Taste Network · Brady Lowe
The EA Playbook

Hire an assistant. Get your week back.

How to hire an executive assistant or virtual assistant, how to train one, and how to run the day with one. The Sweep system, step by step.

Why You Hire an EA

An EA buys back 20 to 30 hours of your week. That is the whole point. The truth is, most CEOs don't have a time problem. They have a filter problem. Everything hits them raw.

This playbook gives you two things:

  1. How to hire the right EA: where to find them, what to pay, how to test them, and what the first 90 days look like.
  2. How to run them: the four core Sweep blocks every EA does every day, plus the full admin playbook for everything else.

The rule: You live in your zone of genius. The visionary sets direction. The integrator drives execution. The EA protects both from noise. If you are reading raw email, booking your own calls, or chasing follow-ups, you are paying CEO rates for $10/hour work.

The Sweep promise: Every day starts with a check-in. Every inbox gets swept to zero. Every meeting has an agenda. Every day ends with a sync and a clean close. Nothing floats.

Everything you want exists on the other side of letting go.

What to Expect

Expect to invest about 5 hours a week for the first 30 days. By day 90, you should be spending 15 minutes a day and getting back 20+ hours a week. The best part? The investment front-loads. The payoff compounds.

PhaseYour timeWhat the EA ownsHow it feels
Days 1–3045–60 min/dayCheck-in, calendar, inbox triage with heavy reviewSlower than doing it yourself. Normal. Stay in it.
Days 31–6020–30 min/dayFull inbox sweep, calendar, sync prep, draft repliesYou stop opening raw email.
Days 61–9015 min/dayAll four Sweep blocks plus travel, purchasing, follow-upsYou forget how you lived without them.

Sync cadence: Meet daily for the first 4–6 weeks. Then three times a week. After 3 months, weekly is possible. At Sweep, we keep the daily 15-minute sync forever. It is the heartbeat.

Three things that kill an EA hire:

  1. No access. You hold back email, calendar, or passwords. They can't sweep what they can't see.
  2. No feedback. You fix their mistakes yourself instead of telling them. They never learn.
  3. No system. You hand them tasks instead of a playbook. They become a task-taker, not an operator.

The first two weeks will feel like more work. That is the price of the next ten years.

The Job Description

Copy, paste, and post. Swap the brackets.

Title: Executive Assistant to the CEO (Remote, Full-Time)

About us: [Company] is a [one line on what you do]. Our CEO runs [number] businesses and needs a sharp, calm operator to protect their time and run the daily rhythm.

This is not a task job. It is an operator job. You will run a documented daily system called Sweep. You will own the CEO's inbox, calendar, and daily sync. You will turn messy ideas into clean, finished work.

What you will do every day:

  • Send the CEO a morning check-in with today's meetings, conflicts, and priorities
  • Sweep every inbox and sent folder to zero, and draft replies in the CEO's voice
  • Manage the calendar so every meeting has an agenda, a link, and a buffer
  • Prep and run a 15-minute daily sync with the CEO
  • Close the day with a clean checkout and tomorrow's top 3
  • Book travel, track follow-ups, manage purchases, and keep the CRM current

You are a fit if you:

  • Have 2+ years supporting a founder, CEO, or executive
  • Write clear, warm, professional English
  • Love systems, checklists, and a clean inbox
  • Ask "by when?" and "what does done look like?" without being told
  • Use AI tools (ChatGPT, Claude) to work faster
  • Can overlap [4–6] hours with [US Eastern] time

Tools: Google Workspace, Superhuman (or Gmail), Slack, Zoom, a CRM (GoHighLevel, HubSpot), 1Password.

Pay: [pay range] per [month / hour], paid [monthly / biweekly]. Paid time off after 90 days.

To apply: Send a 2-minute Loom video introducing yourself, your resume, and your answer to this: "The CEO has three meetings at the same time tomorrow. Walk me through what you do." Put "Sweep Ready" in your subject line.

That last line is a filter. Anyone who misses it misses details. Pass.

What We're Looking For

Hire for judgment and ownership. Train the tools. You can teach Superhuman in a day. You can't teach someone to care whether the Zoom link works.

