Josie Kincaid

Book a free call

Josie Kincaid

Book a free call

Josie Kincaid

Book a free call

Josie Kincaid

Your week, handled.

Every Friday at 4, my clients get a short note like this one: what got done, how long it took and what’s coming next. Inbox, calendar, invoices and client follow-ups, off your plate.

Book a free 15-min call

Book a free call

See the plans

Josie Kincaid

Virtual assistant in Charlotte, NC · Since 2020

Sample Friday for:

Coach

Therapist

Shop

Agency

Josie Kincaid

to Marcus Bell

Fri, 4:00 PM

This week, wrapped

Hi Marcus, here’s your Friday wrap‑up.

Inbox cleared: 164 emails sorted, 12 replies drafted for you

2 h 45

7 discovery calls booked, 1 moved to Thursday

1 h 05

9 welcome packs sent for your new group program

1 h 30

Podcast guest pitch sent to 5 shows

1 h 10

Next week’s posts scheduled

1 h 20

This week 7 h 50

This month 14 h of 25

Next week: your webinar reminders go out Monday. The replay page is ready for your review.

Josie

Josie Kincaid · Virtual assistant

Coach

Therapist

Shop

Agency

Josie Kincaid

to Marcus Bell

This week, wrapped

Hi Marcus, here’s your Friday wrap‑up.

Inbox cleared: 164 emails sorted, 12 replies drafted for you

2 h 45

7 discovery calls booked, 1 moved to Thursday

1 h 05

9 welcome packs sent for your new group program

1 h 30

Podcast guest pitch sent to 5 shows

1 h 10

Next week’s posts scheduled

1 h 20

This week 7 h 50

This month 14 h of 25

Next week: your webinar reminders go out Monday. The replay page is ready for your review.

Josie

Josie Kincaid · Virtual assistant

Invoices sent to 9 clients

Thursday call moved to 2 PM

Inbox at zero

Invoices sent to 9 clients

Thursday call moved to 2 PM

Inbox at zero

Hi, I’m Josie. I keep small businesses running in the background.

For seven years I ran the front office of a busy interior design studio in Charlotte: clients, vendors, invoices and three calendars that never agreed. In 2020 I started doing the same work for owners who needed it a few hours a week.

Today it’s me and two assistants I trust, Priya and Lauren, working for coaches, therapists, online shops and small agencies across the US and Canada. You always deal with me, and you always know what we did.

Charlotte, NC

Monday to Friday, 9 to 5 Eastern

NDA on day one

Logins through a password manager only

Replies in one business day

Usually the same morning

More about me

Six things I take off your plate.

Each one shows up in your Friday note, with the time it took. Pick one, or hand me the whole week.

All services

Inbox & Scheduling

Your inbox sorted every morning, replies drafted in your voice and a calendar that finally makes sense.

164 emails sorted, 12 drafted

2 h 45

Inbox & Scheduling

Your inbox sorted every morning, replies drafted in your voice and a calendar that finally makes sense.

164 emails sorted, 12 drafted

2 h 45

Client Onboarding

Welcome emails, contracts, intake forms and first-session reminders, sent the day someone says yes.

3 new clients set up

1 h 30

Client Onboarding

Welcome emails, contracts, intake forms and first-session reminders, sent the day someone says yes.

3 new clients set up

1 h 30

Systems & SOPs

Asana, Notion, Dubsado or HoneyBook set up the way you actually work, with a short how-to for each process.

Refund process written and shared

2 h 00

Systems & SOPs

Asana, Notion, Dubsado or HoneyBook set up the way you actually work, with a short how-to for each process.

Refund process written and shared

2 h 00

Invoices & Expenses

Invoices out on time, polite reminders and receipts filed for your bookkeeper. I’m not an accountant, and I’ll always say so.

9 invoices sent, 2 friendly reminders

0 h 45

Invoices & Expenses

Invoices out on time, polite reminders and receipts filed for your bookkeeper. I’m not an accountant, and I’ll always say so.

9 invoices sent, 2 friendly reminders

0 h 45

Social Scheduling

Your posts, captions and graphics scheduled a week ahead, from the content you already have.

10 posts scheduled for next week

1 h 20

Social Scheduling

Your posts, captions and graphics scheduled a week ahead, from the content you already have.

10 posts scheduled for next week

1 h 20

Events & Travel

Webinars, workshops, retreats and trips: bookings, reminders and the small details nobody else tracks.

Flights and hotel booked for Austin

0 h 55

Events & Travel

Webinars, workshops, retreats and trips: bookings, reminders and the small details nobody else tracks.

