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What's an Executive Assistant and how does the collaboration work?
Executive assistants are professional freelancers with serious business backgrounds, who deliver tailored help on a variety of tasks. We can support you remotely, regularly, periodically, or during one-off projects. As my client and if you're based in Wales, UK, there are also plenty of opportunities to meet regularly to plan out projects.
I've never collaborated with a EA before, how do we get started?
The first step is for us to discuss your goals on an initial 30 minute free call, or we meet up locally. This is followed up by a summary document which will specify deliverables, timescales and pricing. If you are happy to proceed, we sign a basic contract and begin onboarding. You are not tied in at any point, and you are free to terminate when you're ready.
How do I deliver my data and what should I look out for?
In the beginning we'll have a short period of onboarding where we link up and access systems and programs. User permissions can be tricky, so we usually need to work closely to move past authentication protocols. But once this has been secured we don't usually need to revisit these again.
What about working hours, can I drop my data at any time?
Working hours are generally 9-5 but this is flexible depending on my schedule or if we're working on a project that requires non standard hours. You can send me your ideas as they come to you, 24hrs a day, via our work channel. I will action them during working hours or at the earliest opportunity.
I'm on a retainer, how do I know where the time and money is spent?
All project tasks are tracked using a time management app, but in general retainers are based on deliverables. You'll receive a summary at the end of each month that gives an overview of all our completed projects. You can roll over up to 2-4 hours per month depending on your retainer package, but we will keep an eye on your needs.
I care about data protection, how do I know my IP is safe?
My privacy / GDPR policy lists out all the safeguards in place to protect your IP. I am also a registered member of the ICO for governance purposes. Non Disclosure Agreements (NDA) can be bolted on at no extra charge. No data or intellectual property is retained after the end of every contract, and your confidential assets are never disclosed.
When am I invoiced, how should I pay and what's my payment window?
All retainers are billed monthly in arrears with 5 working days to settle. It's also advisable to set up a regular standing order as your invoices are predicted. Invoices will be issued to your inbox on the last working day of each month. E-receipts follow every payment. Non payment will result in a pause in service.
Holidays and annual leave? How does this impact us?
You will be notified of any planned leave well in advance of any date. It is also entirely possible that this won't affect you if you are a fully remote client. You are also able to pause your contract for 1 month out of every 12 for personal reasons or annual leave.