TraitWhat it looks likeHow you test it
Owns the 80%Takes a rough idea and returns it 80% done (10-80-10 model)Test project: give a messy voice note, ask for a clean doc
Brings solutionsShows up with 1 problem, 3 options, 1 recommendation (1-3-1)Interview: "Tell me about a problem you solved without being asked"
Writes with warmthClear, short, hospitable emails in someone else's voiceTest: ghostwrite 3 replies in the CEO's tone
Detail-obsessedCatches the wrong time zone, the missing agenda, the double bookingTest: hand them a calendar with 5 planted errors
Systems-mindedFollows the playbook and improves it with SOPsInterview: "Show me a process you documented"
Calm under speedFast decisions, many projects, no panicReference check: "How do they act on a crazy day?"
AI-fluentUses AI to draft, summarize, and organizeTest: ask how they would use AI on the test project
DiscreetHandles money, family, and private info with careReference check plus signed agreement

Red flags. Pass on these:

  • Missed a detail in the application instructions
  • Asks "what do you want me to do?" instead of "here is what I'd do"
  • Over-explains. Long emails. No point in the first line.
  • Can't name a system they built or improved
  • Wants to work only on "interesting" tasks
  • Poor internet, no backup power, or no quiet workspace

Green flags. Hire fast:

  • Sends a thank-you note within hours of the interview
  • Asks smart questions about your week, not just the pay
  • Their test project is cleaner than you expected

One great EA beats three good ones. Wait for the yes.

Where to Find Them

Start with your network. Then go to the market. Many of the best EAs come through a referral. Referred people stay longer because someone vouched for them.

ChannelBest forSpeedWatch out for
Personal networkTrusted, pre-vetted talent. Ask other CEOs: "Does your EA have a friend?"1–3 weeksHiring a friend you can't fire
UpworkTesting fast. Paid trial before full-time. Good filters for EA and calendar skills3–7 daysFreelancers juggling 4 clients. Ask for full-time, exclusive.
OnlineJobs.phPhilippines full-time hires direct, no agency markup1–2 weeksYou do all the vetting yourself
LATAM agencies (Hire Latam, HireTalent)US-hours EAs in Colombia, Mexico, Argentina with vetting done5–10 daysAgency margin on top of salary
Philippines agencies / EOR (Remoteria, Borderless)Payroll, compliance, and 13th-month pay handled for you1–2 weeksFully loaded cost is higher than direct
LinkedInSenior US or bilingual EAs2–4 weeksHighest cost
Facebook groups / VA communitiesVolume of Filipino VA applicantsDaysLots of noise. Filter hard.

Philippines or South America?

The truth is, it comes down to time zone. An EA has to reschedule a meeting in 20 minutes, not 12 hours.

PhilippinesLatin America (Colombia, Mexico, Argentina)
Time zone vs US Eastern12–13 hours ahead. Works a night shift to cover US hours0–3 hours. Works your day
EnglishVery strong, top 25 globallyStrong but varies by country. Argentina strongest. Test every candidate
ExperienceDeep. Decades of supporting US execsGrowing fast. Senior EAs available
CostLower30–50% higher than Philippines
Best fitAsync inbox and admin, overnight processing, tight budgetLive calendar, daily syncs, meeting-heavy CEOs

Our call: For a Sweep EA running a live daily sync, start in Latin America. Go Philippines if your budget is tight and the EA can hold a stable US-hours shift. Many great Filipino EAs do this well. Disclose the schedule up front and pay for it.

Pick the time zone first. The talent is out there in both.

Pay Rates and EA Expectations

A full-time executive assistant costs roughly USD 900–1,600 a month in the Philippines, USD 1,400–2,400 in Latin America, and USD 5,000–7,000 in the US. Pay at the top of the range for the top of the talent. You get what you pay for.

RegionHourly (USD)Monthly full-time (USD)Senior / 5+ yrs
Philippines7–10900–1,600up to ~1,600+
Latin America10–151,400–2,400up to ~18/hr
United States25–405,000–7,00040–60/hr

Ranges are mid-level, direct pay, from 2026 salary guides (Gold Penguin, Hire Latam, Remoteria, Borderless Recruit). Agencies and EORs add their fee on top.

What a great EA expects from you:

  • Steady pay, on time. Same day every cycle. Late pay kills trust faster than anything.
  • A clear playbook. They want to win. Give them the Sweep blocks so they know what winning looks like.
  • Full access. Email, calendar, password manager, CRM. Day one.
  • A daily sync. 15 minutes. Non-negotiable. It is their training and your control tower.
  • Paid time off and holidays. Philippines: plan for the 13th-month pay (a legal norm there). LATAM: local holidays vary by country.
  • A raise path. Review at 90 days and every 6–12 months. 5–10% for strong performance keeps your best people.
  • Respect. A thank-you, a bonus after a big win, a birthday text. Hospitality starts at home.