Flights and hotel booked for Austin

0 h 55

Pick the week you need.

Every plan includes the Friday wrap‑up, hours tracked to the quarter hour and an NDA before I touch a login. Month to month.

Starter

About 3 hours a week

$540

/month

12 hours a month

Inbox and calendar, every weekday

Replies within one business day

The Friday wrap‑up

Book a free call

Most clients start here

Weekly

About 6 hours a week

$1,050

/month

25 hours a month

Everything in Starter

Onboarding, invoices and social posts

A 15-minute Monday check-in

Book a free call

Partner

About 12 hours a week

$1,950

/month

50 hours a month

Everything in Weekly

Systems, SOPs, events and travel

A backup assistant from my team

Book a free call

Inbox Rescue

A one-time reset: from a few thousand unread emails to zero, with the filters and folders that keep it there. Done in a week.

$395

once

Extra hours are $48 each. Change or pause your plan with 30 days’ notice.

Starter

About 3 hours a week

$540

/month

12 hours a month

Inbox and calendar, every weekday

Replies within one business day

The Friday wrap‑up

Book a free call

Most clients start here

Weekly

About 6 hours a week

$1,050

/month

25 hours a month

Everything in Starter

Onboarding, invoices and social posts

A 15-minute Monday check-in

Book a free call

Partner

About 12 hours a week

$1,950

/month

50 hours a month

Everything in Weekly

Systems, SOPs, events and travel

A backup assistant from my team

Book a free call

Inbox Rescue

A one-time reset: from a few thousand unread emails to zero, with the filters and folders that keep it there. Done in a week.

$395

once

Extra hours are $48 each. Change or pause your plan with 30 days’ notice.

Starter

About 3 hours a week

$540

/month

12 hours a month

Inbox and calendar, every weekday

Replies within one business day

The Friday wrap‑up

Book a free call

Most clients start here

Weekly

About 6 hours a week

$1,050

/month

25 hours a month

Everything in Starter

Onboarding, invoices and social posts

A 15-minute Monday check-in

Book a free call

Partner

About 12 hours a week

$1,950

/month

50 hours a month

Everything in Weekly

Systems, SOPs, events and travel

A backup assistant from my team

Book a free call

Inbox Rescue

A one-time reset: from a few thousand unread emails to zero, with the filters and folders that keep it there. Done in a week.

$395

once

Extra hours are $48 each. Change or pause your plan with 30 days’ notice.

Your first week with me.

Five working days, from hello to your first Friday note.

Mon

A free 15-minute call

You tell me what’s eating your week. I tell you honestly whether I’m the right fit.

Tue

NDA and access

I sign first. Logins come through a password manager, never by email or text.

Wed

The hand-over

We list your tasks together and I write down exactly how you like them done.

Thu

First tasks done

You’ll notice a quieter inbox before you notice me.

Fri

Your first wrap‑up

At 4 PM: what’s done, the hours it took and what’s coming next week.

What clients write back.

A few replies to my Friday notes, shared with permission.

Josie writing her Friday checklist in a spiral planner with a raspberry pen

Marcus Bell

Leadership coach, Atlanta

Fri, 5:12 PM

Re: This week, wrapped

“I used to spend Sunday nights in my inbox. Now I read Josie’s note with a coffee on Friday and I’m done for the week. Three months in, I’ve stopped double-checking anything.”

Marcus Bell

Leadership coach, Atlanta

Re: This week, wrapped

“I used to spend Sunday nights in my inbox. Now I read Josie’s note with a coffee on Friday and I’m done for the week. Three months in, I’ve stopped double-checking anything.”

Ellen Shaw

Therapist in private practice, Asheville

Fri, 4:48 PM

Re: This week, wrapped

“She answers new inquiries faster than I ever did, and she never asks anyone a question she shouldn’t. My calendar finally feels calm.”

Ellen Shaw

Therapist in private practice, Asheville

Re: This week, wrapped

“She answers new inquiries faster than I ever did, and she never asks anyone a question she shouldn’t. My calendar finally feels calm.”

Tasha Greene

Ember & Oak Candle Co.

Fri, 6:03 PM

Re: This week, wrapped

“The holidays used to break me. This year Josie answered every customer email and I just made candles. Her Friday note is my favorite email of the week.”

Tasha Greene

Ember & Oak Candle Co.

Re: This week, wrapped

“The holidays used to break me. This year Josie answered every customer email and I just made candles. Her Friday note is my favorite email of the week.”