Illustrative case studies
See how a task is handed off, done and checked before you register.
40 worked examples with fictional data. Each one shows the written brief, the steps, the checks a team lead makes, a sample of what you receive, the plan cost and the free tools that fit the work.
These are not client stories. This is an illustrative scenario with fictional data. It shows how this kind of work could be set up, done and checked. It is not a client story and it promises no result. Real client feedback is on our reviews and on Google, Clutch, G2 and Trustpilot. Examples marked On request are specialist tasks: we confirm fit before you buy.
Core business and administrative support
Inbox, CRM, research, social, email, support, ecommerce, healthcare admin, bookkeeping and real estate.
Foundersa founder hands off the inbox, the calendar and travelInbox drafts, scheduling rules and a weekly action tracker for a solo founder.About 40 hours a month.Core service
CRM and dataa B2B company hands off CRM clean-up and pipeline upkeepDuplicate merges, field clean-up and a weekly list of records that need a salesperson.About 24 hours a month, two 12-hour blocks, $240.Core service
Lead researcha consultancy hands off B2B prospect research and list buildingCompany research, public contact checks and a clean prospect list. The client does the outreach.About 24 hours a month, two 12-hour blocks, $240.On request
Social mediaa professional-services firm hands off its social calendar and schedulingA monthly calendar, scheduled posts, comment triage and a one-page report.About 12 hours a month, 12-hour block, $120.Core service
Email marketinga coach hands off newsletter formatting, list upkeep and schedulingList hygiene, newsletter formatting, link checks and scheduled sends for an opted-in list.About 12 hours a month, 12-hour block, $120.On request
Customer supporta subscription business hands off first-line support in a shared inboxFirst-line replies, tagging, escalation and a weekly issues report for a subscription business.About 160 hours a month, full-time plan, $899.Core service
Ecommercean online store hands off product listings, order checks and support repliesCatalogue updates, order exceptions and first-line support for a 400-product store.About 60 hours a month, 60-hour block, $510.Core service
Healthcare admina private clinic hands off scheduling changes and intake paperwork follow-upAppointment changes, intake form follow-up and reminders. Non-clinical admin only.About 36 hours a month, 36-hour block, $324.Core service
Bookkeepinga small studio hands off receipts, coding and the month-end closeReceipts, coding, bank reconciliation and a month-end summary for the accountant.About 12 hours a month, 12-hour block, $120.Core service
Real estatea small brokerage hands off enquiries, CRM updates and viewing requestsEnquiry triage, CRM clean-up and viewing requests for a five-agent brokerage.About 36 hours a month, 36-hour block, $324.Core service
AI, marketing and digital operations
Automation, content, websites, research, booking, recruitment, projects, reporting and podcasts.
AI and automationa service company hands off a no-code workflow and its daily monitoringA mapped workflow, an approved no-code automation and daily checks of failed runs.About 24 hours a month, two 12-hour blocks, $240.On request
Content repurposinga consultant hands off turning one webinar into short captioned clipsClip selection, basic edits, captions and a file set ready for the consultant to approve.About 12 hours a month, 12-hour block, $120.On request
Content and SEOa B2B site hands off formatting and publishing finished articlesFormatting, WordPress publishing, internal links and a checklist for each article.About 24 hours a month, two 12-hour blocks, $240.Core service
Website upkeepa small business hands off monthly website checks and form testsA monthly checklist, content edits, form tests and a plain report for the developer.About 12 hours a month, 12-hour block, $120.Core service
Researcha startup hands off competitor and pricing research from public sourcesPublic competitor information, a sourced comparison table and a one-page summary.About 24 hours a month, two 12-hour blocks, $240.Core service
Reception and bookinga home-services company hands off inbound enquiries and appointment bookingWritten enquiry replies, bookings, reminders and urgent routing. Inbound only.About 36 hours a month, 36-hour block, $324.Core service
Recruitment admina growing company hands off applicant tracking and interview schedulingOne applicant tracker, candidate messages and interview scheduling. Hiring decisions stay with the employer.About 24 hours a month, two 12-hour blocks, $240.On request
Operationsa digital agency hands off its project board, follow-ups and weekly summaryOne project board, owner follow-ups, meeting notes and a weekly delivery summary.About 36 hours a month, 36-hour block, $324.Core service
Reportinga sales team hands off weekly KPI gathering and the dashboard refreshApproved data sources, validation checks, a refreshed dashboard and a list of oddities.About 24 hours a month, two 12-hour blocks, $240.On request
Podcast and PRa podcast host hands off guest research, booking and show notesGuest shortlists, background notes, booking coordination and draft show notes.About 12 hours a month, 12-hour block, $120.On request
Specialist business support
Relationship research, communities, courses, travel, documents, data, meetings, reviews and partners.