Pro move: Start with a paid 2-week trial at the full rate. Then a 90-day probation. Then the full agreement. Everyone knows the deal up front.

Pay well. Lead well. Keep them for years.

The Hiring Process

Seven steps. About 3 weeks from post to hire. Every step is a filter.

  1. Post the job (above). Ask for a Loom, a resume, and the "Sweep Ready" subject line.
  2. Filter applications (30 min). Cut anyone who missed the subject line, skipped the Loom, or wrote sloppy English. Keep your top 10.
  3. Watch the Looms (30 min). Look for energy, clarity, and a real answer to the triple-booked-calendar question. Keep your top 5.
  4. Paid test project (2–3 hours, paid). Same test for everyone:
    • Here are 15 emails. Label each with the Inbox GPS labels and draft replies to 3.
    • Here is a calendar with 5 planted errors. Find and fix them.
    • Here is a messy voice note. Turn it into a one-page doc.
  5. Interview the top 3 (45 min each). Use the questions below. Camera on.
  6. Reference checks (2 calls). Ask: "Would you hire them again? What did they need help with?"
  7. Offer + paid 2-week trial. Send the EA Operating Agreement and the Operator's Pledge with the offer.

Interview Questions

Ownership

  • Tell me about a time you fixed something nobody asked you to fix.
  • Your CEO says, "Let's handle that." What do you ask next?

Judgment

  • An investor, a big client, and the CEO's spouse all email at 7 AM. Who gets handled first and how?
  • When do you decide something is for the CEO and not for you?

Systems

  • Walk me through how you get an inbox to zero.
  • Show me a checklist or SOP you built.

Communication

  • Rewrite this rude email so it sounds warm. (Hand them one.)
  • How do you tell a CEO they're wrong?

Fit

  • What does your workspace look like? Backup internet? Backup power?
  • What hours can you overlap with US Eastern, every day?
  • Where do you want to be in 3 years?

Scoring: Rate each candidate 1–5 on ownership, judgment, writing, detail, and systems. Hire only a 4+ average. Anything less is a no.

Slow to hire. Fast to train. That is the play.

30-Day Onboarding

By day 30, the EA runs all four Sweep blocks every day with your review. Week by week, add one layer. Tick these off together.

Week 1: Access and Shadow

Week 2: Check-In and Calendar

Week 3: Inbox Sweep

Week 4: Full Sync and Close

The first 30 days build the habits. The habits build the freedom.

90-Day Success Period

At day 90 you make one call: keep, coach, or release. Use this scorecard at day 30, 60, and 90. A keeper hits every target by day 90.

MeasureDay 30Day 60Day 90
Morning check-in sent on time80% of days95%100%
Inbox at zero (AM and PM)With helpMost daysEvery day
! - CEO label share of emailUnder 30%Under 20%Under 15%
Meetings with agenda + link80%95%100%
Sync agenda sent before the callMost daysEvery dayEvery day, 45 min ahead
Drafts sent with no CEO edits50%75%90%
SOPs written3610
CEO hours saved per week5+10–1520+

Day 30: Are they learning fast? Do they own mistakes? Coach the gaps.

Day 60: Can they run the day without you checking? Move the sync to a tight 15 minutes.

Day 90: Do you trust them with your inbox, your calendar, and your reputation? If yes, confirm the hire, start the raise path, and add the next layer (finance, CRM, events). If no, release them kindly and fast. A wrong hire held too long costs more than a re-hire.

The ultimate test: Could you go on vacation for a week and come back to a clean inbox, a clean calendar, and a short list of decisions? That is a Sweep EA.

Trust is built in 90 days. Then you get your life back.

The Sweep Core: Four Blocks, Every Day

These four blocks are the heartbeat. Everything else is supplemental. Run them in this order, every working day:

Time (CEO's zone)BlockLengthOutput
Start of shift1. Check-In30 minCEO knows the day before the day starts
Right after2. Inbox Sweep30–45 min AM, 20 min PMEvery inbox and sent folder at zero
Late morning3. Calendar + Sync Prep30 + 30 minClean calendar, written sync agenda
Midday + end of day4. Daily Sync + Close15 min + 30 minDecisions made, loops closed, tomorrow set

Sweep Core 1: The Daily Check-In

Purpose: Give the CEO total clarity on the day in under 60 seconds. Time: 30 minutes, hard stop.

