9 client workflows, discovery through QBR
Managed hours
21h/wk
84h/mo across the book
Managed
3
reached Managed or QBR
In pilot
2
proving out now
Unassigned
4
no VA named yet
| Title | Client | Category | Stage | Assignee | Hours/wk | Pilot start | |
|---|---|---|---|---|---|---|---|
| Vendor coordination | Neponset Property Partners | Maintenance coord | Jun 5, 2026 | ||||
| Monthly financial close | Project 77 Finance & AP | Finance | — | ||||
| Data entry — rent roll updates | Beacon Realty Group | General | |||||
