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  • Task Request

  • The Task Request form is tailored for clients seeking support with ad-hoc tasks.

    For instance, if you need Sage Admin Solutions to handle tasks such as covering reception duties, conducting research, or creating templates and forms, consider it done.

    Upon submission of the online form, Sage Admin Solutions promptly reviews and approves the requested tasks. Once approved, payment processing is initiated before work can commence. We facilitate payments securely through a Stripe link, ensuring a seamless and protected transaction process.

    We promptly begin the agreed-upon services outlined in your confirmation email upon payment confirmation. Our dedication to efficiency guarantees timely delivery and your ongoing satisfaction throughout the process. Expect to receive our weekly update emails before each work week (Monday), offering detailed timesheets illustrating the utilisation of purchased hours, updates on remaining hours, and progress on tasks. Transparent communication ensures you're informed every step of the way.

    By clicking "I agree to the Terms and Conditions" below, you signify your acceptance and commitment to our Terms and Conditions, setting the stage for a smooth and productive partnership.

    If you prefer to book a 15-minute discovery call before proceeding with your initial task request, you can schedule your call here.

    Let's embark on the journey of achieving your goals together!

    • Details* 
    • New Client: A little about you and your business! 
    • Task description* 

    • Kindly provide a detailed description outlining the tasks, and responsibilities necessary for the assigned duties.

      Task Details:

      • Task Description: Please share details about the tasks you need our help with.
      • Number of Tasks: Let us know how many tasks we'll be tackling together. 
      • Estimated Hours per Task: Give us your best estimate of how much time you think each task will take. Don't worry if you're not sure; we're here to guide you and ensure everything fits your schedule.

    • Software and Access Requirements:

      Kindly specify any software programs or online platforms you require assistance with to complete your administrative tasks. This may include but is not limited to Power Diary, Halaxy, Cliniko, Sploase, Mailchimp, Google Suite, and Microsoft.

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    • Login Credentials

      For security purposes, individual logins for each team member are ideal, although we understand this may not always be feasible. To ensure the safety of your login credentials, we kindly request that you use LastPass, a secure password manager, to share your details. If you haven't already, creating a free LastPass account will facilitate this process. Once your account is set up, please share the access details with us. We appreciate your cooperation in safeguarding your information. If you're uncomfortable using a password manager, we're happy to arrange a secure phone call or Zoom meeting to share your login details. Please note that it is essential never to share sensitive information insecurely to protect your privacy and security.

    • Terms and Conditions  
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