Role
Work scope
Costs to include
Readiness check
Work scopeInbox help, scheduling, CRM cleanup, simple research, and weekly admin reports.
Costs to includePart-time or hourly pay, tool access, SOP setup, and a few review blocks each week.
Readiness checkBest when you can name the first 5 to 8 tasks and show what done looks like.
Work scopeInbox triage, calendar prep, meeting packets, vendor follow-up, draft replies, and weekly owner briefs.
Costs to includeLimited inbox and calendar access, owner review time, privacy rules, meeting-prep examples, and access setup.
Readiness checkBest when sensitive replies, money, legal, hiring, travel, and relationship decisions stay with the owner.
Work scopeTicket sorting, first-draft replies, order-status updates, return intake, and risky-case flags.
Costs to includeCoverage hours, help-desk seats, store access, saved replies, training calls, and sample-ticket checks.
Readiness checkBest when reply templates, refund boundaries, escalation rules, and support examples already exist.
Work scopeTier-1 tickets, setup questions, bug-note cleanup, help-center links, and clear escalation notes.
Costs to includeHelp-desk seats, product walkthrough time, access limits, saved replies, QA samples, and engineer review time.
Readiness checkBest when the rep can separate repeat setup help from bugs, outages, billing issues, and engineering decisions.
Work scopeQA notes, bug intake, release checklist updates, docs cleanup, backlog prep, and access handoff notes.
Costs to includeRepo or project-tool access, staging seats, QA tool costs, senior review time, setup calls, and rework buffer.
Readiness checkBest when code ownership, architecture, security, merge approval, and final deploy decisions stay with technical leads.
Work scopeInvoice prep, receipt matching, payment tracking, data entry, and finance admin follow-up.
Costs to includeLimited accounting access, approval rules, review time, documentation cleanup, and manager-owned payment controls.
Readiness checkBest when payments, payroll, tax, and bank access stay controlled while the assistant prepares records for review.
Work scopeReceipt sorting, invoice prep, vendor notes, month-end packet cleanup, and finance inbox follow-up.
Costs to includeAccounting seat access, approval limits, sample checks, reviewer time, and month-end documentation cleanup.
Readiness checkBest when final books, tax, payroll, payments, and bank changes stay with a qualified reviewer.
Work scopeInvoice intake, duplicate checks, three-way-match prep, vendor-record cleanup, approval packets, and exception lists.
Costs to includeLimited accounting access, invoice volume, source-document setup, reviewer time, sample checks, and a first-month buffer.
Readiness checkBest when payments, bank changes, tax calls, overrides, credits, write-offs, and final invoice approval stay with the finance owner.
Work scopePurchase-request checks, quote logs, supplier files, purchase-order drafts, delivery follow-up, renewals, and exception notes.
Costs to includeLimited purchasing access, request volume, quote rules, buyer review time, sample checks, tool seats, and a first-month buffer.
Readiness checkBest when supplier selection, negotiation, contracts, purchase approval, bank changes, order release, and payments stay with named owners.
Work scopeSupplier intake, required-field checks, duplicate candidates, document follow-up, change packets, and exception reports.
Costs to includeLimited vendor-system access, intake volume, source rules, secure document storage, finance review time, and sample checks.
Readiness checkBest when supplier approval, tax review, bank verification, record merges, activation, ownership, and payments stay with named owners.
Work scopeTax packet prep, close checklist support, source-document gathering, exception notes, and review-ready schedules.
Costs to includeRestricted accounting access, source-document rules, reviewer time, month-end examples, and approval boundaries.
Readiness checkBest when tax, payroll, journal entries, payments, filings, and final accounting judgment stay with the owner or accountant.
Work scopeTimesheet checks, payroll packet prep, employee record lists, benefits document chasing, and exception logs.
Costs to includePayroll or HRIS access limits, reviewer time, approval rules, sensitive-data handling, setup checks, and error-review buffer.
Readiness checkBest when final payroll approval, pay changes, tax filings, bank changes, and compliance decisions stay with qualified or internal owners.
Work scopeIntake cleanup, file organization, document checklists, calendar drafts, billing packets, and status notes for review.
Costs to includeRestricted tool access, SOP setup, confidentiality rules, reviewer time, sample checks, and change-log review.
Readiness checkBest when advice, filings, deadlines, privilege, final client messages, and money decisions stay with the firm.
Work scopeScheduling support, intake prep, records cleanup, billing follow-up prep, and patient-message sorting.
Costs to includeLimited system access, privacy training, SOP setup, approved scripts, audit checks, and manager review time.
Readiness checkBest when clinical, billing, privacy, and patient-facing decisions stay with approved healthcare staff.
Work scopeLead-list cleanup, CRM updates, follow-up reminders, pipeline notes, and simple reports.
Costs to includeCRM seats, list volume, required fields, follow-up rules, review time, and data cleanup time.
Readiness checkBest when pipeline stages and handoff rules are already written.
Work scopeSource checks, cross-system reconciliation, locked report refreshes, correction logs, and owner exception queues.
Costs to includeCRM and reporting seats, source setup, matching rules, owner review time, sample checks, and a first-month buffer.
Readiness checkBest when metrics, sources, formulas, cutoffs, matching keys, and report templates are approved before the role starts.
Work scopeCandidate scheduling, resume tagging, interview reminders, onboarding packet checks, job-post updates, and recruiter CRM cleanup.
Costs to includeATS seats, calendar access, template setup, recruiter review time, interview-volume swings, and compliance boundaries.
Readiness checkBest when hiring decisions, compensation, employment rules, and final candidate judgment stay with the business.
Work scopePost formatting, asset uploads, link checks, brief prep, and publishing checklist updates.
Costs to includeCMS access, editor review time, asset sources, publishing volume, and checklist setup.
Readiness checkBest when the editor owns final approval and the assistant has examples to follow.
Work scopeApproved post scheduling, asset matching, comment sorting, inbox triage, and weekly status notes.
Costs to includeScheduler seats, asset folders, reply rules, channel count, UTM checks, review time, and limited access setup.
Readiness checkBest when brand voice, final captions, sensitive replies, ad spend, and account settings stay with the owner.
Work scopePaid-search reports, search-term notes, landing-page QA, UTM checks, screenshots, and campaign QA logs.
Costs to includeReporting views, screenshot folders, QA checklists, marketer review time, landing-page checks, and access limits.
Readiness checkBest when budget, bidding, targeting, tracking edits, launch approval, and final ad claims stay with the marketer.
Work scopeReport prep, CRM updates, lead-list cleanup, content uploads, and client handoff tasks.
Costs to includeWeekly task volume, tool access, templates, reviewer time, and any client-risk work.
Readiness checkBest when one service process is already clear and someone owns final review.
These are planning examples, not salary promises. Local pay, offshore rates, hours, seniority, industry risk, tools, training, and review time all change the final budget.