The rule: First text goes out within 3 minutes of shift start. Never wait to be asked.

Step 1: Good Morning Text

Good morning [CEO]. Logging in now. Anything urgent you need me on first? Thank you.

Step 2: The Numbers Text (optional, CEO's choice)

Some CEOs want a daily money snapshot. If yours does, send it here:

  • Bank and card balances (last 4 digits only, never full account numbers)
  • Any unusual debit or deposit, flagged in one line
  • Pipeline: deals closed vs. deals likely (Sweep calls this Over/Under)
  • Daily health or focus scores, if the CEO tracks them

Step 3: Meetings, Conflicts, and Priorities Text

Scan today and the full week before you send this. Flag every conflict with a question, not a problem.

DAILY CHECK-IN [date]

NEEDS YOUR ATTENTION
- [item + link]

MEETINGS TODAY
- 11:45 AM – EA Sync
- 1:30 PM – [Meeting] (agenda attached)

BOTTLENECKS
- [what's stuck + who it's waiting on]

I see a conflict Thursday at 2 PM. Move [A] or [B]?

Sync doc: [link]

Step 4: Check-In Email (the record)

Same day, in email, so nothing lives only in a text thread:

  • Completed yesterday: bullets of what got done
  • CEO action items: only what the CEO must do, with email links. Carry these forward and highlight them until done.
  • Today's focus: the EA's top 3–5 priorities

Step 5: Review and Update

  • Re-read the CEO's Primary Focus for the quarter. Every priority today should serve it.
  • Update the EA Task Tracker.

Definition of Done:

No assumptions. No skipped steps. The day starts here.

Sweep Core 2: The Inbox Sweep

Purpose: The CEO never touches raw email. Every inbox and every sent folder hits zero, twice a day. Time: 30–45 minutes AM, 20 minutes PM.

The core rule: If the CEO sees an unfiltered inbox, the system failed.

Step 1: Sent Folder First

Start with what the CEO sent, not what they received. The sent folder tells you:

  • New promises the CEO made overnight ("I'll send that Tuesday")
  • New meetings booked without you
  • Threads you now need to follow up on

Log every promise as a task. Add every new meeting to the calendar sweep.

Step 2: Surface Scan (Is anything on fire?)

Open every channel. No exceptions. Email (all accounts), Slack, text/WhatsApp, LinkedIn, Instagram DMs, CRM inbox, and meeting-recorder summaries. Ask one question: Did anything happen overnight that creates cash, risk, or urgency?

  • Cash: sponsor, investor, partnership, or meeting requests
  • Risk: complaints, payment issues, missed deadlines
  • Urgency: contracts closing, same-day deadlines, conflicts

Urgent → text the CEO now. Not urgent → it goes on the sync agenda. Anyone saying "let's book time" or "I want to sponsor" is a lead: flag it, log it in the CRM, bring it to sync.

Step 3: Process Every Email With Inbox GPS

For every email: read the full thread, search the sender's history, check the CRM if it's money. Then label it and archive it.

LabelWhat goes hereWho acts
! - CEOOnly what needs the CEO's authority: big deals, investors, major partners, brand calls. Under 15% of email.CEO, with EA's context note and draft on top
1. To RespondScheduling, confirmations, follow-ups, light check-insEA handles. CEO never sees it.
2. ReviewGray zone. EA drafts a reply or recommendation. Cleared at daily sync.CEO approves, EA sends
3. RespondedAnything replied to by EA or CEOArchive. Ends "did we answer this?"
4. Waiting OnProposal, invoice, or intro sent; waiting on themEA schedules a follow-up date
5. FIN$Invoices, receipts, bank alerts, renewalsEA logs in finance tracker
6. NewsNewsletters and readingCEO, on their own time
JunkSpamDelete

The "!" and numbers matter. They force the labels to sort to the top.

The context note on every ! - CEO and 2. Review email looks like this:

Context: 25K sponsor for the Aspen event. They want a revised proposal by Friday. I recommend yes. Draft below.

Step 4: Follow-Up Rules

SituationFollow up within
Income, contracts, sponsorships1 business day
High-value lead24–48 hours
Invoice outstanding or intro unanswered48 hours
Medium priority3–4 days

Never:

  • Leave an email in the inbox as a reminder
  • Forward raw email to the CEO without a summary
  • Put easy items in ! - CEO
  • Rely on memory for a follow-up
  • Label without reading the full thread

Definition of Done:

Zero inbox. Zero floating. Zero surprises.

