How It Works

Onboarding Call

Once you sign up we start with a onboarding call to understand and prioritize the tasks you need done.

Next, we present you with multiple assistant options based on the tasks and skills you need in your practice.

Once you make your selection, we formally introduce you to your assistant and create a action plan to hit the ground running.

We follow up with you each month to make sure you and your assistant are successful. If there is ever an issue, we will handle it on your behalf.

Schedule a kickoff call to see how we can help.