The professional partner you need when you’re over being responsible for everything

Our onboarding process includes a Delegation Strategy Call, where we work with you to create a customized plan for effective delegation. You’ll also receive a PDF guide with resources to help you identify and prioritize tasks for delegation.

A great starting point is email inbox and calendar management—these are time-consuming tasks that can quickly pile up. Delegating them is a simple yet impactful first step. Pro Tip: Before your call, take note of daily or weekly tasks that don’t need your direct involvement. You’ll be surprised at how much can be handed off!

Absolutely! We’ve supported clients across a wide range of tasks and projects, so we’re confident we can help. If something is new to us, we’ll collaborate closely to find the best solution. Our experienced Executive Assistants are committed to problem-solving and adapting to your specific needs, whether they’re conventional or unique. We’re excited to work with you and provide the support you need!

We get it—feeling overwhelmed is exactly why you reached out to us! While some initial time for onboarding is necessary, don’t worry—we’ve developed a seamless, step-by-step process to make the transition as smooth as possible. Once completed, your proactive EA will be fully equipped to handle your delegated tasks, giving you the freedom to focus on what truly matters.

At Elevate, we’ve already vetted and trained skilled Executive Assistants, so you don’t have to. And while you’ll be paired with one dedicated EA, our entire team works collaboratively to provide you with amplified support, ensuring all your needs are met without added stress.

At Elevate, we carefully recruit Executive Assistants (EAs) from across the United States. Our process includes rigorous screening to assess candidates’ skills, experience, and fit with our clients’ needs. We prioritize individuals with a strong background in administrative support and a commitment to excellence.

Our EAs receive tailored training in communication, time management, and confidentiality, ensuring they’re well-prepared for client work. We also provide ongoing support and development to keep our team sharp and up-to-date on industry best practices.

Our EAs are skilled in a wide range of platforms, including:

Google Workspace, Microsoft Office, Canva, Zoom, Loom, Trello, Slack, Asana, Monday, Dubsado, Kajabi, Salesforce, Flodesk, Planoly, ClickUp, QuickBooks, LinkedIn, Dropbox, Shopify, Squarespace, Wix, WordPress, Mailchimp, DocuSign, Zapier, and more.

Elevate provides ongoing training from platform experts throughout the year and offers an educational fund so our team can continue to expand their skills. Our team is always excited to learn new tools and adapt to your business needs. If your preferred platform isn’t listed, rest assured—we’ll quickly become proficient in any system critical to your operations.

Our onboarding process is designed for a smooth and successful start. Once you’ve signed on and completed payment, we’ll schedule your Elevated Business Review (EBR) with Ashley. During the EBR, Ashley will walk you through key areas of your business to identify high-priority tasks we can support from day one.

Next, you’ll have a Delegation Strategy Call with Ashley and your new EA. This personalized session is where we dive deep into your support needs, short- and long-term goals, and create a customized 90-day plan to drive results. You’ll also receive a free download of our EA Handbook (an over $500 value), with nearly 100 SOPs, Best Practices, and Templates ready to customize to how your business operates.

After that, you’ll kick off your partnership with a 1:1 call with your EA, setting the stage for seamless collaboration and immediate productivity. From there, your EA will be ready to hit the ground running!

We take a personalized approach to ensure a seamless match. Our Founder, Ashley, carefully evaluates the skills and strengths of our team members alongside your specific needs. Additionally, our Account Management team plays a key role in supporting the ongoing success of your partnership, ensuring you’re paired with an Executive Assistant who is perfectly suited to your goals. This thoughtful process fosters a productive and efficient collaboration from day one.

Your Executive Assistant will work with you to create a communication plan that aligns with your workflow. We understand the need for accessibility and convenience, so we offer multiple communication options. Whether you prefer detailed discussions via email, quick updates through phone calls, real-time messaging on Slack, or organized collaboration through project management tools, we’ve got you covered. Our flexible approach ensures seamless communication tailored to your preferences, keeping you connected and productive.

Great! To kick off our journey together, the next step is to schedule a discovery call with our founder, Ashley.  To proceed, simply visit our contact page to select a date and time that works best for you.

You’ll also fill out a short inquiry form, allowing us to gain valuable insights into your business before our discussion. We're excited to meet with you!

Confidentiality, privacy, and protecting your intellectual property are top priorities for us. We make sure your information stays safe by having everyone at Elevate sign strict confidentiality agreements and follow best practices for data security. Our team is trained to handle your intellectual property with care, so you can trust that it’s in good hands.