How It Works
How It Works
From first conversation to active service, here's exactly what happens — and how your monthly investment is put together before you ever commit to anything.
Our Process
Consultation
A short conversation to understand where administrative work is creating strain.
Needs Assessment
We document what's actually taking time and where a defined scope would help.
Proposal
A written recommendation — plan, scope, and reserved capacity.
Agreement & Scope
The Master Agreement and your Scope & Service Level Exhibit are signed.
Secure Onboarding
Intake forms, document transfer, and system access are set up — typically 5–10 business days.
Active Service
Requests go through, tracked against capacity, with a monthly report on what moved.
How Pricing Works
No two businesses have the same administrative workload, so we don't sell fixed packages. After an initial consultation, we assess the responsibilities you need support with — the volume of work, the systems you use, and the level of ongoing support required — then define a clear scope and a fixed monthly quote for your approval before any work begins.
Ready to see what it would cost?
A short consultation gets you a defined scope and a fixed monthly quote.
Request a Consultation