We set minimum weekly hours of 10-35, depending on your needs. This ensures your assistant's availability and income stability. If more hours are needed, your assistant will bill in 30-minute increments, with your permission. We will never bill you for hours you're unaware of.

Our assistants are provided with PTO to cover vacation and sick time. You will not be billed for this time.

Our initial term is 90 days. This ensures everyone is committed to getting through the learning curve and succeeding together. After the initial term, our contracts require 10 business days' notice to cancel, if not at our fault.

We work with you to train or replace the assistant. If this doesn’t resolve the issue, you may cancel the service.

Our assistants have over 5 years, or more of experience, however, they are trained by us in professionalism and discretion when they begin working with us. We also provide them with

• one-on-one peer training

• Individualized mentorship

• Internal training sessions

• A shared library of resources and guides

• Real-time collaboration via Google Chat with the whole team
  

Our assistants are proficient across a wide range of platforms. While every assistant brings their own strengths, we’ve built a collaborative, cross-trained culture that ensures we can support your systems—no matter how niche.

We’ve organized the tools we commonly support into categories:

Communication & Scheduling

• Google Calendar, Google Meet, Microsoft Outlook, Microsoft Teams, Outlook

CRM & Client Management

• Active Campaign, Dubsado, HubSpot, Salesforce, Service Fusion, Pipedrive

Marketing & Design

• Adobe (including Acrobat & Lightroom), Canva, Mailchimp, MailerLite, Flodesk

Project Management & Productivity

• Asana, ClickUp, Monday, Notion

File Management & Cloud Storage

• Dropbox, Google Drive, SharePoint

Accounting & Bookkeeping

• QuickBooks, QuickBooks Desktop, Zywave

General Office Tools

• Excel, Google Docs, Google Forms, Google Keep, Google Sheets, Microsoft Office

Other / Niche Tools

• Airtable, Amazon Author Central, Amazon KDP, AppFolio, Apple Business ManagerItem description

From the discovery call to the kickoff, we build a tailored training roadmap so your assistant can hit the ground running.

We cover the cost of training on programs that benefit our broader team; if you use a niche or proprietary tool, we’ll work with you to decide the best path forward.

Expect a learning curve of 1–3 months, but most clients begin seeing value from day one.

We include a conversion fee for our assistants if you want to bring them on as your employee. We also offer direct hire options for full-time roles.

We hire assistants in Virginia, Texas, North Carolina, and Tennessee. We can support clients remotely throughout the U.S.

Yes, all assistants are employed and managed by Lift and receive benefits and training resources.

Sometimes, yes. However, they will not multitask between clients during your designated time.

Yes, please ask if you need them!

We take security seriously—and we've designed systems to protect your information while keeping workflows smooth.

• Password Sharing: We recommend using tools like LastPass to securely manage access.

• Account Access: We suggest clients create admin-level logins with limited access when possible.

• Purchases: Credit cards (not bank cards) are preferred, with purchase notifications enabled. Assistants are trained to verify suspicious requests.

• File Storage: All work is stored in Google Drive under two-factor authentication.

• Background Checks: Available upon request.

• Insurance: We carry professional liability insurance for added peace of mind.

• Training & Confidentiality: All assistants are employed and trained by us—never contracted.

• Document Retention: Clients have access to files for 90 days post-contract, after which documents are permanently deleted.

While no system can offer a 100% guarantee, our combination of tools, protocols, and people is designed to give you confidence and peace of mind.