Sweep Core 3: Calendar and Sync Prep

Purpose: The CEO never walks into a meeting cold, and never waits on the EA during sync. Time: 30 minutes calendar + 30 minutes sync prep, hard stops.

Part A: The Calendar Sweep

Rule #1: No agenda = no meeting.

Step 1: Sweep today. Every meeting must have:

  • A clear title (format: "[Company] / [CEO]: [Purpose]")
  • An agenda in the description
  • An active video link or a physical address
  • The correct time zone and correct guests
  • A one-line context note from the email thread

Missing an agenda? Contact the meeting owner now.

Step 2: Protect the structure.

  • 15–30 minute buffers between calls
  • No back-to-back overload
  • Deep work and creative blocks protected
  • The CEO's Perfect Week respected (see Everything Else)
  • Drive time added for in-person meetings

Step 3: Color code. Use one color system and never drift. Example:

ColorUse for
BlueGoals, deep work, personal
RedClient calls
YellowInternal meetings and team
Green (sage)Travel: flights, hotels, cars
Teal (peacock)Fitness and meals
Purple (grape)Speaking and paid engagements
BasilNetworking

Step 4: Look ahead. Scan 2 weeks for double bookings, overloaded days, and missing prep. Scan 8 weeks for travel. Every trip needs flights, lodging, ground transport, and the event address on the calendar. New trip found → start a Trip File in Drive the same day.

Step 5: Send the meeting reminder text. Short. Visible. Critical ones marked.

Today:
1:00 PM – Live Coaching Call
3:30 PM – Podcast Guest: [Name] ★
4:30 PM – Prep Call

Step 6: Close yesterday's meetings. Pull summaries from the meeting recorder. Log action items, owners, and due dates. No meeting floats without a next step.

Part B: Sync Prep

The rule: When the CEO joins, you are already there. Screen shared. Agenda open. Zero wait time. If the CEO waits three minutes for you, this block failed.

Step 1: Update the Daily Sync Doc. One master doc, not a new one each day. Update: revenue, priorities, done today, meetings, wins, bottlenecks, finance notes, and emails needing the CEO. Short. Factual. Links work. The CEO can skim it in 60 seconds.

Step 2: Set today's top 3. Ordered by importance. Realistic for today.

Step 3: Draft every reply in advance. All 2. Review emails get a draft. The sync is refinement, not creation.

Step 4: Prepare every problem as 1-3-1. One problem, three options, one recommendation.

Step 5: Prep the tech.

  • 45 minutes before: agenda sent to the CEO
  • 5 minutes before: join the call, camera on, share screen, open sync doc, calendar, inbox, and finance sheet
  • 5 minutes before: text the CEO the video link and sync doc link

Definition of Done:

Prepared beats talented. Every time.

Sweep Core 4: Daily Sync and Close

Purpose: One 15-minute meeting a day where the CEO offloads, decides, and walks away lighter. Then a clean close so tomorrow starts ahead. Time: 15–30 minute sync + 30 minute close.

The Sync: Same Order, Every Day

Title: "Admin Sync | EA & [CEO] | [Date]"

  1. Off-Load (start here). "What's on your mind? What needs to come off your desk?" Capture every to-do and delegation live. If the EA can own it, the EA takes it now.
  2. Past Meetings. Every meeting since the last sync. "Any follow-ups? Promises? Invoices to send?" Log owner and due date for each.
  3. Calendar Review. Screen shared. Today, next 7 days, quick scan of 14. "Keep, move, prep, or cancel?" Adjust live.
  4. CEO Action Items. Only what the CEO alone can do: contracts, high-stakes replies, approvals. In priority order. What, why, by when, what done looks like.
  5. CEO's Floor. "What's top of mind? What feels stuck? What's the win today?"
  6. Email Review. The ! - CEO and 2. Review emails. Drafts already written. Refine, approve, send.
  7. Projects (1-3-1). Status, blocker, three options, one recommendation. CEO picks. EA captures the decision.
  8. Questions for the CEO. Bring 5 prepared questions about strategy, preferences, relationships. This is how the EA grows. Out of time? Carry them forward.
  9. Close the Loop. "What was decided? Who owns what? By when? What's priority #1 today?"

