Glossary
Delegation and remote-assistant glossary.
Plain-English definitions of the terms we use on fit calls, in proposals and across this site.
- 4D filter
- A delegation triage: Delete, Delegate, Defer or Do each task. Learn more about 4D filter
- Account lead
- The named ExecWing contact who reviews quality weekly and coordinates coverage. Learn more about Account lead
- BAA (Business Associate Agreement)
- A HIPAA contract required before a vendor accesses protected health information. Learn more about BAA (Business Associate Agreement)
- Buyout
- A flat $3,000 fee to hire your ExecWing assistant directly. Learn more about Buyout
- Catch-up (cleanup) bookkeeping
- A one-time project to bring books current, priced per month behind. Learn more about Catch-up (cleanup) bookkeeping
- Close date hygiene
- Keeping CRM close dates current so forecasts reflect reality. Learn more about Close date hygiene
- CRM hygiene
- Routine upkeep of CRM data: stages, next steps, duplicates and required fields. Learn more about CRM hygiene
- Decision rights
- A written list of what an assistant does, drafts for approval, or never does. Learn more about Decision rights
- Dedicated assistant
- One full-time assistant who works only for you, on your US hours. Learn more about Dedicated assistant
- Fit call
- A 20-minute call to scope the work and recommend a role and plan, or say it isn't a fit. Learn more about Fit call
- Fractional bookkeeping
- Part-time bookkeeping priced by monthly transaction volume. Learn more about Fractional bookkeeping
- Least privilege
- Granting only the access a task requires, through named accounts. Learn more about Least privilege
- Managed service
- A provider that recruits, vets, trains and manages quality, rather than only matching you with talent. Learn more about Managed service
- MFA (multi-factor authentication)
- Login protection that requires a second factor beyond a password. Learn more about MFA (multi-factor authentication)
- Month-end close
- The monthly process of reconciling accounts and producing financial statements. Learn more about Month-end close
- NBI clearance
- A Philippine National Bureau of Investigation clearance used in background checks, with consent. Learn more about NBI clearance
- QA scorecard
- A weekly review of an assistant's output and quality against agreed standards. Learn more about QA scorecard
- Reconciliation
- Matching accounting records to bank and card statements. Learn more about Reconciliation
- Revenue assistant
- An assistant who supports sales: CRM upkeep, research, sequencing and meeting booking. Learn more about Revenue assistant
- Separation of duties
- Splitting preparation and approval of payments between different people. Learn more about Separation of duties
- SOC 2
- An independent audit framework for security controls. ExecWing does not hold SOC 2 today; it's on our roadmap. Learn more about SOC 2
- SOP
- Standard operating procedure: a written checklist for a recurring task. Learn more about SOP
- Time audit
- Logging a week of tasks to decide what to delegate. Learn more about Time audit
- Transaction coordinator
- An assistant who manages real estate contract-to-close paperwork and deadlines. Learn more about Transaction coordinator
Next step
Get your evenings back.
Book a 20-minute fit call. We'll map the work you want off your plate and tell you honestly whether a dedicated assistant is the right move.