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Coaching for Executive Assistants and Administrative Assistants

Office Dynamics

We use this information for a 30-, 60- and 90-day follow-up call with the assistant and the executive to track progress. This is detailed and maps out specific action steps the assistant will take.

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Re-Visited: The Intro Packet

Tips From T. Marie

Pricing or Rates information. Business Policies (if applicable). What you include in your intro packet will depend upon your business and what information you may want to share or receive back. See the original post for more information about what type of information is included in each of those components.

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Make the Most of Your Business Downtime This Summer

Step It Up VA Coaching

Create (or update) your policies and procedures manual. Go through the business cards you collected and follow up. Learn that new software that can likely improve business processes. Check your website, brochures and business cards. Update any outdated information. Organize your folders.

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Coaching for Executive Assistants

Office Dynamics

We use this information for a 30-, 60- and 90-day follow-up call with the assistant and the executive to track progress. This is detailed and maps out specific action steps the assistant will take.

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Make the Most of Your Business Downtime This Summer

Step It Up VA Coaching

Create (or update) your policies and procedures manual. Go through the business cards you collected and follow up. Learn that new software that can likely improve business processes. Check your website, brochures and business cards. Update any outdated information. Organize your folders.

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52 Templates and Tools for Every Successful EA

Worxbee

Your processes, standard operating procedures and policies should be clearly documented and accessible to those who need to use them. This ensures that the onboarding process is consistent and that new clients always get all of the information they need without someone having to remember to add it every time. Process management tools.

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Make the Most of Your Business Downtime This Summer

Step It Up VA Coaching

Create (or update) your policies and procedures manual. Go through the business cards you collected and follow up. Learn that new software that can likely improve business processes. Check your website, brochures and business cards. Update any outdated information. Organize your folders.