Relationship researcha founder hands off research and a conversation tracker for a short target listProfile research, context notes and a conversation tracker. The founder sends every message.About 12 hours a month, 12-hour block, $120.On request
Communitya membership community hands off welcomes, moderation and support routingMember welcomes, moderation against written rules, approved prompts and a weekly feedback report.About 36 hours a month, 36-hour block, $324.On request
Educationa training provider hands off lesson uploads and enrolment admin for a course launchLesson uploads, link checks, enrolment records and reminders for a new course.About 24 hours a month, two 12-hour blocks, $240.On request
Travel planninga consultant hands off travel research and itineraries within set rulesThree options with prices, an itinerary and a document checklist. Nothing is booked without a yes.About 12 hours a month, 12-hour block, $120.Core service
Documentsa consulting firm hands off proposal formatting and slide clean-upTemplates applied, formatting standardised, links checked and drafts ready for review.About 12 hours a month, 12-hour block, $120.Core service
Data entry and cleaninga distributor hands off merging messy spreadsheets into one master fileStandard columns, duplicate flags, validation and a conflict list for approval.About 24 hours a month, two 12-hour blocks, $240.Core service
Meetingsa leadership team hands off meeting notes and an action logNotes from approved recordings, action owners, a decision log and follow-up reminders.About 12 hours a month, 12-hour block, $120.On request
Reputationa local business hands off review monitoring and reply draftsNew review alerts, reply drafts for approval, feedback themes and honest review requests.About 12 hours a month, 12-hour block, $120.On request
Affiliate admina software company hands off affiliate applications and partner onboardingApplication checks, onboarding emails, asset sharing and a partner activity tracker.About 12 hours a month, 12-hour block, $120.On request
Creator partnershipsa consumer brand hands off creator research and deliverable trackingA criteria-based shortlist, media kits, rates and a deliverable tracker. The brand decides and pays.About 24 hours a month, two 12-hour blocks, $240.On request
Industries and extended services
Events, sales operations, purchasing, legal admin, insurance, property, hospitality, AI oversight and onboarding.
Eventsa consultancy hands off webinar registrations, reminders and follow-upRegistration lists, reminder emails, speaker materials and a post-event record.About 12 hours a month, 12-hour block, $120.On request
Sales operationsa small sales team hands off first-draft proposals and quote trackingTemplate-based drafts, supporting documents, a quote tracker and follow-up reminders.About 24 hours a month, two 12-hour blocks, $240.On request
Purchasingan office manager hands off supplier quotes, comparisons and order trackingSupplier research, quote comparison against set criteria, purchase order admin and delivery tracking.About 24 hours a month, two 12-hour blocks, $240.Core service
Legal admina small law office hands off file indexing and deadline remindersNaming rules, a matter index, deadline reminders and form preparation from instructions. Administrative only.About 24 hours a month, two 12-hour blocks, $240.On request
Insurancean independent insurance agency hands off renewal tracking and certificate requestsRenewal reminders, certificate requests and document chasing, administrative only.About 20 hours a month.Core service
Property managementa property manager hands off maintenance requests and owner statement draftsMaintenance logging, vendor scheduling and owner statement drafts for 60 doors.About 80 hours a month, part-time plan, $500.Core service
Hospitalitya boutique rental operator hands off guest messages and check-in supportPre-arrival messages, enquiry replies, check-in instructions and review follow-up, with urgent issues routed at once.About 24 hours a month, two 12-hour blocks, $240.Core service
AI oversighta business hands off human review of its AI chat assistantReview of flagged chats, a knowledge base kept right, sensitive cases escalated and a weekly failure report.About 24 hours a month, two 12-hour blocks, $240.On request
Onboardinga software company hands off customer onboarding adminKickoff scheduling, setup checklists, data collection and regular status updates for new customers.About 36 hours a month, 36-hour block, $324.On request
Coachesa business coach hands off client onboarding, reminders and invoice follow-upOnboarding steps, session reminders and invoice follow-up for a solo business coach.About 6 hours a month, 6-hour block, $63.Core service
What every example shares
- A written brief with inputs, rules, a due time and the output you expect.
- A trained assistant does the work, and a team lead checks it before it reaches you.
- Sensitive topics stay with you. Examples are drafts, flags and lists, not decisions.
- Plan costs use our public prices and plain arithmetic. Hours are planning estimates, not measured results.
- Each page links the free tools that fit the work, including a cost calculator that starts at the hours in the example.
The portal you would use
You send tasks and follow them in the client portal. These screenshots come from a demo account, so the names and tasks are test data.
Questions
Are these real clients?
No. They are fictional scenarios that show the method. We do not publish client names or results here.
Why show fictional examples?
So you can read a real brief, see the checks and see what a deliverable looks like before you register. A real client story needs the client permission, and it would be a different page.
Does every example mean you offer that service today?
Examples marked as core use work we do on our standard plans. Examples marked as on request are specialist tasks. Send us the task first and we will say yes or no before you pay.
What is not shown here?
Support in other languages, because we work in English only, and outbound or cold calling, which we do not offer. Inbound call answering is a separate virtual receptionist service.
Can I get an example for my own kind of work?
Send us the task you want to hand off through the form on this page. We will tell you what the brief would look like and which plan fits.
Request a consultation
Questions about a task you want to hand off? Ask us.
Not ready to start? Tell us about the work and we will reply by email, or arrange a call. The consultation is free.
- Tell us the tasks. We suggest the right role and plan.
- Or call +1 (917) 920 7030 (US number).
- Prefer to just start? Start for $1.