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Offer 04 / 05 · Team

Make the role Easier to own

I turn repeat work into clear owners, written steps, training and rules for asking. Your assistant handles more without coming to you each time.

01 / Now and after

Give the role more than a task list.

Now

You are the manual

Your assistant can do the work. Too many questions and odd cases still need you to explain what happens next.

After

The role has rules

Your assistant knows what they own, how it's done, and when to ask.

02 / How it goes

Turn repeat questions into a role your assistant can own.

  1. 01Define the role

    I sort the repeat work into what your assistant owns and what stays with you.

  2. 02Write the steps

    Each task gets plain steps, a finish line, and a point to stop and ask.

  3. 03Train live

    Two live trainings in your actual setup.

  4. 04Hand it over

    Your assistant owns more. You answer fewer repeat questions.

From tasks to ownership

Define the roleWrite the stepsTrain liveHand it over

03 / Included

A handoff you can trust.

  1. 01 / Ownership01 / 04

    Who owns The work

    Split your assistant's repeat work from the calls that stay with you.

    Own / Ask / Keep

    A clear role means fewer questions come back to you.

    Own
    What your assistant can handle start to finish.
    Ask
    What needs another person's judgment or OK.
    Keep
    What stays with you.
  2. 02 / Steps02 / 04

    Write the Real rules

    Steps written from how the work is really done in your business.

    Start / Done / Stop

    Your assistant knows what done really means.

    Start
    What kicks off the task.
    Done
    What must be true before it's closed.
    Stop
    When to pause and bring it to you.
  3. 03 / Training03 / 04

    Train in Your setup

    Live training ties the written steps to your real tools.

    2 sessions / Your tools

    Training sticks when it matches the real work.

    Session 1
    The role, the tools and the normal work.
    Session 2
    Questions, odd cases and when to ask.
    Reference
    The written steps stay after training ends.
  4. 04 / Trust04 / 04

    Check less Over time

    New work gets a full check at first. Less as it proves out.

    Full / Sample / Exceptions

    Checking should come down as the work holds.

    Full
    You check everything while the steps are new.
    Sample
    You spot-check once the work is steady.
    Exceptions
    Only the odd cases come to you.

04 / Price and fit

Training built around the business you run.

Price

From $495

About 2 weeks, with two live training sessions.

Good fit

  • Your assistant still asks you too many repeat questions.
  • You're hiring help and want clear roles from day one.
  • You want training tied to your own tools and trips.

Not a fit

  • You want a general assistant course with nothing tied to your business.
  • You need someone to manage your assistant week to week.
  • You want your assistant making client calls that should stay with you.

05 / You keep

The role stays clear after training.

  1. Written steps for each task in the handoff.
  2. A clear list of what your assistant owns.
  3. A finish line for each repeat task.
  4. Rules for when to stop and ask.
  5. Two live trainings in your own setup.

Your clients need your judgment.Your back office shouldn't need all of it.

If you're still checking every task, fixing every handoff and remembering every exception, the business is still running through you.

Tell me what's stuck