First Name

Last Name

Phone *

Email *

Company Name

Where did you first hear about us?

Chief
Dreamers & Doers
Tribe
Hey Mama
The.List
Y Combinator
Luminary
Operators Guild
Female Founder Collective
VeteranPCS
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If a client referred you, please share their name.

When would you like to start with your Assistant?* *

Which plan level are you interested in? *

15
25
40
50
60
75
Custom (over 75)
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What overall support do you need to streamline your work? *

Which time zone should your assistant work in? *

EST
CST
MST
PST
CEST
Any
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Preferred Tier Level* *

Tier 1
Tier 2
Tier 3
Any
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Our tiered system is based on Squared Away tenure, more than tangible experience, as our assistants come to Squared Away with prior Executive Assistant experience, specialty skill sets, and degrees.

Software Preference *

Apple (macOS / iOS)
Microsoft (Windows / Office 365)
Google Workspace (Docs, Sheets, Gmail, etc.)
No Preference
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Which platforms are vital? *

AI Integration
Airtable
Asana
Bill.com
Canva
Convertkit
Dropbox
Google Workspace (Gmail, Docs, Sheets, etc.)
Hubspot
Kajabi
Klaviyo
LinkedIn
Mailchimp
Microsoft Office Suite (Word, Excel, PowerPoint)
Microsoft Teams
Monday.com
Notion
Quickbooks
Ramp
Salesforce
Shopify
Slack
Social Media Platforms (Instagram, Facebook, X, etc.)
Squarespace
Stripe
Trello
Wordpress
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What type of support do you need? *

Automation & Processes
General Admin
Bookkeeping
C-Suite Support
Calendar/Inbox Management
Content Creation
Copywriting
CRM
Customer Support
Document/File Organization
E-Commerce
Expense Tracking
Grants/Non-Profit
Graphic Design
Marketing
Paralegal
Project Management
Sales
Social Media
Transcription
Venture Capital/PE
Other
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If Other

Would you like to discuss your needs with us more in-depth?

Yes

Check above if you would like to schedule some time with our team.

Squared Away is committed to protecting and respecting your privacy, and we’ll only use your personal information to administer your account and to provide the products and services you requested from us. From time to time, we would like to contact you about our products and services, as well as other content that may be of interest to you. If you consent to us contacting you for this purpose, please tick below to say how you would like us to contact you:

In order to provide you the content requested, we need to store and process your personal data. If you consent to us storing your personal data for this purpose, please tick the checkbox below.

I agree to receive other communications from Squared Away.

I agree to allow Squared Away to store and process my personal data.