Your first thirty days with a new client decide the next three years — and most assistants improvise them. This playbook replaces improvisation with a system: from deciding whether to say yes, through the discovery call, scope definition, and welcome packet, to a fully built client command center.
It covers what nobody teaches: passwords and digital security, documenting executive preferences and working style, communication rules and reporting rhythms, and what to do when onboarding reveals a problem client. Fourteen chapters ending in renewal, expansion, or a clean professional offboarding.
New in this edition: fillable templates and worksheets throughout — including the Discovery Call Notes template — so you're not just reading the system, you're running it by the end of chapter three.
Built by the executive assistant behind the publishing operations of a bestselling author.
Format: Ebook — PDF + ePub, with templates. Instant download. Personal use license — may not be copied, shared, resold, or redistributed without written permission.
*Please note: This is a digital product. No physical product will be shipped to you. You will be able to download the product after purchase
Your first thirty days with a new client decide the next three years — and most assistants improvise them. This playbook replaces improvisation with a system: from deciding whether to say yes, through the discovery call, scope definition, and welcome packet, to a fully built client command center.
It covers what nobody teaches: passwords and digital security, documenting executive preferences and working style, communication rules and reporting rhythms, and what to do when onboarding reveals a problem client. Fourteen chapters ending in renewal, expansion, or a clean professional offboarding.
New in this edition: fillable templates and worksheets throughout — including the Discovery Call Notes template — so you're not just reading the system, you're running it by the end of chapter three.
Built by the executive assistant behind the publishing operations of a bestselling author.
Format: Ebook — PDF + ePub, with templates. Instant download. Personal use license — may not be copied, shared, resold, or redistributed without written permission.
*Please note: This is a digital product. No physical product will be shipped to you. You will be able to download the product after purchase
