frequently asked questions

Who is Executive Operations Support best for?

This package is especially well-suited for:

• consultants

• boutique attorneys

• financial advisors

• technical professionals engineering consultants

• IT and cybersecurity consultants

• firms with complex workflows or detail-heavy operations

What is included in Executive Operations Support?

Executive Operations Support may include:

• inbox and calendar management

• meeting scheduling and follow-ups

• client onboarding coordination

• CRM and document organization

• task coordination across priorities

• workflow and deadline tracking

• client relations support

• travel coordination

• systems maintenance

• weekly strategy and operations calls

• higher-touch support

How much does Executive Operations Support cost?

• Executive Operations Support starts at $3,000/month. Scope may vary depending on the level of support and operational complexity involved.

Is Executive Operations Support a good fit if I need proactive help?

• Yes. This package is specifically designed for clients who need a stronger, more proactive level of support behind the scenes.

What does onboarding look like?

• Onboarding includes a conversation about your business needs, priorities, tools, current pain points, and the type of support that will create the most relief and value.

How do we communicate?

• Communication and workflow details will be discussed during onboarding so support is clear, organized, and aligned with your business needs.

Do you offer custom support?

• Yes, especially within Executive Operations Support, where scope may vary based on the complexity and level of support needed.

What if I’m not sure I’m ready yet?

• That is exactly why the discovery call exists. It gives you space to talk through your needs, ask questions, and determine whether now is the right time.