A written day, in your channel
A start-of-day plan and an end-of-day note, posted where your team reads things. Searchable next year, and readable by anyone you add — no seat required.
Tools
Work in your Slack, inbox, and CRM — not another VA app to learn
We add one small thing to your week: a person. Onboarding paperwork and training notes live in a basic portal for the first few days, and after that your teammate works where your team already works.
Book a free consultation
A free, no-prep call. Nothing to install.
What you're actually adopting
You're hiring a teammate, not rolling out software.
Every new tool costs you the same three things: someone has to own it, everyone has to remember it, and the work that lands in it stops being visible everywhere else. That is a fair price for a system your team chose. It is a strange price to pay for hiring one person.
So we do not put a workspace between you and your teammate. Managed VA apps do — Wing's workspace is the one people ask us about — and for a stream of one-off tasks that model makes real sense. Ours is different by design: you delegate to a colleague, in the places you already delegate.
The full comparison of the models lives on managed placement vs marketplace.
What your team has to learn
Their name, their hours, and what they are picking up first. That is the adoption plan.
No new login for your staff, no dashboard to check, no migration of anything. If you can brief a new hire in a chat message, you can brief this one.
As seen on
The portal
One basic onboarding portal. That's the whole footprint.
There is a portal, and we would rather describe it modestly than let you discover its edges yourself. It handles the administrative start of an engagement: the paperwork, the account details, the credential handover, the training notes your teammate works through while they ramp.
It is not a task manager, not a kanban board, not a reporting suite, and not a place your team is expected to spend its day. Most clients open it during onboarding and rarely again — which is the intent, not an admission. Delegation belongs in the tools you already trust.
What it's for
- Onboarding paperwork and agreements
- Account and credential handover
- Training notes for the ramp period
What it isn't
- A task or ticket system
- A kanban or project workspace
- A dashboard your team has to check
Assigning work
You delegate where you already delegate.
Four places, all of them yours. Access is granted the same way you would for any new hire, and it is revoked the same way too.
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Your chat, however you run it
Slack, Teams, Google Chat — whatever your team already lives in. Your teammate is a person in a channel you can @-mention, not a queue you file into. Morning check-in, end-of-day note, and the twenty small clarifications a day that make delegation actually work.
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Your inbox, shared the normal way
A mailbox of their own on your domain, or a seat on the shared support inbox, with the labels and rules you already use. Nothing gets re-routed through a middle layer, so the trail of who said what to a customer stays in one place — yours.
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Your CRM and help desk
They work the records in your system: your CRM, your help desk, your booking or billing tool. Notes, tags and pipeline stages are updated where your reporting already reads from, so nobody has to reconcile two versions of the truth later.
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Your project tool, if you have one
If work is already tracked in Asana, Trello, Monday, Jira or a spreadsheet, that is where their tasks live too. If you do not track work anywhere, we will not sell you a system for it — we will help them keep a simple shared list wherever you will actually look.
Visibility
You can see the work without buying a place to look at it.
The usual pitch for a vendor workspace is oversight. Fair enough — you do need to know what happened. Here is how that works when the work lives in your systems instead.
Your own reporting, already correct
Because records are updated in your CRM and help desk, your existing dashboards keep telling the truth. Nothing has to be exported from a vendor and reconciled.
A floor manager who reviews the work
Quality oversight is a person on our side, not a metric on a screen. They review real threads and calls, coach, and raise things with you before you have to notice them.
A standing check-in
A recurring call with you, your teammate and your floor manager at whatever cadence suits — weekly at first, less often once it is humming.
The trade
What you give up by not using our software.
This is a real trade and it would be dishonest to present it as pure upside. If you want a single pane of glass with task counts and turnaround charts out of the box, a vendor workspace gives you that on day one and we do not.
You will also have to grant access like you would for any new hire, and decide who owns the tooling questions internally. And if your business genuinely runs on nothing — no shared inbox, no CRM, notes on a phone — then part of the first month is your teammate helping put simple habits in place, which is slower than logging into something pre-built.
Choose a vendor workspace if…
- You want built-in task metrics with no setup
- You would rather not grant access to your systems
- Your work is a stream of discrete tasks from many people
All three are legitimate reasons to buy the other model. We would rather you knew that now than in month two.
In practice
What this looks like for CX and admin work.
A customer service teammate
Your help desk, your phone system, the chat widget already on your site, your shared inbox. Escalations arrive in your channel with a summary. Your CSAT reporting keeps coming out of the tool you already run it from.
An admin or billing teammate
Your calendar, your inbox, your CRM, your invoicing or practice-management system — including the healthcare and medical billing stacks, where the record has to stay in your system of truth and nowhere else.
Wondering about the calendar rather than the tooling? About a week to launch walks the week. For the money, the pricing page has the figures and what an all-in rate has to cover explains them.
Bring your own stack
Tell us what you already use.
A short call about the work and the tools it lives in. If your setup is unusual, we'll tell you honestly how a teammate would slot into it.
- List the tools your team already works in
- Agree how work gets handed over day to day
- Meet finalists before you commit to anything
Nothing to install. No new login for your team.
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