Buying guide

Key takeaways

  • Compare decision ownership and coverage, not just task lists.
  • Verify security controls and escalation with concrete scenarios.
  • Use a bounded trial with observable acceptance criteria.
Talk through the executive workflow that needs clearer ownership.

Bring the recurring tasks, handoffs, and access boundaries you want dependable support to manage.

Talk with our team

Operating data

Primary workflowBuying guide
Reading time2 minutes
Internal next steps2 links
External citation1 source

Playbook

A service comparison should begin with the operating problem: overloaded inbox decisions, unstable calendar access, incomplete follow-up, travel risk, or cross-functional coordination. A long capability list cannot show whether a provider will own the specific handoffs that currently fail.

Compare named staffing, backup coverage, working hours, communication channels, manager involvement, and escalation. Ask what happens when the primary assistant is absent or a request arrives outside coverage. If the answer depends on informal goodwill, continuity is not part of the designed service.

The U.S. Small Business Administration's hiring and employee guidance outlines considerations for employing staff. A managed service, contractor, and employee are different operating models; obtain appropriate legal and tax advice rather than treating their hourly prices as directly interchangeable.

Security review should cover identity, multifactor authentication, device management, credential sharing, least privilege, incident notification, subcontractors, data location, retention, and offboarding. Ask the provider to walk through a payment-change request or confidential personnel message so controls are demonstrated in context.

Price the complete arrangement: onboarding, management, minimums, coverage, tooling, transitions, and work outside scope. Then run a bounded trial using a real but reversible workflow. The services overview shows available lanes, while the onboarding guide provides acceptance checks.

Evaluate the trial through accuracy, judgment, handoff clarity, escalation, and stakeholder experience, not manufactured activity totals. Document exit terms and return of access before starting. The right comparison identifies which model can sustain accountable support under normal work, absence, and an unexpected exception.

Talk through the executive workflow that needs clearer ownership.

Bring the recurring tasks, handoffs, and access boundaries you want dependable support to manage.

Talk with our team

FAQ

When should a leader delegate this workflow?

Delegate it when repeated coordination, routing, or follow-up is taking time away from decisions that only the leader can make.

What should the assistant own first?

Start with intake rules, status visibility, and escalation timing so the assistant can act consistently before the workflow expands.