During the sync, the EA:

  • Types notes live in the sync doc
  • Assigns an owner to every task in real time
  • Never leaves a task undefined. When the CEO says "let's handle that," the EA asks: "By when? What does finished look like? High priority?"
  • Doesn't ramble. Doesn't over-explain. Moves fast.

The Close: End-of-Day Checkout

Rule: If the close is skipped, tomorrow starts behind.

Step 1: Final inbox sweep (20 min). Clear 2. Review items. Respond to anything inside 24 hours. Inbox back to zero.

Step 2: Update the Daily Sync Doc. One master doc, cleaned and trimmed daily. Add unresolved leads, emails, and tasks for tomorrow. Leave a short progress note on anything in motion.

Step 3: Send the checkout text.

EOD CHECK-OUT [date]

DONE TODAY
- [win]
- [win]

WAITING ON YOU
- [item + link]

TOMORROW'S TOP 3
1. [priority]
2. [priority]
3. [priority]

Money in today: [deposits / deals]
Bills due soon: [items]

Sync doc: [link]

Money in goes first. Bills go last. Always.

Definition of Done:

Open strong. Close clean. Repeat tomorrow.

Everything Else: The Executive Admin Playbook

The four Sweep blocks run the day. This section runs the rest. It is built on the executive admin methodology our coaching curriculum builds on, and filled in with what works in practice.

North Star Principles

  1. Protect the CEO's time. Filter every request. Surface only what matters.
  2. Be efficient in the calendar. Clear, committed, with context.
  3. Every message gets a reply. A clear yes or a kind "not at this time." Never silence.
  4. Design the play. Be preemptive. Know the moving pieces before the CEO asks.
  5. Prioritize revenue. Make money or save money first. Profit solves most problems.

Task Cadence

CadenceTasks
DailyThe four Sweep blocks. Book requested travel. Process orders, signatures, and service requests. Scan the calendar 6 weeks out.
WeeklyProcess weekend email by mid-morning Monday. Audit the 6-week calendar: invites accepted, travel current, family commitments confirmed. Weekly calendar check-in with the CEO's spouse or partner. Chase overdue invoices. Review CRM for missing leads. File meeting summaries.
MonthlyAll transactions coded. Reimbursements sent. Request P&L and balance sheet from the bookkeeper. Update the CEO Master Profile. Write or update 2+ SOPs. Review the cadence itself.
QuarterlyBook accountant meetings with agendas. Schedule a podcast/interview day. Review CRM strategy. Submit EA planned days off.
AnnuallyPreload the year with key dates, birthdays, and family events. Plan holiday gifting. Close year-end books. Write 5 workflow improvements for next year.

The CEO's Perfect Week

Before anything goes on the calendar, check it against this template. Fill it in with the CEO in Week 2.

SlotRule (example)
MorningsDeep work and workouts. No calls before 10 AM.
LunchProtected. Networking lunches only on approved days.
AfternoonsCalls and meetings, batched.
EveningsFamily. No meetings unless pre-approved.
FridaysAdmin, reviews, and thinking time.
WeekendsOff-limits unless it is travel or an event.
Special rules[Kids' activities, standing personal appointments, "never book" days]

The Perfect Calendar Invite

  • Title: "[Their Company] / [CEO]: [Purpose]"
  • Description: agenda, one-line context, links to any docs, phone number of the other party
  • Location: video link or full address
  • Guests: everyone who needs to be there, and only them
  • Length: use the CEO's default call lengths (e.g., 15, 30, or 45 minutes. Never 60 by default.)
  • Buffer: 15–30 minutes after every call
  • Drive time: a separate block before and after in-person meetings
  • Same-day adds: text the CEO the moment you add one
  • Final check: time zone, link works, color right, everyone accepted

Podcast and Speaking Days

Batch them. Once a quarter, block a full open day and book every interview into it.

  1. Keep a running list of podcasts that reach out all year.
  2. Pick an open day. Confirm with the CEO. Block it as busy.
  3. Send hosts a booking link:
Hi [Host], [CEO] is excited to join your show! They're doing a recording day on [date]. Grab a time slot here: [booking link]. Once booked, I'll send a short form to learn more about your show. Thanks so much! – [EA Name]
  1. Research every show first: format, audience size, length, live or recorded.

Booking Travel

Goal: No guessing, no back-and-forth, no last-minute chaos.

