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Service details

Executive Virtual Assistance

We take ownership of agreed administrative and operational tasks, document the process, and provide regular updates so work is completed consistently.

What you receive

  • Inbox organization and response preparation
  • Calendar and meeting coordination
  • CRM updates and data entry
  • Client follow-ups and status tracking
  • Research and document preparation
  • Presentation and report support
  • Invoice tracking and basic bookkeeping support
  • Weekly task and progress report

How the engagement works

  1. Select tasks suitable for delegation
  2. Document standards, access, and approval rules
  3. Complete a supervised onboarding period
  4. Run recurring tasks on an agreed schedule
  5. Review quality, workload, and improvements weekly

Expected outcomes

  • More owner time
  • Consistent administration
  • Cleaner records
  • Fewer missed follow-ups

Best suited for

  • Founders
  • Consultants
  • Small teams
  • Busy executives
  • Businesses without full-time administrative staff
Typical timelineOnboarding in 5–10 business days; ongoing monthly support
Tools may includeGoogle Workspace · Microsoft 365 · Slack · Notion · GoHighLevel · QuickBooks · Zoom

Ready to discuss this service?

We will recommend a right-sized scope based on your current systems and priorities.

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Book a Discovery Call