Turn Your Executive Assistant Into A Mind Reader
Give us 12 weeks and your EA will know how to:
- Be proactive & solutions-driven in their communications
- Approach any situation they face with confidence
- Install 11 key systems that will transform the way you work
Atlas Trained EAs Have Worked At:
The 4 Pillars of a Successful Executive Management System (EMS)
Problem:
Expectations from the executive assistant role are often unclear & lead to uncommunicated needs. This misalignment creates frustration and gets in the way of the EA’s ability to provide strategic support.
Objective:
Establish a mutual understanding of expectations, goals, and the strategic direction between the executive and the assistant.
Approach:
Use tools such as the EA Role Scorecard and strategic planning sessions to align the EA’s actions with the executive’s priorities. This ensures a shared vision.
Problem:
Most assistants don’t receive proper onboarding to understand how their executives prioritize and make decisions. This limits the EA’s ability to provide proactive strategic support.
Objective:
Create clear structures for assistants to be able to act proactively instead of reactively.
Approach:
Implement shadowing, feedback loops, and regular review sessions to regularly work on the relationship & make sure the executive and the EA are always on the same page.
Problem:
Most assistants do not have proven systems on how to work with their executive. Critical knowledge gets lost during each transition between assistants.
Objective:
Establish clear, proven, and documented systems. This will enable quick onboarding and consistent work processes for assistants.
Approach:
Install a comprehensive suite of best practices, workflows, and systems (for example, Inbox Zero, Calendar Management, and Communication Rituals).
Document them in a way that new EAs can easily absorb the knowledge. This will preserve the knowledge and minimize disruption.
Problem:
Assistants can’t take on more tasks or grow in their roles without specific training. This limits how well they can adjust to their executive’s changing needs.
Objective:
Build clear skills development pathways for assistants to grow into strategic roles.
Approach:
Offer ongoing training and mentorship opportunities, including advanced communication and conflict resolution, to empower EAs to grow with their executives (and potentially even advance within the organization).
What Executives Are Saying
The Atlas EMS Curriculum
Over the course of 12 weeks, we will train your EA to operate as an invaluable strategic partner who will install 11 new, high-value systems into your business.
- Define the scope of responsibilities and key outcomes
- Set clear expectations via EA Role Scorecard
- Assess competence in each area to create development goals
- How to cultivate a proactive mindset
🔑 System Installation: Finalize and roll out the EA Role Scorecard
- Create 30, 60, and 90 day strategic plans tied to executive goals
- Establish a consistent feedback process to foster safe & open two-way communication
- How to build trust
- How to show up with solutions instead of problems: 1-3-1 rule
- Design system-agnostic task tracking framework
- Set up centralized task management with categories
🔑 System Installation:
- 30/60/90 day strategic plan
- Agreements Tracker (task management)
- Feedback Ritual
- Install the “Inbox Zero” system to manage the executive’s email
- Reporting on the inbox to minimize executive’s time spent in inbox
- Taking proactive action on emails and follow thru on open items
- Documenting all inbox preferences and management SOPs
🔑 System Installation: Inbox Zero System
- Design the executive’s ideal week to balance Self-care, Focus, Meetings, and time off
- Creating customized rules for scheduling things in the executive’s calendar
- Conducting Daily Calendar Proofing
- Weekly calendar & time analysis and audit for top goal alignment
- Documenting all calendar preferences and management SOPs
🔑 System Installation: Calendar Management System
- Enable alignment and clarity through consistent start of day, end of day, and weekly reports
- Running Effective Executive Weekly 1:1’s
- Track lessons learned for continuous improvement
- Documenting all SOD/EOD/EOW templates with examples [Start Of Day, End of Day, End of Week]
🔑 System Installation: Implement new daily reporting rhythms and weekly 1:1’s
- Document all recurring tasks and SOPs in knowledge base
- Apply different frameworks to help executive complete their top priorities
- ABCDE Framework
- Sacred Six
- Ivy Method
- 10-80-10 rule
🔑 System Installation: Roll out executive prioritization system
- Create a support checklist with all recurring tasks, processes, and systems (daily, weekly, monthly, etc)
- Document all SOPs in knowledge base
- Map critical business processes end-to-end
🔑 System Installation: Documentation of everything in your Executive Atlas so nothing slips through the cracks with your current EA (plus it allows for seamless onboarding for any future EA you may have)
The Only GUARANTEE you have is that one day you will have a different EA.
