
  • Competitor and market research briefs
  • Data pulls from spreadsheets, CRMs, and public sources
  • Slide decks and one-page summaries for stakeholders
  • Recurring weekly or monthly reporting

Not included: strategic or legal/financial recommendations that require a licensed advisor. Your assistant will flag these and help you route them.

3Competitor briefs
1Board-ready deck
2Recurring reports
Works in
Google WorkspaceNotionAirtableSlides / PowerPoint
02

Expensing & Invoicing

Invoices out the door on time, receipts filed before they pile up, books that reconcile to the cent.

Best forService businesses chasing payments between client calls.

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  • Client invoicing and payment follow-up
  • Receipt capture and expense categorization
  • Reconciliation against bank and card statements
  • Light bookkeeping handoff to your accountant

Not included: tax filing or certified accounting. We coordinate with your accountant, not replace them.

12Invoices sent
40Receipts filed
3Overdue chased
Works in
QuickBooksXeroExpensifyStripe
03

Scheduling & Planning

A calendar that runs itself: meetings booked, conflicts resolved, agendas ready before you sit down.

Best forLeaders double-booked across time zones and teams.

Ask about this
  • Meeting scheduling and calendar management across time zones
  • Conflict resolution and rebooking
  • Agenda prep and pre-read assembly
  • Reminders for deadlines and follow-ups

Not included: committing you to anything that needs your direct sign-off. Every booking is confirmed with you first.

18Meetings booked
3Conflicts resolved
2Agendas prepped
Works in
Google CalendarCalendlyOutlookZoom
04

Travel & Logistics

Flights, hotels and ground transfers arranged around the calendar you already keep, with a door-to-door itinerary waiting before you pack.

Best forExecutives who travel often and lose hours to booking admin.

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  • Flight, hotel and ground transport research and booking
  • Door-to-door itineraries with every confirmation attached
  • Visa, insurance and travel document tracking
  • Rebooking and rerouting when plans change mid-trip

Not included: spending on your cards without written approval. Your assistant assembles the booking and holds it; you confirm before anything is paid for.

6Trips arranged
24Bookings made
2Reroutes handled
Works in
TripItGoogle FlightsBooking.comGoogle Calendar
05

Inbox & Correspondence

Your inbox triaged every morning, routine replies drafted in your voice, and only the messages that genuinely need you left in front of you.

Best forAnyone losing the first two hours of every day to email.

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  • Daily inbox triage, labelling and filing
  • Draft replies written in your voice, held for your approval
  • Follow-up chasing on threads that went quiet
  • Subscription and newsletter cleanup

Not included: sending on your behalf without approval. Every draft waits for your yes unless you explicitly set up otherwise.

200Emails triaged
45Replies drafted
0Threads dropped
Works in
GmailOutlookSuperhumanFront
06

CRM & Pipeline

Every lead logged, every field current, every deal sitting where it actually is, so the pipeline report you open on Monday is telling you the truth.

Best forSales teams whose CRM has quietly stopped matching reality.

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  • Lead and contact entry from calls, forms and events
  • Deal stage hygiene and pipeline updates
  • Duplicate merging and data cleanup
  • A weekly pipeline snapshot for your review

Not included: outbound selling or negotiating on your behalf. Your assistant keeps the record straight; you keep the relationship.

90Records updated
40Leads logged
1Pipeline review
Works in
HubSpotSalesforcePipedriveAirtable
07

Marketing & Social

Posts scheduled, comments and DMs triaged, and your audience kept warm without you opening five different tabs.

Best forTeams who know content matters but don't have hours for it.

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  • Social content scheduling across platforms
  • Comment and DM triage across your social accounts
  • Newsletter assembly and sends
  • Basic performance tracking (opens, engagement)

Not included: paid ad strategy or creative direction. We can coordinate with your agency if you run one.

5Posts scheduled
2Newsletters sent
DailyDM triage
Works in
MailchimpBufferCanvaHubSpot
08

Get Started

One free intro call to scope your workload, then a matched assistant who is live and working — usually within a day.

Best forFounders and teams ready to delegate but unsure how to scope and hand off cleanly.

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  • A scoping call to map your recurring tasks and volume
  • Matching with an assistant suited to your industry and tools
  • Onboarding setup and first-week handoff documentation
  • A check-in after week one to confirm the fit

Not included: open-ended engagements without a defined scope. We confirm hours and coverage on the intro call before anything goes live.

FreeIntro call
<24hMatch time
1wkTo go live
Works in
Your existing stackNotion or Docs for handoff notesGoogle Meet / Zoom
One assistant

Your whole back office, handled.

You don't hire separately for research, billing, scheduling, and marketing. One vetted assistant covers all five areas, matched to the mix you actually need.

1Dedicated assistant
7Service areas covered
<24hAvg. match time
Book a free call
Scope questions

Scope, answered.

Yes. Most clients blend two or three in a given week. Your assistant manages the mix within your hour allowance rather than you booking each category separately.

A flat weekly rate based on the hours and mix of services you need, no setup fees. Exact pricing is confirmed on your intro call once we understand your workload.

No. One assistant covers your full scope. We match based on your combined needs, not on a single task type.

Tell us anyway. Most ad hoc requests sit close enough to these areas for your assistant to take on, or they will flag it if it needs a specialist outside this scope.

Yes, with one billing cycle of notice, the same as changing your plan hours up or down.

Whatever you already use. Each service area lists the tools we work in most often, but assistants are trained to pick up your specific stack, no migration required.