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Client Handbook

Working with your Magic assistant

How schedules, onboarding, billing and assistant changes work at Magic. Your Client Relations Manager can help with anything this page doesn't cover.

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A business owner talking with her Magic assistant on a video call

Contents

Chapter 1: Getting Started

Chapter 1

Getting Started

Your assistant’s work schedule

We match you with an assistant whose availability fits your hours.

Most assistants work Monday to Friday on U.S. hours, but you and your assistant can choose any schedule that suits you both.

Prefer fewer meetings? Your assistant can work on their own and send you progress updates by email.

Once you’ve agreed on a schedule, send a quick note to your Client Relations Manager and we’ll update your plan to match.

Communication

Daily updates

Your assistant can send you an end-of-day report, so you can see what got done without a meeting. Just ask.

Messaging apps

Your assistant can use WhatsApp, Slack, phone and email, so you can keep using the apps you already have. We suggest skipping iMessage, since it only works on Apple devices.

Equipment

Every Magic assistant already has a work-from-home setup. We check it during screening.

If the role needs specific equipment, you can buy it for your assistant or ship it to them directly. Magic isn’t liable for hardware you provide. You can also give your assistant access to any licensed software they need.

Questions about buying from Philippine stores or shipping to the Philippines? Ask us and we’ll help.

Chapter 2: Onboarding Your Magic Assistant

Chapter 2

Onboarding Your Magic Assistant

Here’s what’s worth covering on your assistant’s first day. Magic assistants are trained to turn what you show them into step-by-step guides (SOPs) they can come back to later.

1. Responsibilities
  • Walk your assistant through a typical day: the tasks you want to hand off and how you like them done.
  • If there are several projects, tell your assistant which ones come first.
2. Goals
  • Share what a great result looks like. Clear goals help your assistant do their best work and speak up early if something needs attention.
  • Magic checks in with you often during onboarding. We screen carefully to find the right assistant for you, and if for any reason you’d like someone different, we’ll find you a new one.
3. Tools

A few things to check when you share tools with your assistant:

  • Do they need to install anything? Day one is the best time for your assistant to install software and sort out any setup problems.
  • Can they reach your tools from overseas? Some tools block access from abroad, especially a company’s internal systems. Your IT team may need to approve your assistant’s IP address, or your assistant may need a VPN. Your Client Relations Manager can help set either one up.
  • Are any of your tools new to them? A quick screen share of how you use them is usually all your assistant needs.
4. Training materials

If you already have guides, videos or SOPs, share them. They help your assistant get up to speed and give them something to look back on. If you don’t have any, your assistant can write them as they learn.

5. Points of contact
  • Introduce your assistant to anyone they’ll work with closely. A short email on day one is enough.
  • If someone else will manage your assistant, let your Client Relations Manager know.
  • Give your assistant a backup contact for times when you’re away.

Chapter 3: Managing Your Assistant

Chapter 3

Managing Your Assistant

Billing

Changes to a bill

The billing week runs Sunday to Saturday. If your assistant worked extra hours or took time off, email your Client Relations Manager within 7 days after the billing week ends. We’ll adjust your next bill and make sure your assistant is paid the right amount.

Bonuses

Want to give your assistant a bonus? Tell your Client Relations Manager. Magic handles the payment, and your assistant gets 100% of it.

Performance incentives

If your assistant qualifies for an incentive program at your company, we treat the payout like a bonus. Your assistant gets 100% of it.

Raises

Want to give your assistant a raise? Email your Client Relations Manager and we’ll set it up.

Your deposit

Your deposit goes toward your last bill. If your account is already paid up, we refund it.

Hours and schedule

Adding work and hours

You can give your assistant new work at any time, just as you would any employee. To add hours or make another lasting change to your plan, email your Client Relations Manager.

Prefer not to tell your assistant about a change yourself? Your Client Relations Manager can let them know for you.

Changing your assistant’s schedule

As long as your assistant is available, we can move their schedule to whatever works for you both. Your assistant has 2 days off each week by default, and you can change that too.

Let your Client Relations Manager know before a new schedule starts, since it can change your bill. They’ll coordinate the change and update your plan.

Sick days and absences

You set the attendance policy. We recommend assistants give at least an hour’s notice if they can’t make a shift.

If your assistant can’t work when you need them, tell us and we’ll find you a replacement right away.

Internet and power outages happen more often in the Philippines than in the U.S. Pick a backup channel your assistant can use over mobile data, such as WhatsApp, Slack or email, so you stay in touch either way.

Breaks

You decide your assistant’s breaks. We suggest 10 to 15 minutes every 2 hours, plus a 30 to 60 minute lunch on shifts longer than 4 hours.

Hiring your assistant full time

We’re happy to help you bring your assistant onto your team as a full-time employee. The buyout fee is $10,000, which covers the cost of finding and screening your assistant. We’ll work with you to make the move smooth.

Chapter 4: Your Assistant’s Performance

Chapter 4

Your Assistant’s Performance

You choose how closely you manage your assistant. We’ve found that clients who check in with their assistants regularly get the best results.

Best practices

1. Set clear expectations
  • Share the end goal for each task. Your assistant does their best work when they know what “done” looks like.
  • An example or a mockup of what you want is the fastest way to get it.
2. Give regular feedback
  • Tell your assistant what’s working and what to improve. Regular feedback is the quickest way to help them grow.
3. Keep a to-do list
  • A project tool like Asana or Trello keeps your assistant’s daily tasks and status updates in one place.
  • Deadlines or labels make your priorities clear, so the most important work gets done first.
4. Set deadlines and check-ins
  • Deadlines show your assistant what matters most and when it’s due.
  • On longer projects, add a few check-ins along the way, so you can give feedback before the work is finished.
5. Share folders
  • A shared folder gives you and your assistant the same documents and resources, and lets you see your assistant’s work at any time.
6. Build rapport
  • Talk with your assistant often. Assistants who feel comfortable with their clients are happier and do better work.

Chapter 5: Switching Assistants

Chapter 5

Switching Assistants

If for any reason you’d like a different assistant, Magic makes it easy. If the fit isn’t right in the first few weeks, tell your Client Relations Manager and we’ll make finding your next assistant our priority.

How long it takes

We usually send you a new assistant within 48 hours. Specialized roles can take about 2 weeks, for example a Western accent, expert skill in specific software, or a management role.

Before your current assistant leaves

A short checklist keeps your accounts and files safe:

  • Remove your assistant’s access to your tools and accounts.
  • Change any passwords you shared.
  • Make sure you have every file you shared with your assistant, and that you own every file they created for you.

Guides your assistant wrote stay with you, so your next assistant can pick up where they left off.

We look forward to working with you!

All the best,
The Magic team

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