Whether they get promoted or they leave or you let them go — make sure that everything they know about you doesn’t disappear when they exit from the role
- Business vs personal travel
- How to shift calendars and make sure executives are completely ready for ALL travel
- How to book flights, accommodations, transportation, and lifestyle desires
🔑 System Installation: Checklists for before, during, and on the day of travel
Meet Your Assistant’s New Coaches
Zion Kim is the founder of Atlas Assistants, a company that specializes in hiring, training, and onboarding world class executive assistants.
Prior to founding Atlas, Zion advised hundreds of entrepreneurs and thought leaders as an early stage investor & advisor and served as a fractional CEO in companies including The Budgetnista, Kaboom Coaching, Course From Scratch, and The Listings Lab.
Regina Gerbeaux is the executive coach for top-tier CEOs, Operators, and Investors. She is best known for her work as an operator scaling companies in both size (10→100+ employees) and revenue (10x and greater.)
Her open-sourced write-ups on Operational Excellence and how to run a scaling company have been viral hits across Silicon Valley.
Most recently, Regina was the Chief of Staff for Matt Mochary, who coaches CEOs at companies like Coinbase, OpenAI, Canva, and more.
How Our Team Will Support Your EA
The next program cohort runs from September 9th – December 5th, 2024.
During that time, your executive assistant will have access to:
EA Bonus & Executive Bonus
Bonus #1: FOR THE EA
👥The Community
Your EA will have access to live support in our private Slack community of elite executive assistants and mentors from all around the world. In between the calls, your EA will be able to ask any questions they have, about anything, at any time in this exclusive community.
They will also get to meet other EAs who are working for 7-8 figure CEOs to learn what is working (and what isn’t) for other Executive Assistants across a wide range of industries.
BONUS #2: FOR THE EXECUTIVE
🏠 Atlas HomeOS Management System
- Templates and step by step instructions to create systems to manage your home
- Create a restock list & cadence for your fridge, pantry, and toiletries so you NEVER have to replace your own snacks, toothpaste, or toilet paper ever again
- How to find, compensate, and onboard a competent & trustworthy house manager
🔑 System Installation: Home Management System
Enrollment Options For You & Your EA
PAY IN FULL - Early Bird Price
-
One Time Payment For Full Access To Program: September 9 - December 5, 2024 Early Bird Pricing Ends August 26th WhenPay In Full Price Will Increase To $4,500
PAYMENT PLAN - Early Bird Price
-
$2000 Today + $2000 One Month From Today For Full Access To Program From Sep 9 - Dec 5, 2024 Early Bird Pricing Ends August 26th WhenPayment Plan Price Will Increase To $5,000
Early Bird Pricing Ends In:
Want To Enroll More Than One Executive Assistant?
You Can Enroll Additional Assistants Into The Program At $2,000 For Each Added Seat.
The Option To Enroll Additional EAs Is Available On The Checkout Page.
Frequently Asked Questions
How much time will this program take each week?
Your EA should expect to commit 2-3 hours per week during the length of this program.
Executives should set aside 30-60 minutes per week to engage with the program alongside their EA to learn about the implementation of the new systems.
Can my EA & I move through the program faster?
Yes, you can move through the program’s content as quickly as you wish.
There are 8 weeks worth of self-directed content for your EA to go through but there are 12 weeks worth of coaching & support to make sure there is plenty of time to properly install all of the systems.
Plus there are intentionally crafted sets of action items for each week, so there is buffer space to ensure everything can get integrated without you (the executive) or your EA getting overwhelmed.
We’re mindful that you still have a plate of full work every day so extra time was built in. But if your EA has the bandwidth to get through the content faster, go for it! Everything will be available to your EA starting on day 1.
