Understanding your business
We learn about your services, customers, daily operations and the responsibilities you want to delegate.
WHAT WE NEED FROM YOU
You share your priorities, common enquiries and any existing guidance.
HOW IT WORKS / THE DAILY DESK
Your business is personal. Our support should be too.
Your business. Your systems. Our support.
We start by understanding your business, customers and existing systems. Together we agree on responsibilities, working hours and escalation rules, then provide dependable support with regular communication. Standard personal onboarding is included in every package.
OUR ONBOARDING PROCESS
Five thoughtful steps to getting started.
Understanding your existing systems
We review the tools you already use for calls, email, client messaging and scheduling. There is no requirement to migrate to new software.
WHAT WE NEED FROM YOU
You show us the platforms and current workflows relevant to our agreed responsibilities.
Access and responsibilities
We arrange appropriate, secure access and agree on working hours, decision boundaries, approvals and when an enquiry should be escalated to you.
WHAT WE NEED FROM YOU
You provide the necessary access through your existing permission and security processes.
Learning your communication standards
We learn your tone of voice, common answers, booking rules and customer service expectations so our replies feel consistent with your business.
WHAT WE NEED FROM YOU
You share examples, FAQs and guidance for situations that require your input.
Starting our collaboration
Once everything is agreed and access is ready, we begin handling the agreed tasks in your own systems. We keep communication clear and refine processes together as needed.
WHAT WE NEED FROM YOU
We agree on the start date, contact person and how ongoing updates will be shared.
OUR PRINCIPLE
We adapt to your business before asking your business to adapt to us.
Your customers continue to contact your business through its usual channels. We provide thoughtful, professional support behind the scenes.
WORKING TOGETHER
Clear expectations from day one.
Working hours
Your schedule is agreed before signing and documented in your contract, including the applicable time zone.
Commitment
Our standard partnerships have an initial six-month term. Flexible month-to-month arrangements may also be available upon request.
Payment
Your first month's retainer is payable upon signing. Onboarding and services begin once payment is received. Subsequent months are paid in advance.
Cancellations and refunds
Payments for reserved service capacity are generally non-refundable, subject to your agreement and applicable law.
Ready to get your time back?
Tell us about your business. We’ll explore how we can support your existing operations.
Get in touch →