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What's an Executive Assistant and how does the collaboration work?

Executive Assistants (EAs) are seasoned professionals with significant C-suite and executive business backgrounds. We deliver tailored, high-level support on operational and strategic tasks.

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  • Collaboration: We primarily support you remotely. Our partnership can be regular, periodic, or focused on one-off projects.

  • Local Clients: If you are based in Wales, UK, we offer regular in-person planning and project review meetings to ensure alignment.

I've never connected with a EA before, how do we get started?

The onboarding process is simple, efficient, and commitment-free:

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  1. Discovery Call: We start with a free, no-obligation 30-minute call (or local meeting) to discuss your goals, pain points, and needs.

  2. Proposal: I will follow up with a summary document detailing the proposed deliverables, estimated timescales, and transparent pricing.

  3. Onboarding & Contract: If you are happy to proceed, we sign a basic, flexible contract, and begin the technical onboarding process immediately.

  4. No Commitment: You are never tied into a long-term agreement and are free to terminate services with only one month's notice.

​How do I securely deliver data and grant system access?

We initiate a short onboarding period dedicated to securely integrating and accessing your necessary systems and programs:

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  • Permissions: We will work closely together to ensure smooth navigation past initial authentication protocols and user permissions.

  • Security: Once secure access has been established for your key platforms, we rarely need to revisit these setup steps.

​What are the standard working hours, and can I send tasks at any time?

Our standard operating hours are generally 9:00 AM – 5:00 PM (GMT). However, this is flexible depending on the current project requirements.

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  • 24/7 Submission: You are welcome to submit your ideas, tasks, or data via our shared work channel 24 hours a day, 7 days a week.

  • Actioning: I will review and action these submissions during working hours or at the earliest available opportunity.

I'm on a retainer. How do I track time and project progress?

Your retainer is primarily focused on deliverables and outcomes, not just time logging:

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  • Tracking: All project tasks are accurately tracked using a professional time management application.

  • Reporting: At the end of each month, you receive a concise summary outlining all completed projects and an overview of time utilized.

  • Rollover: Depending on your specific package, you can roll over 2–4 hours of unused time per month to ensure you maximize your investment.

How is my Intellectual Property (IP) and data protected (GDPR)?

Client confidentiality and data security are paramount:

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  • GDPR Compliance: My comprehensive privacy and GDPR policy outlines all safeguards. I am also a registered member of the ICO (Information Commissioner's Office) for governance.

  • NDAs: Non-Disclosure Agreements (NDAs) can be seamlessly integrated into your contract at no extra charge.

  • Data Destruction: No client data or intellectual property is retained after the contract ends; all confidential assets are securely removed.

When am I invoiced, and what is the payment process?

We aim for clear, predictable invoicing:

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  • Timing: All retainer invoices are issued to your inbox on the last working day of each month and cover the services rendered in arrears.

  • Payment Window: Payment is due within 5 working days of the invoice date.

  • Prediction: Setting up a regular standing order is advised, as your invoices are predictable. Non-payment may result in a pause in service delivery.

  • Confirmation: E-receipts are provided immediately upon settling the invoice.

How are holidays and annual leave managed?

We ensure your critical projects are always covered:

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  • My Leave: You will be notified of any planned annual leave or holidays well in advance. For fully remote clients, this often causes no disruption.

  • Your Leave: You are able to pause your contract for 1 month out of every 12 to accommodate your own annual leave, personal reasons, or slow periods.

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