What if my EA or I cannot make one of the live sessions?
All sessions are recorded and will be made available for participants to view at their convenience. However, we encourage live attendance to make the most of the interactive elements and personalized Q&A opportunities.
Will there be any support after the program ends?
Yes, graduates will continue to have access to the community of EAs where they can receive ongoing support, share their experiences, and access resources.
What is the program's refund or cancellation policy?
We offer a full satisfaction guarantee. If after attending the first two sessions, you (or your EA) feel the program isn’t the right fit, we will provide a full refund.
We have multiple EAs on our team. Can they all go through the program together when we register or is there a separate fee for each EA?
Because we offer the ability for all EAs to receive individual support through the coaching calls, mentorship calls, and the online community, the investment for the program is for a single EA.
Your company can register multiple EAs for the program to match the number of team members you would like to access our coaching, resources, and community.
How do I know whether I need to totally replace my current EA or if I just need to give my current EA better training & support?
There are a few questions to ask yourself here:
Does your EA have a history of growing? Do you believe that if you invest in them, that they will continue to grow?
Do you envision your current EA being able to grow fast enough to keep up as your right hand person as you & your business continue to grow?
If you believe their shortcomings have more to do with failures to fully set them up to succeed, then it is likely they can develop into a high level performer once they are given needed systems and support.
Note:
This program is designed so that all of these systems will stay with you & your business regardless of how long your current EA stays in the role.
Because it is a guarantee that one day you will have a different EA, this program has been built so that your current EA and any future EA you may have will be able to successfully manage the systems that will be installed over the the coming weeks.
Have More Questions Not Answered Above? Email Us Anytime At: Support@AtlasAssistants.com
How do I know whether I need to totally replace my current EA or if I just need to give my current EA better training & support?
There are a few questions to ask yourself here:
Does your EA have a history of growing? Do you believe that if you invest in them, that they will continue to grow?
Do you envision your current EA being able to grow fast enough to keep up as your right hand person as you & your business continue to grow?
If you believe their shortcomings have more to do with failures to fully set them up to succeed, then it is likely they can develop into a high level performer once they are given needed systems and support.
Note:
This program is designed so that all the systems will stay with you & your business regardless of how long your current EA stays in the role.
It is a guarantee that one day you will have a different EA. Once installed, your current EA or any future EA can step in to manage them as the documentation, organization, and SOPs that comes with these systems are tight.
Can my EA & I move through the program faster?
Yes, you can move as quickly through the program. There are 8 weeks worth of self-directed content for your EA to go through but there are 12 weeks worth of coaching & support to make sure there is plenty of time to properly install all of the systems.
Plus there are intentionally crafted sets of action items for each week, so there is buffer space to ensure everything can get integrated without you (the executive) or your EA getting overwhelmed.
We’re mindful that you still have a plate of full work every day so extra time was built in. But if your EA has the bandwidth to get through the content faster, go for it! Everything will be available to your EA starting on day 1.
What if my EA or I cannot make one of the live sessions?
All sessions are recorded and will be made available for participants to view at their convenience. However, we encourage live attendance to make the most of the interactive elements and personalized Q&A opportunities.
We have multiple EAs on our team. Can they all go through the program together when we register or is there a separate fee for each EA?
Because we offer the ability for all EAs to receive individual support through the coaching calls, mentorship calls, and the online community, the investment for the program is for a single EA.
Your company can register multiple EAs for the program to match the number of team members you would like to access our coaching, resources, and community.
Will there be any support after the program ends?
Yes, graduates will continue to have access to the community of EAs where they can receive ongoing support, share their experiences, and access resources.
What is the cancellation/refund policy?
We offer a full satisfaction guarantee. If after attending the first two sessions, you (or your EA) feel the program isn’t the right fit, we will provide a full refund.
How much time will this program take each week?
Your EA should expect to commit 2-3 hours per week during the length of this program.
Executives should set aside 30-60 minutes per week to engage with the program alongside their EA to learn about the implementation of the new systems.
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