How tasks move from your desk to an assistant

From request to your first week

Here is how the arrangement typically moves from a form to real work.

1. You send the quote form describing your tasks, hours and tools.
2. The service partner contacts you, asks questions and sends a scope and quote.
3. After you agree terms, you share written procedures and set up access.
4. In the first week the assistant works a short task list while you check each piece of work.

Your handover checklist

Pull these together before the assistant's first day.

• Task list with how often each task happens
• Step-by-step notes, with screenshots where it helps
• Template replies and examples of good past work
• List of software and which accounts the assistant needs
• Access method agreed for each tool
• Priority order for the work
• Rules for when to ask before acting
• Your preferred channel for questions, such as email or Slack

Security questions to settle early

Before access goes live, agree answers to these with the service partner:

1. Will the assistant use their own accounts, or delegated access to yours?
2. Which password manager will hold any shared credentials?
3. How will two-factor codes be handled without passing your phone around?
4. What is the smallest set of permissions each task needs?
5. Where can customer and financial data be stored, and where not?
6. What is the offboarding routine when someone leaves the account?

Written answers make later changes easier and give everyone the same reference.

Check-ins, changes and ending

Three habits matter most after the start.

First, written updates. A daily or weekly summary of finished work and open questions keeps you informed without hovering.

Second, a standing check-in. Fifteen minutes on a regular day is plenty to correct course, share upcoming priorities and add tasks.

Third, a clean way out. Know the notice period in your agreement, and keep the list of accounts the assistant can reach up to date so access can be removed promptly if the arrangement ends. Changes to hours along the way are agreed with the service partner.