🎯 Purpose: Help executives create the right environment, clarity, and communication patterns so their assistant can succeed from day one.
🗓️ When to Use: During onboarding and the first 90 days of working with a new assistant.
👤 Audience: Executives, founders, or managers with new assistants.
| Step | Action | Why It Matters |
|---|---|---|
| 1️⃣ | Give them full technology access | Enable them to do their job without roadblocks. |
| 2️⃣ | Expect a ramp-up period | Assistants need time to learn your habits and preferences. |
| 3️⃣ | Check in frequently | Frequent feedback builds trust and shortens the learning curve. |
| 4️⃣ | Catch them doing something right | Reinforce positive behaviors early to shape great habits. |
| 5️⃣ | Communicate clearly and often | Prevents misalignment before it starts. |
| 6️⃣ | Set explicit goals and expectations | Clarity beats assumption — always. |
| 7️⃣ | Acknowledge cultural differences | Builds respect, inclusion, and better collaboration. |
Provide logins to email, calendar, files, communication tools, and apps.
Use function-based addresses (like admin@ or support@) rather than name-based ones (jane@) — this future-proofs your systems against turnover.
🧩 You should be able to replace a login, not rebuild an infrastructure.
Your assistant may not be fully utilized in the first few weeks.
Use this time to let them observe your workflow, habits, and communication style.
The learning phase is an investment — not downtime.
Schedule short daily or twice-weekly syncs during the first month.
Ask questions like: