The Client Portal
Onboarding, handled.
The moment you sign on, you land here, your calm, guided home base for the first 60 days with your Distant Assistant. One place for your launch timeline, your resources, and the real person joining your team. No scattered emails. No guessing what happens next.
Powered by Delegation Intelligence
A system, not a transaction
Most outsourcing hands you a stranger and an invoice. We hand you a department.
The Client Portal is the proof. Every client gets the same guided start, the same real relationship, and the same clear path, because onboarding done right is the whole difference between hiring help and building a Delegation Department.
How you get in
The moment you pay your setup fee, the door opens.
There's nothing to chase down. Once your one-time Onboarding & Setup Fee (OBF) is paid, everything you need to get started comes to you, automatically.
Pay your setup fee
Your one-time Onboarding & Setup Fee is what kicks the whole process off. That's the only trigger we need.
Get your access, automatically
Instructions to register for your own portal land in your inbox right away. No waiting, no follow-up emails to send.
Prep, then meet your candidates
The portal gets you ready for your Introductory Call, where you meet your Distant Assistant candidates and choose the one who best fits you and your business.
Your DA leads day one
Because you've done your part, your chosen Distant Assistant arrives fully up to speed and runs your very first meeting. You show up; they lead.
You complete your onboarding responsibilities. Your DA shows up briefed and ready to lead. That's how a real start feels, not a scramble.
What the portal gives you
Everything you need to start strong, in one calm place.
A guided first 60 days
A visible timeline from prep week to a confident, fully-delegating relationship. Nothing is a mystery, and nothing slips.
You launch when you're ready
You pick your own day one. The moment you set it, your synced 60-day email sequences fire for you and your DA together.
Meet a real person
See your actual assistant, their role, skills, working hours, and where they're based. Never a faceless pool.
Everything in one place
Guides, worksheets, and templates, organized and ready, instead of a buried email thread you have to dig through.
Set how you communicate
Choose your primary channel, Slack, email, text, phone, WhatsApp, Teams, so your DA knows exactly how to reach you.
Real relationships, not transactions
The portal is built on the belief that delegation works when it's human. You're starting a relationship, not buying hours.
A guided first 60 days
From your first call to running without you.
Every stage is mapped. You always know where you are, what's next, and what your Delegation Department is building.
Introductory Call · meet your candidates
Meet your candidates and choose your fit
First, the portal gets you ready. Then you meet your Distant Assistant candidates on the Introductory Call and choose the one who best fits you and your business. You make the call, with everything you need to decide well.
Prep week · before day one
Set the stage on your terms
With your DA chosen, pick your launch date and complete your communication profile, all before a single task moves. You start when you're ready, not when a calendar says so.
Day 1 · kickoff
Your Distant Assistant starts
Priorities are set and the relationship begins. Your chosen DA leads the very first meeting, arriving trained and certified, not learning on your dime.
Week 1 · documentation
The painful tasks get captured first
Your DA documents the recurring work that keeps landing back on your desk, building your Workflow Manual click by click so the knowledge lives in your business, not just one person's head.
Weeks 2–4 · delegation ramps
Work starts leaving your plate
Tasks transfer for real. You review your first End of Day Reports and feel the first hours come back, the ones that were never yours to carry.
Days 31–60 · confident delegation
The rhythm sets in
Hand-offs become second nature. Your Delegation Department runs, and you spend your time on the work that actually gives you energy.
Beyond 60 · graduation
You become a Bottleneck Client
Sixty days in, you're fully up and running. Onboarding is complete, and you graduate into the Client phase of our relationship, supported for the long run.
Meet your Distant Assistant
A real person, with a name, a face, and a plan.
On your Introductory Call you meet your candidates as real people and choose your fit, never a faceless pool or a ticket queue. Once you've chosen, your assistant's full profile lives in your portal: their role, their working hours, where they're based, and a few words in their own voice about how they'll take work off your plate.
Bringing on more than one role? The portal supports your whole department, an Executive Assistant and a Bookkeeper, side by side, each with their own profile.
Everything in one place
A resource library that actually gets used.
No more hunting through an email thread for the worksheet someone sent in week one. Every guide, template, and primer is organized into three clear tracks, ready the moment you need it.
Getting started
Working with your DA
Understanding delegation
Built for alignment
Both sides walk in knowing the mission.
Communication is everything. The portal makes sure every client knows exactly what they're getting, and every Distant Assistant knows exactly what's expected, from day one.
Every Client knows what they're getting
- A clear 60-day path with no surprises
- The exact tasks to hand off, and when
- Who their assistant is, before they start
- Where to find every guide and template
- What "fully delegating" actually looks like
Every DA knows what's expected
- The client's goals and priorities, written down
- Their preferred communication channel
- The workflows to document first
- Working style, hours, and cadence
- What a great first 60 days looks like
When both sides start aligned, delegation works. That's the whole point.
The graduation moment
Day 60: welcome to Client status.
Completing your first 60 days isn't just a date on a calendar, it's a milestone. You've successfully onboarded, your Delegation Department is running, and you graduate from new customer to Bottleneck Client. The portal marks the moment, and the relationship keeps going from there.
Are you ready?
Your portal is waiting.
This is what your first 60 days look like. The next step is a quick conversation about your business, and what we'd take off your plate first.
Powered by Delegation Intelligence.