Quiz

What is a Client Profile and how should I use it?

Some clients will complete an onboarding form at the start of their contract to help us understand how best to support them. HQ will let you know if one has been completed and will convert it into a Client Profile in Google Sheets, which will be shared with you [...]

By |2025-07-25T11:12:54+00:00July 25, 2025|

What questions do I ask in the Kick Off Call?

You’ll find a Kick-Off Call content checklist in your onboarding email. The link is also available here This checklist is designed to guide you through the conversation if you need it – you don’t need to follow it religiously. Every client is different, so feel free to adapt the [...]

By |2025-07-25T10:58:28+00:00July 25, 2025|

What is a Kick Off Call?

Once you’ve been matched with a client, the Kick-Off Call is your initial meeting with them to define your tasks and responsibilities, get clarity on expectations, and ensure you're set up on their systems, tools, and emails. We will arrange this call at a time that works for both [...]

By |2025-07-25T10:57:04+00:00July 25, 2025|

I’m unsure how to approach a task

Yes, you can take time off — we just ask that you give as much notice as possible to both us and the client. If the client requires cover during your absence, we will liaise with the team to arrange this. Please always inform us first so we can [...]

By |2025-07-25T10:29:55+00:00July 25, 2025|

My client has asked me to buy tickets for a concert, sports event or theatre and I won’t be available when they are released.

If your client has asked you to buy tickets for a concert, sports event, or theatre and you won’t be available when they are released, it’s important to act quickly. Purchasing tickets for events can be time-consuming and often very important to the client—this is why we’re often asked [...]

By |2025-07-25T09:54:06+00:00July 25, 2025|
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