Getting an assistant is the beginning of the journey, not the end.
This is the leadership operating system behind our 96% long-term stick rate. It shows you how to onboard, train, delegate to and lead an assistant, so you finally get your time back and can focus on growing your business again.
I failed with my first five assistants. They weren’t the issue. I was.
After my fifth assistant in a row didn’t work out, I finally had to admit it. I didn’t know how to lead. I didn’t know how to delegate, how to onboard someone, or even how to run a proper interview. No wonder I failed.
Nobody teaches us this. Knowing how to keep an assistant is a skill, and it’s why so many entrepreneur–assistant relationships fall apart.
So I asked myself one question: if I were committed to my next assistant for three years or more, what would I do differently?
Then I sat back and burst out laughing.
I hadn’t done any of this with my first five assistants. Whoops.
That list became the system. We’ve now matched more than 1,000 entrepreneurs and assistants, and it’s a big reason our matches last. Traction gave business owners EOS to run their company. Be a Great Leader is the operating system for working with an assistant.
- —Have a proper onboarding process, so they’re ready to work right away
- —Share my vision, so they can buy into it and help build it
- —Have a daily reporting system, so I can give feedback and encouragement
- —Have a system to delegate efficiently, so we don’t waste time on rework
- —Write Decision-Making Guidelines, so I don’t have to micromanage
- —Meet weekly, so we stay on the same page and I free up more time
- —Learn their interests and hobbies, so we connect as people
- —Know the names of their pets, their partner, and the people who matter most to them
Three modules. From your first idea of what to delegate to your hundredth weekly meeting.
Self-paced video lessons with hands-on exercises, so you finish each module with real work done, not just notes.
Vision & what to delegate
Find your purpose, mission and values. These are the foundation of a vision your assistant gets excited to help you build. Then learn what’s possible to delegate, the right mindset for letting go, and which tasks you should never hand to an assistant.
- —Exercises: Find Your Purpose, Mission and Values
- —Mission Mini-Me, the Positive Profit Loop, and Surgeon in the Room
- —Real examples of unpacking tasks, plus eleven strategies to minimize risk
Get ready & learn to delegate
Build an onboarding process so smooth your assistant is productive within 48 hours. Choose your communication platform and task manager. Then master the delegation method we use with every client.
- —Onboarding: payment, agreements, accounts, access, apps and task manager
- —The 3 ingredients to getting your time back, what to delegate first, and the 7-Yes Test
- —360 Delegation and Decision-Making Guidelines, with examples and exercises
- —A bulletproof interview guide, so you hire the right match
Lead, week after week
The rhythms that keep you and your assistant aligned for years: the exact agenda for your first meeting, a daily report that keeps you informed without micromanaging, and a weekly meeting format that grows with you.
- —Your first meeting with your assistant
- —The ideal daily report
- —Weekly meeting formats for solopreneurs and for entrepreneurs with teams
How I turned $75 a week into $68,000.
I’ve used this loop to replace myself in operations, fulfillment, finance, legal, marketing, and even sales.
Stop worrying about what an assistant costs. Worry about the cost of not having one.
“Easily the best investment I’ve made in my business.”
Brad Langan, CEO and founder of Langan Digital, on how invaluable Be a Great Leader is.
Rudy Rodriguez on how valuable the Be a Great Leader training is.
Here’s what you get.
The complete leadership operating system: three modules of video lessons and exercises, inside your Great Assistant client portal.
Backed by our 30-day ‘Get Your Life Back’ guarantee.
Have a candidate in mind? We’ll vet them for you. Need us to find the assistant too? Book a discovery call.
If you implement the system and don’t feel you’re getting your valuable time back, tell us within 30 days and we’ll refund your investment. No questions asked.
Frequently asked questions.
I'm already overwhelmed. Do I have time to train someone new?
I've had bad experiences with assistants before. How do I avoid repeating them?
I'm worried about losing control by delegating things I do well.
Do I need an assistant to take this?
How is this different from Great Assistant's full program?
What if it doesn't work for me?
Be the leader your assistant deserves.
A great assistant is one leg. Great leadership is the other. This is the leg only you can grow.
Onwards and upwards.