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Stop letting your phone run your day

Every call you field personally — screening vendors, chasing down confirmations, playing phone tag — is time pulled away from the work only you can do. Trusty Oak's US-based fractional EAs and specialists handle inbound call triage, outbound follow-up, and voicemail management so your communication stays professional and nothing falls through the cracks. Across 70 logged time entries in this category, our clients have reclaimed hours they were spending on calls that never needed to reach them in the first place.

What your executive assistant handles

Concrete tasks our team takes on — not vague promises.

Inbound Call Screening & Triage icon

Inbound Call Screening & Triage

Your EA answers or monitors calls on your behalf, filters out solicitors and low-priority inquiries, and routes only the calls that genuinely need your attention — using a call script you approve upfront.

Voicemail Monitoring & Transcription icon

Voicemail Monitoring & Transcription

EAs check voicemail inboxes, transcribe messages, flag urgent items, and log everything in your CRM or task manager so no callback request gets buried or forgotten.

Outbound Follow-Up Calls icon

Outbound Follow-Up Calls

Whether it's confirming appointments, following up with vendors, or checking in on pending deliverables, your EA makes the calls on your behalf and documents outcomes in real time.

Call Scheduling & Calendar Coordination icon

Call Scheduling & Calendar Coordination

Your EA coordinates call times across parties using tools like Calendly or Acuity, sends confirmations, and ensures your calendar reflects accurate, conflict-free blocks.

Phone-Based Research & Information Gathering icon

Phone-Based Research & Information Gathering

When you need information that isn't available online — vendor pricing, service availability, local business details — your EA makes the calls and delivers a clean summary of what they found.

Communication Log Maintenance icon

Communication Log Maintenance

Your EA keeps a running, organized record of calls made, received, and pending in your CRM (HubSpot, Salesforce, or similar), so you always have a clear picture of where conversations stand.

Trusty Oak fractional talent services

How the handoff works

During onboarding, your dedicated Client Success Manager works with you to build a Strategic Delegation Plan that covers exactly how your phones and communications should be handled — including call scripts, escalation rules, and any tools or phone systems already in use. In the first week, your EA shadows your existing workflow, asks clarifying questions, and handles a limited set of calls with your review before taking on full responsibility. By week two, most clients are fully handed off, with the EA managing day-to-day communication and flagging only what needs a decision from you. All activity is logged, so you can review what was handled at any point.

Tools our team works with

We adapt to your existing stack — no forced migrations.

Calendly
HubSpot
Acuity Scheduling
Google Voice
OpenPhone
Zoom Phone

...and many more!

What phone & communication support costs

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants
~$35/hour
25 hours $875
Specialists
~$50/hour
5 hours $250
Fractional Executives
~$95/hour
0 hours $0
Your monthly budget
$1,125

Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.

Book a Discovery Call

Frequently Asked Questions

Most clients set up a forwarding number or shared line through a tool like Google Voice or OpenPhone, which routes calls to your EA during agreed-upon hours. Your EA answers using your business name and follows a script you've reviewed and approved — callers typically have no indication they're not speaking with an in-house team member.
Your onboarding includes setting up clear escalation rules — specific situations where the EA will take a message, transfer, or immediately notify you. Over the first week or two, edge cases get documented and added to your call handling guide so your EA becomes more autonomous over time.
Yes, and this is where industry-specific experience matters. Trusty Oak serves clients across 16+ industries, and we match you with an EA who has relevant background. If your industry has specific protocols — like not leaving detailed voicemails for HIPAA reasons — those are built into your delegation plan from day one.
It varies significantly by call volume and business type, but many clients find that 10–20 hours per month covers consistent voicemail triage, outbound follow-up, and scheduling coordination. Trusty Oak's monthly budgets start at $1,000, and unused hours roll over, so you're not penalized during slower weeks.

Get your phone handled

Tell us what your current communication workflow looks like and where it's breaking down — your Client Success Manager will build a delegation plan around it. One-time $300 onboarding fee, monthly budgets starting at $1,000.