Discover Transformative Delegation

Calendar Management

Meetings and logistics coordination.

• Have time blocked off and protected for focus, exercise, and family

• Receive weekly time audits to ensure your time aligns with your goals and commitments

Inbox Management

Never miss important emails.

• Daily inbox review, triage, and folder organization

• Responses drafted and saved for your review

Travel Management

Reservation management for flights, hotels, activities and restaurants

• Monthly calendar bookings for local activities that align with your travel schedule

• Detailed travel itineraries for business and personal trips

Quick Communications

Reply to all of your important contacts promptly.

• Keep important contacts feeling valued

• Have time-sensitive inquiries answered immediately

Research and Information Seeking

New products or services, software, hobbies, and general curiosities.

• Research reports on requested topics of interest

• Competitive research

• Curated gift options for family, friends, and clients

• Preliminary research for your next podcast, blog, or book

Expenses and Invoicing

Receipt, invoice and reimbursement management.

• Receive monthly expenditure reports to understand spending

• Have invoices prepared and submitted so you’re paid on time

• Have reimbursements filed and recouped faster

Financial Management

Professional and personal finance tracking.

• Bills and transfers paid on time

• Books managed and tax filings prepared

Goals and Routines Management

Accountability for establishing and maintaining positive habits.

• Establishes daily goals, reminders, and progress check-ins

• Maintains a timeline for your goals with weekly reports

Household Management

Coordinate all your household needs, from child care to pet care, lawn or automotive, home maintenance, groceries and more.

• Conducts research, sources, and hires services professionals

• Books appointments for servicing personal vehicles

• Conducts research and pre-screens child and pet care options

Investment Tracking

Personalized tracking for all your investments.

• Regular investment reports and spreadsheets

• Research and summary of up-and-coming investment opportunities

Online Brand and Presence Management

Have your brand vision executed across social platforms.

• Social media platforms posting schedules

• Replies to comments and DMs to boost presence and engagement

Personal Shopping

Coordination of purchases and returns.

• Curates and orders seasonal wardrobes

• Coordinates returns when needed

• Conducts pricing research and best-of lists for items you want to purchase

Database, Reporting, and Document Management

All your essential information is organized and readily available.

• Important files and documents organized

• Shared drive maintenance

• Audits to remove errors and outdated information

Event Management

More face-to-face time without organizing the details.

• Plans team offsites and company parties

• Books venues, caterers, and entertainment

• Sends invites and manages guest lists and VIPs

Meeting Support

Pre-prepped bios, post-meeting notes, and detailed briefs.

• Creates formalized agendas

• Drafts bios to help you get to know attendees

• Attends virtual meetings to take notes and action items

Networking

Stay connected with like-minded individuals.

• Creates conference and engagement calendars

• Finds volunteer opportunities based on your interests

Project and Administration Management

Never miss a deadline or overlook an important detail.

• Stay on top of due dates with reminders, follow-ups, and to-do lists

• Have tasks assigned to team members and management tools updated

Recruitment Support

Find the right candidate faster and hire more efficiently.

• Lists jobs on career websites and tracks applicants

• Prescreens resumes for specified qualifications

• Coordinates interviews and provides candidate recaps

Dining In

Have your groceries or meal kits selected and delivered.

• Orders online groceries for home delivery

• Finds new recipes based on your dietary needs or restrictions

• Manages meal kit services and selects meals based on your likes and dislikes

Dining Out

Discover and try new restaurants you’ll love.

• Finds restaurant options based on your favorite type of cuisine

• Books monthly reservations at your favorite restaurants

• Presents you with a list of new local hotspots to try

Events

Never miss a concert, play, or sporting event.

• Finds local events and activities based on your personal interests

• Buys tickets and organizes travel as needed

Diet Support

Fuel your body purposefully.

• Creates and tracks your online food journal

• Discovers new ways to support your physical goals

• Creates shopping lists and meals plans within your eating style

Fitness Management

Build and maintain an exercise regimen.

• Finds gyms to support your needs and handles monthly payments

• Books classes or personal training sessions around your schedule

• Creates lists of local studios and schedules based on your activity preferences

Healthcare

Prioritize your health easily.

• Books doctor, dentist and other healthcare practitioner appointments

• Clears time in your calendar for yoga, meditation, and self-care

Reading and Listening Management

Broaden your horizons with content that interests you.

• Sources and downloads books and podcasts in the apps of your choice

• Compiles reading lists of articles based on your industry and interests

• Organizes podcasts, reading and watch lists by priority

Occasion Calendars

Be prepared for every birthday, anniversary, and important date.

• Reminders for special occasions and milestones

• Plans regular dates and extraordinary experiences for you and your partner

• Sends hand-written cards, gifts, and well wishes to everyone in your network

Quality Time Prioritization

Stay connected with your partner, children, family and friends.

• Protects time for the essential people in your life

• Organizes and maintains the family dinner and activity calendar

• Organizes standing monthly outings with friends