How we handle it for you

The Four Step Process that Gets It Done

image of customer support representative on a call (for a ai biotech company)

Step 1
(one-time) Fill out the intake form

Start with a quick intake.
It gives us everything we need to hit the ground running. You only do this once.
It keeps your info secure, saves you from ever repeating yourself, and skips the whole “tell us your life story” thing.

[background image] image of tech office space (for a consumer apps)

Step 2
(one-time) Sign the Permission to Act form

This short form gives us limited authority to handle things like calling companies or submitting paperwork on your behalf.
You stay in full control, it’s not a Power of Attorney.
Just a fast-track so we can start getting things done for you.

[team] image of individual team member

Step 3
Send us a task by text or email

Once you’re set up, just shoot us a message when something pops up.
Need to cancel something?
Book an appointment? Get a refund? Send the details and we’ll take it from there.
Use the optional task form if you want, or just text us or email us directly.

image of a creative work area for an ai saas company

Step 4
We handle it and report back

We’ll get it done and follow up with a clear, written recap. Most tasks are wrapped up in 1–2 business days. Not happy?
Let us know within 48 hours and we’ll fix it. No scripts, no bots, just real people getting stuff done.