Assistant support
Recurring delegated work such as inbox, calendar, CRM, customer support, research, and operations administration.
Managed service model
Clients receive recurring support inside an operating model: role scope, SOPs, reporting, review, escalation, and clear limits on what the service can safely do.
Recurring delegated work such as inbox, calendar, CRM, customer support, research, and operations administration.
Workflow mapping, SOP documentation, reporting cadence, quality checks, and scope review.
Prompt libraries, structured drafts, task audit support, recurring report preparation, and exception routing.
Weekly performance reporting, approval needs, issue tracking, and replacement/escalation requests when a real engagement is active.
Ownership model
The best delegated work has one owner for execution, one owner for delivery quality, and one client owner for decisions.
| Role | Owns | Does not own |
|---|---|---|
| Filipino assistant | Recurring execution, drafts, checklists, updates, summaries, and agreed handoffs. | Final business decisions, privileged access changes, regulated advice, or commitments outside scope. |
| Delivery owner or strategist | Scope translation, SOPs, QA sampling, reporting rhythm, rework review, and escalation routing. | Client-side policy decisions, hidden approvals, or unapproved expansion. |
| AI workflow support | Preparation such as summaries, classifications, draft language, prompt libraries, and reporting inputs. | Unreviewed customer-facing, destructive, regulated, financial, hiring, legal, medical, security, or production actions. |
| Client owner | Access approval, accepted-work criteria, sensitive actions, business decisions, and correction acceptance. | Day-to-day task preparation once the scope, systems, and approval rules are agreed. |
Onboarding path
Start dates depend on client readiness, tool access, workload clarity, and available matching capacity.
Capture the workflow, systems, volume, risk, coverage window, budget readiness, and success criteria.
Confirm deliverables, exclusions, approval points, reporting cadence, response expectations, and commercial next step.
Check fit and availability, approve access, document the SOP, and agree how sensitive work pauses.
Run one controlled task, review output against acceptance criteria, correct the SOP, and only then expand.
Next step
Choose a quick inquiry or a saved assessment with this workflow summarized for follow-up.