For software agencies delivering client projects
Give client requests and project follow-up an organized path to the delivery team. An assistant can gather missing inputs, maintain decision records and coordinate reviews. We recruit and prepare them for your software agency and the responsibilities agreed before handoff.
Find your assistantThe client asks for a new export format during a review. The project board has a ticket, but the team has not estimated it and nobody has agreed whether it belongs in the current scope. A status update that calls it scheduled can create the wrong expectation.
An assistant can record the request, gather its context and track the decision. Your delivery lead and engineers keep ownership of feasibility, scope and release readiness.
The work to hand off
Request the assets, access contacts and decisions listed by your delivery lead. Track what arrived, which project it belongs to and who needs to review it.
What you get back: A project-input register with missing items and review owners
Coordinate reviews and prepare agendas from open questions. Capture the decisions confirmed by the team and follow up on assigned actions.
What you get back: A decision-and-action record linked to the relevant project
Record the client's requested change, source message and affected deliverable. Route it for estimation and scope review, then keep the agreed outcome visible in the project record.
What you get back: A change log that separates requested, reviewed and authorized work
Gather the documents, review acknowledgments and client-facing instructions your delivery lead identifies. Track unresolved administrative items before a handoff is described as complete.
What you get back: A delivery checklist with confirmed materials and remaining decisions
Illustrative workflow
This workflow helps the agency communicate accurately while technical and commercial owners decide the change.
Assistant preparesRecord the client's wording and link the current scope reference.
Your team decidesWho owns scope review for this project.
Assistant preparesAsk for the examples or intended outcome the delivery lead requests.
Your team decidesWhat technical assessment is needed.
Assistant preparesTrack the reviewer and status without supplying an estimate.
Your team decidesFeasibility, effort, dependencies and commercial impact.
Assistant preparesPrepare the update from the approved decision and record client acknowledgment.
Your team decidesWhat is committed, deferred or declined.
Assistant preparesReflect the authorized outcome and next coordination step.
Your team decidesImplementation priority and release approval.
Illustrative example — not a client record
This example keeps a requested export option separate from work the agency has agreed to deliver.
Ready to hand over when: The agency can locate the scope, the pending assessment and the next decision without mistaking the request for scheduled work.
Download the blank template (CSV)No email required. The file includes field names and guidance, with blank spaces for your own inputs. Use it to describe the work during matching; keep private client information out of an initial inquiry.
Shape the role around the workload
Managed support provides a dedicated, full-time assistant. Direct-hire responsibilities, hours and employment terms are agreed during matching.
The assistant makes the coordination record clearer; a ticket or meeting note does not itself authorize work.
Recruit. Prepare. Hand over.
First, we discuss your niche and the work you want your assistant to own. Then we recruit and prepare them in depth for the industry and responsibilities agreed with you before handoff. The matching conversation defines the skills, tools and preparation time your role needs.
We assess English fluency, practical problem-solving and independent judgment, so your assistant can work through the next step and recognize when to bring you in.
A dedicated, full-time assistant through our service, with ongoing support from our team. One monthly fee.
Explore managed supportWe recruit and train an assistant for you to hire directly into your team. You manage the day-to-day. One placement fee.
Explore direct hiringThe examples on these pages are a starting point. Bring the broader range of work you want covered to the matching call. We agree responsibilities, preparation time, working hours, fees and terms before you start.
Show us the client requests and follow-ups that keep pulling your delivery team away. We will help define a role around coordination and clear ownership.
Explore other ways to organize the work around your team.