  1. Confirm travel dates with the CEO.
  2. Create a Trip File in Drive: flights, hotel, car, event address, confirmations, contacts.
  3. Book against the CEO's preferences (fill these in once): airline, class, seat, direct vs. connection, latest departure, hotel brands, car service or rental.
  4. Add every leg to the calendar with confirmation numbers in the description.
  5. Set reminders for check-in and departure.
  6. Delays or cancellations: rebook first, then tell the CEO the new plan. Never just the problem.

Timeline: Book flights 3–6 weeks out. Confirm everything the week before. Send the full itinerary 2 days before.

Responding on the CEO's Behalf

Use the approved opener every time:

Hi [Name], this is [EA Name], [CEO]'s assistant. I got to your email before they did and thought you'd appreciate a speedy reply.

Pass on an investment: "Thank you for thinking of [CEO] for [Company]. Right now they're heads-down with current clients and not looking at new deals outside their network. Wishing you every success."

Pass on an event: "Thank you for inviting [CEO] to [Event]. They're heads-down with clients and can't attend this time. Wishing you a great event!"

Pass on a collaboration: "Thank you for putting these ideas together. [CEO] isn't co-creating content right now, but we appreciate you thinking of them. Keep up the great work!"

Keep the door open: "We'd love to revisit this during your next planning cycle. When's the best time of year to reconnect?"

Purchasing and Gifting

  • Company vs. personal: two separate cards, two separate logs. Never mix.
  • Larger purchases: get CEO approval above a set limit (e.g., 500 USD).
  • Returns: track every return to refund in the finance log.
  • Gifting checklist: research the person, pick 2–3 options, get CEO approval, buy, track shipping, confirm delivery to the CEO.
  • Keep a gift log: who got what, when, so nobody gets the same thing twice.

Password Manager (1Password or similar)

  • Every login lives in the password manager. Never in email, text, or a doc.
  • Shared vaults for the team. Private vault for the CEO's personal accounts.
  • New team member: invite to the vault, grant only what they need.
  • Someone leaves: remove access the same day and rotate shared passwords.

Systems run the business. The EA runs the systems.

Frameworks and AI Prompts for the EA

Three frameworks run every decision. Six prompts speed up every block. Give both to the EA on Day 1.

The Frameworks

1-3-1 (how to escalate). Never bring the CEO just a problem. Bring 1 clear problem, 3 options, and 1 recommendation.

10-80-10 (how work gets done). The CEO gives the first 10%: an idea, a voice note, a rough outline. The EA owns the middle 80%: organizes it, structures it, drafts it, uses AI to sharpen it. The CEO does the last 10%: review, refine, approve.

Definition of Done (how you know it's finished). Every task leaves the sync with three answers: Who owns it? By when? What does finished look like?

The Prompts

Paste these into ChatGPT or Claude. Swap the brackets. Save the CEO Master Profile in the AI project so every prompt knows the CEO's voice.

1. Morning check-in builder

You are my EA assistant. Here is today's calendar, yesterday's sync doc, and overnight emails: [paste]. Write a DAILY CHECK-IN text with: needs your attention, meetings today, bottlenecks, and any conflicts phrased as a question. Under 120 words.

2. Reply in the CEO's voice

Using the CEO Master Profile and these sample emails [paste 3], draft a reply to this email [paste]. Tone: warm, direct, hospitable, short. Goal: [book a call / decline kindly / confirm details]. Give me 2 versions.

3. Context note for ! - CEO and Review

Summarize this email thread [paste] in 2 sentences for a busy CEO: who it is, what they want, money involved, and deadline. Then give my recommendation in one line starting with "I recommend."

4. Sync agenda builder

Build today's Admin Sync agenda in this order: Off-Load, Past Meetings, Calendar Review, CEO Action Items, CEO's Floor, Email Review, Projects (1-3-1), Questions for CEO, Close the Loop. Use these inputs: [calendar, open tasks, Review emails, meeting summaries]. Keep each item to one line.

5. Meeting summary to action items

From this meeting transcript [paste], list every action item with an owner and due date, every promise the CEO made, and any money discussed. Format as a table.

6. SOP writer

Turn this Loom transcript / voice note [paste] into an SOP with: purpose, time, tools, inputs, step-by-step instructions, and a Definition of Done checklist. Write at a grade 5 reading level.

Give the EA the playbook, the prompts, and the trust. Then get out of the way. The best part? Your zone of genius is waiting for you.

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